M K REICHERT STERNLICHT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- M K REICHERT STERNLICHT FOUNDATION (EIN 81-0807556)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349101541
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T14:52:49-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810807556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M K Reichert Sternlicht Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | STER | 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 | MIRIAM K R STERNLICHT | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520183175000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $54,068,310 | 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 | $5,314,707 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,088 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,088 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,875,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,875,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,317,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,908,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,333,675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,565,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,266,153 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $18,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,920 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $127,885 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $89,343 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $89,343 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,615,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,615,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,851,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,704,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,713,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,247,233 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,024,852 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,148,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,148,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,705,778 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,296,267 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,919,966 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $41,730,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,444,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,068,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $41,730,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,444,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,730,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,444,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,730,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,444,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,730,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,713,981 | ExcessRevenueOverExpensesAmt |
| Subtotal | $50,444,611 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $50,444,611 | 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 | $20,908,601 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,574,926 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,333,675 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,333,675 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,333,675 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,448 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,779,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.007 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $34,537,348 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.007 | TotalDistributionRt |
| Average Distribution | 0.0035 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,710,604 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,487 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $142,472 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $319,959 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,704,343 | 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 | $142,472 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $142,472 | SubtotalAmt |
| Tax Based On Investment Income | $142,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $138,019 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,453 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $142,472 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | Yes (true) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Miriam Klein Sternlicht | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $89,318 | 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 | $43,181,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,301,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,482,847 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,482,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $772,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,710,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,535,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,535,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142,472 | TotalTaxAmt |
| Distributable Before Adj | $2,393,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,393,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,393,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,704,343 | 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 | $1,704,343 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $142,472 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,561,871 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,393,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,646,730 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $1,704,343 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,646,730 | AppliedToYear1Amt |
| Applied To Current Year | $57,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,335,445 | 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 | Miriam Klein Sternlicht | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 38 RICHARDS AVE | NORWALK | CT | 06854 | N/A | PC | Relay for Life : Team Jerry Rosenkranz | $500 |
| BENEATH THE WAVES INC | |||||||
| 1200 S CONKLING ST APT 441 | BALTIMORE | MD | 21224 | N/A | PC | General & Unrestricted | $25,000 |
| BOYS CLUB OF NEW YORK INC | |||||||
| 287 E 10TH ST | NEW YORK | NY | 10009 | N/A | PC | General & Unrestricted | $5,000 |
| BROWN UNIVERSITY | |||||||
| GIFT CASHIER BOX 1877 | PROVIDENCE | RI | 02912 | N/A | PC | Health and Wellness Center Project | $500,000 |
| COMMUNITY HOUSING PARTNERSHIP | |||||||
| 20 JONES ST 200 | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $15,000 |
| GRAMEEN AMERICA INC | |||||||
| 150 W 30TH ST 8TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $25,000 |
| GREENWICH POLICE DEPT SCHOLARSHIP FUND INC GREENWI | |||||||
| 11 BRUCE PL | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH RIDING & TRAILS ASSOCIATION INC | |||||||
| PO BOX 1403 | GREENWICH | CT | 06836 | N/A | PC | Improving Trails Project | $10,000 |
| IDEOORG | |||||||
| 444 SPEAR ST STE 213 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $5,000 |
| IMPACTASSETS INC | |||||||
| 7315 WISCONSIN AVE STE 1100W | BETHESDA | MD | 20814 | N/A | PC | M K Reichert Sternlicht Foundation Fund | $100,000 |
| IMPACTASSETS INC | |||||||
| 7315 WISCONSIN AVE STE 1100W | BETHESDA | MD | 20814 | N/A | PC | Mimi Sternlicht Impact Assets Fund | $75,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 199 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $15,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 199 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | Brick House Renovation Project | $100,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 199 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | Brick House Restoration Project | $100,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 199 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | Charitable Event | $1,500 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 199 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | Charitable Event | $9,500 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 199 ELM ST | NEW CANAAN | CT | 06840 | N/A | PC | Charitable Event | $18,500 |
| NEW PROFIT INC | |||||||
| 200 CLARENDON ST 44TH FL | BOSTON | MA | 02116 | N/A | PC | New Profit Innovation Fund | $200,000 |
| ONEGOAL | |||||||
| 55 EXCHANGE PL STE 503 | NEW YORK | NY | 10005 | N/A | PC | yearly board giving for 2018 | $75,000 |
| PEN AMERICAN CENTER INC | |||||||
| 588 BROADWAY RM 303 | NEW YORK | NY | 10012 | N/A | PC | PEN Dinners - Elizabeth Birkelund Evening Program | $6,000 |
| PEN AMERICAN CENTER INC | |||||||
| 588 BROADWAY RM 303 | NEW YORK | NY | 10012 | N/A | PC | Charitable Event | $10,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | Fighting affordable care act legislation Initiative | $1,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | Fundraiser event matching gift | $1,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $15,000 |
| SEVENTH REGIMENT ARMORY CONSERVANCY INC DBA PARK A | |||||||
| 643 PARK AVE 3RD FL | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $50,000 |
| SEVENTH REGIMENT ARMORY CONSERVANCY INC DBA PARK A | |||||||
| 643 PARK AVE 3RD FL | NEW YORK | NY | 10065 | N/A | PC | Charitable Event | $50,000 |
| SHATTERPROOF A NONPROFIT CORP | |||||||
| 101 MERRITT 7 CORP PARK 1ST FL | NORWALK | CT | 06851 | N/A | PC | Giving Tuesday matching grant | $6,000 |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $50,000 |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | N/A | PC | New Community Health Care Center Project | $100,000 |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVE OF THE AMERICAS STE 506 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $15,000 |
| THE FAIRFIELD COUNTY COMMUNITY FOUNDATION INC-FUN | |||||||
| 383 MAIN AVE | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $25,000 |
| UNITED STATES EQUESTRIAN TEAM FOUNDATION INC | |||||||
| PO BOX 355 | GLADSTONE | NJ | 07934 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,615,000 | 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 | $57,088 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,875,390 | 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 | $3,317,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,250,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,250,422 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Sternlicht Miriam Klein | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 Old Mill Road | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,314,707 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VCA ANTECH INC WOOF, 57844 sh. | NoncashPropertyDesc |
| Fair Market Value | $5,314,707 | FairMarketValueAmt |
| Received | 2017-05-05 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN AIRLINES GROUP INC | $6,527,393 | $7,800,234 |
| APPLE INC | $2,963,802 | $4,658,563 |
| ISHARES BARCLAYS US AGGREGATE | $2,812,589 | $2,806,610 |
| ISHARES EMERGING MARKETS LOCAL | $1,643,200 | $1,646,126 |
| ISHARES IBOXX $ HIGH YIELD COR | $1,564,490 | $1,540,401 |
| ISHARES MSCI EAFE MINIMUM VOLA | $1,756,817 | $1,779,179 |
| ISHARES MSCI EMERGING MARKETS | $663,927 | $677,960 |
| ISHARES MSCI USA MIN VOLATILIT | $766,155 | $790,539 |
| ISHARES S&P GLOBAL I | $2,199,338 | $2,167,440 |
| SPDR BLACKSTONE/GSO SENIOR LOA | $823,062 | $817,158 |
| STARWOOD PROPERTY TRUST INC | $14,938,633 | $15,452,512 |
| VANGUARD FTSE DEVELOPED MARKET | $4,104,562 | $4,176,017 |
| VANGUARD FTSE EMERGING MARKETS | $1,552,433 | $1,584,584 |
| VANGUARD S&P 500 ETF | $1,787,533 | $1,866,657 |
| VANGUARD SF REIT ETF | $2,192,333 | $2,155,986 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $89,318 | $89,318 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $18,920 | Amt |
| Net Investment Income | $18,920 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $120,100 |
| 990-PF Extension for 2016 | $7,785 |