HABE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HABE FOUNDATION (EIN 20-1366114)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-19
- IRS object ID
- 202222629349100367
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-19T16:19:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN MULLIGAN CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY - SUITE 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100062756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201366114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HABE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET L MULLIGAN | InCareOfNm |
| Business Name Control | HABE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY STE 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SIMPKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125831100 | PhoneNum |
| Signature | 2022-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | SIMPKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET MULLIGAN CPA PARTNER | PreparerPersonNm |
| PTIN | P00850378 | PTIN |
| Phone | 2125831100 | PhoneNum |
| Preparation | 2022-08-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,930,210 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $227,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,177 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,641,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,609,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,641,164 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,868,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,868,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $944 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,887 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,197 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,222 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $962,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $962,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $990,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $964,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,877,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,842,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,081 | CashBOYAmt |
| Cash EOY | $79,755 | CashEOYAmt |
| Cash EOYFMV | $79,755 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,792,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,196,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,850,455 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,835,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,276,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,930,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,835,379 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,276,734 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,835,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,276,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,835,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,276,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,835,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,877,814 | ExcessRevenueOverExpensesAmt |
| Other Increases | $792,140 | OtherIncreasesAmt |
| Subtotal | $15,505,333 | SubtotalAmt |
| Other Decreases | $228,599 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,276,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | 2021-12-31 | $185,874 | $185,874 | $185,874 | |
| PUBLICALLY TRADED SECURITIES | P | 2021-12-31 | $11,873,779 | $4,596,077 | $4,596,077 | $7,277,702 |
| PUBLICALLY TRADED SECURITIES | P | 2021-12-31 | $1,971,710 | $1,551,694 | $1,551,694 | $420,016 |
| PUBLICALLY TRADED SECURITIES | P | 2021-12-31 | $577,764 | $303,296 | $303,296 | $274,468 |
| LTCG DISTRIBUTION - THRU OPPENHEIMER & CO #9145 | P | $4,223 | $4,223 | $4,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,641,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $95,117 | SubtotalAmt |
| Tax Based On Investment Income | $95,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,592 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $123,592 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28,475 | OverpaymentAmt |
| Applied To ES Tax | $28,475 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET L MULLIGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125831100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY K SIMPKINS | ||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| THOMAS D KLINGENSTEIN | ||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | VP & SECRETARY | 0.5 | $0 | $0 | $0 |
| ANDREW D KLINGENSTEIN | ||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | TREASURER | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,290,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,375,823 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,375,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,637 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,160,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $708,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $708,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95,117 | TotalTaxAmt |
| Distributable Before Adj | $612,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $612,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $612,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $964,220 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $964,220 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $612,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,556 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,574 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $147,748 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $964,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $612,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $351,328 | RemainingDistriFromCorpusAmt |
| Total Corpus | $499,076 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $499,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,556 | ExcessFromYear4Amt |
| Excess From Year3 | $107,618 | ExcessFromYear3Amt |
| Excess From Year2 | $34,574 | ExcessFromYear2Amt |
| Excess From Current Year | $351,328 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REAP | |||||||
| PO BOX 351 | KATONAH | NY | 10536 | NONE | PC | GENERAL PURPOSE | $25,000 |
| LITERACY LAB | |||||||
| 1400 16TH STREET NW 410 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL PURPOSE | $10,000 |
| MISS PORTER'S SCHOOL | |||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | NONE | PC | CAPITAL CAMPAIGN PLEDGE ANNUAL FUND | $503,640 |
| HOPE'S DOOR | |||||||
| 50 BROADWAY | HAWTHORNE | NY | 10532 | NONE | PC | GENERAL PURPOSE | $25,000 |
| THE WILD CENTER ANIMAL FUND | |||||||
| 45 MUSUEM DRIVE | TUPPER LAKE | NY | 12986 | NONE | PC | GENERAL PURPOSE | $215,364 |
| GREATER BROOKLAND INTERGENERATIONAL VILLAGE | |||||||
| 2316 RHODE ISLAND AVENUE NE | WASHINGTON | DC | 20018 | NONE | PC | GENERAL PURPOSE | $10,000 |
| ECKERD COLLEGE | |||||||
| 4200 54TH AVE S | ST PETERSBURG | FL | 33711 | NONE | PC | GENERAL PURPOSE | $20,000 |
| TUPPER ARTS INC | |||||||
| 106 PARK STREET | TUPPER LAKE | NY | 12986 | NONE | PC | GENERAL PURPOSE | $25,000 |
| BETH ISRAEL CONGREGATION | |||||||
| 347 WEST 34TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $25,000 |
| TEACHER'S COLLEGE COLUMBIA UNIVERSITY | |||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 10027 | NONE | GENERAL PURPOSE | $50,318 | |
| MERCY HOSPITAL | |||||||
| 1000 N VILLAGE AVE | ROCKVILLE CENTER | NY | 11570 | NONE | GENERAL PURPOSE | $52,818 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $962,140 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,641,164 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,868,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,868,341 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,775 | Amt |
| Net Investment Income | $944 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,887 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANT PAID TO PRIVATE FOUNDATION - | $0 |
| KLINGENSTEIN THIRD GENERATION | $13,000 |
| ADJUSTMENT FOR BASIS OF SECURITIES | $0 |
| NOT PREVIOUSLY REPORTED BY BROKER | $215,599 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $18,181 | $18,181 | |
| FILING FEES | $193 | $193 | |
| BANK FEES | $41 | $41 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK GRANTS PAID - FMV IN XS OF COST | Desc |
| Amt | $792,140 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $6,197 | Amt |
| Net Investment Income | $6,197 | NetInvestmentIncomeAmt |