2024-01-16T11:00:32-06:00 2023-06-30 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990 2022-07-01 136843024 CHRISTINE CARLETON CHARITABLE TRUST XXXXX1000 CARL 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC Vice President 8004962583 2023-12-19 true true HEATHER A HAWES P01379658 7327679100 2023-12-19 2022 2023-04-26 12:10:37Z JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL 1-0111 CHICAGO IL 60603 9367688 false X N/A X 1984 NY FOR THE CONTINUING MAINTENANCE OF THE ROBERT A CARLETON STRENGTH OF MATERIALS LABORATORY AT COLUMBIA UNIVERSITY. 1 0 0 0 0 0 0 568969 538439 238 0 569207 538439 921147 998411 0 235789 208014 0 0 68735 10982 1225671 1217407 -656464 -678968 24850774 24176065 0 0 24850774 24176065 FOR THE CONTINUING MAINTENANCE OF THE ROBERT A CARLETON STRENGTH OF MATERIALS LABORATORY AT COLUMBIA UNIVERSITY. false false 1057405 998411 The Carleton Laboratory relied on the allocation from these funds, not only for staffing and research support, but also for ongoing improvement and modernization of the Laboratory facilities in conjunction with income from a number of applied testing projects. In parallel to efforts of the School of Engineering, the Laboratory has placed particular focus on improving its aging core infrastructure, where significant progress has been made. Projects included the continued upgrade of the loading dock, the upgrade and replacement of electrical feeders throughout the Laboratory, upgrade of various laboratory utilities, and other components of the built environment. Investments have also been made to improve the teaching experience of numerous undergraduate and graduate courses with the purchase of a new civil engineering scale laser cutter. 1057405 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false NY X JP MORGAN CHASE BANK NA 8004962583 10 S DEARBORN ST MC IL 1-0111 CHICAGO IL 60603 JP MORGAN CHASE BANK NA TRUSTEE 2.0 X 208014 0 0 208014 0 0 1 false false false 528298 528298 8839390 8829249 10141 10141 10141 538439 538439 998411 998411 208014 58244 149770 750 750 FOREIGN TAXES 3445 3445 FOREING TAXES ON Q DIVS 6260 6260 FOREIGN TAXES ON NQ DIVS 527 527 1217407 1057405 160002 0 50804 52948 153026 822496 24646944 23300621 24850774 24176065 0 0 X 24850774 24176065 24850774 24176065 24850774 24176065 X -678968 4259 X false false false X X 1 COLUMBIA UNIVERSITY 135598093 2 true 998411 0 1 998411 0 true false false false false false false false false false false true false false false false true false true 0 0 511566 528298 511566 528298 0 212595 149770 8502 10232 290469 368296 31064515 27449452 315854 566648 0 31380369 28016100 0 0 31380369 28016100 470706 420242 30909663 27595858 1081838 965855 0 1081838 965855 290469 246899 1081838 1081838 0 1081838 998411 0 58994 0 0 0 1057405 998411 1081838 0.923 1081838 0 0 0 0 0 83427 83427 0 83427 0 0 1057405 0 998411 58994 0 0 58994 0 0 0 0 58994 PART IV SECTION D LINE 2 AND 3 The trustees of the Carleton Charitable Trust meet 3-4 times per year either in-person or by Zoom with officials of Columbia University including: Shih-Fu Chang, Dean of the School of Engineering and Applied Science; PART IV SECTION D LINE 2 AND 3 CONT. Keely Henderson, Associate Dean for Advancement; Prof. Jacob Fish, the Robert A. W. and Christine S. Carleton Professor in Civil Engineering and Department Chair; Haim Waisman, Professor and Department Chair, Civil Engineering and Engineering Mechanics; Theresa McKenzie, Executive Director of Budget & Finance of Columbia University School of Engineering and Applied Science.During the PART IV SECTION D LINE 2 AND 3 CONT. discuss with the university officials the School of Engineering's projected needs and the university's views on how the Carleton Trust should be invested to support the work of the Laboratory and remain consistent with guidelines for the university endowment and other funds and trusts for the benefit of the university. The trustees share information on asset allocation, investment insights, PART IV SECTION D LINE 2 AND 3 CONT. economic and markets outlook, contemplated shifts in investment strategy, tactical shifts in investments and past performance. The trustees provide an accounting of account transactions and investment changes through the account rendered on a monthly basis and charts on cash flow and investment performance included in materials distributed at the periodic meetings/calls. PART V, SECTION D, LINE 8 The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trust's governing instrument to be used only in accordance with the governing instrument. true COLUMBIA UNIVERSITY 615 WEST 131ST NEW YORK NY 10027 135598093 501(c)(3) 998411 GENERAL SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE FIDUCIARY MANAGERS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INTENT OF THE GOVERNING DOCUMENTS. FIDUCIARY DUTIES INCLUDE ANNUAL TRUST REVIEWS, IDENTIFICATION OF CHARITABLE RECIPIENTS, AND DISTRIBUTIONS OF GRANT PAYMENTS FROM THE TRUST. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE TRUSTEES REVIEW ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 19 AS TRUSTEE, JPMORGAN CHASE BANK, N.A. MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION(S). THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, ETC. JPMORGAN CHASE BANK, N.A. DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOGUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, N.A. STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. EXPLANATION FOR FORM 990, PART XI, LINE 9 RETURN OF CAPITAL ADJUSTMENT $59.92; ACCRD INTEREST PAYOVER CARRYOVER ($3.12); CASH AMT IN NQSI OID $3,267.09; MUTUAL FUNDS ($79.72); 2022 TRANSACTIONS IN 2023 ($259.96); 2021 TRANSACTIONS IN 2022 $1,043.48; SALES FOUND UPDATE $240.63; ROUNDING ($9) COLUMBIA UNIVERSITY 615 WEST 131ST NEW YORK NY 10027 135598093 MAINTENANCE OF LABORATORY NY 501(c)(3) 2 NA false false true false false false false false false false false false false false false false false false false false COLUMBIA UNIVERSITY b 998411 CASH