JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC (EIN 20-1499645)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-14
- IRS object ID
- 202122879349101602
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T08:31:16-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201499645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Joan Cullman Conservation | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL H TREISMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL H | PersonFirstNm |
| Person Last | TREISMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,998,295 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,965 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,798,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $250 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $92,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,290 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $55,358 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,358 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,411 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $542 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,019 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $426,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,019 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $369,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$333,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,271 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,009 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,399 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $749,069 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $752,278 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $752,421 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,036,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,709,153 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,138,475 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,902,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,568,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,998,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,902,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,568,830 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,902,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,568,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,902,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,568,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,902,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$333,765 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,568,830 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,568,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,798,975 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,803,242 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4,267 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$4,267 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,267 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $560 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $560 | SubtotalAmt |
| Tax Based On Investment Income | $560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $140 | OverpaymentAmt |
| Applied To ES Tax | $140 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael Cardozo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, VP | 1.0 | $0 | $0 | $0 |
| Georgina Cullman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Joel Treisman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLINGENSTEIN FIELDS ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Park Ave STE 1700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175529 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $55,358 | CompensationAmt |
| 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 | $6,027,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,282,613 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,282,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,188,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $560 | TotalTaxAmt |
| Distributable Before Adj | $308,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $309,109 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $309,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $369,150 | 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 | $369,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $369,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $162,363 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $369,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $162,363 | AppliedToYear1Amt |
| Applied To Current Year | $206,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $102,322 | 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 | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL INC | |||||||
| PO BOX D2 | ELIZABETHTOWN | NY | 12932 | N/A | PC | General & Unrestricted | $35,000 |
| ADIRONDACK LAND TRUST INC | |||||||
| PO BOX 130 | KEENE | NY | 12942 | N/A | PC | General & Unrestricted | $20,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH ST AT CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $30,000 |
| ATLANTIC SALMON FEDERATION INC | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | N/A | PC | General & Unrestricted | $25,000 |
| CARY INSTITUTE OF ECOSYSTEM STUDIES INC | |||||||
| PO BOX AB | MILLBROOK | NY | 12545 | N/A | PC | General & Unrestricted | $20,000 |
| ECOHEALTH ALLIANCE INC | |||||||
| 460 W 34TH ST 17TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $20,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $20,000 |
| NATURAL AREAS CONSERVANCY INC | |||||||
| 1234 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $10,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | The Wild Center | $30,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST 11TH FL | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $20,000 |
| NATURE CONSERVANCY - ADIRONDACK CHAPTER | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | PC | General & Unrestricted | $20,000 |
| NORTHERN NEW YORK AUDUBON INC | |||||||
| PO BOX 1172 | SARANAC LAKE | NY | 12983 | N/A | PC | General & Unrestricted | $14,000 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | JOSEPH F. CULLMAN LIBRARY OF NATURAL HISTORY | $25,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ STE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $20,000 |
| WILDLIFE CONSERVATION NETWORK INC | |||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $15,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $354,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,965 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OR LOCAL FILING FEE REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,273 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,273 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $56,693 | $98,541 |
| ADOBE SYSTEMS, INC | $124,635 | $175,042 |
| ALPHABET INC CL C | $103,055 | $238,255 |
| AMAZON COM | $164,829 | $250,783 |
| AMERICAN TOWER REIT INC | $55,555 | $52,748 |
| APPLE INC | $167,196 | $274,004 |
| BERKSHIRE HATHAWAY INC. CLASS | $36,949 | $173,903 |
| BROADCOM INC | $74,527 | $190,465 |
| BROOKFIELD ASSET MANAGEMENT CL | $177,440 | $197,477 |
| BROOKFIELD RENEWABLE CORP CL A | $68,275 | $113,627 |
| CHUBB LIMITED | $41,699 | $60,798 |
| COMCAST CORP | $116,941 | $177,112 |
| CONSTELLATION BRANDS INC | $114,741 | $148,954 |
| COSTCO WHOLESALE CORPORATION | $58,595 | $73,472 |
| DANAHER CORP | $54,110 | $97,742 |
| FACEBOOK INC | $74,605 | $139,312 |
| FIDELITY NATIONAL INFORMATION | $114,672 | $162,679 |
| FORTIVE CORPORATION | $68,056 | $104,814 |
| GOLDMAN SACHS GROUP | $139,565 | $179,323 |
| HOME DEPOT INC | $76,545 | $119,529 |
| HONEYWELL INTL | $72,101 | $142,084 |
| INFINEON TECHNOLOGY | $66,275 | $107,864 |
| JOHNSON & JOHNSON | $70,738 | $85,772 |
| JP MORGAN CHASE | $105,577 | $152,484 |
| LABORATORY CORP AMER HLDGS | $114,220 | $142,485 |
| MERCK & CO INC | $79,933 | $118,201 |
| MICROSOFT CORP | $109,028 | $229,093 |
| MONDELEZ INTERNATIONAL INC | $77,543 | $131,265 |
| NIKE INC-CL B | $60,682 | $91,956 |
| NXP SEMICONDUCTORS | $71,360 | $160,600 |
| PALO ALTO NETWORKS INC | $94,402 | $243,441 |
| PAYPAL HOLDINGS, INC | $33,888 | $93,680 |
| PEPSICO INC | $98,044 | $151,266 |
| PROLOGIS | $90,008 | $134,541 |
| RAYTHEON TECHNOLOGIES CORP | $80,763 | $106,836 |
| SALESFORCE.COM | $81,667 | $133,518 |
| STARBUCKS CORP COM | $63,322 | $79,165 |
| STRYKER CORPORATION | $108,718 | $147,024 |
| THERMO FISHER SCIENTIFIC INC | $46,094 | $149,050 |
| UNION PACIFIC | $50,701 | $118,685 |
| UNITED PARCEL SERVICE | $59,137 | $92,620 |
| VULCAN MATERIALS CO | $88,397 | $121,614 |
| WALT DISNEY HOLDINGS CO | $97,872 | $176,651 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $752,278 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $752,421 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $14,900 | $14,900 | |
| Bank Charges | $119 | $119 | |
| STATE OR LOCAL FILING FEES | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OR LOCAL FILING FEE REFUND | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $55,358 | Amt |
| Net Investment Income | $55,358 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $700 | |
| 990-PF Excise Tax for 2019 | $169 | |
| Foreign Tax Paid | $542 | $542 |