Civic Intelligence

The Isidore Newman School Foundation

EIN 26-2208265 • 501(c)3 • New Orleans, LA

Profile

To support the isidore newman school by administering, developing, and investing an endowment fund for the sole benefit of the school.

701 Poydras Street Suite 3600New Orleans, LA 70139-7735

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.09x

Higher debt load relative to revenue than 18% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

2nd percentile

-109%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

34th percentile

1.9%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-15%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$55,575,561

Up $1,030,941 (+1.9%) from 2023

Liabilities

Down

$223,137

Down $161,325 (-42%) from 2023

Net Assets

Up

$55,352,424

Up $1,192,266 (+2.2%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin2nd percentile

Revenue

Down

$2,615,591

Down $451,465 (-15%) from 2023

Expenses

Up

$5,475,638

Up $3,100,762 (+131%) from 2023

Net Income

Down

-$2,860,047

Down $3,552,227 (-513%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $32,050,343Liabilities 2010: $137,949Net Assets 2010: $31,912,3942010Assets 2011: $36,897,104Liabilities 2011: $297,783Net Assets 2011: $36,599,3212011Assets 2012: $36,559,686Liabilities 2012: $415,534Net Assets 2012: $36,144,1522012Assets 2013: $38,858,061Liabilities 2013: $337,678Net Assets 2013: $38,520,3832013Assets 2014: $44,750,597Liabilities 2014: $62,075Net Assets 2014: $44,688,5222014Assets 2015: $46,028,207Liabilities 2015: $126,166Net Assets 2015: $45,902,0412015Assets 2016: $44,117,005Liabilities 2016: $181,615Net Assets 2016: $43,935,3902016Assets 2017: $47,934,866Liabilities 2017: $220,056Net Assets 2017: $47,714,8102017Assets 2018: $50,445,756Liabilities 2018: $272,942Net Assets 2018: $50,172,8142018Assets 2019: $53,151,487Liabilities 2019: $348,172Net Assets 2019: $52,803,3152019Assets 2020: $52,264,244Liabilities 2020: $435,676Net Assets 2020: $51,828,5682020Assets 2021: $67,359,876Liabilities 2021: $434,927Net Assets 2021: $66,924,9492021Assets 2022: $51,467,441Liabilities 2022: $395,328Net Assets 2022: $51,072,1132022Assets 2023: $54,544,620Liabilities 2023: $384,462Net Assets 2023: $54,160,1582023Assets 2024: $55,575,561Liabilities 2024: $223,137Net Assets 2024: $55,352,4242024

Highlighted filing

2024

Assets$55,575,561
Liabilities$223,137
Net Assets$55,352,424
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $1,728,5892010Expenses 2011: $1,579,9832011Expenses 2012: $1,372,3462012Expenses 2013: $1,611,7122013Revenue 2014: $4,134,534Expenses 2014: $1,556,731Net Income 2014: $2,577,8032014Revenue 2015: $5,239,998Expenses 2015: $1,575,176Net Income 2015: $3,664,8222015Revenue 2016: $587,468Expenses 2016: $1,833,223Net Income 2016: -$1,245,7552016Revenue 2017: $2,035,068Expenses 2017: $1,940,259Net Income 2017: $94,8092017Revenue 2018: $3,146,106Expenses 2018: $1,987,241Net Income 2018: $1,158,8652018Revenue 2019: $2,721,431Expenses 2019: $2,066,956Net Income 2019: $654,4752019Revenue 2020: $3,046,472Expenses 2020: $2,152,469Net Income 2020: $894,0032020Revenue 2021: $4,370,271Expenses 2021: $2,266,571Net Income 2021: $2,103,7002021Revenue 2022: $3,548,875Expenses 2022: $2,280,780Net Income 2022: $1,268,0952022Revenue 2023: $3,067,056Expenses 2023: $2,374,876Net Income 2023: $692,1802023Revenue 2024: $2,615,591Expenses 2024: $5,475,638Net Income 2024: -$2,860,0472024

Highlighted filing

2024

Revenue$2,615,591
Expenses$5,475,638
Net Income-$2,860,047
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,575,561
Liabilities
$223,137
Net assets
$55,352,424
Revenue
$2,615,591
Expenses
$5,475,638
Net income
-$2,860,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.6$0.22$55.4$2.62$5.48$2.86
2023Detailed filing. Detailed filing data is available for this year.$54.5$0.38$54.2$3.07$2.37$0.69
2022Detailed filing. Detailed filing data is available for this year.$51.5$0.40$51.1$3.55$2.28$1.27
2021Detailed filing. Detailed filing data is available for this year.$67.4$0.43$66.9$4.37$2.27$2.10
2020Detailed filing. Detailed filing data is available for this year.$52.3$0.44$51.8$3.05$2.15$0.89
2019Detailed filing. Detailed filing data is available for this year.$53.2$0.35$52.8$2.72$2.07$0.65
2018Detailed filing. Detailed filing data is available for this year.$50.4$0.27$50.2$3.15$1.99$1.16
2017Detailed filing. Detailed filing data is available for this year.$47.9$0.22$47.7$2.04$1.94$0.09
2016Detailed filing. Detailed filing data is available for this year.$44.1$0.18$43.9$0.59$1.83$1.25
2015Detailed filing. Detailed filing data is available for this year.$46.0$0.13$45.9$5.24$1.58$3.66
2014Detailed filing. Detailed filing data is available for this year.$44.8$0.06$44.7$4.13$1.56$2.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.34$38.5$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$0.42$36.1$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$0.30$36.6$1.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$0.14$31.9$1.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$7,511,776
Mission and Program Overview

Mission

To support the isidore newman school by administering, developing, and investing an endowment fund for the sole benefit of the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$50,174,141$52,635,552▲ $2,461,411
Savings and Temporary Cash Investments$3,416,442$1,858,719▼ $1,557,723
Pledges and Grants Receivable$51,998$22,250▼ $29,748
Total Assets$54,544,620$55,575,561▲ $1,030,941
Other Assets Total$902,039$1,059,040▲ $157,001
Liabilities
Accounts Payable and Accrued Expenses$384,462$223,137▼ $161,325
Total Liabilities$384,462$223,137▼ $161,325
Net Assets / Fund Balance
Net Assets With Donor Restrictions$35,075,623$37,455,437▲ $2,379,814
Net Assets Without Donor Restrictions$19,084,535$17,896,987▼ $1,187,548
Total Net Assets Fund Balance$54,160,158$55,352,424▲ $1,192,266
Total Liabilities and Net Assets / Fund Balance$54,544,620$55,575,561▲ $1,030,941

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$33,881,867--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$43,176,827$274,536▲ $4,246,355$1,457,862$46,239,856
2022$40,851,189$1,064,065▲ $2,649,354$1,387,781$43,176,827
2021$55,656,023$225,059▼ $4,892,912$10,136,981$40,851,189
2020$43,144,767$461,625▲ $13,462,773$1,413,142$55,656,023
2019$44,064,152$874,835▼ $459,757$1,334,463$43,144,767
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Herman S Kohlmeyer JrChairman of the Foundation
H Merritt Lane IiiPresident CEO
John SaerVice President Investments
Ann ThompsonBoard Member
Darryl D Berger SrBoard Member
Harry J BlumenthalBoard Member
Harvey M StoneBoard Member
Irving WarshauerBoard Member
Louis Y FishmanBoard Member
Peter E SperlingBoard Member
Susan GoodBoard Member
Tripp FriedlerBoard Member
William a GoldringBoard Member
Cooper ManningDirector
Darren AlcusDirector
Eli WeissDirector
Valerie BesthoffSecretary
R Hunter Pierson IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$274,536
Program Service Revenue
$0
Investment Income
$2,341,055
Other Revenue
$0
All Other Contributions
$274,536
Change in Net Assets
$-2,860,047

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,234,088
Revenue Not Reported on Financial Statements
$381,503
Revenue Not Reported on Form 990
$4,052,313
Total Revenue per Audited Statements
$6,286,401
Total Revenue per Form 990
$2,615,591
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,983,303
Other Expenses$492,335
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,983,303--$4,983,303
Fees for Service Investment Mgmnt Fees-$381,503-$381,503
Fees for Services Management-$49,500-$49,500
Fees for Services Accounting-$23,775-$23,775
Fees for Services Legal-$14,933-$14,933
Insurance-$9,142-$9,142
Other Expenses-$5,102-$5,102
Total Functional Expenses$4,983,303$492,335$0$5,475,638

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,475,638
Expenses per Audited Statements$5,094,135
Total Expenses per Audited Statements$5,094,135
Expenses Not Reported on Financial Statements$381,503
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Isidore Newman SchoolNew Orleans, LA501(c)(3)Isidore Newman School Is a Supported Organization of the Isidore Newman School Foundation.$4,983,303

International Summary

Offices
0
Employees
0
Spending
$15,234,518

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
AmericasInvestments---$6,443,889
AsiaInvestments---$5,371,401
Europe Middle East & AfricaInvestments---$3,419,228
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Merritt lane and herman kohlmeyer have a family relationship.”

Form 990, Part VI, Section A, Line 6

“The corporation shall have one class of members ("members"). The trustees of isidore newman school, then serving from time to time, shall be the coporation's only members.”

Form 990, Part VI, Section A, Line 7A

“The directors of the governing body are elected by the members of the foundation.”

Form 990, Part VI, Section A, Line 7B

“Certain major decisions of the governing body are subject to approval by the members under the foundation's charter and bylaws and the provisions of the louisiana nonprofit corporation law.”

Form 990, Part VI, Section B, Line 11B

“Jwollfarth management solutions. Llc, as operations manager of the foundation, reviews the form 990 and sends it to the entire board of directors. The directors of the foundation have the opportunity to individually review and comment upon the form 990 prior to the return being filed.”

Form 990, Part VI, Section B, Line 12C

“The foundation has a written conflict of interest policy which its board and operations manager monitors.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Isidore Newman School Foundation
EIN
26-2208265
Phone
5044581925
Address
701 POYDRAS STREET SUITE 3600, NEW ORLEANS, LA 70139-7735

Signing Officer

Name
H Merritt Lane
Title
President and CEO
Phone
5044581925
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Merritt Lane Iii
Formed
2008
Legal Domicile
La
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0

Preparer

Firm
Bourgeois Bennett LLC
Address
111 VETERANS BLVD SUITE 1700, METAIRIE, LA 70005
Preparer
Eric F Fullmer
Phone
5048314949
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund of the isidore newman school foundation is to support the isidore newman school.”

PART X, LINE 2:

“Accounting standards provide detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in an entity's financial statements. These standards require an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will not be sustained upon examination. As of june 30, 2024 management of the foundation believes that it has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Tax years ended june 30, 2021 and later remain subject to examination by the taxing authorities.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN OF THE FOUNDATION
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT INVESTMENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01244969
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt04983303
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04983303
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04983303
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06141154
IRS990/GrossReceiptsAmt07511776
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/InsuranceGrp/TotalAmt09142
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02212
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt050174141
IRS990/InvestmentsProgramRelatedGrp/EOYAmt052635552
IRS990/IRPDocumentCnt02
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04896185
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE ISIDORE NEWMAN SCHOOL BY ADMINISTERING, DEVELOPING, AND INVESTING AN ENDOWMENT FUND FOR THE SOLE BENEFIT OF THE SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt054160158
IRS990/NetAssetsOrFundBalancesEOYAmt055352424
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01244969
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01244969
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04052313
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt019084535
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017896987
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0902039
IRS990/OtherAssetsTotalGrp/EOYAmt01059040
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOFTWARE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15102
IRS990/OtherExpensesGrp/TotalAmt08380
IRS990/OtherExpensesGrp/TotalAmt15102
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051998
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt022250
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0H MERRITT LANE III
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01064065
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01851645
IRS990/PYInvestmentIncomeAmt02002991
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03067056
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt03416442
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04983303
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ISIDORE NEWMAN SCHOOL
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04983303
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.19000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt043176827
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0274536
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt046239856
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04246355
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01457862
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt043176827
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01387781
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0225059
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt040851189
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt010136981
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt043144767
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013462773
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01413142
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt044064152
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0874835
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt043144767
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-459757
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01334463
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0381503
IRS990ScheduleD/ExpensesSubtotalAmt05094135
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0381503
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0381503
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt018753685
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt133881867
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0LIMITED PARTNERSHIP
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1PUBLICLY TRADED SECURITIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04052313
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.47500
IRS990ScheduleD/RevenueNotReportedAmt04052313
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0381503
IRS990ScheduleD/RevenueSubtotalAmt02234088
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND OF THE ISIDORE NEWMAN SCHOOL FOUNDATION IS TO SUPPORT THE ISIDORE NEWMAN SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THESE STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2024 MANAGEMENT OF THE FOUNDATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS ENDED JUNE 30, 2021 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.33500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt052635552
IRS990ScheduleD/TotalExpensesPerForm990Amt05475638
IRS990ScheduleD/TotalRevenuePerForm990Amt02615591
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06286401
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05094135

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