THE GILBERT AND ILDIKO BUTLER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE GILBERT AND ILDIKO BUTLER FAMILY FOUNDATION (EIN 27-0141384)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349103513
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- 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 | 2016-11-15T15:46:13-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270141384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILBERT AND ILDIKO BUTLER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILB | BusinessNameControlTxt |
| Phone | 2123030214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CUTTER MILL ROAD NO 212 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DHRUVIKA PATEL AMIN | PersonNm |
| Person Title | VP OF FINANCE AND ADMINISTRATION | PersonTitleTxt |
| Phone | 2123030214 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY DATTOMA | PreparerPersonNm |
| PTIN | P00237982 | PTIN |
| Phone | 2126616166 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $11,023,035 | 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 | $1,197,192 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,714 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,714 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $862,427 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $922,155 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $179 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $179 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,122,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $985,105 | 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 |
| Legal Fees Rev And Expnss | $11,713 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,856 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,857 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,574 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,287 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,470 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,132 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,338 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $674 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $674 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160,359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $272 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,825 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,412 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,413 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $325,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $537,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $537,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $863,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $573,386 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,259,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $855,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $6,326 | CashEOYAmt |
| Cash EOYFMV | $6,326 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,328,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,657,505 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,657,505 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,718,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,309,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,309,161 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $49,988 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,043 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,043 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,097,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,023,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,023,035 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,823 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,094,526 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,023,035 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,094,526 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,023,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,097,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,023,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,094,526 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,259,463 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,353,989 | SubtotalAmt |
| Other Decreases | $2,330,954 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,023,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| REALIZED GAIN/(LOSS) | P | $832,427 | $832,427 | ||||
| 17TH CENTURY ANTIQUE HANGHUALI YOKEBACK ARMCHAIR | D | $89,728 | $89,728 | 1985-05-02 | 2015-11-02 | $100,000 | $10,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $922,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $706,079 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,674,056 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060483 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $765,582 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,669,799 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071752 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $563,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,806,685 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $273,181 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,148,302 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029861 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $321,910 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,957,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040453 | DistributionYr5Rt |
| Total Distribution | 0.260024 | TotalDistributionRt |
| Average Distribution | 0.052005 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,548,648 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $600,587 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $609,142 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $573,386 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,109 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,109 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,824 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33,824 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,715 | OverpaymentAmt |
| Applied To ES Tax | $16,715 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | BLACK RIVER MANAGEMENT CO | IndividualWithBooksNm |
| Phone | 2123030214 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CUTTER MILL ROAD SUITE 214 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CA | ForeignCountryCd |
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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| GILBERT BUTLER | |||||||||
| C/O GI BUTLER FAMILY FDTN 60 CUTTER | MILL RD SUITE 212 | GREAT NECK | NY | 11021 | PRESIDENT/TREAS./DIR. | 1.00 | $0 | $0 | $0 |
| ILDIKO BUTLER | |||||||||
| C/O GI BUTLER FAMILY FDTN 60 CUTTER | MILL RD SUITE 212 | GREAT NECK | NY | 11021 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| EMILY RAFFERTY | |||||||||
| C/O GI BUTLER FAMILY FDTN 60 CUTTER | MILL RD SUITE 212 | GREAT NECK | NY | 11021 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| WINTHROP RUTHERFURD JRESQ | |||||||||
| C/O GI BUTLER FAMILY FDTN 60 CUTTER | MILL RD SUITE 212 | GREAT NECK | NY | 11021 | DIRECTOR/SECRETARY | 0.50 | $0 | $0 | $0 |
| MELISSA BUTLER | |||||||||
| C/O GI BUTLER FAMILY FDTN 60 CUTTER | MILL RD SUITE 212 | GREAT NECK | NY | 11021 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FRED BUTLER | |||||||||
| C/O GI BUTLER FAMILY FDTN 60 CUTTER | MILL RD SUITE 212 | GREAT NECK | NY | 11021 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DHRUVIKA PATEL AMIN | |||||||||
| C/O GI BUTLER FAMILY FDTN 60 CUTTER | MILL RD SUITE 212 | GREAT NECK | NY | 11021 | VP OF FINANCE/ ADMIN. | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLACK RIVER MANAGEMENT CO | |||||
| 60 CUTTER MILL ROAD SUITE 214 | GREAT NECK | NY | 11021 | ADVISORY FEES | $81,455 |
| BLACK RIVER MANAGEMENT CO | |||||
| 60 CUTTER MILL ROAD SUITE 214 | GREAT NECK | NY | 11021 | ADMINISTRATIVE AND ACCOUNTING FEES | $22,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $11,675,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,724,516 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,724,516 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,548,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,109 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $172,066 | IncomeTaxAmt |
| Total Tax | $189,175 | TotalTaxAmt |
| Distributable Before Adj | $388,257 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $388,257 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $388,257 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $573,386 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $573,386 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $573,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $388,257 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $195,843 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $229,656 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $425,499 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $573,386 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $388,257 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $185,129 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $610,628 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $610,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $195,843 | ExcessFromYear2Amt |
| Excess From Year1 | $229,656 | ExcessFromYear1Amt |
| Excess From Current Year | $185,129 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GILBERT BUTLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADIRONDACK CENTRAL SCHOOL DISTRICT | ||||||||
| 110 FORD STREET | BOONVILLE | NY | 13309 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $5,000 | |
| ADIRONDACK MUSEUM | ||||||||
| 9097 STATE ROUTE 30 | BLUE MOUNTAIN LAKE | NY | 12812 | NONE | PUBLIC CHARITY | CULTURAL | $250 | |
| AMERICAN FOUNDATION FOR HUNGARIAN LITERATURE & EDUCATION CONSTRUCTION FUND | ||||||||
| 4518 NORTH 32ND STREET | PHOENIX | AZ | 85018 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $300 | |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM | ||||||||
| 275 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $25,740 | |
| AMERICANS FOR OXFORD | ||||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 10110 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $33,336 | |
| ARCHCARE | ||||||||
| 205 LEXINGTON AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $5,000 | |
| BEATRIX FARRAND SOCIETY | ||||||||
| PO BOX 111 | MT DESERT | ME | 04660 | NONE | PUBLIC CHARITY | CULTURAL | $500 | |
| BILINGUAL EDUCATION FOR CENTRAL AMERICA | ||||||||
| 418 E 84TH ST 5 | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES RD | HAILEY | ID | 83333 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $500 | |
| BOONVILLE BLACK RIVER CANAL MUSEUM | ||||||||
| PO BOX 122 | BOONVILLE | NY | 13309 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAM | $250 | |
| BRAIN AND BEHAVIOR RESEARCH FOUNDATION (FORMERLY NARSAD) | ||||||||
| 90 PARK AVENUE 16TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | MEDICAL | $21,100 | |
| CATESBY COMMEMORATIVE TRUST | ||||||||
| 41 WAPPOO CREEK PLACE | CHARLESTON | SC | 29412 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $2,305 | |
| CENTRAL NEW YORK CONSERVANCY | ||||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $3,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ENVIRONMENTAL PROGRAM | $1,000 | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA 10TH FL | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CULTURAL | $270 | |
| CHAMBER MUSIC SOCIETY OF UTICA | ||||||||
| 463 PARTRIDGE HILL ROAD | BARNEVELD | NY | 13304 | NONE | PUBLIC CHARITY | CULTURAL | $10,000 | |
| CHILDREN'S ARTS GUILD (FORMERLY ADNY CREATIVE CLASSROOMS) | ||||||||
| 550J GRAND STREET 11 FL | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| CHURCH OF ST IGNATIUS LOYOLA | ||||||||
| 980 PARK AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | CULTURAL | $500 | |
| CITYMEALS-ON-WHEELS | ||||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CULTURAL | $515 | |
| CLASSROOM INC | ||||||||
| 245 FIFTH AVENUE 20TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| DR FRANCIS AND MARY PARKER FOUNDATION | ||||||||
| 1776 MANSFIELD ROAD | GEORGETOWN | SC | 29440 | NONE | PUBLIC CHARITY | CULTURAL | $15,000 | |
| DRAWING CENTER | ||||||||
| 35 WOOSTER STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | CULTURAL | $2,250 | |
| DRAYTON HALL - NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 3380 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | NONE | PUBLIC CHARITY | CULTURAL | $1,000 | |
| FORT TICONDEROGA | ||||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | NONE | PUBLIC CHARITY | CULTURAL | $500 | |
| FRENCH INSTITUTE ALLIANCE FRANCAISE (FIAF) | ||||||||
| 22 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | EDUCATION | $3,500 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $10,000 | |
| FRIENDS OF ACADIA | ||||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $7,500 | |
| FRIENDS OF CARNEGIE HALL | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CULTURAL | $2,275 | |
| FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT INC | ||||||||
| 966 LEXINGTON AVENUE 3E | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $8,200 | |
| GLIMMERGLASS OPERA | ||||||||
| 18 CHESTNUT ST | COOPERSTOWN | NY | 13326 | NONE | PUBLIC CHARITY | CULTURAL | $1,000 | |
| GOTHAM CHAMBER OPERA | ||||||||
| 410 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $5,000 | |
| HARVARD UNIVERSITY | ||||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 021385762 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| HOPE HOUSE | ||||||||
| PO BOX 161 | UTICA | NY | 13503 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $500 | |
| HUNGARIAN AMERICAN 1956 COMMITTEE | ||||||||
| 213 EAST 82ND STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | CULTURAL | $5,000 | |
| INSTITUTE FOR BLADDER AND PROSTATE RESEARCH | ||||||||
| 445 EAST 77TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | MEDICAL | $1,000 | |
| IRISH GEORGIAN SOCIETY INC | ||||||||
| 115 EAST 89TH STREET STE 3B | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $600 | |
| JDRF INTERNATIONAL | ||||||||
| 432 PARK AVENUE SOUTH 15TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $1,000 | |
| LAGUNA BEACH LIVE | ||||||||
| PO BOX 9336 | LAGUNA BEACH | CA | 92652 | NONE | PUBLIC CHARITY | CULTURAL | $2,000 | |
| LANDMARKS SOCIETY OF GREATER UTICA | ||||||||
| 1124 STATE ST | UTICA | NY | 13502 | NONE | PUBLIC CHARITY | CULTURAL | $30,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $230 | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA (MUSC) | ||||||||
| 171 ASHLEY AVE | CHARLESTON | SC | 29425 | NONE | PUBLIC CHARITY | MEDICAL | $1,000 | |
| MEMORIAL SLOAN-KETTERING | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | PUBLIC CHARITY | CULTURAL | $10,000 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| 498 SEVENTH AVENUE 18TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $1,000 | |
| MIDDLETON PLACE FOUNDATION | ||||||||
| 4300 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | NONE | PUBLIC CHARITY | CULTURAL | $500 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| MINNESOTA PUBLIC RADIO (KMRV RADIO- SUN VALLEY) | ||||||||
| 480 CEDAR ST | ST PAUL | MN | 55101 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $250 | |
| MORGAN LIBRARY AND MUSEUM | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CULTURAL | $15,815 | |
| MOUNT DESERT FIRE DEPARTMENT | ||||||||
| PO BOX 814 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $250 | |
| MOUNT DESERT ISLAND HOSPITAL | ||||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | MEDICAL | $2,800 | |
| MUNSON WILLIAMS PROCTOR ARTS INSTITUTE | ||||||||
| 310 GENESEE ST | UTICA | NY | 13502 | NONE | PUBLIC CHARITY | CULTURAL | $55,000 | |
| MYSTIC SEAPORT | ||||||||
| PO BOX 6000 | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | CULTURAL | $1,000 | |
| NEIGHBORHOOD HOUSE CLUB | ||||||||
| PO BOX 332 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $500 | |
| NEW YORK CITY BALLET | ||||||||
| DAVID KOCH THEATER 20 LINCOLN | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CULTURAL | $2,665 | CENTER |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CULTURAL | $40,438 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 5TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CULTURAL | $2,000 | |
| NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED | ||||||||
| HOSPITAL FOR SPECIAL SURGERY 535 | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 | EAST 70TH STREET |
| NEW YORK UNIVERSITY INSTITUTE OF FINE ARTS | ||||||||
| 1 E 78TH ST | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | CULTURAL | $7,500 | |
| NEW YORK-PRESBYTERIAN HOSPITAL | ||||||||
| 1541 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | MEDICAL | $25,000 | |
| NIGHTINGALE-BAMFORD SCHOOL | ||||||||
| 20 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 | |
| NORTHEAST HARBOR AMBULANCE SERVICE | ||||||||
| PO BOX 122 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $250 | |
| NORTHEAST HARBOR LIBRARY | ||||||||
| PO BOX 279 | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $500 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $1,000 | |
| PRESERVATION LEAGUE OF NEW YORK STATE | ||||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $17,900 | |
| PROJECT SUNSHINE | ||||||||
| 108 WEST 39TH STREET SUITE 725 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $12,000 | |
| RED BULL THEATER | ||||||||
| 191 SEVENTH AVENUESUITE 2S | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CULTURAL | $500 | |
| RED HOOK ART PROJECT INC | ||||||||
| 183 RICHARDS ST | BROOKLYN | NY | 11231 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $1,000 | |
| SAVE THE CHILDREN | ||||||||
| 54 WILTON RD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $5,000 | |
| ST AGNES CEMETERY OF UTICA | ||||||||
| 601 ARTHUR STREET | UTICA | NY | 13501 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $500 | |
| THE COMMUNITY LIBRARY | ||||||||
| PO BOX 2168 415 SPRUCE AVENUE | KETHCUM | ID | 83340 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $1,000 | |
| THE FRICK COLLECTION | ||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | CULTURAL | $18,135 | |
| THE METROPOLITAN OPERA GUILD | ||||||||
| 70 LINCOLN CENTER PLAZA 6TH FL | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CULTURAL | $1,250 | |
| TOWN OF FORESTPORT | ||||||||
| 12012 WOODHULL ROAD | FORESTPORT | NY | 13338 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $5,876 | |
| TOWN OF LUBEC | ||||||||
| 40 SCHOOL STREET | LUBEC | ME | 04652 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $5,000 | |
| TRANSPORTATION ALTERNATIVES | ||||||||
| 127 WEST 26TH STREET SUITE 1002 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $13,700 | |
| TWO EAST 62ND STREET FOUNDATION | ||||||||
| 2 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $2,000 | |
| UNIVERSITY OF COLORADO | ||||||||
| 1305 UNIVERSITY AVENUE 459 UCB | BOULDER | CO | 80302 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| URBAN STAGES | ||||||||
| 555 8TH AVENUE 1800 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CULTURAL | $1,000 | |
| VISITING NURSE SERVICE OF NY | ||||||||
| 1250 BROADWAY 7TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | MEDICAL | $12,500 | |
| WILLIAM GEORGE AGENCY FOR CHILDREN'S SERVICES INC | ||||||||
| 380 FREEVILLE ROAD | FREEVILLE | NY | 13068 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $5,000 | |
| WOMEN IN NEED INC | ||||||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL PROGRAM | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $537,450 | 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 | $12,714 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,057 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $862,427 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $925,377 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $925,377 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GILBERT BUTLER | ||||||
| 1 | 1040 FIFTH AVENUE 11-12C | NEW YORK | NY | 10028 | $1,127,193 | Yes (X) |
| GILBERT BUTLER | ||||||
| 2 | 1040 FIFTH AVENUE 11-12C | NEW YORK | NY | 10028 | $70,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 12,310 SHS OF TARGA RESOURCES CORP STOCK | $1,127,193 | 2015-03-23 |
| 2 | A 17TH CENTURY ANTIQUE HANGHUALI YOKEBACK ARMCHAIR | $70,000 | 2015-08-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,574 | Amt |
| Net Investment Income | $9,287 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,287 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MASTER LIMITED PARTNERSHIPS | FMV | $3,121,473 | $3,121,473 |
| PRIVATE EQUITIES | FMV | $187,688 | $187,688 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,713 | LegalFeesAmt |
| Net Investment Income | $5,856 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,857 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RARE MAPS | $49,968 | $49,968 | $49,968 |
| ACCRUED INTEREST RECEIVABLE | $20 | $75 | $75 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $2,330,954 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $4,825 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,413 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $179 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $179 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $179 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $105,406 | $105,406 | $0 |
| OTHER PROFESSIONAL FEES | $24,064 | $5,726 | $18,338 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $272 | $272 | $0 |
| FEDERAL EXCISE TAX | $27,000 | $0 | $0 |
| FEDERAL UNRELATED BUSINESS TAX | $133,087 | $0 | $0 |