LILLIAN GOLDMAN CHAR TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LILLIAN GOLDMAN CHAR TR (EIN 13-7048279)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349100841
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- 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 | 2017-11-14T10:16:39-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137048279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LILLIAN GOLDMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOLLAND & KNIGHT LLP | InCareOfNm |
| Business Name Control | LILL | BusinessNameControlTxt |
| Phone | 2125133200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 West 52nd Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | D GOLDSMITH | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2125133200 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.69.39.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520173185000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B037F7FD06864C2B438A8A10E270289707D4995F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8C4688EC72A735915B1B9C06A2F4F4B08C16E7B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,809,978 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $251,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $727,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,208,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $727,083 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,814 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $628 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $970,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $979,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $158,910 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,891 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $143,019 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,884 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,596 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,313 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,313 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,924 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,924 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $810 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,574 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,574 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,091 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $338,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $137,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $184,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,347,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,347,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,686,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $137,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,532,799 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,715,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $841,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,929,385 | CashBOYAmt |
| Cash EOY | $47,978 | CashEOYAmt |
| Cash EOYFMV | $47,978 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $259,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,211,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,211,964 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,090,071 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,975,981 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,956,816 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,758,843 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,885,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,066,873 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $326,191 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $402,227 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $511,358 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,832 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,989 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,989 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,383,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,538,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,809,978 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15,383,497 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,538,657 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,383,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,538,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,383,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,538,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,383,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,715,848 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,667,649 | SubtotalAmt |
| Other Decreases | $128,992 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,538,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,710,534 | $5,083,834 | $634,047 | $626,700 |
| PUBLICLY TRADED SECURITIES | $1,497,893 | $1,412,529 | $93,365 | $85,364 |
| 1231 GAINS FROM LPS | $2,689 | -$2,689 | -$2,689 | |
| CAPITAL GAIN DISTRIBUTION | $2,360 | $2,360 | $2,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $727,083 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,157,991 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,045,625 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.302599 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,173,838 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,234,263 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.277672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,012,607 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,337,827 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.152351 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,602,312 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,852,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139342 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,396,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,506,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.115121 | DistributionYr5Rt |
| Total Distribution | 0.987085 | TotalDistributionRt |
| Average Distribution | 0.197417 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,007,295 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,370,444 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,419 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,378,863 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,532,799 | 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 | $8,419 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,419 | SubtotalAmt |
| Tax Based On Investment Income | $8,419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,622 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,622 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,203 | OverpaymentAmt |
| Applied To ES Tax | $17,203 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND & KNIGHT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125133200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WEST 52ND STREET | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| AMY GOLDMAN FOWLER | ||||||||
| 164 mountain view road | rhinebeck | NY | 12572 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| DONALD A GOLDSMITH ESQ | ||||||||
| 31 West 52nd Street | New York | NY | 10019 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| NEIL HAMILTON | ||||||||
| 31810 timber ridge trail | WAUKEE | IA | 50263 | TRUSTEE (Thru 04/20/2016) | 3.0 | $0 | $0 | $0 |
| Cary Fowler | ||||||||
| 164 mountain view road | rhinebeck | NY | 12572 | trustee | 3.0 | $0 | $0 | $0 |
| Sara Goldman Arno | ||||||||
| 164 mountain view road | rhinebeck | NY | 12572 | trustee | 3.0 | $0 | $0 | $0 |
| Robin Kemper | ||||||||
| 1136 fifth avenue 3A | new york | NY | 10128 | trustee | 3.0 | $0 | $0 | $0 |
| Carroll Stevens | ||||||||
| 250 Perry street | Mill valley | CA | 94941 | trustee | 3.0 | $0 | $0 | $0 |
| Stephanie Goldman | ||||||||
| 331 Westwind Court | Norwood | NJ | 07648 | Trustee (From 04/20/2016) | 3.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| paul comstock partners | |||||
| 1120 avenue of the americas 4th fl | NEW YORK | NY | 10036 | INVESTMENT SERVICES | $83,313 |
| Holland & Knight LLP | |||||
| 31 west 52nd street | NEW YORK | NY | 10019 | legal services | $158,910 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,866,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $797,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $526,347 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,190,147 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,190,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,007,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $600,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $600,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,419 | TotalTaxAmt |
| Distributable Before Adj | $591,946 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $591,946 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $591,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,532,799 | 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 | $5,532,799 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,419 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,524,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $591,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,934,785 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,747,739 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,739,680 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,117,873 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,350,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,890,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,532,799 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $591,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,940,853 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,831,438 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,934,785 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,896,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,747,739 | ExcessFromYear4Amt |
| Excess From Year3 | $2,739,680 | ExcessFromYear3Amt |
| Excess From Year2 | $5,117,873 | ExcessFromYear2Amt |
| Excess From Year1 | $4,350,508 | ExcessFromYear1Amt |
| Excess From Current Year | $4,940,853 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Planned Parenthood Federation of America | ||||||||
| 434 West 33rd Street | New York | NY | 10001 | None | PC | charitable | $200,000 | |
| Kitchen Gardeners International | ||||||||
| 3 Powderhorn Drive | Scarborough | ME | 04074 | None | PC | charitable | $25,000 | |
| United Community Centers Inc | ||||||||
| 1200 E Maddox Avenue | Fort Worth | TX | 76104 | None | PC | charitable | $25,000 | |
| Food Corps Inc | ||||||||
| 1201 Broadway Suite 411 | New York | NY | 10001 | None | PC | charitable | $10,000 | |
| University of Kentucky College of Law | ||||||||
| 620 S Limestone 209 | Lexington | KY | 40508 | None | PC | educational | $40,000 | |
| Georgetown College | ||||||||
| 400 East College Street | Georgetown | KY | 40324 | None | PC | Educational | $20,000 | |
| Americans for Oxford | ||||||||
| 500 Fifth Avenue 32nd Floor | New York | NY | 10110 | None | PC | educational | $20,000 | |
| WNET | ||||||||
| 825 Eighth Avenue 14th Floor | New York | NY | 10019 | None | PC | charitable | $150,000 | |
| Purdue University | ||||||||
| Dauch Alumni Center 403 West Wood | West Lafayette | IN | 47907 | None | PC | educational | $10,000 | |
| Democracy North Carolina | ||||||||
| 1821 Green Street | Durham | NC | 27705 | None | PC | charitable | $450,000 | |
| Planned Parenthood of the Mid Hudson Valley | ||||||||
| 178 Church Street | Poughkeepsie | NY | 12601 | None | PC | charitable | $50,000 | |
| American Livestock Breeds Conservancy | ||||||||
| PO Box 477 | Pittsboro | NC | 27312 | None | PC | charitable | $75,000 | 33 Hillsborough Street |
| The Center for Jewish History | ||||||||
| 15 West 16th Street | New York | NY | 10011 | None | PC | religious | $520,000 | |
| Columbia University | ||||||||
| 622 West 113th Street | new york | NY | 10025 | None | PC | educational | $200,000 | Mail Code 4524 |
| Seed Savers Exchange | ||||||||
| 3094 North Winn Road | Decorah | IA | 52101 | none | PC | charitable | $215,000 | |
| PKD Foundation | ||||||||
| 1001 E 101st Terrace Suite 220 | Kansas City | MO | 64131 | NONE | PC | Charitable | $100,000 | |
| Friends of ETC group | ||||||||
| 1003B Lamond Ave | Durham | NC | 27701 | none | PC | educational | $100,000 | |
| Rocky Mountain Seed Alliance | ||||||||
| PO Box 4736 | Ketchum | ID | 83340 | none | PC | charitable | $25,000 | |
| Books for Africa Inc | ||||||||
| 26 East Exchange Street Suite 411 | Saint Paul | MN | 55101 | none | PC | charitable | $5,000 | |
| THE SABLE PROJECT | ||||||||
| 588 TAGGART HILL ROAD | STOCKBRIDGE | VT | 05772 | NONE | PC | CHARITABLE | $5,000 | |
| Voyageur Outward Bound School | ||||||||
| 1400 ENERGY PARK DRIVE 18 | ST PAUL | MN | 55108 | none | PC | EDUCATIONAL | $20,000 | |
| Environmental Grantmakers Association | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | none | PC | CHARITABLE | $12,860 | |
| Temperate Orchard Conservancy | ||||||||
| PO BOX 529 | MOLALLA | OR | 97038 | none | PC | CHARITABLE | $125,000 | |
| Iowa Natural Heritage Foundation | ||||||||
| 505 5TH AVE 444 | DES MOINES | IA | 50309 | none | PC | CHARITABLE | $10,000 | |
| Furry Friends Refuge | ||||||||
| 1211 GRAND AVE | WEST DES MOINES | IA | 50265 | none | PC | CHARITABLE | $7,500 | |
| Drake University - Agricultural Law Center | ||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | none | PC | CHARITABLE | $90,000 | |
| Above and Beyond Cancer | ||||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | none | PC | CHARITABLE | $10,000 | |
| The Voter Participation Center | ||||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | none | PC | CHARITABLE | $250,000 | SUITE 300 |
| Des Moines Art Center | ||||||||
| 4700 Grand Avenue | Des Moines | IA | 50312 | none | PC | educational | $7,500 | |
| Achievement First | ||||||||
| 335 ADAMS STREET | BROOKLYN | NY | 11201 | none | PC | educational | $20,000 | SUITE 700 |
| Thomas Jefferson Foundaton | ||||||||
| PO BOX 316 | CHARLOTTESVILLE | VA | 22902 | none | PC | CHARITABLE | $100,000 | |
| Slow Money Inc | ||||||||
| 320 WASHINGTON STREET 4TH FLOOR | BROOKLINE | MA | 02445 | none | PC | CHARITABLE | $100,000 | |
| Global Justice Center | ||||||||
| 25 East 21st Street 10th Floor | new york | NY | 10010 | none | PC | charitable | $200,000 | |
| Children's Hospital of Wisconsin Foundation | ||||||||
| PO box 1997 MSC 900 | Milwaukee | WI | 53201 | none | PC | charitable | $200,000 | |
| Metropolitan Museum of Art | ||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | none | PC | CHARITABLE | $50,000 | |
| Bowdoin College | ||||||||
| 255 MAINE STREET | BRUNSWICK | ME | 04011 | none | PC | EDUCATIONAL | $50,000 | |
| Parkinson's Disease Foundation | ||||||||
| 1359 Broadway Suite 1509 | New York | NY | 10018 | none | PC | scientific | $50,000 | |
| Yale University | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | none | PC | EDUCATIONAL | $200,000 | |
| University of California - Santa Barbara | ||||||||
| 588 Broadway Room 303 | new york | NY | 10012 | none | PC | charitable | $200,000 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | none | PC | CHARITABLE | $200,000 | |
| ARM of Care | ||||||||
| 1839 Ygnacio Valley Road 216 | Walnut Creek | CA | 94598 | none | PC | charitable | $35,000 | |
| National Young Farmers Coalition | ||||||||
| PO BOX 1074 | HUDSON | NY | 12534 | none | PC | CHARITABLE | $10,000 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | none | PC | CHARITABLE | $100,000 | |
| Cary Institute of Ecosystem Studies | ||||||||
| 2801 SHARON TURNPIKE | MILLBROOK | NY | 12545 | none | PC | CHARITABLE | $50,000 | |
| The New York Botanical Garden | ||||||||
| 200th Street and Kazimiroff Blvd | bronx | NY | 10458 | none | PC | charitable | $450,000 | |
| Hudsonia Limited | ||||||||
| PO BOX 5000 | ANNANDALE | NY | 125045000 | none | PC | CHARITABLE | $25,000 | |
| PEN American Center | ||||||||
| 588 Broadway Room 303 | New York | NY | 10012 | none | PC | charitable | $100,000 | |
| Johns Hopkins University | ||||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | none | PC | EDUCATIONAL | $100,000 | |
| Breast Cancer Research Foundation | ||||||||
| 60 E 56TH ST 8TH FL | NEW YORK | NY | 10022 | none | PC | CHARITABLE | $100,000 | |
| ENGLEWOOD HOSPITAL AND MEDICAL CENTER | ||||||||
| 350 ENGLE ST | ENGLEWOOD | NJ | 07631 | none | PC | CHARITABLE | $30,000 | |
| Rhodes College | ||||||||
| 2000 N Parkway | Memphis | TN | 38112 | none | PC | educational | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,347,860 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,499 | 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 | $727,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM INVESTMENT IN LP | Desc |
| Unrelated Business Taxbl Incm | -$8,442 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,442 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $979,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $970,768 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON ACCOUNTING FEES | CategoryTxt |
| Amt | $42,884 | Amt |
| Net Investment Income | $3,288 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,596 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| *PUBLICLY TRADED SECURITIES IN | ||
| ARISTOTLE | $1,280,268 | $1,778,753 |
| POLEN CAPITAL | $707,306 | $1,021,880 |
| RIVERBRIDGE | $414,895 | $516,804 |
| MUTUAL FUNDS | $3,046,626 | $3,070,513 |
| ITHAKA | $739,050 | $998,806 |
| TIETON | $697,373 | $680,117 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,975,981 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,956,816 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN LIMITED | ||
| PARTNERSHIP | $402,227 | $511,358 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $158,910 | LegalFeesAmt |
| Net Investment Income | $15,891 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $143,019 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST/DIVIDEND | $19,832 | $14,989 | $14,989 |
| RECEIVABLE |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING OF CHECKS AND TRANSFERS | Desc |
| Amt | $128,992 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS FILING FEES | $750 | $0 | $0 | $750 |
| OTHER LP EXPENSES | $25,001 | $25,001 | $0 | $0 |
| MISC. EXPENSES | $6,090 | $6,090 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income from LP investments | Desc |
| Revenue And Expenses Per Books | -$7,814 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $628 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $56,173 | $56,173 | $0 | $0 |
| CUSTODIAN FEES | $27,140 | $27,140 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $810 | $810 | $0 | $0 |
| FEDERAL EXCISE TAX | $15,500 | $0 | $0 | $0 |