LUBIN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LUBIN FAMILY FOUNDATION (EIN 13-6991626)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349102483
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T15:40:56-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132738625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 4TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 136991626 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | SARA L SCHUPF | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBI | BusinessNameControlTxt |
| Phone | 2129970600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ONE PENN PLAZA 4TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA L SCHUPF | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2129970600 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY FEINMAN | PreparerPersonNm |
| PTIN | P00227146 | PTIN |
| Phone | 2129970600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.105.226.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 11:51:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD368B816E5B80DBEA02675890B69E94744B592C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 96787C1E4C74CCE83D9F5C4D172D1AAEFC381D58 | 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 | $8,649,421 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,326 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $744,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,434 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $573 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $573 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $309,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,606 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $401,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $887,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $887,978 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,219,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,339,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,925,480 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $519,653 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $536,792 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $538,917 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,114,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,800,071 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,297,046 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,254,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,564,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,649,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,254,868 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,564,724 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,254,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,564,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,254,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,564,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,254,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $309,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,564,724 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,564,724 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| HCP ABSOLUTE RETURN FUND | P | 2016-12-31 | $21,903 | $21,903 | |
| ACACIA CONSERVATION FUND | P | 2016-12-31 | $42,089 | $42,089 | |
| ACACIA CONSERVATION FUND | P | 2016-12-31 | $34,283 | $34,283 | |
| FIR TREE INTERNATIONAL | P | 2016-12-31 | $1,548 | $1,548 | |
| CAPITAL GAINS DIVIDENDS | P | $89,503 | $89,503 | $89,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,326 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $416,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,369,774 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049799 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $382,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,553,921 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $286,532 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,805,915 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036707 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $279,043 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,976,892 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046687 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $596,592 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,674,610 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105134 | DistributionYr5Rt |
| Total Distribution | 0.283084 | TotalDistributionRt |
| Average Distribution | 0.056617 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,878,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $446,057 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $448,293 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $413,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,528 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,528 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,056 | OverpaymentAmt |
| Applied To ES Tax | $5,056 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | NY | 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 | SARA LEE SCHUPF | IndividualWithBooksNm |
| Phone | 2129970600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DDK CO LLP ONE PENN PLAZA 4TH | AddressLine1Txt |
| Address Line2 | FLR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA L SCHUPF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 NASH ROAD | AddressLine1Txt |
| City | NORTH SALEM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $7,241,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $757,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,998,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,998,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,878,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $393,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $393,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,472 | TotalTaxAmt |
| Distributable Before Adj | $389,453 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $389,453 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $389,453 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $413,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $413,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $389,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,894 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,894 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $344,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,597 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA L SCHUPF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||
| 136 IRVING ST | CAMBRIDGE | MA | 02138 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| AMHERST COLLEGE PARENTS FUND | |||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| BRYN MAWR HOSPITAL FOUNDATION | |||||||
| 130 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| CARAMOOR CENTER FOR MUSIC AND THE ARTS | |||||||
| 149 GIRDLE RIDGE RD | KATONAH | NY | 10536 | N/A | IRC 509(A)(1) | GENERAL USE | $50,000 |
| CELL MOTION LABORATORIES | |||||||
| PO BOX 20374 | NEW YORK | NY | 10009 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE EAST | RYE | NY | 10580 | N/A | IRC 509(A)(1) | GENERAL USE | $20,000 |
| DENISON UNIVERSITY | |||||||
| 400 NEWARK GRANVILLE RD | GRANVILLE | OH | 43023 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| EMMA WILLARD SCHOOL | |||||||
| 285 PAWLING AVE | TROY | NY | 12180 | N/A | IRC 509(A)(1) | GENERAL USE | $5,500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| FREEDMAN CHARITABLE ENDOWMENT | |||||||
| 55 W 39TH ST 1200 | NEW YORK | NY | 10018 | N/A | IRC 509(A)(1) | GENERAL USE | $15,000 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH RD | GREENWICH | CT | 06830 | N/A | IRC 509(A)(1) | GENERAL USE | $6,000 |
| JACOB BURNS FILM CENTER | |||||||
| 364 MANVILLE RD | PLEASANTVILLE | NY | 10570 | N/A | IRC 509(A)(1) | GENERAL USE | $7,500 |
| MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | NV | 05753 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | NEW YORK | NY | 10458 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111ST | NEW YORK | NY | 11368 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| OPEN DOOR FAMILY MEDICAL CENTERS AND FOUNDATION | |||||||
| 165 MAIN STREET | OSSINING | NY | 10562 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| PARK AVENUE ARMORY | |||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | N/A | IRC 509(A)(1) | GENERAL USE | $7,500 |
| RUTH KEELER MEMORIAL LIBRARY | |||||||
| 276 TITICUS ROAD | NORTH SALEM | NY | 10560 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | IRC 509(A)(1) | GENERAL USE | $152,500 |
| TAFT SCHOOL | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| THE NEW SCHOOL FOR LIBERAL ARTS | |||||||
| 68 5TH AVE 103 | NEW YORK | NY | 10011 | N/A | IRC 509(A)(1) | GENERAL USE | $50,000 |
| THE URBAN ASSEMBLY | |||||||
| 90 BROAD STREET SUITE 2101 | NEW YORK | NY | 10004 | N/A | IRC 509(A)(1) | GENERAL USE | $1,500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | LA | 90033 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| WEIZMANN INSTITUTE OF SCIENCE | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,500 | 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 | $89 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $244,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,434 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SARA LEE SCHUPF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 NASH ROAD | AddressLine1Txt |
| City | NORTH SALEM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DODGE & COX INCOME FUND | BondNm |
| EOY Book Value | $536,792 | EOYBookValueAmt |
| EOYFMV | $538,917 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DODGE & COX STOCK FUND | StockNm |
| EOY Book Value | $1,339,883 | EOYBookValueAmt |
| EOYFMV | $1,925,480 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HALL CAPITAL PARTNERS ABSOLUTE RETURN FUND | AT COST | $1,085,621 | $1,354,902 |
| ACACIA CONSERVATION OFFSHORE FUND, LTD | AT COST | $1,028,154 | $1,334,130 |
| CEVIAN CAPITAL II, LTD | AT COST | $1,097,073 | $996,771 |
| ROSE GROVE OFFSHORE FUND I, LTD CLASS A | AT COST | $836,929 | $941,211 |
| FIR TREE INTERNATIONAL VALUE FUND | AT COST | $752,294 | $670,032 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $250 |
| MANAGEMENT EXPENSES | $20,255 | $20,255 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA LEE SCHUPF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 NASH ROAD | AddressLine1Txt |
| City | NORTH SALEM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10560 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $573 | Amt |
| Net Investment Income | $573 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |