THE LISABETH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE LISABETH FOUNDATION (EIN 06-6486254)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-02-16
- IRS object ID
- 202100479349100715
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-16T15:52:13-06:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066486254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LISABETH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PATTY MCKEGNEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 9146216907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 UPPER HOOK ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL C BENTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9146216907 | PhoneNum |
| Signature | 2021-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOSHE METZGER | PreparerPersonNm |
| PTIN | P00029719 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2021-02-16 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $665,411 | 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 | $574,384 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $326,952 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $565,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $328,733 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $198,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $362,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $245,050 | CashBOYAmt |
| Cash EOY | $724 | CashEOYAmt |
| Cash EOYFMV | $724 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $606,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $664,687 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $245,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $607,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $665,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $245,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $607,242 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $245,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $607,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $245,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $607,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $245,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $362,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $607,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $607,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $383,568 | $54,425 | $329,143 | $329,143 |
| PUBLICLY TRADED SECURITIES | $157,534 | $159,725 | -$2,191 | -$2,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $326,952 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,191 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,771,930 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $974,211 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.818836 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $688,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,924,454 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.357686 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,218,781 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,292,530 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.673883 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,971,184 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,395,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.448474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,518,554 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,264,953 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.209025 | DistributionYr5Rt |
| Total Distribution | 3.507904 | TotalDistributionRt |
| Average Distribution | 0.701581 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $267,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,070 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $198,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $77 | EsPenaltyAmt |
| Tax Due | $3,329 | 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 | PATTY MCKEGNEY | IndividualWithBooksNm |
| Phone | 9146216907 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 UPPER HOOK ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | 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 | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL C BENTON | ||||||||
| 100 UPPER HOOK ROAD | KATONAH | NY | 10536 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEVIN E O'BRIEN | ||||||||
| 100 UPPER HOOK ROAD | KATONAH | NY | 10536 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $221,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $271,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $271,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $267,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,252 | TotalTaxAmt |
| Distributable Before Adj | $10,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $198,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $198,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $195,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,171,558 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,751,608 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,058,692 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $595,125 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,735,919 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,312,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $198,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $188,417 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,501,319 | 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 | $1,171,558 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,329,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,751,608 | ExcessFromYear4Amt |
| Excess From Year3 | $2,058,692 | ExcessFromYear3Amt |
| Excess From Year2 | $595,125 | ExcessFromYear2Amt |
| Excess From Year1 | $1,735,919 | ExcessFromYear1Amt |
| Excess From Current Year | $188,417 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL C BENTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $50,000 |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | ANNUAL FUND 2020 | $50,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | NEW YORK-PRESBYTERIAN GENERAL FUND | $10,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 EAST MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $10,000 |
| ONE KID ONE WORLD | |||||||
| 10525 OAKLAWN ROAD | LOS ANGELES | CA | 90064 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $15,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | HARVARD BUSINESS SCHOOL FOR THE HBS FUND | $25,000 |
| THE BOB WOODRUFF FOUNDATION | |||||||
| 1350 BROADWAY SUITE 905 | NEW YORK | NY | 10018 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $10,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | ANNUAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,673 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$8,892 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$8,892 | TotalIncomeProducingActyAmt |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL C BENTON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 UPPER HOOK ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $574,384 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,703 SHARES OF UPWORK, INC. | $70,318 | 2020-06-05 |
| 1 | 6,397 SHARES OF UPWORK, INC. | $79,419 | 2020-06-15 |
| 1 | 5,582 SHARES OF ZUORA, INC. | $74,464 | 2020-06-23 |
| 1 | 5,754 1LIFE HEALTHCARE, INC. | $167,844 | 2020-08-31 |
| 1 | 5,145 1LIFE HEALTHCARE, INC. | $182,339 | 2020-11-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US LLP | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,654 SHS INVESCO QQQ TRUST SERIES 1 | $424,180 | $495,571 |
| 5,145 SHS 1LIFE HEALTHCARE INC | $182,338 | $169,116 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |