KLINGENSTEIN-MARTELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KLINGENSTEIN-MARTELL FOUNDATION (EIN 13-4078024)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-04
- IRS object ID
- 202232169349101518
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-04T16:24:42-05:00 | 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 | 134078024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KLINGENSTEIN-MARTELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA THE SARAH D KLINGENSTEIN FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET L MULLIGAN | InCareOfNm |
| Business Name Control | KLIN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/0 HM 61 BROADWAY Suite 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH MARTELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125831100 | PhoneNum |
| Signature | 2022-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | MARTELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | janet mulligan partner | PreparerPersonNm |
| PTIN | P00850378 | PTIN |
| Phone | 2125831100 | PhoneNum |
| Preparation | 2022-06-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,786,217 | 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 | $984,347 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $129,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,421,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,872,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,421,041 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,534,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,550,313 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $993 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $968 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,477 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,818 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,818 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,160,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,536,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,846 | CashBOYAmt |
| Cash EOY | $21,846 | CashEOYAmt |
| Cash EOYFMV | $21,846 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $505,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $505,126 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,129,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,876,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,259,245 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,196,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,403,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,786,217 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,196,889 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,403,942 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,196,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,403,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,196,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,403,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,196,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,160,304 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,357,193 | SubtotalAmt |
| Other Decreases | $953,251 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,403,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | 2021-12-31 | $122,182 | $0 | $122,182 | $122,182 |
| PUBLICALLY TRADED SECURITIES | P | 2021-12-31 | $8,391,163 | $4,284,955 | $4,106,208 | $4,106,208 |
| PUBLICALLY TRADED SECURITIES | P | 2021-12-31 | $358,695 | $166,044 | $192,651 | $192,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,421,041 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,056 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63,056 | SubtotalAmt |
| Tax Based On Investment Income | $63,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,295 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $81,295 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $18,237 | OverpaymentAmt |
| Applied To ES Tax | $18,237 | 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 |
| Website Address | n/a | WebsiteAddressTxt |
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 SUITE 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SARAH K MARTELL | ||||||||
| C/0 HM 61 BROADWAY | NEW YORK | NY | 10006 | PRESIDENT, TRUSTEE | 0.5 | $0 | $0 | $0 |
| LAUREN BRESLOW | ||||||||
| C/0 HM 61 BROADWAY | NEW YORK | NY | 10006 | TREASURER & SECRETARY | 0.25 | $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 | $8,254,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,362,526 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,362,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,237,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $411,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $411,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63,056 | TotalTaxAmt |
| Distributable Before Adj | $348,798 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $348,798 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $348,798 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,461 | 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 | $360,461 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $257,358 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $257,358 | AppliedToYear1Amt |
| Applied To Current Year | $103,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $245,695 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARAH K MARTELL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE NY SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | SCHOLARSHIP | $50,000 |
| WILD CENTER | |||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | NONE | PC | GENERAL PURPOSE | $25,000 |
| EMMA WILLARD SCHOOL | |||||||
| 285 PAWLING AVENUE | TROY | NY | 12180 | NONE | PC | GENERAL PURPOSE | $40,000 |
| THE TOWN SCHOOL | |||||||
| 540 EAST 76TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $40,000 |
| LITERACY PARTNERS | |||||||
| 75 MAIDEN LANE 1102 | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $15,000 |
| NEW NORMAL REP | |||||||
| 7 REMSEN STREET | EAST NORTHPORT | NY | 11731 | NONE | PC | GENERAL PURPOSE | $105,000 |
| DWIGHT SCHOOL FOUNDATION | |||||||
| 291 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | SCHOLARSHIP | $20,000 |
| BETH ISRAEL CONGREGATION | |||||||
| 347 34TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 |
| MERCY HOSPITAL (NONCASH) | |||||||
| 1000 N VILLIAGE AVENUE | ROCKVILLE CENTRE | NY | 11570 | PC | IN HONOR OF PATRICIA KLINGENSTEIN | $52,818 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,818 | 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 | $129,272 | 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 | $4,421,041 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,550,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,550,313 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SALLY MARTELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HM 61 BROADWAY SUITE 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $984,347 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6,330 SHARES OF DISNEY COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $984,347 | FairMarketValueAmt |
| Received | 2021-11-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOFFMAN MULLIGAN | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $8,876,971 | EOYBookValueAmt |
| EOYFMV | $9,259,245 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (7 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON CONTRIBUTION OF | $0 |
| MARKETABLE SECURITIES | $921,869 |
| ADJUSTMENT FOR BOOK TO TAX DIFFERENCES | $11,233 |
| GRANT PAID TO PRIVATE FOUNDATION: | $0 |
| KLINGENSTEIN THIRD GENERATION FOUNDATION | $13,000 |
| STOCK GRANTS PAID - FMV ABOVE COST | $0 |
| (212 SHARES OF PAYPAL) | $7,149 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $10,477 | $10,477 | |
| DUES & SUBSCRIPTIONS | $168 | $168 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc |
|---|
| MISCELLANEOUS INCOME |
| FEDERAL TAX REFUND |
| CASH IN LIEU |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $968 | $968 | |
| STATE TAXES | $25 | $25 |