TILIA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TILIA FOUNDATION (EIN 13-3931536)
- Tax period
- 2015-02-01 to 2016-01-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349103229
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:57:27-06:00 | ReturnTs |
| Tax Period End | 2016-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARON BERGSTEIN & WEINBERG PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SEVENTH AVE STE -2906 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133931536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TILIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TILI | BusinessNameControlTxt |
| Phone | 2127225497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 FIFTH AVE RM/STE 8B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIGH MILLER | PersonNm |
| Person Title | PRESIDENT - TRUSTEE | PersonTitleTxt |
| Phone | 2127225497 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL ANGER | PreparerPersonNm |
| PTIN | P00061493 | PTIN |
| Phone | 2122445670 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| 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 | $125,768 | 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 |
| Dividends Rev And Expnss | $4,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,304 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,304 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,110 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$5,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,414 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,304 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,650 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $76 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $76 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1,183 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,909 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,909 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,388 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,395 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,936 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,621 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $137,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $115,147 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $153,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $153,201 | UnrestrictedBOYAmt |
| Unrestricted EOY | $107,225 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,976 | ExcessRevenueOverExpensesAmt |
| Subtotal | $107,225 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $107,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VMWARE INC CLASS A | P | 2014-02-18 | 2015-03-17 | $7,320 | $8,652 | -$1,332 | -$1,332 |
| MERCK AND CO INC | D | 1979-10-24 | 2015-06-02 | $9,008 | $257 | $8,751 | $8,751 |
| OCCIDENTIAL PETROLEUM CORP | D | 2014-02-18 | 2015-10-19 | $7,232 | $9,584 | -$2,352 | -$2,352 |
| DB CONT CAP TRUST III | P | 2013-12-11 | 2015-10-21 | $5,401 | $5,206 | $195 | $195 |
| DB CONT CAP TRUST III | P | 2013-12-11 | 2015-10-22 | $8,175 | $7,874 | $301 | $301 |
| EATON CORP | P | 2014-02-18 | 2015-11-16 | $7,583 | $10,038 | -$2,455 | -$2,455 |
| CARE CAPITAL PROPERTIES | P | 2013-12-11 | 2015-11-16 | $892 | $890 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,110 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,430 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.287592 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,937 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $195,970 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.239511 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,481 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $183,207 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.379249 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,867 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $206,856 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154054 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,128 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $228,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.175871 | DistributionYr5Rt |
| Total Distribution | 1.236277 | TotalDistributionRt |
| Average Distribution | 0.247255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $145,210 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,904 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $74 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,978 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,545 | 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 | $74 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $74 | SubtotalAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $58 | TotalPaymentsAndCreditsAmt |
| Tax Due | $16 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEIGH MILLER | IndividualWithBooksNm |
| Phone | 2127225497 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 FIFTH AVE | AddressLine1Txt |
| Address Line2 | APT 8B | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10029 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEIGH MILLER | ||||||||
| 1170 FIFTH AVE | NEW YORK | NY | 10029 | PRESIDENT - | 1.00 | $0 | $0 | $0 |
| LYNDEN MILLER | ||||||||
| 1170 FIFTH AVE | NEW YORK | NY | 10029 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALAN GIFFORD MILLER | ||||||||
| 511 EAST 82ND STREET | NEW YORK | NY | 10016 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARSHALL MILLER | ||||||||
| 135 EASTERN PARKWAY | BROOKLYN | NY | 11238 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $126,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,664 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,421 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $147,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,261 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,261 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74 | TotalTaxAmt |
| Distributable Before Adj | $7,187 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,187 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,545 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $74 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,187 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,870 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,419 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,424 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $188,257 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,545 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,358 | RemainingDistriFromCorpusAmt |
| Total Corpus | $218,615 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,870 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,745 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,160 | ExcessFromYear4Amt |
| Excess From Year3 | $60,419 | ExcessFromYear3Amt |
| Excess From Year2 | $37,384 | ExcessFromYear2Amt |
| Excess From Year1 | $39,424 | ExcessFromYear1Amt |
| Excess From Current Year | $30,358 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TILIA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127225497 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER WITH SUPPORTING DETAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO 501 (C) 3 ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBEY OF REGINA LAUDIS - NEW HORIZO | |||||||
| 273 FLANDERS RD | BETHLEHEM | CT | 06751 | NONE | 501(C)(3) | GENERAL | $100 |
| ASSOCIATION | |||||||
| NEW YORK | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $500 |
| AUDUBON SHARON | |||||||
| 325 CORNWALL BRIDGE RD | SHARON | CT | 06069 | NONE | 501(C)(3) | GENERAL | $90 |
| BEATRIX FARRAND SOCIETY | |||||||
| 475 BAY VIEW DR | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL | $50 |
| BROOKLYN BOTANIC GARDEN | |||||||
| 900 WASHINGTON AVE | BROOKLYN | NY | 11225 | NONE | 501(C)(3) | GENERAL | $600 |
| CARNEGIE HILL NEIGHBORS | |||||||
| 170 E 91ST ST 1 | NEW YORK | NY | 10128 | NONE | 501(C)(3) | GENERAL | $75 |
| CENTER FOR COURT INNOVATIONS | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL | $500 |
| CHAMBER MUSIC SOCIETY | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL | $2,500 |
| CHANNEL 13 | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL | $250 |
| CITY PARKS FOUNDATION | |||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | GENERAL | $380 |
| ENGENDERHEALTH | |||||||
| 440 9TH AVENUE 12 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $250 |
| FORT TRYON PARK TRUST | |||||||
| PO BOX 10444 | NEW YORK | NY | 10040 | NONE | 501(C)(3) | GENERAL | $2,500 |
| FOUNTAIN HOUSE | |||||||
| 425 W 47 ST | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL | $100 |
| FRIENDS OF HUDSON RIVER PARK | |||||||
| 305 7TH AVE | NEW YORK | NY | 10001 | NONE | 501(C0(30 | GENERAL | $50 |
| FRIENDS OF THE HIGH LINE | |||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | NONE | 501(C)(3) | GENERAL | $150 |
| HOTCHKISS LIBRARY OF SHARON | |||||||
| 10 UPPER MAIN ST | SHARON | CT | 06069 | NONE | 501(C)(3) | GENERAL | $50 |
| HYSB | |||||||
| 236 WARREN TURNPIKE RD | FALLS VILLAGE | CT | 06031 | NONE | 501(C)(30 | GENERAL | $100 |
| INNISFREE FOUNDATION | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL | $500 |
| LAND AND GARDEN PRESERVE | |||||||
| 92 COOKSEY DR | SEAL HARBOR | ME | 04675 | NONE | 501(C0(3) | GENERAL | $100 |
| METROPOLITAN MEUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL | $2,500 |
| NATURAL AREAS CONSERVANCY | |||||||
| 1234 5TH AVE | NEW YORK | NY | 10029 | NONE | 501(C)(3) | GENERAL | $50 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | 501(C)(3) | GENERAL | $150 |
| NEW YORK PUBLIC LIBRARY | |||||||
| 5TH AVE AT 42ND ST | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL | $100 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST 8TH FLOOR | NEW YORK | NY | 10013 | NONE | 501(C)(3) | GENERAL | $1,200 |
| NEW YORKERS FOR PARKS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL | $4,500 |
| NORTHEAST HARBOR PUBLIC LIBRARY | |||||||
| 1 JOY RD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL | $50 |
| NYC OUTWARD BOUND SCHOOLS | |||||||
| 2946 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)(3) | GENERAL | $250 |
| PACKER COLLEGIATE INSTITUTE | |||||||
| 170 JORALEMON STREET | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL | $1,500 |
| PITZER COLLEGE | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | NONE | 501(C)(3) | GENERAL | $1,000 |
| SHARON FIRE DEPARTMENT | |||||||
| 92 S MAIN ST | SHARON | MA | 02067 | NONE | 501(C)(3) | GENERAL | $50 |
| SHARON HISTORICAL SOCIETY | |||||||
| 18 MAIN ST | SHARON | CT | 06069 | NONE | 501(C)(3) | GENERAL | $250 |
| SHARON LAND TRUST | |||||||
| PO BOX 1027 | SHARON | CT | 06069 | NONE | 501(C)(3) | GENERAL | $750 |
| SMITH COLLEGE | |||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | NONE | 501(C)(3) | GENERAL | $550 |
| ST BERNARD'S SCHOOL | |||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | NONE | 501(C)(3) | GENERAL | $6,000 |
| ST TIMOTHY'S SCHOOL | |||||||
| 8400 GREENSPRING AVENUE | STEVENSON | MD | 21153 | NONE | 501(C)(3) | GENERAL | $500 |
| THE CHAPIN SCHOOL | |||||||
| 100 EAST END AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL | $50 |
| THE CULTURAL LANDSCAPE FOUNDATION | |||||||
| 1711 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | GENERAL | $75 |
| THE FUND FOR PARK AVE | |||||||
| 445 PARK AVE 9TH AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL | $100 |
| THE GARDEN CONSERVANCY | |||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | NONE | 501(C)(3) | GENERAL | $750 |
| THE NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(C)(3) | GENERAL | $7,500 |
| THE NEW YORK LANDMARK CONSERVANCY | |||||||
| 1 WHITEHALL ST 21 | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL | $150 |
| THE NOGUCHI MUSEUM | |||||||
| 9-01 33RD RD | QUEENS | NY | 11106 | NONE | 501(C)(3) | GENERAL | $50 |
| THE ROYAL OAK FOUNDATION | |||||||
| 20 W 44TH ST 606 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL | $100 |
| THE SALISBURY FORUM | |||||||
| 2318 S MAIN ST | SALISBURY | NC | 28147 | NONE | 501(C)(3) | GENERAL | $25 |
| UNTERMYER GARDENS CONSERVANCY | |||||||
| 945 N BROADWAY | YONKERS | NY | 10701 | NONE | 501(C)(3) | GENERAL | $100 |
| YALE ALUMNI FUND | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | 501(C)(3) | GENERAL | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,545 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,826 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$5,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,522 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,650 | Amt |
| Adjusted Net Income | $1,650 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SHS GENERAL ELECTRIC | $4,485 | $14,550 |
| 185 SHS MERCK & CO | $16,680 | $9,374 |
| 127 SHS EXPRESS SCRIPTS HLDG | $64 | $9,127 |
| 150 SHS JPMORGAN CHASE & CO | $5,049 | $8,925 |
| 195 SHS ABBVIE INC | $10,104 | $10,706 |
| 500 SHS DB CONT CAP TRUST | ||
| 250 SPDR STOXX EUROP 50 ETF | $9,417 | $7,493 |
| 120 SHS VENTAS INC | $5,985 | $6,638 |
| 90 SHS CHEVRON CORP | $9,065 | $7,782 |
| 135 SHS MICROSOFT CORP | $5,071 | $7,437 |
| 100 SHS OCCIDENTAL PETROLEUM CORP | ||
| 75 SHS THE ESTEE LAUDER COMPANIES | $5,105 | $6,394 |
| 90 SHS VMWARE INC-CLASS A | ||
| 200 SHS WELLS FARGO & CO | $9,235 | $10,046 |
| 140 SHS EATON CORP PLC | ||
| 75 SHS NESTLE S A | $5,558 | $5,531 |
| 15 SHS ALPHABET INC CLASS C | $10,786 | $11,144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKER SERVICE FEE | $945 | $945 |
| BANK FEES | $238 | $238 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEES | $50 | $50 | |
| FOREIGN TAXES PAID ON DIVIDENDS | $26 | $26 | $26 |