Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
% NORTHWELL HEALTH INC
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
972 BRUSH HOLLOW RD 5th FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTBURY, NY11590
D Employer identification number

11-2673595
E Telephone number

G Gross receipts $ 180,668,837
F Name and address of principal officer:
MICHAEL J DOWLING
2000 MARCUS AVENUE
NEW HYDE PARK,NY11042
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
NORTHWELL.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1983
M State of legal domicile: NY
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH STRIVES TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES AND IS COMMITTED TO FINDING NEW ADVANCES IN MEDICINE THROUGH RESEARCH
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 723
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,722,026
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 121,914,605 136,606,771
9 Program service revenue (Part VIII, line 2g) ......... 12,945,133 12,774,020
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,584,959 2,568,120
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 372,395 823,336
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 136,817,092 152,772,247
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 98,884,447 107,830,858
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 8,644,565    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 38,221,069 43,053,175
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 137,105,516 150,884,033
19 Revenue less expenses. Subtract line 18 from line 12....... -288,424 1,888,214
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 210,719,887 222,810,628
21 Total liabilities (Part X, line 26)............. 49,399,513 50,017,377
22 Net assets or fund balances. Subtract line 21 from line 20..... 161,320,374 172,793,251
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH ("THE INSTITUTE") IS THE RESEARCH BRANCH OF NORTHWELL HEALTH ("NORTHWELL"). THROUGH ITS AFFILIATION WITH NORTHWELL, THE INSTITUTE'S MISSION IS TO BRIDGE THE GAP BETWEEN BIOMEDICAL RESEARCH AND PATIENT CARE, ACCESSING HUNDREDS OF THOUSANDS OF PATIENTS IN NORTHWELL'S 15 HOSPITALS, FOUR LONG-TERM CARE FACILITIES, THREE TRAUMA CENTERS, SIX HOME HEALTH AGENCIES AND DOZENS OF OUTPATIENT FACILITIES. INSTITUTE SCIENTISTS COLLABORATE WITH CLINICIANS THROUGHOUT NORTHWELL TO SHED LIGHT ON BASIC BIOLOGICAL PROCESSES UNDERLYING DISEASE. THIS KNOWLEDGE IS USED TO DEVELOP NEW THERAPIES AND DIAGNOSTICS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 130,802,782 including grants of $   ) (Revenue $ 12,774,020 )
The Feinstein Institute for Medical Research conducts direct continuous active medical research in the areas of molecular biology, biostatistics, electron microscopy, nuclear physics molecular genetics, electron microscopy, nuclear physics, molecular genetics, molecular immunology, animal facility, pediatrics, Gastrointestinal biochemical and PET/Cyclotron activities.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses130,802,782
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
List of Attached Documents:
// Content
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
332
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
723
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
31
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
20
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
NY
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
NORTHWELL HEALTH INC972 BRUSH HOLLOW RD 5TH FL   WESTBURY,NY11590 (516) 321-6058
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MICHAEL DOWLING......................................................................
Trustee/Pres Northwell
0.0
.................
50.0
X           0 8,971,932 70,612
(2) DAVID BATTINELLI......................................................................
Trustee/EVP Northwell
0.0
.................
50.0
X           0 1,736,272 78,569
(3) LAWRENCE SMITH......................................................................
Trustee/EVP Northwell
0.0
.................
50.0
X           0 1,745,587 57,990
(4) MICHELE CUSACK......................................................................
EVP & CFO
0.0
.................
50.0
    X       0 1,617,951 78,507
(5) KEVIN TRACEY......................................................................
President
50.0
.................
0.0
X   X       1,567,128 0 78,569
(6) LAURENCE KRAEMER......................................................................
EVP, General Counsel & Asst Se
0.0
.................
50.0
    X       0 1,302,865 69,888
(7) ANDREW YACHT......................................................................
Trustee/SVP Northwell
0.0
.................
50.0
X           0 1,241,819 78,507
(8) BRIAN LALLY......................................................................
SVP, Chief Development Officer
0.0
.................
50.0
    X       0 1,008,232 64,637
(9) RALPH NAPPI......................................................................
Chairman Emeritus
0.0
.................
50.0
    X       0 972,189 64,637
(10) PING WANG......................................................................
SVP/Chief Scientific Officer
50.0
.................
0.0
    X       932,626 0 50,769
(11) CHAD BOUTON......................................................................
VP, Advanced Engineering
50.0
.................
0.0
        X   622,087 0 78,507
(12) YOUSEF AL ABED......................................................................
VP, Molecular Targets
50.0
.................
0.0
        X   593,893 0 78,507
(13) CHRISTINA BRENNAN......................................................................
SVP, Clinical Research
50.0
.................
0.0
        X   630,156 0 36,900
(14) BETTY DIAMOND......................................................................
Center Head/Autoimmune Disease
50.0
.................
0.0
        X   604,579 0 50,790
(15) CATHERINE ALFANO......................................................................
VP, Cancer Care Mgmt & Rsch
50.0
.................
0.0
        X   605,374 0 36,900
(16) BARBARA HRBEK ZUCKER......................................................................
Chairwoman Emeritus
0.0
.................
2.0
X   X       0 0 0
(17) LEWIS RANIERI......................................................................
Co-Chairman
0.0
.................
3.0
X   X       0 0 0
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SCOTT RECHLER........................................................................
Co-Chairman
0.0
.......................3.0
X   X       0 0 0
(19) JACK ROSS........................................................................
Vice Chairman
0.0
.......................2.0
X   X       0 0 0
(20) ROBERT CATELL........................................................................
Treasurer
0.0
.......................2.0
X   X       0 0 0
(21) SUSAN CLASTER........................................................................
Secretary
0.0
.......................2.0
X   X       0 0 0
(22) NON COMPENSATED TRUSTEES........................................................................
SEE SCHEDULE O
0.0
.......................2.0
X           0 0 0
















1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 5,555,843 18,596,847 974,289
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 172
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
GE PRECISION HEALTHCARE LLC,
3000 N GRANDVIEW BLVD
WAUKESHA,WI53188
Equipment Services 379,862
JAMES J DOLAN,
3 Malcolms Landing
NORTHPORT,NY11768
CONSULTING FEES 242,623
MJ ROSSANO LLC,
347 W 57th STE 5E
NEW YORK,NY10019
CONSULTING FEES 230,725
PHILIPS MEDICAL SYSTEMS,
22100 BOTHELL EVERETT HWY
BOTHELL,WA98041
Service Contract 224,471
DEVELOPMENTAL STUDIES HYBRIDOMA BAN,
028 BBE 210 E IOWA AVE
IOWA CITY,IA522421324
Research Study 205,686
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 8
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 65,765,308
e Government grants (contributions)1e 49,181,615
f All other contributions, gifts, grants, and similar amounts not included above1f 21,659,848
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 136,606,771
 Program Service RevenueAmt Business Code
2a PATIENT REVENUE 621300 836,327 836,327    
b CYCLOTRON 621300 3,722,026   3,722,026  
c BIOELECTRONIC RESEARCH REVENUE 541900 8,215,667 8,215,667    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 12,774,020
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 1,314,548     1,314,548
4 Income from investment of tax-exempt bond proceeds 0      
5 Royalties........... 0      
(i) Real (ii) Personal
6a Gross rents 6a 43,216  
b Less: rental expenses 6b 18,892  
c Rental income or (loss) 6c 24,324 0
d Net rental income or (loss)....... 24,324     24,324
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 29,131,270  
b Less: cost or other basis and sales expenses 7b 27,877,698  
c Gain or (loss) 7c 1,253,572  
d Net gain or (loss)......... 1,253,572     1,253,572
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events.. 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0      
 OtherRevenueMiscAmt
Business Code
11a OTHER OPERATING REVENUE 900099 799,012 799,012    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 799,012
12 Total revenue. See instructions..... 152,772,247 9,851,006 3,722,026 2,592,444
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 2,499,754 2,499,754    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 79,259,877 68,439,351 6,162,512 4,658,014
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 4,129,441 3,565,691 321,067 242,683
9 Other employee benefits ....... 16,958,955 14,643,725 1,318,571 996,659
10 Payroll taxes ........... 4,982,831 4,302,577 387,419 292,835
11 Fees for services (non-employees):        
a Management ...... 1,297,317 1,120,208 100,867 76,242
b Legal ......... 118,563   67,524 51,039
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 536,167 462,970 41,687 31,510
12 Advertising and promotion .... 45,525 39,310 3,540 2,675
13 Office expenses ....... 10,281,053 8,877,488 799,359 604,206
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 4,262,365 3,680,469 331,402 250,494
17 Travel ............ 733,722 733,722    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 712,779 712,779    
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 7,523,206 6,496,141 584,935 442,130
23 Insurance ... 128,418 110,886 9,985 7,547
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PURCHASED SERVICES 11,239,632 11,239,632    
b DUES & SUBSCRIPTIONS 1,012,860 874,585 78,750 59,525
c CENTRALIZED ADMIN EXPENSE 1,683,210   958,623 724,587
d MISC. EXPENSE 3,478,358 3,003,494 270,445 204,419
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 150,884,033 130,802,782 11,436,686 8,644,565
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ...... 13,942,715 3 16,746,612
4 Accounts receivable, net ............. 569,101 4 979,047
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 523 8 523
9 Prepaid expenses and deferred charges ...... 821,348 9 674,607
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 115,558,752
b Less: accumulated depreciation 10b 47,441,643 71,800,037 10c 68,117,109
11 Investments—publicly traded securities . 43,502,598 11 52,637,049
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 80,083,565 15 83,655,681
16 Total assets. Add lines 1 through 15 (must equal line 33)... 210,719,887 16 222,810,628
Liabilities 17 Accounts payable and accrued expenses ..... 27,125,974 17 27,578,354
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 22,273,539 25 22,439,023
26 Total liabilities. Add lines 17 through 25.. 49,399,513 26 50,017,377
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 15,092,500 27 12,675,950
28 Net assets with donor restrictions ........... 146,227,874 28 160,117,301
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 161,320,374 32 172,793,251
33 Total liabilities and net assets/fund balances ........ 210,719,887 33 222,810,628
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
152,772,247
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
150,884,033
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,888,214
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
161,320,374
5
Net unrealized gains (losses) on investments ...............
5
6,566,332
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
3,018,331
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
172,793,251
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:
NORTH SHORE UNIVERSITY HOSPITAL
,
MANHASSET
,
NY
 
LONG ISLAND JEWISH MEDICAL CENTER
,
NEW HYDE PARK
,
NY
 
LENOX HILL HOSPITAL
,
NEW YORK
,
NY
 

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number
11-2673595
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 45,601,785 39,414,450 34,662,250 29,269,430 23,628,988
b Contributions ...          
c Net investment earnings, gains, and losses -10,870,392 9,837,335 8,003,158 7,991,278 8,001,891
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
3,382,083 3,650,000 3,250,958 2,598,458 2,361,449
f Administrative expenses ....          
g End of year balance ...... 31,349,310 45,601,785 39,414,450 34,662,250 29,269,430
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow100.000 %
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   553,003 553,003
b Buildings ....   70,114,077 29,924,516 40,189,561
c Leasehold improvements        
d Equipment ....   43,647,904 16,612,821 27,035,083
e Other .....   1,243,768 904,306 339,462
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 68,117,109
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)INTEREST IN NWH FOUNDATION 82,681,343
(2)INSURANCE CLAIMS RECEIVABLE 151,762
(3)OTHER 301,000
(4)RIGHT OF USE ASSETS 521,576
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 83,655,681
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
INSURANCE CLAIMS LIABILITY 151,762
ROYALTY PAYABLE 28,344
OPERATING LEASE OBLIGATION 521,576
DUE TO AFFILIATE 21,737,341





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 22,439,023
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 100,199,287
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 243,431
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 14,641,591
e Add lines 2a through 2d ..................... 2e 14,885,022
3 Subtract line 2e from line 1.................. 3 85,314,265
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 67,457,982
c Add lines 4a and 4b.................... 4c 67,457,982
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 152,772,247
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 150,852,010
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 18,892
e Add lines 2a through 2d.................... 2e 18,892
3 Subtract line 2e from line 1................... 3 150,833,118
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b 50,915
c Add lines 4a and 4b..................... 4c 50,915
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 150,884,033
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2 - FIN 48 Certain entities included in Northwell's consolidated financial statements are taxable entities under federal or state laws. GAAP requires that the asset and liability method of accounting for income taxes be utilized by these organizations and for unrelated business activities of the tax-exempt entities included in Northwell's consolidated financial statements. Under the asset and liability method, deferred income taxes are recognized for the tax consequences of temporary differences by applying enacted statutory tax rates applicable to future years to differences between the financial statement carrying amounts and the tax basis of existing assets and liabilities. At December 31, 2023 and 2022, Northwell has net deferred tax assets of approximately $170,000,000 and $158,000,000 respectively, which have been fully offset by a related valuation allowance. The deferred tax asset and related valuation allowance are recorded within other current assets in the accompanying consolidated statements of financial position. A valuation allowance is provided when it is more likely than not that some portion or all of the deferred tax asset will not be realized. Significant components of the deferred tax asset relate to net operating loss (NOL) carryforwards. Certain entities have NOL carryforwards aggregating approximately $573,000,000 at December 31, 2023. NOL carryforwards generated prior to 2018 will expire in varying amounts through 2037 and are available to offset future taxable income of the respective entity. NOLs generated after 2017 can be carried forward indefinitely, but with limitations.
PART XI, LINE 2D & 4B - RECONCILIATION OF REVENUE RECONCILIATION OF REVENUE NET ASSETS RELEASED FROM RESTRICTION 15,718,225 NON-OPERATING NET PERIODIC BENEFIT COST ( 50,915) NET ASSETS RELEASED FROM OPERATIONS (1,044,611) ALLOCATED RENT EXPENSE 18,892 TOTAL REVENUE ON BOOKS NOT RETURN 14,641,591 REVENUE FROM NSUH-FPP 55,018,385 REVENUE FROM FOUNDATION-RESTRICTED 9,958,220 INTEREST TEMP RESTRICTED FUND 2,958,377 TOTAL REVENUE ON RETURN NOT BOOKS 67,457,982
PART XII, LINE 2D & 4B - RECONCILIATION OF EXPENSES RECONCILIATION OF EXPENSES ALLOCATED RENT EXPENSE 18,892 TOTAL 18,892 NON-OPERATING NET PERIODIC BENEFIT COST 50,915 TOTAL 50,915
PART V, LINE 4 - INTENDED USE OF ENDOWMENTS There are various components that encompass the Endowment Fund. In general, their intended use is for teaching, research and training, major modernization, and purchases of equipment.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1LAURENCE KRAEMER
EVP, General Counsel & Asst Se
(i)

(ii)
0
-------------
1,081,573
0
-------------
177,892
0
-------------
43,400
0
-------------
36,300
0
-------------
33,588
0
-------------
1,372,753
0
-------------
0
2MICHELE CUSACK
EVP & CFO
(i)

(ii)
0
-------------
1,305,802
0
-------------
222,366
0
-------------
89,783
0
-------------
36,300
0
-------------
42,207
0
-------------
1,696,458
0
-------------
0
3RALPH NAPPI
Chairman Emeritus
(i)

(ii)
0
-------------
788,605
0
-------------
146,583
0
-------------
37,001
0
-------------
36,300
0
-------------
28,337
0
-------------
1,036,826
0
-------------
0
4LAWRENCE SMITH
Trustee/EVP Northwell
(i)

(ii)
0
-------------
1,020,931
0
-------------
682,647
0
-------------
42,009
0
-------------
36,300
0
-------------
21,690
0
-------------
1,803,577
0
-------------
0
5DAVID BATTINELLI
Trustee/EVP Northwell
(i)

(ii)
0
-------------
1,325,861
0
-------------
389,436
0
-------------
20,975
0
-------------
36,300
0
-------------
42,269
0
-------------
1,814,841
0
-------------
0
6MICHAEL DOWLING
Trustee/Pres Northwell
(i)

(ii)
0
-------------
3,962,212
0
-------------
4,948,761
0
-------------
60,959
0
-------------
36,300
0
-------------
34,312
0
-------------
9,042,544
0
-------------
0
7ANDREW YACHT
Trustee/SVP Northwell
(i)

(ii)
0
-------------
910,602
0
-------------
265,440
0
-------------
65,777
0
-------------
36,300
0
-------------
42,207
0
-------------
1,320,326
0
-------------
0
8BRIAN LALLY
SVP, Chief Development Officer
(i)

(ii)
0
-------------
813,069
0
-------------
151,209
0
-------------
43,954
0
-------------
36,300
0
-------------
28,337
0
-------------
1,072,869
0
-------------
0
9PING WANG
SVP/Chief Scientific Officer
(i)

(ii)
755,077
-------------
0
136,088
-------------
0
41,461
-------------
0
36,300
-------------
0
14,469
-------------
0
983,395
-------------
0
0
-------------
0
10KEVIN TRACEY
President
(i)

(ii)
1,200,161
-------------
0
320,492
-------------
0
46,475
-------------
0
36,300
-------------
0
42,269
-------------
0
1,645,697
-------------
0
0
-------------
0
11CHRISTINA BRENNAN
SVP, Clinical Research
(i)

(ii)
508,133
-------------
0
88,946
-------------
0
33,077
-------------
0
36,300
-------------
0
600
-------------
0
667,056
-------------
0
0
-------------
0
12CHAD BOUTON
VP, Advanced Engineering
(i)

(ii)
523,510
-------------
0
57,158
-------------
0
41,419
-------------
0
36,300
-------------
0
42,207
-------------
0
700,594
-------------
0
0
-------------
0
13CATHERINE ALFANO
VP, Cancer Care Mgmt & Rsch
(i)

(ii)
545,723
-------------
0
57,438
-------------
0
2,213
-------------
0
36,300
-------------
0
600
-------------
0
642,274
-------------
0
0
-------------
0
14BETTY DIAMOND
Center Head/Autoimmune Disease
(i)

(ii)
562,042
-------------
0
5,000
-------------
0
37,537
-------------
0
36,300
-------------
0
14,490
-------------
0
655,369
-------------
0
0
-------------
0
15YOUSEF AL ABED
VP, Molecular Targets
(i)

(ii)
531,553
-------------
0
57,103
-------------
0
5,237
-------------
0
36,300
-------------
0
42,207
-------------
0
672,400
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 7 - BONUS AND INCENTIVE COMPENSATION On Form 990, Part VII, Section A, line 1A, the organization may provide non-fixed payments, not described on lines 5 and 6, to certain listed persons. The organization bases such payments on many performance based factors. Payments of this type appear on Schedule J, Part II, B (II).
Schedule J (Form 990) 2023

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2023
Schedule L (Form 990) 2023
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Suffolk Construction Company Inc Bus Rel: John Fish 910,269 Business   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2023


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Return Reference Explanation
PART VI, SECTION A - GOVERNING BODY, LINE 2 All transactions with Northwell Health entities are as follows: (1) negotiated at arm's length; (2) all purchases are at fair market value; and (3) all products or services are rendered on an "as needed" basis. Jeffrey Feinstein has a family relationship with Leaonard Feinstein. Leonard Feinstein has a family relationship with Jeffrey Feinstein. John Fish has a business relationship with Scott Rechler. Edward Forst has a business relationship with Kevin Tracey. Robert Perro has a business relationship with Lewis Ranieri. Lewis Ranieri has a business relationship with Robert Perro. Scott Rechler has a business relationship with John Fish. Kevin Tracey has a business relationship with Edward Forst.
PART VI, SECTION B - POLICIES, LINE 11 The annual Return of Organization Exempt From Income Tax (Form 990) for Northwell Health, Inc. and Affiliated entities are prepared with input from various departments including Corporate Compliance, Finance, Human Resources, and Legal. Before filing the returns, the documents are electronically made available to all trustees through a secure online portal. Members of the Executive Committee are then informed the returns are ready for review. The Executive Committee, which is a committee made up of members from the Board of Trustees, may exercise all of the authority of the Board of Trustees except as such authority is limited by applicable law and except to the extent, if any, that such authority would be inconsistent with any provision of these By-laws or is limited by any resolution to such effect adopted by the Board of Trustees.
PART VI, SECTION B - POLICIES, LINE 12C Northwell Health, Inc. ("Northwell") has several control mechanisms to mitigate conflicts of interest. Northwell's Code of Ethical Conduct contains a detailed section educating individuals about how to avoid potential conflicts of interest. Specifically, our Code of Ethical Conduct requires individuals to conduct Northwell business in a manner that places the interests of Northwell ahead of their personal interests. In addition, Northwell has a Conflicts of Interest Policy Statement further elaborating upon individuals' disclosure and recusal obligations. Individuals that are in a position to influence the business or other decisions of Northwell are required to fill out a conflicts of interest disclosure form on a regular basis. The Corporate Compliance Office reviews all disclosures of possible conflicts, including matters disclosed in any conflicts of interest disclosure report and takes any actions deemed required or appropriate to manage or resolve any actual or potential conflicts of interest. In appropriate cases these disclosures and responsive actions will be reported to Northwell's Audit and Corporate Compliance Committee and other applicable committees. In addition, Northwell provides training to individuals on an annual basis regarding conflicts of interest and other compliance related topics. If an individual violates the Code of Ethical Conduct or any related policy such as the Conflicts of Interest Policy Statement, appropriate disciplinary action is taken based upon the facts and circumstances of the situation.
PART VI, SECTION B - POLICIES, LINE 15 The by-laws of Northwell Health, Inc. ("Northwell") create a committee of the board with full powers of the board to review and approve the compensation of officers and other key employees. The committee consists of approximately 6 trustees who have no connection to Northwell except as trustees and they have no conflicts as to matters they consider. The committee meets several times a year as needed but always meets in November/December to review and determine officer and key employee compensation for the following year. For purposes of their review the committee considers the recommendations of the CEO for all persons other than the CEO. For purposes of the review each year the committee receives information from an outside independent compensation consultant as to compensation for comparable positions in comparable organizations and makes its decisions on this basis, with the overall objective of paying base salary at the 50th percentile. Any contracts or other compensation for officers or key employees are separately considered and normally only approved after receipt of a "fairness opinion" from the independent consultant. All the work and process of the committee is structured to fall within the applicable safe harbor regulations.
PART VI, SECTION C - DISCLOSURES, LINE 19 CURRENTLY THE ORGANIZATION PROVIDES GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
PART VII, SECTION A - LINE 1A, COLUMN (B) This organization is affiliated with Northwell Health, Inc. ("Northwell"). The Officers, Directors and Trustees listed on Schedule J hold similar positions with both this organization and other affiliates of Northwell, and they do not separately allocate their time to this organization and such other affiliates. The hours shown for all such persons reflect time devoted to Northwell and its affiliates, including this organization. For Directors and Trustees, the hours shown reflect the estimated average weekly time. For officers, Key Employees and Highest Compensated Employees, the hours shown reflect the weekly hours used when determining compensation payments for services rendered and are, generally, less than the actual weekly hours devoted to Northwell and its affiliates.
PART VI, SECTION A - GOVERNING BODY, LINE 7 Northwell Healthcare, Inc. ("Northwell Healthcare") is the sole corporate member of the organization. Northwell Healthcare has the right to elect or appoint member of the organization's governing body and has the right to approve or ratify certain corporate decisions. This organization and Northwell Healthcare are part of Northwell Health, Inc., an integrated health care delivery system.
PART XI, LINE 9 - RECONCILIATION OF NET ASSETS OTHER 12,231 CHANGE IN EQUITY UNDER FAS 136 4,050,712 AMOUNTS REPORTED SEPARATELY (1,044,611) TOTAL 3,018,332
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
THE FEINSTEIN INSTITUTES FOR
MEDICAL RESEARCH
Employer identification number

11-2673595
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Black Hall Dental PC
972 Brush Hollow Rd

Westbury,NY11590
87-3777395
Inactive NY 501(C)(3) Applied For NSUH
 
 
No
(2)Brightwaters Gynecology PC
972 Brush Hollow Rd

Westbury,NY11590
82-1883445
Medical Servi NY 501(C)(3) 10 NSUH
 
 
No
(3)Brooklyn Ambulatory Care PC
972 Brush Hollow Rd

Westbury,NY11590
47-4447289
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(4)Carnegie Cardiovascular PC
972 Brush Hollow Rd

Westbury,NY11590
47-4377825
Medical Servi NY 501(C)(3) 12, Type I Lenox Hill
 
 
No
(5)Central Suffolk Hospital
1 Heroes Way

Riverhead,NY11901
11-1661359
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(6)CLNY Alliance Inc
972 Brush Hollow Rd

Westbury,NY11590
46-3146870
Laboratory NY 501(C)(3) 3 NA
 
 
No
(7)Community Drive Surgery PC
972 Brush Hollow Rd

Westbury,NY11590
82-1672429
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(8)Glen Cove Faculty Medical Affiliates Un
972 Brush Hollow Rd

Westbury,NY11590
87-2454513
Medical Servi NY 501(C)(3) 12, Type I Glen Cove
 
 
No
(9)Glen Cove Hospital
972 Brush Hollow Rd

Westbury,NY11590
11-1633487
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(10)Harbor View Medical Services PC
75 North Country Rd

Port Jefferson,NY11777
26-4517010
Supporting Or NY 501(C)(3) 12, Type I Mather
 
 
No
(11)Hillside Hospital Houses Inc
972 Brush Hollow Rd

Westbury,NY11590
11-2113949
Housing Comp NY 501(C)(2) N/A Northwell He
 
 
No
(12)Hospice Care in Westchester and Putnam
540 White Plains Rd

Tarrytown,NY10591
13-3882602
Hospice Care NY 501(C)(3) 10 VNA Hudson
 
 
No
(13)Hospice Care Network
99 Sunnyside Blvd

Woodbury,NY11797
11-2925757
Hospice NY 501(C)(3) 9 Healthcare
 
 
No
(14)Huntington Faculty Medical Affiliates U
972 Brush Hollow Rd

Westbury,NY11590
85-0642554
Billing NY 501(C)(3) 12, Type I Huntington
 
 
No
(15)Huntington Hospital Association
270 Park Avenue

Huntington,NY11743
11-1630914
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(16)Huntington Hospital Dolan Family Health
284 Pulaski Rd

Greenlawn,NY11740
11-3368503
Health Care NY 501(C)(3) 3 Huntington
 
 
No
(17)John T Mather Memorial Hospital
75 North Country Rd

Port Jefferson,NY11777
11-1639818
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(18)Lakeville Surgery PC
972 Brush Hollow Rd

Westbury,NY11590
47-4377760
Medical Servi NY 501(C)(3) 10 Lenox Hill
 
 
No
(19)Lenox Hill Faculty Medical Affiliates U
972 Brush Hollow Rd

Westbury,NY11590
85-0656357
Billing NY 501(C)(3) 12, Type I Lenox Hill
 
 
No
(20)Lenox Hill Hospital
972 Brush Hollow Rd

Westbury,NY11590
13-1624070
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(21)Lenox Hill Hospital Medical PC
972 Brush Hollow Rd

Westbury,NY11590
45-2661543
Medical Servi NY 501(C)(3) 10 NSUH
 
 
No
(22)Lenox Hill Pathology PC
972 Brush Hollow Rd

Westbury,NY11590
13-3644370
Medical Servi NY 501(C)(3) 12, Type I Lenox Hill
 
 
No
(23)Lenox Otolaryngology Head & Neck Surgery
972 Brush Hollow Rd

Westbury,NY11590
20-8784395
Medical Servi NY 501(C)(3) 12, Type I Lenox Hill
 
 
No
(24)LHH Corporation
972 Brush Hollow Rd

Westbury,NY11590
13-3272016
Supporting Or NY 501(C)(3) 12, Type I Northwell He
 
 
No
(25)LIJ Foundation
972 Brush Hollow Rd

Westbury,NY11590
11-2661239
Supporting Or NY 501(C)(3) 12, Type I Northwell He
 
 
No
(26)Long Island Jewish Faculty Medical Affil
972 Brush Hollow Rd

Westbury,NY11590
85-0667316
Billing NY 501(C)(3) 12, Type I LIJMC
 
 
No
(27)Long Island Jewish Medical Center
972 Brush Hollow Rd

Westbury,NY11590
11-2241326
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(28)Long Island Jewish Medical Center at Hom
972 Brush Hollow Rd

Westbury,NY11590
11-3251128
Supporting Or NY 501(C)(3) 12, Type I Northwell He
 
 
No
(29)Marcus Ave OB-GYN PC
972 Brush Hollow Rd

Westbury,NY11590
88-0775003
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(30)Marcus Avenue Medical PC
972 Brush Hollow Rd

Westbury,NY11590
81-0861452
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(31)Mather Faculty Medical Affiliates Unive
972 Brush Hollow Rd

Westbury,NY11590
87-2064922
Medical Servi NY 501(C)(3) 12, Type I Mather
 
 
No
(32)Medical Care of Queens PC
972 Brush Hollow Rd

Westbury,NY11590
47-4377679
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(33)Medical Services of Bellmore PC
972 Brush Hollow Rd

Westbury,NY11590
87-4277673
Inactive NY 501(C)(3) Applied For NSUH
 
 
No
(34)Medical Services of Kips Bay PC
972 Brush Hollow Rd

Westbury,NY11590
85-3052457
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(35)Medical Services of Lenox Hill PC
972 Brush Hollow Rd

Westbury,NY11590
92-3311309
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(36)Medical Services of Lynbrook PC
972 Brush Hollow Rd

Westbury,NY11590
84-4268663
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(37)Medical Services of Manhasset PC
972 Brush Hollow Rd

Westbury,NY11590
92-3278147
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(38)Medical Services of Nassau PC
972 Brush Hollow Rd

Westbury,NY11590
92-3137107
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(39)Medical Services of Setauket PC
972 Brush Hollow Rd

Westbury,NY11590
84-4305970
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(40)Medical Services of South Nassau PC
972 Brush Hollow Rd

Westbury,NY11590
92-3251451
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(41)Medical Services of Stony Brook PC
972 Brush Hollow Rd

Westbury,NY11590
92-3357143
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(42)Medical Services of Uniondale PC
972 Brush Hollow Rd

Westbury,NY11590
84-4279391
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(43)NORCORP Inc
400 East Main Street

Mount Kisco,NY10549
13-3366748
Support Org NY 501(C)(3) 12, Type I NWHA
 
 
No
(44)North Shore Community Services Inc
972 Brush Hollow Rd

Westbury,NY11590
23-7273200
Housing Comp NY 501(C)(2) N/A Northwell He
 
 
No
(45)North Shore ENT & Allergy Medical Affili
972 Brush Hollow Rd

Westbury,NY11590
88-3448425
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(46)North Shore Faculty Medical Affiliates
972 Brush Hollow Rd

Westbury,NY11590
85-2887872
Billing NY 501(C)(3) 12, Type I NSUH
 
 
No
(47)North Shore Health System Medical Facult
972 Brush Hollow Rd

Westbury,NY11590
85-3920020
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(48)North Shore University Hospital
972 Brush Hollow Rd

Westbury,NY11590
11-1562701
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(49)North Shore University Hospital at Glen
972 Brush Hollow Rd

Westbury,NY11590
23-7010468
Housing Comp NY 501(C)(2) N/A Northwell He
 
 
No
(50)North Shore University Hospital Housing
972 Brush Hollow Rd

Westbury,NY11590
11-2171903
Housing Comp NY 501(C)(2) N/A Northwell He
 
 
No
(51)North Shore-LIJ Anesthesiology PC
972 Brush Hollow Rd

Westbury,NY11590
46-1617561
Medical Servi NY 501(C)(3) 12, Type I South Shore
 
 
No
(52)North Shore-LIJ Cardiology at Deer Park
972 Brush Hollow Rd

Westbury,NY11590
27-5078531
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(53)North Shore-LIJ Health Plan Inc
972 Brush Hollow Rd

Westbury,NY11590
46-1617516
Insurance NY 501(C)(3) 9 Health Plan
 
 
No
(54)North Shore-LIJ Heart Surgery PC
972 Brush Hollow Rd

Westbury,NY11590
27-5078838
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(55)North Shore-LIJ Internal Medicine at Lyn
972 Brush Hollow Rd

Westbury,NY11590
46-3475908
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(56)North Shore-LIJ Internal Medicine at New
972 Brush Hollow Rd

Westbury,NY11590
46-2822879
Medical Servi NY 501(C)(3) 10 NSUH
 
 
No
(57)North Shore-LIJ Internal Medicine PC
972 Brush Hollow Rd

Westbury,NY11590
27-5078631
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(58)North Shore-LIJ Medical Group at Hunting
972 Brush Hollow Rd

Westbury,NY11590
27-4384049
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(59)North Shore-LIJ Medical Group at North N
972 Brush Hollow Rd

Westbury,NY11590
27-4384146
Medical Servi NY 501(C)(3) 10 NSUH
 
 
No
(60)North Shore-LIJ Medical Group at Syosset
972 Brush Hollow Rd

Westbury,NY11590
27-3957752
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(61)North Shore-LIJ Medical Group Urgent Med
972 Brush Hollow Rd

Westbury,NY11590
27-5078246
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(62)North Shore-LIJ Medical Group PC
972 Brush Hollow Rd

Westbury,NY11590
27-4384249
Medical Servi NY 501(C)(3) 10 NSUH
 
 
No
(63)North Shore-LIJ Medical PC
972 Brush Hollow Rd

Westbury,NY11590
45-3023019
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(64)North Shore-LIJ OB-GYN at Garden City P
972 Brush Hollow Rd

Westbury,NY11590
46-2886776
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(65)North Shore-LIJ OB-GYN at New Hyde Park
972 Brush Hollow Rd

Westbury,NY11590
47-3722278
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(66)North Shore-LIJ OB-GYN PC
972 Brush Hollow Rd

Westbury,NY11590
46-1382916
Medical Servi NY 501(C)(3) 10 NSUH
 
 
No
(67)North Shore-LIJ Occupational Medicine PC
972 Brush Hollow Rd

Westbury,NY11590
45-1004103
Medical Servi NY 501(C)(3) 10 NSUH
 
 
No
(68)North Shore-LIJ Pediatrics of Suffolk Co
972 Brush Hollow Rd

Westbury,NY11590
46-5746956
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(69)North Shore-LIJ Radiology Services PC
972 Brush Hollow Rd

Westbury,NY11590
22-3970667
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(70)North Shore-Long Island Jewish Medical C
972 Brush Hollow Rd

Westbury,NY11590
11-3473923
Supporting Or NY 501(C)(3) 12, Type I Northwell He
 
 
No
(71)Northeastern Anesthesia of New Jersey P
972 Brush Hollow Rd

Westbury,NY11590
20-8709500
Medical Servi NJ 501(C)(3) 12, Type I NSUH
 
 
No
(72)Northern Westchester Faculty Medical Aff
972 Brush Hollow Rd

Westbury,NY11590
87-2140271
Medical Servi NY 501(C)(3) 12, Type I NWHA
 
 
No
(73)Northern Westchester Hospital Associatio
400 East Main Street

Mount Kisco,NY10549
13-1740118
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(74)Northern Westchester Hospital Center Fou
400 East Main Street

Mount Kisco,NY10549
13-4067064
Foundation NY 501(C)(3) 9 NWHA
 
 
No
(75)Northern Westchester Realty Holding Comp
400 East Main Street

Mount Kisco,NY10549
91-2134215
Holding Compa NY 501(C)(2) N/A NWHA
 
 
No
(76)Northwell Health Alliance Inc
972 Brush Hollow Rd

Westbury,NY11590
26-3727582
Health Care NY 501(C)(3) 3 NA
 
 
No
(77)Northwell Health Cancer Institute Inc
972 Brush Hollow Rd

Westbury,NY11590
87-4329881
Inactive NY 501(C)(3) Applied For Healthcare
 
 
No
(78)Northwell Health Foundation
972 Brush Hollow Rd

Westbury,NY11590
11-2965575
Fundraising NY 501(C)(3) 7 Northwell He
 
 
No
(79)Northwell Health Gastroenterology Instit
972 Brush Hollow Rd

Westbury,NY11590
85-2355853
Medical Servi NY 501(C)(3) Applied For Healthcare
 
 
No
(80)Northwell Health Laboratories
972 Brush Hollow Rd

Westbury,NY11590
11-3412370
Supporting Or NY 501(C)(3) 12, Type I Northwell He
 
 
No
(81)Northwell Health Medical PC
972 Brush Hollow Rd

Westbury,NY11590
88-2104467
Medical Servi PA 501(C)(3) Applied For NSUH
 
 
No
(82)Northwell Health Physician Partners Inc
972 Brush Hollow Rd

Westbury,NY11590
87-3328924
Inactive NY 501(C)(3) Applied For Healthcare
 
 
No
(83)Northwell Health Plans Holding Company
972 Brush Hollow Rd

Westbury,NY11590
46-2478147
Holding Compa NY 501(C)(3) 12, Type II Healthcare
 
 
No
(84)Northwell Health Stern Family Center for
972 Brush Hollow Rd

Westbury,NY11590
23-7007485
Nursing Home NY 501(C)(3) 9 Healthcare
 
 
No
(85)Northwell Health Inc
972 Brush Hollow Rd

Westbury,NY11590
11-3418133
Supporting Or NY 501(C)(3) 12, Type I NA
 
 
No
(86)Northwell Healthcare Inc
972 Brush Hollow Rd

Westbury,NY11590
11-2965586
Supporting Or NY 501(C)(3) 12, Type I Northwell He
 
 
No
(87)Northwell Proton Therapy PC
972 Brush Hollow Rd

Westbury,NY11590
81-2766298
Medical Servi NJ 501(C)(3) 10 NSUH
 
 
No
(88)Northwell Public Health Corps Inc
972 Brush Hollow Rd

Westbury,NY11590
87-4434322
Inactive NY 501(C)(3) Applied For Healthcare
 
 
No
(89)Northwell Quality and Medical Affairs I
972 Brush Hollow Rd

Westbury,NY11590
82-4113233
Supporting Or NY 501(C)(3) 12, Type I Healthcare
 
 
No
(90)Nurse Heroes of Northwell Health Foundat
972 Brush Hollow Rd

Westbury,NY11590
85-3994359
Fundraising NY 501(C)(3) Applied For Foundation
 
 
No
(91)Peconic Bay Faculty Medical Affiliates
972 Brush Hollow Rd

Westbury,NY11590
87-1869119
Medical Servi NY 501(C)(3) 12, Type I PBMC
 
 
No
(92)Peconic Cardiology PC
972 Brush Hollow Rd

Westbury,NY11590
81-3149464
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(93)Phelps Faculty Medical Affiliates Unive
972 Brush Hollow Rd

Westbury,NY11590
87-3213128
Medical Servi NY 501(C)(3) 12, Type I Phelps Memor
 
 
No
(94)Phelps Medical Services PC
701 North Broadway

Sleepy Hollow,NY10591
27-4416017
Medical Servi NY 501(C)(3) 12, Type I Phelps Memor
 
 
No
(95)Phelps Memorial Hospital Association
701 North Broadway

Sleepy Hollow,NY10591
13-1725076
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(96)Physicians of University Hospital PC
1 Edgewater Plaza 6th Fl

Staten Island,NY10305
20-0096809
Health Care NY 501(C)(3) 12, Type I SIUH
 
 
No
(97)Plainview Faculty Medical Affiliates Un
972 Brush Hollow Rd

Westbury,NY11590
87-2116326
Medical Servi NY 501(C)(3) 12, Type I Plainview
 
 
No
(98)Plainview Hospital
972 Brush Hollow Rd

Westbury,NY11590
11-3241243
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(99)Sandi and Bill Nicholson - The Women Who
972 Brush Hollow Rd

Westbury,NY11590
85-0554966
Fundraising NY 501(C)(3) Applied For NA
 
 
No
(100)SIUH Systems Inc
475 Seaview Avenue

Staten Island,NY10305
06-1074604
Fundraising NY 501(C)(3) 7 Healthcare
 
 
No
(101)South Shore Faculty Medical Affiliates
972 Brush Hollow Rd

Westbury,NY11590
87-1744354
Medical Servi NY 501(C)(3) 12, Type I South Shore
 
 
No
(102)South Shore University Hospital
972 Brush Hollow Rd

Westbury,NY11590
11-1667761
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(103)Southside Faculty Medical Affiliates Un
972 Brush Hollow Rd

Westbury,NY11590
85-3953395
Billing NY 501(C)(3) 12, Type I South Shore
 
 
No
(104)Sports Physical Therapy Occupational Th
972 Brush Hollow Rd

Westbury,NY11590
06-1655704
Health Care NY 501(C)(3) 9 LIJMC
 
 
No
(105)Staten Island Faculty Medical Affiliates
972 Brush Hollow Rd

Westbury,NY11590
85-0710387
Billing NY 501(C)(3) 12, Type I SIUH
 
 
No
(106)Staten Island Performing Provider System
972 Brush Hollow Rd

Westbury,NY11590
47-2544659
DSRIP NY 501(C)(3) 10 SIUH
 
 
No
(107)Staten Island University Hospital
475 Seaview Avenue

Staten Island,NY10305
11-2868878
Health Care NY 501(C)(3) 3 Healthcare
 
 
No
(108)Staten Island University Hospital Founda
360 Seaview Avenue

Staten Island,NY10305
87-0765787
Fundraising NY 501(C)(3) 7 SIUH
 
 
No
(109)Suite 130 Plastic Surgery PC
972 Brush Hollow Rd

Westbury,NY11590
82-1772747
Medical Servi NY 501(C)(3) 12, Type I LIJMC
 
 
No
(110)The Calverton Foundation Inc
972 Brush Hollow Rd

Westbury,NY11590
83-1118138
Medical Servi NY 501(C)(3) 12, Type I Healthcare
 
 
No
(111)The Elmezzi Graduate School of Molecular
972 Brush Hollow Rd

Westbury,NY11590
11-3284934
Graduate Scho NY 501(C)(3) 2 Healthcare
 
 
No
(112)The Heart Institute
475 Seaview Avenue

Staten Island,NY10305
31-1757254
Inactive NY 501(C)(3) 12, Type I NA
 
 
No
(113)The Long Island Home
400 Sunrise Hghwy

Amityville,NY11701
11-2837244
Health Care NY 501(C)(3) 3 LHH Corporat
 
 
No
(114)True North Flexstaff Inc
972 Brush Hollow Rd

Westbury,NY11590
82-1446568
Medical Servi NY 501(C)(3) 12, Type I Healthcare
 
 
No
(115)True North Health Management Inc
972 Brush Hollow Rd

Westbury,NY11590
81-3428274
Supporting Or NY 501(C)(3) 12, Type I Healthcare
 
 
No
(116)True North Medical Group PC
972 Brush Hollow Rd

Westbury,NY11590
27-5078717
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(117)True North Medical of Stony Brook PC
972 Brush Hollow Rd

Westbury,NY11590
88-3996234
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(118)True North Patient Safety Organization
972 Brush Hollow Rd

Westbury,NY11590
83-1429773
Medical Servi NY 501(C)(3) 12, Type I Northwell He
 
 
No
(119)True North Telemedicine PC
972 Brush Hollow Rd

Westbury,NY11590
92-0286918
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(120)True North Urgent Care of Pennsylvania
972 Brush Hollow Rd

Westbury,NY11590
88-2228391
Medical Servi PA 501(C)(3) Applied For NSUH
 
 
No
(121)True North Virtual Health Medicine PC
972 Brush Hollow Rd

Westbury,NY11590
92-0590462
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(122)Virtual Health Medicine PC
972 Brush Hollow Rd

Westbury,NY11590
27-4384326
Medical Servi NY 501(C)(3) 10 NSUH
 
 
No
(123)Visiting Nurse Association of Hudson Val
540 White Plains Rd

Tarrytown,NY10591
13-1739952
Home Health C NY 501(C)(3) 10 Healthcare
 
 
No
(124)VNA Home Health Services Inc
540 White Plains Rd

Tarrytown,NY10591
13-3690105
Home Health C NY 501(C)(3) 10 VNA Hudson
 
 
No
(125)Wellbridge Psychiatry PC
972 Brush Hollow Rd

Westbury,NY11590
46-5495054
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(126)Westchester Health Medical PC
972 Brush Hollow Rd

Westbury,NY11590
47-4539584
Medical Servi NY 501(C)(3) 12, Type I NSUH
 
 
No
(127)White Hall Dental PC
972 Brush Hollow Rd

Westbury,NY11590
88-1847998
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(128)Medical Services of Mount Sinai PC
972 Brush Hollow Rd

Westbury,NY11590
93-1889335
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(129)Medical Services of Suffolk PC
972 Brush Hollow Rd

Westbury,NY11590
92-3415989
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(130)Northwell Health Medical NJ PC
972 Brush Hollow Rd

Westbury,NY11590
93-2096172
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(131)Northwell Health Medical PA PC
972 Brush Hollow Rd

Westbury,NY11590
93-2921150
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(132)Northwell Health Medical Inc
972 Brush Hollow Rd

Westbury,NY11590
93-3512438
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
(133)Northwell Telehealth Medicine of Pennsyl
972 Brush Hollow Rd

Westbury,NY11590
93-2273872
Medical Servi NY 501(C)(3) Applied For NSUH
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) Brooklyn Ambulatory Services LLC

972 Brush Hollow Rd
Westbury,NY11590
81-2910850
Medical Svcs NY Healthcare
 
                 
(2) DHCH LLC

972 Brush Hollow Rd
Westbury,NY11590
81-1030907
Medical Svcs NY Endoscopy Ventu
 
                 
(3) Endo Group LLC

972 Brush Hollow Rd
Westbury,NY11590
20-0248148
Medical Svcs NY Ventures GCSC
 
                 
(4) Endoscopy Center of Long Island

972 Brush Hollow Rd
Westbury,NY11590
26-0000980
Medical Svcs NY NS-LIJ Ventures
 
                 
(5) Formativ Health Intermediate LLC

972 Brush Hollow Rd
Westbury,NY11590
81-4614788
Holding Co DE Formativ Health
 
                 
(6) Formativ Health LLC

972 Brush Hollow Rd
Westbury,NY11590
81-3121231
Holding Co DE TN Health Svcs
 
                 
(7) Hospital City LLC

972 Brush Hollow Rd
Westbury,NY11590
47-4091780
Inactive DE Northwell Healt
 
                 
(8) Krasnoff Consultative Services LLC

972 Brush Hollow Rd
Westbury,NY11590
26-2838027
Consulting NY Care Mgmt Grp
 
                 
(9) Long Island Center for Digestive Health

106 Charles Lindbergh Blvd
Garden City,NY11553
36-4444162
Medical Svcs NY LICDH Ventures
 
                 
(10) Melville SC LLC

1895 Walt Whitman Rd
Melville,NY11747
20-3487522
Medical Svcs NY Melville ASC
 
                 
(11) North Shore-LIJ and Yale New Haven Healt

972 Brush Hollow Rd
Westbury,NY11590
46-4858222
Air Transport NY NSUH
 
                 
(12) North Shore-LIJ Contract Research Organi

972 Brush Hollow Rd
Westbury,NY11590
46-4469806
Research NY Healthcare
 
                 
(13) Northwell Genomics Alliance LLC

972 Brush Hollow Rd
Westbury,NY11590
81-0826710
Inactive DE NWH Labs
 
                 
(14) Northwell Health Sleep Lab LLC

972 Brush Hollow Rd
Westbury,NY11590
82-1516748
Medical Svcs NY Sleep Holdings
 
                 
(15) Phelps Professional Building Corp LP

777 North Broadway
Sleepy Hollow,NY10591
13-3645137
Real Estate NY PMHA
 
                 
(16) South Shore Surgery Center LLC

972 Brush Hollow Rd
Westbury,NY11590
34-1997077
Medical Svcs NY Multispecialty
 
                 
(17) SRO Health LLC

972 Brush Hollow Rd
Westbury,NY11590
83-2198509
Medical Svcs NY TN Health Svcs
 
                 
(18) Surgical Specialty Center of Westchester

972 Brush Hollow Rd
Westbury,NY11590
81-4359712
Medical Svcs NY Multispecialty
 
                 
(19) True North II DC LLC

972 Brush Hollow Rd
Westbury,NY11590
35-2568005
Medical Svcs NY DC Holding
 
                 
(20) True North III DC LLC

972 Brush Hollow Rd
Westbury,NY11590
84-2948112
Medical Svcs NY DC Holding
 
                 
(21) True North IV DC LLC

972 Brush Hollow Rd
Westbury,NY11590
61-1816900
Medical Svcs NY DC Holding
 
                 
(22) True North Medical at North Suffolk PLL

972 Brush Hollow Rd
Westbury,NY11590
88-3236273
Medical Svcs NY TN Med Group
 
                 
(23) True North Revenue Cycle Management Serv

972 Brush Hollow Rd
Westbury,NY11590
46-5302234
Holding Co NY NSENT
 
                 
(24) True North Urgent Care LLC

972 Brush Hollow Rd
Westbury,NY11590
46-4113494
Medical Svcs NY NSLIJ Urgent Ca
 
                 
(25) True North V DC LLC

972 Brush Hollow Rd
Westbury,NY11590
32-0518811
Medical Svcs NY DC Holding
 
                 
(26) True North VI DC LLC

972 Brush Hollow Rd
Westbury,NY11590
85-3288548
Medical Svcs NY DC Holding
 
                 
(27) Truvance Holdings LLC

972 Brush Hollow Rd
Westbury,NY11590
92-3771701
Medical Svcs NY Truvance Ventur
 
                 
(28) Truvance Go-Health Urgent Care LLC

972 Brush Hollow Rd
Westbury,NY11590
92-1207895
Medical Svcs NY Truvance Holdin
 
                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Autoimmune Research Therapeutics

972 Brush Hollow Rd
Westbury,NY11590
27-0701489
Inactive NY Feinstein
 
C         No
(2) Care Management Group of Greater NY

972 Brush Hollow Rd
Westbury,NY11590
11-3336381
Business Service NY NSH Enterprise
 
C         No
(3) CareConnect Group Holding Company Inc

972 Brush Hollow Rd
Westbury,NY11590
47-2478692
Holding Co NY Hplan Holding
 
C         No
(4) CareConnect Insurance Co

972 Brush Hollow Rd
Westbury,NY11590
46-2270382
Insurance NY Group Holding
 
C         No
(5) EvidencePoint Inc

972 Brush Hollow Rd
Westbury,NY11590
85-3582198
Inactive NY Northwell Holdi
 
C         No
(6) Feinstein Center for Bioelectronic Medic

972 Brush Hollow Rd
Westbury,NY11590
81-2885700
Inactive NY Feinstein
 
C         No
(7) Formativ Health Management Inc

972 Brush Hollow Rd
Westbury,NY11590
81-3454243
Holding Co DE Formativ Health
 
C         No
(8) Formativ Health NewCo Inc

972 Brush Hollow Rd
Westbury,NY11590
81-3928889
Holding Co DE Formativ Health
 
C         No
(9) Medical Services of Riverhead PC

972 Brush Hollow Rd
Westbury,NY11590
30-0920275
Medical Services NY Central Suffolk
 
C         No
(10) Montauk Risk Retention Group Inc

972 Brush Hollow Rd
Westbury,NY11590
82-2587942
Insurance NY Healthcare
 
C         No
(11) North Shore Health Enterprises Inc

972 Brush Hollow Rd
Westbury,NY11590
06-1605319
Holding Comp NY NSHS Enterprise
 
C         No
(12) North Shore Health System Enterprises I

972 Brush Hollow Rd
Westbury,NY11590
11-3316922
Holding Comp NY Northwell Healt
 
C         No
(13) North Shore IPA 5 Inc

972 Brush Hollow Rd
Westbury,NY11590
11-3383468
Business Services NY Healthcare
 
C         No
(14) North Shore Medical Accelerator PC

972 Brush Hollow Rd
Westbury,NY11590
11-2945979
Medical Services NY NSUH
 
S         No
(15) North Shore-LIJ CareConnect Insurance Ag

972 Brush Hollow Rd
Westbury,NY11590
47-1994548
Insurance Agency NY Group Holding
 
C         No
(16) North Shore-LIJ Network Inc

972 Brush Hollow Rd
Westbury,NY11590
32-0257193
Support Services NY Healthcare
 
C         No
(17) North Shore-LIJ Ophthalmology Institute

972 Brush Hollow Rd
Westbury,NY11590
30-0930851
Inactive NY Healthcare
 
C         No
(18) North Shore-LIJ Urgent Care PC

972 Brush Hollow Rd
Westbury,NY11590
47-1758444
Medical Services NY NSUH
 
C         No
(19) Northwell Direct Inc

972 Brush Hollow Rd
Westbury,NY11590
84-2739816
Business Services NY NW Holdings
 
C         No
(20) Northwell Direct Administrative Services

972 Brush Hollow Rd
Westbury,NY11590
47-5182974
Admin NY NW Holdings
 
C         No
(21) Northwell FlexStaff Inc

972 Brush Hollow Rd
Westbury,NY11590
81-0836815
Medical Services NY NSH Enterprise
 
C         No
(22) Northwell Health Medical Surgical PC

972 Brush Hollow Rd
Westbury,NY11590
83-2198276
Medical Services NJ SIUH
 
C         No
(23) Northwell Health Regional Alliance Inc

972 Brush Hollow Rd
Westbury,NY11590
26-3651575
Support Services NY NA
 
C         No
(24) Northwell Holdings Inc

972 Brush Hollow Rd
Westbury,NY11590
83-4045975
Business Services NY NSHS Enterprise
 
C         No
(25) NWHC Health Management Services Inc

400 East Main St
Mount Kisco,NY10549
13-3697510
Health Mgmt NY NORCORP
 
C         No
(26) Peconic Bay Medical Services PC

972 Brush Hollow Rd
Westbury,NY11590
47-2151802
Medical Services NY Central Suffolk
 
C         No
(27) Peconic Bay Primary Medical Care PC

972 Brush Hollow Rd
Westbury,NY11590
11-3265111
Medical Services NY Central Suffolk
 
C         No
(28) PMHC Realty Corporation

701 North Broadway
Sleepy Hollow,NY10591
13-3645135
Real Estate NY Phelps Memorial
 
C         No
(29) Prime Care Medical of Long Island PC

972 Brush Hollow Rd
Westbury,NY11590
20-4398486
Medical Services NY Central Suffolk
 
C         No
(30) Regional Insurance Company LTD

c/o Cedar House 41 Cedar Ave
Hamilton   HM 12
BD
000000000
Insurance BD Healthcare
 
C         No
(31) Regioncare Inc

972 Brush Hollow Rd
Westbury,NY11590
11-3052191
Homecare NY NSHS Enterprise
 
C         No
(32) Staten Island University Hospital Perina

475 Seaview Ave
Staten Island,NY10305
13-4107082
Medical Services NY SIUH
 
C         No
(33) True North 3D Inc

972 Brush Hollow Rd
Westbury,NY11590
84-5176444
Business Services NY True North Heal
 
C         No
(34) True North Enterprises Inc

972 Brush Hollow Rd
Westbury,NY11590
000000000
Inactive NY Healthcare
 
C         No
(35) True North Health Pharmacy Inc

972 Brush Hollow Rd
Westbury,NY11590
47-1020508
Pharmacy NY NSHS Enterprise
 
C         No
(36) True North Health Inc

972 Brush Hollow Rd
Westbury,NY11590
83-0616581
Medical Services DE Northwell Healt
 
C         No
(37) True North Medical at Work PC

972 Brush Hollow Rd
Westbury,NY11590
88-0739758
Inactive NY NSUH
 
C         No
(38) True North Workforce Safety Consulting

972 Brush Hollow Rd
Westbury,NY11590
84-2395117
Business Services NY True North Heal
 
C         No
(39) United Medical Surgical PC

256 Mason Ave Bldg B 2nd Fl
Staten Island,NY10305
13-4038780
Surgical Services NY SIUH
 
C         No
(40) VivoHealth Plan Inc

972 Brush Hollow Rd
Westbury,NY11590
46-1164689
Inactive NY Healthcare
 
C         No
(41) Vivohealth Inc

972 Brush Hollow Rd
Westbury,NY11590
26-4118016
Inactive NY NSH Enterprise
 
C         No
(42) Black Hall Oral Maxillofacial Surgery P

972 Brush Hollow Rd
Westbury,NY11590
92-0895708
Inactive NY NSUH
 
C         No
(43) Medical Services of New Hyde Park PC

972 Brush Hollow Rd
Westbury,NY11590
87-3539234
Inactive NY NSUH
 
C         No
(44) True North Medical of Lenox Hill PC

972 Brush Hollow Rd
Westbury,NY11590
92-3491304
Inactive NY NSUH
 
C         No
(45) True North Medical of Manhasset PC

972 Brush Hollow Rd
Westbury,NY11590
92-3607865
Inactive NY NSUH
 
C         No
(46) True North Medical of Nassau PC

972 Brush Hollow Rd
Westbury,NY11590
92-3468585
Inactive NY NSUH
 
C         No
(47) True North Medical of South Nassau PC

972 Brush Hollow Rd
Westbury,NY11590
92-3586949
Inactive NY NSUH
 
C         No
(48) True North Medical of Suffolk PC

972 Brush Hollow Rd
Westbury,NY11590
92-4015183
Inactive NY NSUH
 
C         No
(49) Northwell Telehealth Medicine of Connect

972 Brush Hollow Rd
Westbury,NY11590
93-3729370
Medical Services NY NSUH
 
C         No
(50) True North Urgent Care of Connecticut P

972 Brush Hollow Rd
Westbury,NY11590
93-1344653
Medical Services NY NSUH
 
C         No
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


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