JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC (EIN 20-1499645)
- Tax period
- 2016-03-01 to 2017-02-28
- Filed
- 2017-08-22
- IRS object ID
- 201702349349100120
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-22T15:18:43-05:00 | ReturnTs |
| Tax Period End | 2017-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201499645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Joan Cullman Conservation | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL TREISMAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520172345000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,472,534 | 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 |
| Interest On Sav Rev And Expnss | $187 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $187 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,119,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $153,485 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $240,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,277 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,919 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,919 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,365 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,365 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,973 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $523 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,085 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $315,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $244,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,495 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $448,098 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $428,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $428,910 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,788,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,783,374 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,043,624 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,287,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,212,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,472,534 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,287,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,212,284 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,287,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,212,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,287,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,212,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,287,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,808 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,212,284 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,212,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,119,794 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,966,309 | CostOrOtherBasisAmt |
| Gain Or Loss | $153,485 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $153,485 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,485 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $5,277,553 | NetVlNoncharitableAssetsYr1Amt |
| Adjusted Qlfy Distri Yr2 | $211,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,283,987 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039932 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,602,707 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $265,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,418,436 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $578,680 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,836,226 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.119655 | DistributionYr5Rt |
| Total Distribution | 0.259105 | TotalDistributionRt |
| Average Distribution | 0.051821 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,057,268 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $262,073 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,893 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $263,966 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $244,670 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,786 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,786 | SubtotalAmt |
| Tax Based On Investment Income | $3,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,490 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,490 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $27,704 | OverpaymentAmt |
| Applied To ES Tax | $3,800 | AppliedToESTaxAmt |
| Refund | $23,904 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Michael Cardozo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Georgina Cullman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Joel Treisman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Klingenstein Fields Wealth Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Park Ave Suite 1700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $50,365 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,796,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $337,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,134,282 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,134,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,057,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,786 | TotalTaxAmt |
| Distributable Before Adj | $249,077 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $249,077 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $249,077 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $244,670 | 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 | $244,670 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $244,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,077 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $340,009 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,300 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $386,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $244,670 | QualifyingDistributionsAmt |
| Applied To Current Year | $244,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,407 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,407 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $381,902 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $335,602 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,300 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL INC | |||||||
| PO BOX D2 | ELIZABETHTOWN | NY | 12932 | N/A | PC | General & Unrestricted | $40,000 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 16TH ST NW STE 120 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH ST AT CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | Center for Biodiversity | $25,000 |
| ATLANTIC SALMON FEDERATION INC | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | N/A | PC | General & Unrestricted | $25,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | The Wild Center | $25,000 |
| NATURE CONSERVANCY - ADIRONDACK CHAPTER | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | PC | General & Unrestricted | $25,000 |
| NORTHERN NEW YORK AUDUBON INC | |||||||
| PO BOX 1172 | SARANAC LAKE | NY | 12983 | N/A | PC | General & Unrestricted | $11,000 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | Joseph F. Cullman, 3rd Library of Natural History and the Cullman Endowment Fund | $20,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | Russell Train Education for Nature Program Fellowships | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,605 | 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 | $153,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $240,277 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,277 | 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 | Tax Return Preparation/Review | CategoryTxt |
| Amt | $8,919 | Amt |
| Disbursements Charitable Prps | $8,919 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $208,875 | $330,106 |
| AMAZON COM | $72,280 | $76,054 |
| AMER INTERNATIONAL GROUP INC | $50,544 | $48,579 |
| AMERICAN EXPRESS CO | $77,166 | $80,060 |
| APPLE INC | $202,684 | $287,679 |
| BERKSHIRE HATHAWAY INC. CLASS | $73,899 | $257,130 |
| BRISTOL-MYERS SQUIBB CO | $77,731 | $85,065 |
| BROADCOM LIMITED | $125,377 | $158,198 |
| CELGENE CORP | $135,886 | $144,507 |
| CHUBB LIMITED | $99,440 | $131,952 |
| COLGATE-PALMOLIVE COMPANY | $64,985 | $291,919 |
| COMCAST CORP | $82,139 | $111,137 |
| DOW CHEMICAL PV | $102,618 | $112,691 |
| EOG RESOURCES INC | $161,416 | $188,161 |
| FACEBOOK INC | $116,782 | $166,714 |
| HESS CORP | $213,899 | $216,305 |
| HONEYWELL INTL | $150,043 | $166,208 |
| JOHNSON & JOHNSON | $67,270 | $164,984 |
| JP MORGAN CHASE | $50,643 | $58,903 |
| MEDTRONIC PLC | $70,494 | $76,865 |
| MERCK & CO INC | $103,181 | $128,117 |
| METLIFE INC | $114,702 | $149,454 |
| MONDELEZ INTERNATIONAL INC | $150,678 | $191,052 |
| NEWELL RUBBERMAID INC | $101,447 | $109,582 |
| NEWMONT MINING CORP | $87,005 | $130,112 |
| NIKE INC-CL B | $68,655 | $74,308 |
| NOVARTIS AG ADR | $108,473 | $118,818 |
| PAYPAL HOLDINGS, INC | $37,806 | $45,360 |
| PEPSICO INC | $129,613 | $149,565 |
| PROCTER GAMBLE CO | $68,860 | $77,865 |
| RAYTHEON CO | $104,127 | $127,174 |
| SCHLUMBERGER LTD | $138,734 | $178,801 |
| THERMO FISHER SCIENTIFIC INC | $121,707 | $146,642 |
| UNION PACIFIC | $50,701 | $61,526 |
| WAL-MART STORES INC | $104,790 | $103,558 |
| WALGREENS BOOTS ALLIANCE | $88,724 | $98,473 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,501 | $12,501 | |
| Administrative Set-Up Fee | $2,250 | $2,250 | |
| Bank Charges | $77 | $77 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $50,365 | Amt |
| Net Investment Income | $50,365 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF ESTIMATED TAX FOR 2016 | $17,600 | |
| 990-PF ESTIMATED TAX FOR 2017 | $1,600 | |
| Foreign Tax Paid | $523 | $523 |
| STATE INCOME TAX | $250 |