CARMEL HILL FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CARMEL HILL FUND (EIN 13-6881103)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-14
- IRS object ID
- 201901659349100615
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-14T13:37:49-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136881103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARMEL HILL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARM | BusinessNameControlTxt |
| Phone | 2127866320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 AVENUE OF THE AMERICAS NO 2715 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GOLDFARB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127866320 | PhoneNum |
| Signature | 2019-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENNARO MUSI | PreparerPersonNm |
| PTIN | P01231469 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-14 | IPDt |
| IP Tm | 13:36:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 62E0B696405267757ED74A3B448FB5ABBBB5B60D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 889FB567BC4C95CAE42390751A1048291D2C3AD7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $339,110,943 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $96,946 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96,946 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $873,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $873,366 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $50,663 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $50,663 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,077,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,007,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,077,523 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54,309 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49,853 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $61,172,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,148,351 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,338,939 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,338,939 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $421,728 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $421,728 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,743 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $225,955 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $164,258 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,278 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,278 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,253,529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $122,048 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,467,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,277,512 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,187,248 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,729,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,421,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,112,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,748,078 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,748,078 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,477,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,421,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,860,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,695,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,726,770 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $442,177 | CashBOYAmt |
| Cash EOY | $137,726 | CashEOYAmt |
| Cash EOYFMV | $137,726 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,414,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,957,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,957,688 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $220,349,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $252,727,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $238,647,551 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $106,766,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,036,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,036,978 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,331,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,331,000 | LandBOYAmt |
| Land EOY | $3,331,000 | LandEOYAmt |
| Land EOYFMV | $3,331,000 | LandEOYFMVAmt |
| Total Assets BOY | $333,303,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $353,191,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $339,110,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $333,303,570 | CapitalStockBOYAmt |
| Capital Stock EOY | $353,191,029 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $333,303,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $353,191,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $333,303,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $353,191,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $333,303,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,695,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $375,999,035 | SubtotalAmt |
| Other Decreases | $22,808,006 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $353,191,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| VIVENDI SHS | P | 2018-12-31 | $377,516 | $423,528 | -$46,012 | -$46,012 | |
| MELROSE INDUSTRIES PLC SHS | D | 2018-12-13 | $103,765 | $119,569 | -$15,804 | -$15,804 | |
| KONINKLUKE VOPAK NV ROTTERDAM SHS | P | 2018-12-31 | $142,494 | $134,797 | $7,697 | $7,697 | |
| A2 MILK CO LTD SHS I | D | 2018-12-13 | $111,643 | $123,938 | -$12,295 | -$12,295 | 2018-09-21 |
| NASPERS LIMITED LTD | D | 2018-12-31 | $426,385 | $641,750 | -$215,365 | -$215,365 | |
| CARMAX INC. COM | P | 2018-12-31 | $604,236 | $665,278 | -$61,042 | -$61,042 | |
| ELECTRONIC ARTS INC COM | D | 2018-12-31 | $150,293 | $169,622 | -$19,329 | -$19,329 | 2018-11-07 |
| FACEBOOK INC CL A | D | 2018-12-31 | $349,555 | $418,822 | -$69,267 | -$69,267 | |
| JACOBS ENGR GROUP | P | 2018-12-31 | $175,649 | $182,998 | -$7,349 | -$7,349 | |
| LIBERTY BROADBAND CO RP COM SER A | D | 2018-12-31 | $110,874 | $119,741 | -$8,867 | -$8,867 | |
| LIBERTY BROADBAND CO RP COM SER C | D | 2018-12-31 | $332,461 | $365,647 | -$33,186 | -$33,186 | |
| O'REILLY AUTOMOTIVE INC NEW COM | P | 2018-12-31 | $760,243 | $754,594 | $5,649 | $5,649 | |
| OMNICOM GROUP INC CO M | P | 2018-12-31 | $601,557 | $673,913 | -$72,356 | -$72,356 | |
| TJX COS INC NEW COM | P | 2018-02-26 | $299,811 | $299,917 | -$106 | -$106 | 2017-03-08 |
| VISA INC COM CL A | P | 2018-12-31 | $1,562,784 | $1,210,763 | $352,021 | $352,021 | |
| WATERS CORP COM | P | 2018-12-31 | $1,344,955 | $1,018,240 | $326,715 | $326,715 | |
| HISCOX LTD SHS | P | 2018-12-31 | $320,871 | $236,027 | $84,844 | $84,844 | |
| ROLLS-ROYCE HOLDINGS PLC LONDON SHS | P | 2018-12-31 | $1,247,854 | $1,031,770 | $216,084 | $216,084 | |
| KONINKLUKE VOPAK NV ROTTERDAM SHS | P | 2018-12-31 | $211,688 | $196,789 | $14,899 | $14,899 | |
| ALPHABET INC CAP STK CL C | P | 2018-12-31 | $1,353,535 | $1,166,793 | $186,742 | $186,742 | |
| AMAZON COM INC | P | 2018-12-31 | $1,161,400 | $642,353 | $519,047 | $519,047 | |
| BOOKING HLDGS INC CO M | D | 2018-12-31 | $613,436 | $567,933 | $45,503 | $45,503 | |
| CARMAX INC. COM | P | 2018-12-31 | $500,288 | $350,240 | $150,048 | $150,048 | |
| CHIPOTLE MEXICAN GRILL INC COM | P | 2018-01-12 | $278,920 | $362,969 | -$84,049 | -$84,049 | 2016-04-27 |
| CONSTELLATION SOFTWARE INC COM | P | 2018-12-31 | $1,466,764 | $1,036,021 | $430,743 | $430,743 | |
| CREDIT ACCEPTANCE CO RP | P | 2018-12-31 | $696,024 | $471,983 | $224,041 | $224,041 | |
| DENTSPLY SIRONA INC COM | P | 2018-12-31 | $2,670,714 | $2,688,968 | -$18,254 | -$18,254 | |
| JACOBS ENGR GROUP | P | 2018-12-31 | $574,421 | $439,544 | $134,877 | $134,877 | |
| LIBERTY MEDIA CORP D EL COM SER C FORMULA ONE | P | 2018-12-31 | $528,164 | $483,152 | $45,012 | $45,012 | 2017-05-19 |
| MASTER CARD INC | P | 2018-12-31 | $509,188 | $404,543 | $104,645 | $104,645 | |
| O'REILLY AUTOMOTIVE INC NEW COM | P | 2018-12-31 | $838,752 | $886,962 | -$48,210 | -$48,210 | |
| OMNICOM GROUP INC CO M | P | 2018-12-31 | $996,777 | $1,164,750 | -$167,973 | -$167,973 | |
| SCHWAB CHARLES CORP NEW COM | P | 2018-12-31 | $754,844 | $491,960 | $262,884 | $262,884 | |
| TJX COS INC NEW COM | P | 2018-12-31 | $3,474,535 | $2,632,760 | $841,775 | $841,775 | |
| VISA INC COM CL A | P | 2018-12-31 | $1,159,884 | $817,311 | $342,573 | $342,573 | |
| WELLS FARGO & CO NEW COM | P | 2018-12-31 | $1,860,800 | $1,768,223 | $92,577 | $92,577 | |
| ALPHABET INC CAP STK CL A | D | 2018-12-12 | $209,458 | $209,377 | $81 | $81 | 2018-12-12 |
| BERKSHIRE HATHAWAY INC DEL CL A | D | 2018-12-31 | $1,509,947 | $329,600 | $1,180,347 | $1,180,347 | |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | P | 2018-12-31 | $1,786,563 | $763,659 | $1,022,904 | $1,022,904 | |
| LIBERTY MEDIA CORP D EL COM SER A FORMULA ONE | P | 2018-12-13 | $2,102 | $2,101 | $1 | $1 | 2018-12-12 |
| MOHAWK INDUSTRIES INC | P | 2018-12-31 | $324,911 | $182,400 | $142,511 | $142,511 | |
| FROM ACACIA PARTNERS LP | P | 2018-12-31 | $1,172,604 | $1,172,604 | $1,172,604 | ||
| FROM ACACIA PARTNERS LP | P | 2018-12-31 | $7,013,931 | $7,013,931 | $7,013,931 | ||
| SEQUOIA | P | 2018-12-31 | $35,000,000 | $31,279,012 | $3,720,988 | $3,720,988 | |
| TIFFANY & CO | P | 2018-12-31 | $2,592 | $2,592 | $2,592 | ||
| CAPITAL GAINS DIVIDENDS | P | $42,312,652 | $42,312,652 | $42,312,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,077,523 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,778,040 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $343,514,863 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031376 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,297,073 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $312,648,687 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039332 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,336,597 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $357,349,373 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031724 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,201,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $323,409,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034637 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,937,715 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $283,408,689 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049179 | DistributionYr5Rt |
| Total Distribution | 0.186248 | TotalDistributionRt |
| Average Distribution | 0.037250 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $374,676,622 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,956,704 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $597,268 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,553,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,860,251 | 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 | $597,268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $597,268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $597,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $875,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $875,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $277,932 | OverpaymentAmt |
| Applied To ES Tax | $277,932 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT D GOLDFARB | IndividualWithBooksNm |
| Phone | 2127866320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 AVENUE OF THE AMERICAS SUITE | AddressLine1Txt |
| Address Line2 | 2715 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT D GOLDFARB | ||||||||
| 1325 AVENUE OF AMERICAS SUITE 2715 | NEW YORK | NY | 10019 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DANIEL L MOSLEY | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ARLENE FARRAND-BORGERSON | ||||||||
| 6951 WESTCHESTER CIRCLE | LAKEWOOD RANCH | FL | 34202 | EXECUTIVE DIRECTOR | 40.00 | $329,919 | $0 | $0 |
| FANON J HOWELL | ||||||||
| 8 DUERS COURT | OSSINING | NY | 10562 | DIRECTOR CHF READING | 40.00 | $279,100 | $0 | $0 |
| EILEEN M MC MAHON | ||||||||
| 970 MC INTIRE ST | BOULDER | CO | 80303 | DIRECTOR CHF DENVER | 40.00 | $118,463 | $0 | $0 |
| MARJORIE W GODWIN | ||||||||
| 2515 MYRTLE STREET | MONROE | LA | 71201 | DIRECTOR CHF MONROE | 40.00 | $115,180 | $0 | $0 |
| EMMETT DIXON | ||||||||
| 22 WEST 128TH STREET APT 1A | NEW YORK | NY | 10027 | IMPLEMENTATION TECH. | 40.00 | $103,755 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 19 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN HAMM - SCHOLLY MOLLY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 WEST 126TH ST APT 1 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | STUDENT PERFORMANCE CONSULTANT | ServiceTypeTxt |
| Compensation | $115,659 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CARMEL HILL FUND'S EDUCATION PROGRAM OPERATES IN SCHOOLS IN THREE CITIES: 51 SCHOOLS IN NYC, 19 SCHOOLS IN MONROE, LA AND 59 SCHOOLS IN DENVER, CO REACHING A TOTAL OF OVER 35,000 STUDENTS. OUR MISSION IS TO SUPPORT PRIMARY AND SECONDARY AGED STUDENTS IN BECOMING AVID READERS. TO THIS END, WE PARTNER WITH SCHOOLS TO TRACK STUDENT READING PROGRESS AND PROFICIENCY VERSUS GRADE-LEVEL STATE STANDARDS. OUR PRINCIPAL FOCUS IS UTILIZING RENAISSANCE LEARNING'S ACCELERATED READER SOFTWARE PROGRAM. OUR STAFF CONSISTS OF 21 EMPLOYEES VISITING SCHOOLS TO ASSIST PRINCIPALS, TEACHERS AND LIBRARIANS IN THE SUCCESSFUL IMPLEMENTATION OF THE READING PROGRAM. WE ARE PROUD OF OUR IMPACT ON BOTH THE STUDENTS AND THE COMMUNITIES IN WHICH WE ARE LOCATED. | Description1Txt |
| Expenses1 | $1,187,248 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $373,039,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,011,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,331,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $380,382,357 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $380,382,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,705,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $374,676,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,733,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,733,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $597,268 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,986 | IncomeTaxAmt |
| Total Tax | $599,254 | TotalTaxAmt |
| Distributable Before Adj | $18,134,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,134,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,134,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,860,251 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,860,251 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $597,268 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,262,983 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,134,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,531,453 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $1,531,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,860,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,860,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,531,453 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,531,453 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $742,873 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR FOREIGN STUDY (SUMMER INSTITUTE OF THE GIFTED) | |||||||
| ONE HIGH RIDGE PARK | STAMFORD | CT | 06905 | NONE | PUBLIC CHARITY | SCHOLARSHIPS TO SUMMER INSTITUTE FOR THE GIFTED FOR OUR GIFTED READERS | $282,823 |
| ARTS ALIVE | |||||||
| ONE MAIN STREET SUITE 217 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| BOY & GIRLS CLUB OF BURLINGTON | |||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 |
| BOYSGIRLS CLUB METRO DENVER | |||||||
| 2017 WEST 9TH AVENUE | DENVER | CO | 80204 | NONE | PUBLIC CHARITY | FUND COSTS FOR ACCELERATED READER SOFTWARE AND EXPENSES RELATED THERETO | $100,000 |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | |||||||
| 60 CUTTER MILL ROAD SUITE 404 | GREAT NECK | NY | 11021 | NONE | PUBLIC CHARITY | CONTRIBUTION TOWARDS SCIENTIFIC RESEARCH IN REGARD TO CHILDREN'S MENTAL HEALTH | $550,000 |
| BURLINGTON CITY ARTS | |||||||
| 135 CHURCH STREET | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | FOR THE DONEE'S TAX EXEMPT PURPOSE | $22,500 |
| CHAPIN SCHOOL | |||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 |
| CHARLOTTE COMMUNITY FOOD SHELF | |||||||
| PO BOX 83 | CHARLOTTE | VT | 05445 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| CHILDRENS AID SOCIETY | |||||||
| 711 THIRD AVENUE SUITE 700 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | FUND COSTS FOR AFTER SCHOOL PROGRAM FOR SCHOLARSHIP STUDENTS | $77,800 |
| CHITTENDEN EMERGENCY FOOD SHELF | |||||||
| 228 N WINOOSKI AVENUE | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| CHOATE ROSEMARY HALL | |||||||
| 333 CHRISTIAN STREET | WALLINGTON | CT | 06492 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 |
| COTS | |||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 |
| DANA SCATTON | |||||||
| 855 JEFFERSON AVENUE | REDWOOD CITY | CA | 94063 | NONE | INDIVIDUAL | ASSISTANCE TO INDIGENT FAMILY | $1,050 |
| DC COLLEGE ACCESS | |||||||
| 1300 N 17TH STREET 17TH FLOOR | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | FUNDS TOWARDS ASSISTING HIGH SCHOOL STUDENTS TUITION INTO COLLEGE | $250,000 |
| DENVER PUBLIC SCHOOLS | |||||||
| 1860 LINCOLN STREET | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | PARTNERING WITH DENVER PUBLIC SCHOOLS WITH BOOKS, COMPUTERS AND READING SOFTWARE | $731,653 |
| FIDELITY CHARITABLE GIFT FUND - THE CARMEL HILL GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PUBLIC CHARITY | DONOR ADVISED FUND - PLANNED FOR GIFTS TOWARDS HELPING MENTAL HEALTH | $5,000,000 |
| FLYNN CENTER FOR THE PERFORMING ARTS | |||||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 |
| GIRLS ROCK CAMPAIGN BOSTON | |||||||
| PO BOX 301526 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| INSTITUTE FOR MEDITATION SCIENCES INC | |||||||
| 181 WOODLAND AVENUE | VERONA | NJ | 07044 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| INTERNATIONAL BIPOLAR FOUNDATION | |||||||
| 8755 AERO DRIVE | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | GENERAL FUNDING FOR ASSISTING AWARENESS FOR BI-POLAR DISORDER | $25,000 |
| KING STREET YOUTH CENTER | |||||||
| PO BOX 1615 | BURLINGTON | VT | 05402 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| MADISON SQUARE BOYS AND GIRLS CLUB | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL FUNDING FOR AFTER SCHOOL CLUBHOUSE ACTIVITIES AND EXPENSES | $150,000 |
| ME 2 MUSIC FOR MENTAL HEALTH | |||||||
| PO BOX 4560 | BURLINGTON | VT | 05406 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| MONROE SCHOOL DISTRICT | |||||||
| 2006 TOWER DRIVE | MONROE | LA | 71201 | NONE | PUBLIC CHARITY | FUNDING LIBRARIES WITH BOOKS, COMPUTER HARDWARE AND ACCELERATED READER SOFTWARE | $510,519 |
| MT SINAI ADOLESCENT MENTAL | |||||||
| 312-320 E 94TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL FUNDING FOR ADOLESCENTS MENTAL HEALTH PROGRAMS | $25,000 |
| MUSIC FOR THE EARTH | |||||||
| PO BOX 1740 | LITCHFIELD | CT | 06759 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| NAAM YOGA LA | |||||||
| 1231 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | FOR THE DONEE'S TAX EXEMPT PURPOSE | $51,000 |
| NEW YORK CITY PUBLIC SCHOOLS | |||||||
| 52 CHAMBERS STREET | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITY | FUNDING NYC PUBLIC & PRIVATE SCHOOLS AND LIBRARIES WITH BOOKS, COMPUTERS, SOFTWARE | $606,009 |
| NORTHSIDE CENTER | |||||||
| 1301 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 |
| NRDC | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,000 |
| PLANNED PARENTHOOD OF NORTHERN NE | |||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| RUDOLF STEINER FOUNDATION | |||||||
| 1002 OREILLY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | DONOR ADVISED FUND- PLANNED FOR GIFTS FOR DONEE'S EXEMPT PURPOSE AND CAUSE . | $200,000 |
| SAN FRANCISCO ART INSTITUTE | |||||||
| 800 CHESTNUT STREET | SAN FRANCISCO | CA | 94133 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| SARAH HOLBROOK COMMUNITY CENTER | |||||||
| 66 NORTH AVENUE | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PUBLIC CHARITY | FOR THE DONEE'S TAX EXEMPT PURPOSE. | $2,500,000 |
| SHELBURNE CRAFT SCHOOL | |||||||
| PO BOX 52 | SHELBURNE | VT | 05482 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| SHELBURNE MUSEUM | |||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| ST PAUL SCHOOL | |||||||
| 114 EAST 118 STREET | NEW YORK | NY | 10035 | NONE | PUBLIC CHARITY | CONTINUED FUNDING FOR ACCELERATED READER PROGRAM, BOOKS AND ADMINISTRATIVE EXPENSES | $508,224 |
| STERN CENTER FOR LANGUAGE AND LEARNING | |||||||
| 183 TALCOTT ROAD | WILLISTON | VT | 05495 | NONE | PUBLIC CHARITY | FOR THE DONEE'S TAX EXEMPT PURPOSE | $15,000 |
| THE CENTER FOR ARTS AT THE ARMORY | |||||||
| 191 HIGHLAND AVENUE | SOMERVILLE | MA | 02143 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| THE INTERVALE CENTER | |||||||
| 180 INTERVALE ROAD | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| THE REUSE CENTER | |||||||
| 100 TERRACE STREET | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| TWIN RAY ILLUMINATIONS | |||||||
| 3313 CABO COURT | CARLSBAD | CA | 92009 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | NONE | PUBLIC CHARITY | FOR THE DONEE'S TAX EXEMPT PURPOSE | $25,000 |
| VERMONT FOOD BANK | |||||||
| PO BOX 254 | SO BARRE | VT | 05670 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| VERMONT SYMPHONY ORCHESTRA | |||||||
| 2 CHURCH STREET | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| VERMONT WOMEN'S FUND | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| WASHINGTON SCHOLARSHIP FUND INC | |||||||
| PO BOX 243 | WASHINGTON DEPOT | CT | 06794 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,748,078 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,946 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $873,366 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,077,523 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACACIA PARTNERS LP | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,456 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,456 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,097,688 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,102,144 | 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 | STUDENT INSTITUTE OF THE GIFTEDAIFS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGH RIDGE PARK | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,743 | Amt |
| Net Investment Income | $18,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEQUOIA FUND | $190,963,653 | $169,644,832 |
| EQUITIES | $31,763,984 | $39,002,719 |
| EQUITIES- UNSETTLED | $30,000,000 | $30,000,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACACIA PARTNERS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $92,036,978 | BookValueAmt |
| EOYFMV | $92,036,978 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM ACACIA PARTNERS LP UNREALIZED GAIN(LOSS) | Desc |
| Amt | $22,808,006 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CARMEL HILL READING PROJECT EXPENSES | $1,187,248 | $0 | $1,187,248 |
| INVESTMENT EXPENSES | $1,172,546 | $1,172,546 | $0 |
| FROM ACACIA PARTNERS LP | $54,303 | $54,303 | $0 |
| PENALTY | $2,282 | $0 | $0 |
| BANK FEES | $50 | $0 | $0 |
| SUBLEASE RENT EXPENSE | $50,663 | $50,663 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SEC 965(A) INCLUSION | $49,853 | $49,853 | $49,853 |
| ACACIA PARTNERS LP | $4,456 | $4,456 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $164,258 | $0 | $164,258 |
| PROFESSIONAL | $61,697 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT. OF LAW | $1,500 | $0 | $0 |
| FOREIGN TAX | $122,048 | $122,048 | $0 |
| PAYROLL TAX | $158,290 | $0 | $0 |
| REAL ESTATE TAX | $4,497 | $0 | $0 |
| FEDERAL INCOME TAX | $967,194 | $0 | $0 |