KLINGENSTEIN-MARTELL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KLINGENSTEIN-MARTELL FOUNDATION (EIN 13-4078024)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202001979349102335
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T19:29:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 37 WEST 57TH STREET 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100193411 | 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 | 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/o hoffman mulligan 37 w 57 st Su | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH MARTELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125831100 | PhoneNum |
| Signature | 2020-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET MULLIGAN CPA | PreparerPersonNm |
| PTIN | P00850378 | PTIN |
| Phone | 2125831100 | PhoneNum |
| Preparation | 2020-02-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.254.127.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13533520201975000904 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0F1015D8C14E186C3CF5E4A5DC039A51054B7815 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F524A3DFC447EA1E508B0ACD2AB0842717D366D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,080,440 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $142,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,360 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $144,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $79 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $236 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $970 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,013 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $906 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,461 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,461 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,093 | CashBOYAmt |
| Cash EOY | $11,846 | CashEOYAmt |
| Cash EOYFMV | $11,846 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $215,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,826 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $695,774 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $4,551,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,342,074 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,992,768 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,472,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,429,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,080,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,472,705 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,429,746 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,472,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,429,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,472,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,429,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,472,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$38,800 | OtherIncreasesAmt |
| Subtotal | $5,429,746 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,429,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $53,041 | GrossSalesPriceAmt |
| Cost Or Other Basis | $55,001 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,960 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,960 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,960 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,731 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,268,130 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028036 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,942,915 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026967 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,401,753 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.022 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $249,166 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,458,430 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045648 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $297,501 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,001,873 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059478 | DistributionYr5Rt |
| Total Distribution | 0.182129 | TotalDistributionRt |
| Average Distribution | 0.036426 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,450,476 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $234,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,302 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $236,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,367 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,603 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,603 | SubtotalAmt |
| Tax Based On Investment Income | $2,603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,597 | OverpaymentAmt |
| Applied To ES Tax | $2,700 | AppliedToESTaxAmt |
| Refund | $1,897 | RefundAmt |
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 | 37 W 57TH ST 5TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Address Line2USAddress/AddressLine2Txt | 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/O HOFFMAN MULLIGAN LLP | 37 WEST 57TH STREET 5TH FLOOR | NEW YORK | NY | 10019 | PRESIDENT, TRUSTEE | 0.5 | $0 | $0 | $0 |
| LAUREN BRESLOW | |||||||||
| C/O HOFFMAN MULLIGAN | 37 WEST 57TH STREET 5TH FL | NEW YORK | NY | 10019 | 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 | $6,414,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,548,707 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,548,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,450,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $322,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $322,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,603 | TotalTaxAmt |
| Distributable Before Adj | $319,921 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $319,921 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $319,921 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,367 | 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 | $132,367 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $132,367 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $319,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,060 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $132,367 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,060 | AppliedToYear1Amt |
| Applied To Current Year | $52,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $267,614 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MABEL WADSWORTH CENTER | |||||||
| 700 MT HOPE AVE SUITE 420 | BANGOR | ME | 04401 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| THE KLINGENSTEIN THIRD GENERATION FDN | |||||||
| HOFFMAN MULLIGAN 37 W 57TH ST | NEW YORK | NY | 10019 | NONE | PC | OPERATING SUPPORT/MEDICAL STUDENT - $8,000 GENERAL SUPPORT - $8,000 | $16,000 |
| THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $40,000 |
| GUERNICA INC | |||||||
| 157 COLUMBUS AVE | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $8,000 |
| STONY BROOK FDOUNDATION INC | |||||||
| 230 ADMIN AT SUNY | STONY BROOK | NY | 11790 | NONE | PC | SCHOLARSHIP | $10,000 |
| ARCHIPELAGO BOOKS | |||||||
| 232 3RD ST SUITE a111 | BROOKLYN | NY | 11215 | NONE | PC | Knausgaard Book Publication | $10,000 |
| TIMANOUS FOUNDATION | |||||||
| POPO BOX 2886 | SOUTH PORTLAND | ME | 04116 | NONE | PC | GENERAL PURPOSE | $25,000 |
| EMMA WILLARD SCHOOL | |||||||
| 285 PAWLING AVE | TROY | NY | 12180 | NONE | PC | GENERAL PURPOSE | $30,000 |
| THOMAS D KLINGENSTEIN FUND | |||||||
| C/O HOFFMAN MULLIGAN 37 W 57TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $22,800 |
| CONTRIBUTIONS OF PRIVATE FDNS | |||||||
| HOFFMAN MULLIGAN 37 W 57TH ST | NEW YORK | NY | 10019 | NONE | GENERAL PURPOSE | -$38,800 | |
| THE TOWN SCHOOL | |||||||
| 540 EAST 76TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $4,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,461 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,870 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| 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 | $146,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,230 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILLPARK LLC | CategoryTxt |
| Amt | $315 | Amt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $236 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DOMESTIC & FOREIGN | StockNm |
| EOY Book Value | $5,342,074 | EOYBookValueAmt |
| EOYFMV | $6,992,768 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $15,013 | $15,013 | |
| BANK CHARGES | $25 | $25 | |
| BANK SERVICE CHARGES | $173 | $173 | |
| STATE FILING FEES | $472 | $472 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $3,360 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,360 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS PAID TO PRIVATE FOUNDATIONS: | $0 |
| THOMAS D KLINGENSTEIN FD | -$22,800 |
| KLINGENSTEIN THIRD GENERATION | -$16,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $970 | Amt |
| Net Investment Income | $970 | NetInvestmentIncomeAmt |