WIDGEON POINT CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WIDGEON POINT CHARITABLE FOUNDATION (EIN 13-6201175)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202231259349101008
- Schema version
- 2019v5.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T09:08:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 SUMMER STREET 5TH FLOOR EAST | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136201175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WIDGEON POINT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A THE BEINECKE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIDG | BusinessNameControlTxt |
| Phone | 9147307050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PKFOD 3001 SUMMER ST 5TH FL EAS | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B ROBINSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9147307050 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD GRANELLI CPA | PreparerPersonNm |
| PTIN | P00385746 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Preparation | 2022-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,250,207 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,444,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,444,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,946,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,938 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,505,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,505,933 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $325,763 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $130,305 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $195,458 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $294,381 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $117,752 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $176,629 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $78,415 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,366 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,049 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,810 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,405 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,405 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $227,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $113,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $113,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $106,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,179 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,121 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,142 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $37,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,900 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,900 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,317 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $659 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $658 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $371,624 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $343,065 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,477,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $778,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $608,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,707,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,707,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,184,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $778,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,315,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,678,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $727,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,301,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,251,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,251,696 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $563,792 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $563,792 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $33,557,429 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,260,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,320,778 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $109,539 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,921 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $62,760 | LandBOYAmt |
| Land EOY | $47,618 | LandEOYAmt |
| Land EOYFMV | $47,618 | LandEOYFMVAmt |
| Other Assets BOY | $5,125 | OtherAssetsBOYAmt |
| Other Assets EOY | $66,323 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $66,323 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,927,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,189,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,250,207 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,117 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $152,051 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $31,632 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $63,126 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $41,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $215,177 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,885,500 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,974,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,885,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,974,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,927,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,189,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,885,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,678,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,767,691 | OtherIncreasesAmt |
| Subtotal | $42,974,572 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,974,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BNY MELLON #6830 | P | 2019-12-31 | $2,777,403 | $2,886,650 | -$109,247 | -$109,247 |
| AMERIPRISE #6408 | P | 2019-12-31 | $228,041 | $210,504 | $17,537 | $17,537 |
| AMERIPRISE #6408 | P | 2019-12-31 | $880,906 | $751,950 | $128,956 | $128,956 |
| AMERIPRISE #6408 | P | 2019-12-31 | $410,770 | $319,612 | $91,158 | $91,158 |
| FIDELITY #270156 | P | 2019-12-31 | $461,709 | $511,124 | -$49,415 | -$49,415 |
| FIDELITY #270156 | P | 2019-12-31 | $187,136 | $58,396 | $128,740 | $128,740 |
| GAIN ON THE BLACKSTONE GROUP LP | P | 2019-12-31 | $2,943 | $2,943 | ||
| GAIN ON ENTERPRISE PRODUCTS PARTNERS LP | P | 2019-12-31 | -$104 | -$104 | ||
| GAIN ON OAKTREE CAPITAL GROUP | P | 2019-12-31 | $2,718 | $2,718 | ||
| GAIN ON WESTBURY EQUITY PARTNRS | P | 2019-12-31 | $153,856 | $153,856 | ||
| GAIN ON ICAHN ENTERPRISES LP | P | 2019-12-31 | $876 | $876 | ||
| GAIN ON APOLLO GLOBAL MANAGEMENT | P | 2019-12-31 | $564 | $564 | ||
| GAIN ON ROYCE INSTITUTIONAL | P | 2019-12-31 | -$307,983 | -$307,983 | ||
| CAPITAL GAINS DIVIDENDS | P | $339 | $339 | $339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,938 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,765,562 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,369,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052808 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,043,438 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,154,663 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,986,252 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,757,680 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,076,653 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,990,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055949 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,641,466 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $57,409,857 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046011 | DistributionYr5Rt |
| Total Distribution | 0.267570 | TotalDistributionRt |
| Average Distribution | 0.053514 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,773,532 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,770,609 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,777,883 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,315,829 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,398 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,190 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$86,208 | OriginalReturnOverpaymentAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,357 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN B ROBINSON | IndividualWithBooksNm |
| Phone | 2079390203 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 SUMMER STREET 5TH FLOOR EAST | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN R ROBINSON | ||||||||
| 4 MACDONALD AVE SUITE 4 | ARMONK | NY | 10504 | PRESIDENT | 35.00 | $325,763 | $0 | $0 |
| BARBARA ROBINSON | ||||||||
| 4 MACDONALD AVE SUITE 4 | ARMONK | NY | 10504 | EXECUTIVE VICE PRESIDENT | 35.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY COOPERSMITH | ||||||||
| C/O CSV 50 CHAS LINDBERGH STE 605 | UNIONDALE | NY | 11553 | ACCOUNTANT | 35.00 | $220,312 | $0 | $0 |
| LILLIAN MAHONEY | ||||||||
| 4 MACDONALD AVE STE 4 | ARMONK | NY | 10504 | SECRETARY | 35.00 | $62,752 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON & VOGEL PC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING AND TAX SERVICES | ServiceTypeTxt |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,403,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,158,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,561,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,561,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $788,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,773,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,588,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,588,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,547 | TotalTaxAmt |
| Distributable Before Adj | $2,574,130 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,574,130 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,574,130 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,315,829 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,315,829 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,315,829 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,574,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $363,006 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $361,034 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $359,553 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $172,380 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,255,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,315,829 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,315,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $258,301 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $258,301 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $997,672 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $997,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,705 | ExcessFromYear4Amt |
| Excess From Year3 | $361,034 | ExcessFromYear3Amt |
| Excess From Year2 | $359,553 | ExcessFromYear2Amt |
| Excess From Year1 | $172,380 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN B ROBINSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MACDONALD AVE SUITE 4 | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9147307050 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS SHANGHAI MUSEUM | |||||||
| 1115 5TH AVENUE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| ROUND HILL VOLUNTEER FIRE COMPANY | |||||||
| 166 OLD MILL ROAD | GREENWICH | CT | 06831 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| CENTRAL PARK CONSEVANCY WOMENS COMMITTEE | |||||||
| 1 WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| NY BOTANTICAL GARDENS | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| FRIENDS OF UPPER EASTSIDE HISTORIC | |||||||
| 966 LEXINGTON AVE 35 | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| HARVARD BUSINESS SCHOOL FUND | |||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| ORDER OF ST JOHN | |||||||
| 628 MAIN STREET | STAMFORD | CT | 06901 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| METROPOLITIAN MUSEUM OF ART | |||||||
| 100 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL PURPOSE | $12,000 |
| FRIENDS OF THE COLLECTION | |||||||
| P O BOX 597 | MOUNT VERNON | TX | 75457 | NONE | 501(C)(3) | GENERAL PURPOSE | $7,500 |
| THE BOYS CLUB OF NEW YORK | |||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| LINCOLN CENTER THEATER | |||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| CT TRUST HISTORIC PRESERVATION | |||||||
| 940 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| ASIA SOCIETY | |||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| NY BOTANTICAL GARDENS | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | 501(C)(3) | GENERAL PURPOSE | $3,500 |
| MINNEAPOLIS INSTITUTE OF ART | |||||||
| 2400 3RD AVENUE SO | MINNEAPOLIS | MN | 55404 | NONE | 501(C)(3) | GENERAL PURPOSE | $150 |
| CHRIST CHURCH GREENWICH | |||||||
| 254 E PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,400 |
| HALCYON FOUNDATION | |||||||
| 555 5TH AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| LIBRARY AMERICAN LANDSCAPE HISTORY | |||||||
| P O BOX 1323 | AMHERST | MA | 01004 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| 564 PARK AVENUE PRESERVATION | |||||||
| 564 PARK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE ST D | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| NY BOTANTICAL GARDENS | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | 501(C)(3) | GENERAL PURPOSE | $250,000 |
| THE BOYS CLUB OF NEW YORK | |||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| PETITE PLAISSANCE CONSVTN FUND | |||||||
| P O BOX 1112 | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| MANHATTANVILLE COLLEGE | |||||||
| 2900 PURCHASE STREET | PURCHASE | NY | 10577 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| COLUMBIA GRAD SCHOOL ARCH PLANNING | |||||||
| 622 WEST 113TH ST MAIL CODE 4524 | NEW YORK | NY | 10025 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| ARTS CONNECTION | |||||||
| 520 EIGHTH AVENUE SUITE 321 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| SOFT POWER HEALTH | |||||||
| 2887 PURCHASE STREET | PURCHASE | NY | 10577 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| LAND AND GARDEN PRESERVE | |||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| SAIL MAINE | |||||||
| 58 FORE STREET | PORTLAND | ME | 04104 | NONE | 501(C)(3) | GENERAL PURPOSE | $40,000 |
| SPACE GALLERY | |||||||
| 538 CONGRESS ST | PORTLAND | ME | 04101 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| RIPPLE EFFECT | |||||||
| PO BOX 441 | PORTLAND | ME | 04112 | NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 |
| HEWNOAKS | |||||||
| RD NUMBER 24 | LOVELL | ME | 04051 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| FRENCHMAN'S BAY CONSERVANCY | |||||||
| 72 TIDAL FALLS ROAD | HANCOCK | ME | 04640 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| GREENWICH HISTORIC TRUST | |||||||
| 47 STRICKLAND ROAD | COS COB | CT | 06807 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| FAMILY CENTERS OF GREENWICH | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06836 | NONE | 501(C)(3) | GENERAL PURPOSE | $550 |
| NORTHEAST HARBOR SAILING SCHOOL | |||||||
| 1 JOY ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE ST D | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| ARCHIVES OF AMERICAN ART | |||||||
| CENTRAL PARK WEST 79TH STREET | NEW YORK | NY | 10024 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| NY LANDMARKS CONSERVANCY | |||||||
| CONVERVANCY INC | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| GARDEN CONSERVANCY | |||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| MDI HOSPITAL | |||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| BAR HARBOR MUSIC FESTIVAL | |||||||
| 59 COTTAGE STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| SAILING FOUNDATION OF NY | |||||||
| PO BOX 124 | RYE | NY | 10580 | NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 |
| NORTHEAST HARBOR LIBRARY | |||||||
| 1 JOY ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| ROUND HILL ASSOCIATION | |||||||
| P O BOX 7424 | GREENWICH | CT | 06831 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| NEW ENGLAND HISTORIC GENEALOGICAL | |||||||
| 99-101 NEWBURY STREEET | BOSTON | MA | 02116 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| WNET PATRON PROGRAM | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| FALMOUTH LAND TRUST | |||||||
| PO BOX 6172 | FALMOUTH | ME | 04105 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| MT DESERT FESTIVAL CHAMBER MUSIC | |||||||
| 1 KIMBALL ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $800 |
| HARVARD UNIVERSITY | |||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| URI FOUNDATION | |||||||
| PO BOX 1700 | KINGSTON | RI | 02881 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| LINCOLN CENTER THEATER | |||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| WORLD MONUMENTS | |||||||
| EMPIRE ST BUILDING | NEW YORK | NY | 10118 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| AMERICAN FRIENDS BLEARANCOURT | |||||||
| 20 W 44TH ST SUITE 506 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| HALCYON FOUNDATION | |||||||
| 555 5TH AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| NEIGHBORHOOD HOUSE NORTHEAST HARBOR | |||||||
| PO BOX 332 | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | 501(C)(3) | GENERAL PURPOSE | $250,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| 2 EAST 62ND STREET | |||||||
| 2 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| PHILLIPS ANDOVER | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| PHILLIPS ANDOVER | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| NY BOTANTICAL GARDENS | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| MAINE SEACOAST MISSION | |||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| JESSUP MEMORIAL LIBRARY | |||||||
| 34 MT DESERT ST | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| BEATRIX FERRAND SOCIETY | |||||||
| 475 BAY VIEW DRIVE | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| FRIENDS OF UPPER EASTSIDE HISTORIC | |||||||
| 966 LEXINGTON AVE 35 | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,500 |
| MT DESERT NURSING ASSOCIATION | |||||||
| 12 SUMMIT ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| ACADIA FAMILY CENTER | |||||||
| 43 COTTAGE ST D | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| NEUE GALLERIE | |||||||
| NEW YORK | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| ROCK END ART BARN | |||||||
| 33 ROUND HILL CLUB | GREENWICH | CT | 06831 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| HOPE FOR DEPRESSION | |||||||
| 40 W 57TH ST 1440 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| MT VERNON LADIES ASSOCIATION | |||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| NORTHEAST HARBOR AMBULANCE SERVICE | |||||||
| P O BOX 122 | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| MT DESERT BIOLAB | |||||||
| LABORATORY | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| MT DESERT FESTIVAL CHAMBER MUSIC | |||||||
| 1 KIMBALL ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| JACKSON LABS | |||||||
| 609 MAIN STREET | BAR HARBOR | ME | 04608 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| CORNELL VETERINARY SERVICES | |||||||
| 130 EAST SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| METROPOLITIAN MUSEUM OF ART | |||||||
| 100 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| OLYMPIA SNOWE WOMEN'S LEADERSHIP INST | |||||||
| ONE CANAL PLAZA SUITE 501 | PORTLAND | ME | 04101 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,000 |
| THE BOYS CLUB OF NEW YORK | |||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,500 |
| HALCYON FOUNDATION | |||||||
| 555 5TH AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| PARISH OF ST MARY AND ST JUDE | |||||||
| PO BOX 105 | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,200 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 |
| GREENWICH EMERGENCY SERVICES | |||||||
| 1111 E PUTNAM AVE 201 | RIVERSIDE | CT | 06878 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| LIBRARY OF AMERICAN LANDSCAPE HISTORY | |||||||
| PO BOX 1323 | AMHERST | MA | 010041323 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| COLUMBIA UNIVERSITY ART HISTORY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| FOXCROFT SCHOOL | |||||||
| 22407 FOXHOUND LANE | MIDDLEBURG | VA | 20117 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| GREENWICH HISTORICAL SOCIETY | |||||||
| 47 STRICKLAND ROAD | COS COB | CT | 06807 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| CHRIST CHURCH GREENWICH | |||||||
| 254 E PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| PORTLAND COMMUNITY SQUASH | |||||||
| 66 NOYES STREET | PORTLAND | ME | 04103 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| CHRIST CHURCH GREENWICH | |||||||
| 254 E PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 |
| CALL A RIDE | |||||||
| 37 LAFAYETTE PLACE COLLYER CNTR | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 |
| SILVER SHIELD ASSOCIATION | |||||||
| PO BOX 1123 | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 |
| CLASSICAL AMERICAN HOMES PRESERVATION | |||||||
| 69 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| HARVARD ART MUSEUM | |||||||
| 12 QUINCY STREEET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | GENERAL PURPOSE | $14,500 |
| HARVARD ART MUSEUM | |||||||
| 12 QUINCY STREEET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| CARPENTER CENTER HARVARD UNIVERSITY | |||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| ROUND HILL ASSOCIATION | |||||||
| P O BOX 7424 | GREENWICH | CT | 06831 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| PRESERVATION ALUMNI | |||||||
| 8 W 8TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| THE BOYS CLUB OF NEW YORK | |||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 |
| UTILIZE SENIOR ENERGY | |||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| SALESIAN SISTERS OF ST JOHN BOSCO | |||||||
| 659 BELMONT AVENUE | NORTH HALEDON | NJ | 075082301 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| CHRIST CHURCH GREENWICH | |||||||
| 254 E PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 |
| FRICK COLLECTION | |||||||
| 1 E 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GENERAL PURPOSE | $35,000 |
| CENTRAL PARK CONSEVANCY WOMENS COMMITTEE | |||||||
| 1 WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL PURPOSE | $18,000 |
| ARCHIVES OF AMERICAN ART | |||||||
| CENTRAL PARK WEST 79TH STREET | NEW YORK | NY | 10024 | NONE | 501(C)(3) | GENERAL PURPOSE | $7,500 |
| NEW ENGLAND HISTORIC GENEALOGICAL | |||||||
| 99-101 NEWBURY STREEET | BOSTON | MA | 02116 | NONE | 501(C)(3) | GENERAL PURPOSE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,707,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,444,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,938 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,444,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $60,938 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,505,933 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $227,900 | Amt |
| Net Investment Income | $113,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTERS & EQUIPMENT | 2013-01-01 | $17,717 | $17,717 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE | 2014-12-18 | $3,785 | $3,028 | SL | 5.000000000000 | $757 | $0 |
| COMPUTER | 2014-10-19 | $5,164 | $4,304 | SL | 5.000000000000 | $860 | $0 |
| CARPET RESORATION | 2014-04-02 | $18,631 | $3,216 | SL | 27.500000000000 | $677 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2015-01-09 | $6,098 | $4,880 | SL | 5.000000000000 | $1,218 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2016-04-05 | $10,095 | $5,552 | SL | 5.000000000000 | $2,019 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2016-07-18 | $4,500 | $2,175 | SL | 5.000000000000 | $900 | $0 |
| FURNITURE | 2016-01-25 | $2,459 | $1,435 | SL | 5.000000000000 | $492 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2017-02-10 | $2,877 | $1,102 | SL | 5.000000000000 | $575 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2017-09-01 | $1,048 | $280 | SL | 5.000000000000 | $210 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2018-04-16 | $4,279 | $571 | SL | 5.000000000000 | $856 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2018-02-22 | $3,158 | $526 | SL | 5.000000000000 | $632 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2018-03-05 | $3,179 | $530 | SL | 5.000000000000 | $636 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2018-10-19 | $1,922 | $64 | SL | 5.000000000000 | $384 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2018-11-27 | $1,537 | $26 | SL | 5.000000000000 | $307 | $0 |
| FURNITURE | 2018-03-05 | $2,511 | $419 | SL | 5.000000000000 | $502 | $0 |
| FURNITURE | 2018-04-03 | $2,618 | $393 | SL | 5.000000000000 | $524 | $0 |
| FURNITURE | 2018-12-05 | $2,323 | $39 | SL | 5.000000000000 | $465 | $0 |
| COMPUTER & RELATED EQUIPMENT | 2018-11-06 | $1,610 | $54 | SL | 5.000000000000 | $322 | $0 |
| FURNITURE | 2018-10-16 | $14,028 | $468 | SL | 5.000000000000 | $2,806 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REASON TO AMEND THE RETURN. | IdentifierTxt |
| Form And Line Reference | FORM 990-PF BOX G - AMENDED RETURN | FormAndLineReferenceDesc |
| Medium Explanation | THE RETURN IS BEING AMENDED TO1. EXCLUDE BARBARA ROBINSON'S COMPENSATION OF $200,000 WHICH WAS PAID TO HER IN 2020.2. EXCLUDE PERSONAL EXPENSES WHICH WERE DEDUCTED BY THE FOUNDATION IN THE ORIGINAL RETURN. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY #0156 | AT COST | $1,382,005 | $2,032,732 |
| BNY MELLON #6830 | AT COST | $21,156,992 | $26,872,156 |
| ROYCE INSTITUTIONAL LLC | AT COST | $10,228,010 | $10,228,010 |
| AMERIPRISE #6408 | AT COST | $4,394,674 | $10,089,792 |
| JPMORGAN #6008 | AT COST | $992,348 | $975,032 |
| ICAHN ENTERPRISES LP | AT COST | $106,235 | $123,000 |
| WESTBURY EQUITY PARTNERS II LP | AT COST | $56 | $56 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTERS & EQUIPMENT | $17,717 | $17,717 | $0 |
| FURNITURE | $3,785 | $3,785 | $0 |
| COMPUTER | $5,164 | $5,164 | $0 |
| CARPET RESORATION | $18,631 | $3,893 | $14,738 |
| COMPUTER & RELATED EQUIPMENT | $6,098 | $6,098 | $0 |
| COMPUTER & RELATED EQUIPMENT | $10,095 | $7,571 | $2,524 |
| COMPUTER & RELATED EQUIPMENT | $4,500 | $3,075 | $1,425 |
| FURNITURE | $2,459 | $1,927 | $532 |
| COMPUTER & RELATED EQUIPMENT | $2,877 | $1,677 | $1,200 |
| COMPUTER & RELATED EQUIPMENT | $1,048 | $490 | $558 |
| COMPUTER & RELATED EQUIPMENT | $4,279 | $1,427 | $2,852 |
| COMPUTER & RELATED EQUIPMENT | $3,158 | $1,158 | $2,000 |
| COMPUTER & RELATED EQUIPMENT | $3,179 | $1,166 | $2,013 |
| COMPUTER & RELATED EQUIPMENT | $1,922 | $448 | $1,474 |
| COMPUTER & RELATED EQUIPMENT | $1,537 | $333 | $1,204 |
| FURNITURE | $2,511 | $921 | $1,590 |
| FURNITURE | $2,618 | $917 | $1,701 |
| FURNITURE | $2,323 | $504 | $1,819 |
| COMPUTER & RELATED EQUIPMENT | $1,610 | $376 | $1,234 |
| FURNITURE | $14,028 | $3,274 | $10,754 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $18,810 | LegalFeesAmt |
| Net Investment Income | $9,405 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,405 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS AND DEFERRED PAYMENTS | $5,125 | $6,061 | $6,061 |
| OTHER RECEIVABLE | $60,262 | $60,262 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $9,861 | $3,944 | $5,917 |
| INVESTMENT ADVISORY FEES | $142,539 | $142,539 | $0 |
| OFFICE UTILITIES | $1,756 | $878 | $878 |
| TELEPHONE INTERNET & COMPUTER EXPENSE | $24,947 | $12,474 | $12,473 |
| OFFICE EXPENSE | $12,488 | $6,244 | $6,244 |
| DUES AND SUBSCRIPTION | $975 | $488 | $487 |
| FILLING FEES | $1,091 | $546 | $545 |
| ADP PAYROLL FEES | $1,773 | $887 | $886 |
| STORAGE EXPENSE | $1,902 | $951 | $951 |
| POSTAGE | $356 | $178 | $178 |
| LOSSES FROM K-1 PARTNERSHIP | $173,936 | $173,936 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 BOOK TO TAX DIFFERENCE | $1,576,935 |
| UNREALIZED GAIN/LOSSES AND OTHER BOOK TO TAX DIFFERENCES. | $190,756 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEGATIVE CAPITAL ON ENTERPRISE PRODUCTS PARTNERS LP | Desc |
| BOY Book Value | $31,632 | BOYBookValueAmt |
| EOY Book Value | $63,126 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 EXTENSION PAYMENT-EXCISE TAX | $75,000 | $0 | $0 |
| PAYROLL TAX | $30,202 | $12,081 | $18,121 |
| FOREIGN TAX PAID | $1,098 | $1,098 | $0 |