JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC (EIN 20-1499645)
- Tax period
- 2013-03-01 to 2014-02-28
- Filed
- 2015-01-14
- IRS object ID
- 201500149349100705
- Schema version
- 2013v4.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-14T16:16:04-06:00 | ReturnTs |
| Tax Period End | 2014-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174683 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201499645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & JOAN CONSERVATION FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2032206541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITRIN COOPERMAN 529 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL H TREISMAN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2032206541 | PhoneNum |
| Signature | 2015-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK REDDY | PreparerPersonNm |
| PTIN | P01441717 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2015-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,283,413 | 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 | $87,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,015,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,543 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,519 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,139 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $265,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,683 | 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 |
| Accounting Fees Rev And Expnss | $14,063 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,516 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $687,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $687,154 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,664,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,131,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,596,259 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,679,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,819,084 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,283,413 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $44,305 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $172,023 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $172,023 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,634,993 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,647,061 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,634,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,647,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,679,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,819,084 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,634,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,068 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,647,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,647,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 MICROSOFT CORP | P | 2003-12-10 | 2013-03-13 | $13,946 | $13,262 | $684 | $684 |
| 2000 MICROSOFT CORP | P | 2005-06-15 | 2013-03-13 | $55,783 | $50,549 | $5,234 | $5,234 |
| 1800 LINN ENERGY | P | 2009-05-15 | 2013-06-14 | $54,101 | $30,193 | $23,908 | $23,908 |
| 2500 CATERPILLAR INC | P | 2007-01-30 | 2013-07-24 | $209,146 | $157,643 | $51,503 | $51,503 |
| 300 LOCKHEED MARTIN CORP | P | 2009-09-01 | 2013-08-02 | $37,000 | $22,874 | $14,126 | $14,126 |
| 3000 DENBURY RES INC NEW | P | 2010-04-08 | 2013-12-19 | $47,944 | $53,062 | -$5,118 | -$5,118 |
| 1750 ENDURO ROYALTY TRUST | P | 2011-11-10 | 2013-12-19 | $21,446 | $33,249 | -$11,803 | -$11,803 |
| 1750 ENDURO ROYALTY TRUST | P | 2011-11-15 | 2013-12-19 | $21,446 | $35,343 | -$13,897 | -$13,897 |
| 500 ENDURO ROYALTY TRUST | P | 2012-07-24 | 2013-12-19 | $6,128 | $8,955 | -$2,827 | -$2,827 |
| 2500 LEGACY RESERVES LP | P | 2012-04-19 | 2013-12-19 | $67,055 | $71,646 | -$4,591 | -$4,591 |
| 315 BROOKFIELD PROP PART LPF - SPIN OFF | P | 2013-04-15 | 2014-01-02 | $6,243 | $6,243 | $6,243 | |
| 1000 PEPSICO INCORPORATED | P | 2013-06-26 | 2014-01-02 | $82,919 | $81,450 | $1,469 | $1,469 |
| 1000 BANK OF NY MELLON CP NEW | P | 2002-07-29 | 2014-01-02 | $34,969 | $25,767 | $9,202 | $9,202 |
| 1800 LINN ENERGY | P | 2009-05-15 | 2014-01-02 | $55,711 | $30,193 | $25,518 | $25,518 |
| 675 VANGUARD NATURAL RES LLC | P | 2007-09-13 | 2014-01-02 | $19,804 | $19,484 | $320 | $320 |
| 3075 VANGUARD NATURAL RES LLC | P | 2007-09-14 | 2014-01-02 | $90,218 | $88,831 | $1,387 | $1,387 |
| 3750 VANGUARD NATURAL RES LLC | P | 2007-11-19 | 2014-01-02 | $110,022 | $99,895 | $10,127 | $10,127 |
| 1000 VARIAN MEDICAL SYSTEMS | P | 2007-06-27 | 2014-01-21 | $81,569 | $41,526 | $40,043 | $40,043 |
| BROOKFIELD PROP PART LPF - CASH IN LIEU | P | 2013-04-15 | 2013-04-15 | $15 | $15 | $15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,543 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $265,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,418,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $578,680 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,836,226 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119655 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $637,396 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,837,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131764 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,382 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,294,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,093,007 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,798,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.188494 | DistributionYr5Rt |
| Total Distribution | 0.537005 | TotalDistributionRt |
| Average Distribution | 0.107401 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,602,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $494,335 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,818 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $496,153 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $182,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,635 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,635 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,240 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,800 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $403 | OverpaymentAmt |
| Applied To ES Tax | $403 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOEL H TREISMAN | IndividualWithBooksNm |
| Phone | 2032206541 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 369 | AddressLine1 |
| City | WESTPORT | City |
| State | CT | State |
| ZIP Code | 06881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOROTHY TREISMAN DEC'D 8613 | ||||||||
| PO BOX 369 | WESTPORT | CT | 06881 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL CARDOZO V | ||||||||
| 1100 CONNECTICUT AVENUE SUITE 725 | WASHINGTON | DC | 20036 | TREAS, SECTY, VP | 1.00 | $0 | $0 | $0 |
| JOEL H TREISMAN | ||||||||
| PO BOX 369 | WESTPORT | CT | 06881 | PRESIDENT / VP | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,481,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,672,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,672,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,602,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,635 | TotalTaxAmt |
| Distributable Before Adj | $226,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $226,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $226,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $182,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $182,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $226,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $804,253 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $396,205 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $340,009 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,300 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,586,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $44,500 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $44,500 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,542,267 | 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 | $759,753 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $782,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $396,205 | ExcessFromYear3Amt |
| Excess From Year2 | $340,009 | ExcessFromYear2Amt |
| Excess From Year1 | $46,300 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| THE ADIRONDACK COUNCIL | ||||||||
| 103 HAND AVENUE SUITE 3 | ELIZABETHTOWN | NY | 12932 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $21,000 | |
| THE AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1400 SIXTEENTH STREET NW SUITE 120 | WASHINGTON | DC | 20036 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $29,000 | |
| THE AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PAK WEST AT 79TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $20,000 | |
| THE ATLANTIC SALMON FEDERATION | ||||||||
| 124 MAINE STREET | BRUNSWICK | ME | 04011 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $17,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 8 NATURE WAY PO BOX 65 | KEENE VALLEY | NY | 12943 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $17,000 | |
| THE SMITHSONIAN INSTITUTION LIBRARIES | ||||||||
| 10TH STREET AND CONSTITUTION AVENUE | WASHINGTON | DC | 20013 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $21,000 | NW |
| THE WILD CENTER | ||||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $21,000 | |
| THE WORLDWIDE WILDLIFE FUND | ||||||||
| 1250 TWENTY-FOURTH STREET NW - PO | WASHINGTON | DC | 20036 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $21,000 | BOX 97180 |
| US FRIENDS OF DAVID SHELDRICK WILDLIFE TRUST | ||||||||
| ONE INDIANA SQUARE SUITE 2800 | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $5,000 | |
| NORTHERN NY AUDUBON INC | ||||||||
| 84 BAXTER MOUNTAIN LANE PO BOX 488 | KEENE VALLEY | NY | 12943 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,001 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $265,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,063 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,063 | Amt |
| Net Investment Income | $3,516 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHEDULE-COMMON | StockNm |
| EOY Book Value | $2,131,930 | EOYBookValueAmt |
| EOYFMV | $4,596,259 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,284 | $0 | $0 |
| NYS FILING FEE | $250 | $0 | $0 |
| BANK FEES | $120 | $120 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICLY TRADED PARTNERSHIPS DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $26,519 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,519 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| BOY Book Value | $44,305 | BOYBookValueAmt |
| EOY Book Value | $172,023 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $47,606 | Amt |
| Net Investment Income | $47,606 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | CategoryTxt |
| Amt | $7,672 | Amt |
| Net Investment Income | $7,672 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |