THE LISABETH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE LISABETH FOUNDATION (EIN 06-6486254)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-01-13
- IRS object ID
- 201600139349100700
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-13T10:21:49-06:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDOR CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 International Drive Suite 100 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | 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 Carcano | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PATTY CARCANO | InCareOfNm |
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 9146076000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Four International Drive Suite 100 | AddressLine1Txt |
| City | Rye Brook | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN E O'BRIEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9146076013 | PhoneNum |
| Signature | 2016-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENJIE JIN | PreparerPersonNm |
| PTIN | P01463820 | PTIN |
| Phone | 9146076000 | PhoneNum |
| Preparation | 2016-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,763,900 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,757 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,757 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $809,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,000,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $809,922 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $813,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $813,679 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,115 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,522,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,522,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,551,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,526,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$738,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $812,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,509,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,961,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,961,272 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,971,244 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,781,166 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,802,628 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,480,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,742,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,763,900 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,480,654 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,742,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,480,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,742,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,480,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,742,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,480,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$738,216 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,742,438 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,742,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN ON DISTRIBUTION FROM ANDOR OPPORTUNITY OFFSHORE FUND LTD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-04-01 | AcquiredDt |
| Sold | 2015-01-01 | SoldDt |
| Gross Sales Price | $5,000,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,190,078 | CostOrOtherBasisAmt |
| Gain Or Loss | $809,922 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $809,922 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $809,922 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,898,902 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,989,644 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.325189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,404,982 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,874,548 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.202533 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,619,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,786,427 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109533 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,049,938 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,999,128 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065625 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,086,188 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,713,327 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06132 | DistributionYr5Rt |
| Total Distribution | 0.7642 | TotalDistributionRt |
| Average Distribution | 0.15284 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,264,953 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,110,375 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,118,501 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,526,680 | 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 | $8,126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,126 | SubtotalAmt |
| Tax Based On Investment Income | $8,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,874 | OverpaymentAmt |
| Applied To ES Tax | $3,874 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTY CARCANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9146076000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUR INTERNATIONAL DRIVE STE 100 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | ||||||||
| C/O ANDOR CAPITAL MANAGEMENT LLC | Rye Brook | NY | 10573 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KEVIN E O'BRIEN | ||||||||
| 4 Internaitonal Drive Ste 100 | Rye Brook | NY | 10573 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,520,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,855,312 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,375,587 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,375,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,264,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $363,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $363,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,126 | TotalTaxAmt |
| Distributable Before Adj | $355,122 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $355,122 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $355,122 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,526,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,526,680 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,126 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,518,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $200,522 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $249,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $886,458 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,811,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,323,116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,471,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,526,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $355,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,171,558 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,642,891 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $200,522 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,442,369 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $249,982 | ExcessFromYear4Amt |
| Excess From Year3 | $886,458 | ExcessFromYear3Amt |
| Excess From Year2 | $1,811,255 | ExcessFromYear2Amt |
| Excess From Year1 | $3,323,116 | ExcessFromYear1Amt |
| Excess From Current Year | $1,171,558 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL C BENTON | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Horace Mann School | |||||||
| 231 West 246th Street | Bronx | NY | 10471 | N/A | PC | Aid organization in tax exempt purpose | $100,000 |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 13346 | N/A | PC | Aid organization in tax exempt purpose | $100,000 |
| Hospital For Special Surgery | |||||||
| 535 East 70th Street | New York | NY | 10021 | N/A | PC | Aid organization in tax exempt purpose | $100,000 |
| Harvard University | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | N/A | PC | Aid organization in tax exempt purpose | $25,000 |
| Northern Westchester Hospital | |||||||
| 400 E Main Street | Mt Kisco | NY | 10549 | N/A | PC | Aid organization in tax exempt purpose | $25,000 |
| New York -Presbyterian | |||||||
| 654 West 170th Street | New York | NY | 10032 | N/A | PC | Aid organization in tax exempt purpose | $25,000 |
| Whitney Museum of American Art | |||||||
| 99 Gansevoort Street | New York | NY | 10014 | N/A | PC | Aid organization in tax exempt purpose | $25,000 |
| The Museum of Modern Art | |||||||
| 11 West 53 Street | New York | NY | 10019 | N/A | PC | Aid organization in tax exempt purpose | $50,000 |
| NYU Langone Medical Center | |||||||
| 25 West Fourth Street | New York | NY | 10012 | N/A | PC | Aid organization in tax exempt purpose | $25,000 |
| Pan-Massachusetts Challenge | |||||||
| 77 4th Ave | Needham | MA | 02494 | N/A | PC | Aid organization in tax exempt purpose | $10,000 |
| Stayin' Alive | |||||||
| PO Box 104 | Armonk | NY | 10504 | N/A | PC | Aid organization in tax exempt purpose | $1,000 |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 13346 | N/A | PC | Aid organization in tax exempt purpose | $1,000,000 |
| Musician's Aid Society of New York Inc | |||||||
| 233 Boardway Suite 2208 | New York | NY | 10279 | N/A | PC | Aid organization in tax exempt purpose | $10,000 |
| South East Consortium | |||||||
| 740 West Boston Post Road Suite 31 | Mamaroneck | NY | 10543 | N/A | PC | Aid organization in tax exempt purpose | $1,000 |
| The Bob Woodruff Foundation | |||||||
| 1350 Broadway Suite 905 | New York | NY | 10018 | N/A | PC | Aid organization in tax exempt purpose | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,522,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $809,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THRU PARTNERSHIPS | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $813,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $813,679 | 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 | MARGOLIN WINER&EVENS ACCT FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN: | ||
| ANDOR OPPORTUNITY O/S FUND LTD | $4,781,166 | $4,802,628 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $250 | $250 |
| OTHER EXPENSES | $30 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2014 FEDERAL TAX | $12,115 |
| 2015 ESTIMATE TAX | $12,000 |