THE LISABETH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE LISABETH FOUNDATION (EIN 06-6486254)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-04-17
- IRS object ID
- 201721079349100122
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-17T15:47:24-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066486254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LISABETH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PATTY MCKEGNEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 9146216907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 UPPER HOOK ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN E O'BRIEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9146216907 | PhoneNum |
| Signature | 2017-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD JOSLIN | PreparerPersonNm |
| PTIN | P00021121 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $3,914,031 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,924 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,924 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$866,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,914,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,541 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,541 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$857,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,465 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,971,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,971,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,971,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,971,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,828,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,458 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,961,272 | CashBOYAmt |
| Cash EOY | $3,914,031 | CashEOYAmt |
| Cash EOYFMV | $3,914,031 | CashEOYFMVAmt |
| Other Investments BOY | $4,781,166 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $6,742,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,914,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,914,031 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,742,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,914,031 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,742,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,914,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,742,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,914,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,742,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,828,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,914,031 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,914,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1781 SHS CLASS B3 ANDOR OPPORTUNITY FUND LTD | P | 2011-04-01 | 2016-06-01 | $1,458,330 | $1,781,166 | -$322,836 | -$322,836 |
| 3000 SHS CLASS B3 ANDOR OPPORTUNITY OFFSHORE FUND LTD | P | 2015-06-01 | 2016-06-01 | $2,456,250 | $3,000,000 | -$543,750 | -$543,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$866,586 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,518,554 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,264,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.209025 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,898,902 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,989,644 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.325189 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,404,982 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,874,548 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.202533 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,619,601 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,786,427 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,049,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,999,128 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065625 | DistributionYr5Rt |
| Total Distribution | 0.911905 | TotalDistributionRt |
| Average Distribution | 0.182381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,395,313 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $801,622 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $95 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $801,717 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,971,279 | 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 | $95 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,874 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,874 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,779 | OverpaymentAmt |
| Applied To ES Tax | $3,779 | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | PATTY MCKEGNEY | IndividualWithBooksNm |
| Phone | 9146216907 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 UPPER HOOK ROAD | AddressLine1Txt |
| City | KATONAH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10536 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL C BENTON | ||||||||
| 100 UPPER HOOK ROAD | KATONAH | NY | 10536 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEVIN E O'BRIEN | ||||||||
| 100 UPPER HOOK ROAD | KATONAH | NY | 10536 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,360,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,101,546 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,462,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,462,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,395,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95 | TotalTaxAmt |
| Distributable Before Adj | $219,671 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $219,671 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $219,671 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,971,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,971,279 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $95 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,971,184 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $249,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $886,458 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,811,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,323,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,171,558 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,442,369 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,971,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $219,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,751,608 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,193,977 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $249,982 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,943,995 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $886,458 | ExcessFromYear4Amt |
| Excess From Year3 | $1,811,255 | ExcessFromYear3Amt |
| Excess From Year2 | $3,323,116 | ExcessFromYear2Amt |
| Excess From Year1 | $1,171,558 | ExcessFromYear1Amt |
| Excess From Current Year | $1,751,608 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL C BENTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEDFORD 2020 COALITION | |||||||
| 11 PINE HILL DRIVE | KATONAH | NY | 10536 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $1,000 |
| BOB WOODRUFF FOUNDATION | |||||||
| 1350 BROADWAY SUITE 905 | NEW YORK | NY | 10018 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $138,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $1,100,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $25,000 |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $100,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $150,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $10,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE 12TH FL | NEW YORK | NY | 10019 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $25,000 |
| KASPAROV CHESS FOUNDATION | |||||||
| 80 JESS CT | MONTVILLE | NJ | 07045 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $250,000 |
| MUSICIAN'S AID SOCIETY OF NEW YORK | |||||||
| 233 BROADWAY SUITE 2208 | NEW YORK | NY | 10279 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $10,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $25,000 |
| NORTHERN WESTCHESTER HOSPITAL | |||||||
| 400 MAIN STREET 12TH FLOOR | MOUNT KISCO | NY | 10549 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $25,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $10,000 |
| SOUTH EAST CONSORTIUM FOR SPECIAL SERVICE INC | |||||||
| 740 W BOSTON POST ROAD SUITE 316 | MAMARONECK | NY | 10543 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $1,000 |
| STAYIN' ALIVE INC | |||||||
| 15 WINDMILL PL | ARMONK | NY | 10504 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $1,000 |
| THE ATLANTIC COUNCIL | |||||||
| 1030 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $25,000 |
| THE MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $50,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | AID ORGANIZATION IN TAX EXEMPT PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,971,000 | 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 | $5,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$866,586 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMISSIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$857,121 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$857,121 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMISSIONS | Desc |
| Revenue And Expenses Per Books | $3,541 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |