LOUIS J AND JUNE E KAY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS J AND JUNE E KAY FOUNDATION (EIN 26-2145377)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-12
- IRS object ID
- 201820719349100207
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-12T11:15:20-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271633209 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLATTERYSALOMON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE - 2ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 262145377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS J AND JUNE E KAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 6465133206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SALOMON 85 OLD LONG RIDGE RD A4 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK SALOMON | PersonNm |
| Person Title | SECRETARY / TREASURER | PersonTitleTxt |
| Phone | 6465133206 | PhoneNum |
| Signature | 2018-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATI H SALOMON | PreparerPersonNm |
| PTIN | P00783660 | PTIN |
| Phone | 6465133206 | PhoneNum |
| Preparation | 2018-03-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.245.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-12 | IPDt |
| IP Tm | 12:15:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 470523051933A73B967FBED1F2964BE9CDCF76DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F606CCADCABCF189E34F4949F236F7BD094BA1C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,963,711 | 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 | $10,982,471 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $115,770 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115,770 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,399,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,300,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $324,069 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $825 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,727 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,209 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,518 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $112,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,209 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $313,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $313,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $426,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,209 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $337,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,874,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,602,901 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,997,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,003,586 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $500,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,895,830 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,955,260 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,082,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,004,865 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,102,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,975,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,963,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,102,901 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,975,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,102,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,975,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,102,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,975,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,102,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,874,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,977,432 | SubtotalAmt |
| Other Decreases | $1,606 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,975,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS - REDEMPTION - BOND | P | 2015-03-03 | 2017-03-13 | $80,000 | $80,000 | $0 | $0 |
| JPMORGAN CHASE CD - REDEMPTION | P | 2015-02-04 | 2017-05-19 | $100,000 | $100,000 | $0 | $0 |
| BARCLAYS BANK CD - REDEMPTION | P | 2014-08-06 | 2017-08-14 | $240,000 | $240,000 | $0 | $0 |
| HSBC - REDEMPTION | D | 2017-05-31 | 2017-09-30 | $240,000 | $240,000 | $0 | $0 |
| VERIZON - REDEMPTION | P | 2017-06-21 | 2017-09-22 | $1,019,610 | $1,025,567 | -$5,957 | -$5,957 |
| EVERBANK CD - REDEMPTION MATURED BONE | D | 2017-05-31 | 2017-09-15 | $240,000 | $240,000 | $0 | $0 |
| GS FORMERLY GE CAP - REDEMPTION | D | 2017-05-31 | 2017-10-16 | $240,000 | $240,000 | $0 | $0 |
| WEBBANK CD - REDEMPTION | P | 2014-12-16 | 2017-12-29 | $240,000 | $240,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,957 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $367,058 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,001,240 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.183415 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $366,895 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $195,294 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.878680 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $341,104 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $187,168 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.822448 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $341,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $189,616 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.802327 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $260,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $684,761 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.380972 | DistributionYr5Rt |
| Total Distribution | 6.067842 | TotalDistributionRt |
| Average Distribution | 1.213568 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,547,976 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,014,254 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,359 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,016,613 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $337,843 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,717 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,717 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,717 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $147 | EsPenaltyAmt |
| Tax Due | $4,864 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATI H SALOMON | IndividualWithBooksNm |
| Phone | 6465133206 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SALOMON 85 OLD LONG RIDGE RDA4 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| JUNE E KAY | |||||||||
| C/O FLATTERYSALOMON 85 OLD LONG | RIDGE ROAD | STAMFORD | CT | 06903 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JACK SALOMON | |||||||||
| C/O FLATTERYSALOMON 85 OLD LONG | RIDGE ROAD | STAMFORD | CT | 06903 | TREASURER AND SECRETARY | 24.00 | $100,000 | $0 | $0 |
| MELANIE PAPKOV | |||||||||
| C/O FLATTERYSALOMON 85 OLD LONG | RIDGE ROAD | STAMFORD | CT | 06903 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LOUIS JKAY - DEC'D 4162017 | |||||||||
| C/O FLATTERYSALOMON 85 OLD LONG | RIDGE ROAD | STAMFORD | CT | 06903 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,514,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,209,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,723,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,723,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,858 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,547,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,717 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,717 | TotalTaxAmt |
| Distributable Before Adj | $572,682 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $572,682 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $572,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $337,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $337,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $337,843 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $572,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $226,637 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $332,269 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $331,746 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $357,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $266,996 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,514,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $337,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $337,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $234,839 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $234,839 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,279,939 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,279,939 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $324,067 | ExcessFromYear4Amt |
| Excess From Year3 | $331,746 | ExcessFromYear3Amt |
| Excess From Year2 | $357,130 | ExcessFromYear2Amt |
| Excess From Year1 | $266,996 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-07-14 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUNE E KAY | ContributingManagerNm |
| Contributing Manager | JACK SALOMON | ContributingManagerNm |
| Contributing Manager | LOUIS JKAY - DEC'D 4162017 | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DRUG DISCOVERY FUND | |||||||
| 57 W 57TH STREET-904 | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| CARINGKIND | |||||||
| 360 LEXINGTON AVENUE 4TH FL | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSEGENERAL PURPOSE | $25,000 |
| CHRON'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 100168804 | NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | |||||||
| 110 E 42ND STREET - 16TH FL | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| MAKE A WISH AMERICA | |||||||
| PO BOX 6062 | ALBERT LEA | MN | 560076662 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 |
| NATIONAL FOUNDATION FOR ECTODERMAL DYSPLASIAS | |||||||
| 410 EAST MAIN STREET | MASCOUTAH | FL | 622580114 | NONE | 501(C)(3) | GENERAL PURPOSEGENERAL PURPOSE | $36,000 |
| NYU LANGONE MEDICAL CENTER - BARRY REISBERG MD | |||||||
| 20 WATERSIDE PLAZA 7K | NEW YORK | NY | 10010 | NONE | 501(C)(3) | GENERAL PURPOSE | $75,000 |
| PULMONARY HYPERTENSION ASSOCIATION | |||||||
| 801 ROEDER ROAD - SUITE 1000 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | 501(C)(3) | .GENERAL PURPOSE | $40,000 |
| ST JUDES HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $313,500 | 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 | $115,770 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$5,957 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $318,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $318,112 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE NATIONAL MANHATTAN CO INC | |||||||
| 1 | C/O SALOMON 85 OLD LONG RIDGE ROAD | STAMFORD | CT | 06903 | $10,970,744 | Yes (X) | Yes (X) |
| JUNE E KAY | |||||||
| 2 | C/O SALOMON 85 OLD LONG RIDGE ROAD | STAMFORD | CT | 06903 | $11,727 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | BARODA BK NY CD | $242,251 | 2017-05-17 |
| 1 | CAP ONE NA | $240,617 | 2017-05-17 |
| 1 | EVERBANK CD | $240,223 | 2017-05-17 |
| 1 | GS(FORMERLY GE CAP) | $240,847 | 2017-05-17 |
| 1 | JPMORGAN CHASE | $2,082,500 | 2017-05-17 |
| 1 | WELLS FARGO BK CD | $100,399 | 2017-05-17 |
| 1 | WELLS FARGO CD | $137,542 | 2017-05-17 |
| 1 | HSBC CD | $240,535 | 2017-05-17 |
| 1 | CITIGROUP CAPT | $704,430 | 2017-06-07 |
| 1 | GEN ELEC CAPITAL SECURITY | $1,010,800 | 2017-06-07 |
| 1 | CITIGROUP INC CAPITAL SECURITY | $583,800 | 2017-06-12 |
| 1 | HSBC HOLDINGS PLC | $1,070,400 | 2017-06-12 |
| 1 | JPMORGAN CHASE & CO | $1,026,400 | 2017-06-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,727 | Amt |
| Net Investment Income | $8,209 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,518 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NONE REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,082,500 | EOYBookValueAmt |
| EOYFMV | $3,004,865 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PREFERRED STOCK | $3,680,600 | $3,695,500 |
| FIXED RATE CAPITAL SECURITIES | $2,215,230 | $2,259,760 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $825 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $825 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK LOSS | Desc |
| Amt | $1,606 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATIONAL MANHATTAN CO INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SALOMON 85 LONG RIDGE RDA4 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06903 | ZIPCd |