THE LISABETH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE LISABETH FOUNDATION (EIN 06-6486254)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-03-03
- IRS object ID
- 201520629349100502
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-03T11:19:36-06:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIN WINER & EVENS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GARDEN CITY PLAZA | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O Patty Carcano | BusinessNameLine2 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Rye Brook | City |
| State | NY | State |
| ZIP Code | 10573 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN E O'BRIEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9146076013 | PhoneNum |
| Signature | 2015-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey Tunkel Principal | PreparerPersonNm |
| PTIN | P00081520 | PTIN |
| Phone | 9146076013 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,897,065 | 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 | $3,210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,210 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,962 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,243,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,136,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,243,711 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$65,038 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$65,038 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,184,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,184,845 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,910,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,910,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,910,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,910,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,725,905 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,184,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,280,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,509,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,509,410 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,925,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,971,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,387,655 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,206,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,480,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,897,065 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,206,559 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,480,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,206,559 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,480,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,206,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,480,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,206,559 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,725,905 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,480,654 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,480,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| THROUGH BERKOWITZ CAPITAL PARTNERS, LP | P | -$308,937 | |||||
| GAIN ON DISTRIBUTION FROM BERKOWITZ CAPITAL PARTNERS, LP | P | $861,404 | 2013-12-31 | $1,136,343 | $274,939 | $861,404 | |
| GAIN ON DISTRIBUTION FROM ANDOR OPPORTUNITY OFFSHORE FUND LTD | P | $691,244 | 2014-04-01 | $3,000,000 | $2,308,756 | $691,244 | 2011-04-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,243,711 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,404,982 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,874,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.202533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,619,601 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,786,427 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.109533 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,049,938 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,999,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065625 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,086,188 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,713,327 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06132 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,353,728 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,636,958 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068938 | DistributionYr5Rt |
| Total Distribution | 0.507949 | TotalDistributionRt |
| Average Distribution | 0.10159 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,989,644 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,218,028 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,229,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,910,750 | 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 | $11,848 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,848 | SubtotalAmt |
| Tax Based On Investment Income | $11,848 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $267 | EsPenaltyAmt |
| Tax Due | $12,115 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTY CARCANO | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RYE BROOK | City |
| State | NY | State |
| ZIP Code | 10573 | ZIPCode |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,000,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,172,184 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,172,227 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,172,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,989,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $599,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $599,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,848 | TotalTaxAmt |
| Distributable Before Adj | $587,634 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $587,634 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $587,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,910,750 | 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 | $3,910,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,848 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,898,902 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $587,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $371,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $200,522 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $249,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $886,458 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,811,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,520,097 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,910,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $587,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,323,116 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,843,213 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $371,880 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,471,333 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $200,522 | ExcessFromYear4Amt |
| Excess From Year3 | $249,982 | ExcessFromYear3Amt |
| Excess From Year2 | $886,458 | ExcessFromYear2Amt |
| Excess From Year1 | $1,811,255 | ExcessFromYear1Amt |
| Excess From Current Year | $3,323,116 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $50,000 |
| Whitney Museum of American Art | |||||||
| 945 Madison Avenue at 75th Street | New York | NY | 10021 | 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 |
| Khan Academy | |||||||
| PO Box 1630 | Mountain View | CA | 94042 | N/A | PC | Aid organization in tax exempt purpose | $2,500,000 |
| Kasparov Chess Foundation | |||||||
| 80 Jesse Court | Montville | NJ | 07045 | N/A | PF | Aid organization in tax exempt purpose | $125,000 |
| Samasource | |||||||
| 2017 Mission Street Suite 301 | San Francisco | CA | 94110 | N/A | PC | Aid organization in tax exempt purpose | $250,000 |
| Samasource | |||||||
| 2017 Mission Street Suite 301 | San Francisco | CA | 94110 | N/A | PC | Aid organization in tax exempt purpose | $175,000 |
| Foundation for Democracy in Russia Inc | |||||||
| 1666 Connecticut Ave NW Suite 500 | Washington | DC | 20009 | N/A | PC | Aid organization in tax exempt purpose | $125,000 |
| Foundation for Democracy in Russia Inc | |||||||
| 1666 Connecticut Ave NW Suite 500 | Washington | DC | 20009 | N/A | PC | Aid organization in tax exempt purpose | $250,000 |
| Musician's Aid Society of New York Inc | |||||||
| 111 John Street Suite 230 | New York | NY | 10038 | N/A | PC | Aid organization in tax exempt purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,910,000 | 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 | $3,210 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,243,711 | 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 |
| Exclusion | -$65,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,184,845 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,184,845 | 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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kasparov Chess Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 Jesse Court | AddressLine1 |
| City | Montville | City |
| State | NJ | State |
| ZIP Code | 07045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-04-14 | GrantDt |
| Grant | $125,000 | GrantAmt |
| Purpose Of Grant | General purpose grant to Kasparov Chess Foundation, a section 501 (c)(3) exempt private foundation. | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | a full and complete expenditure report as of 2/16/2015 | DatesOfReportsByGranteeTxt |
| Results Of Verification | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee. therefore, no independent verification of the report was made. | ResultsOfVerificationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN: | ||
| BERKOWITZ CAPITAL PARTNERS | $0 | $0 |
| ANDOR OPPORTUNITY O/S FUND LTD | $5,971,244 | $7,387,655 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| THROUGH BERKOWITZ CAPITAL PARTNERS, LP | -$65,038 | -$65,038 |
| EIN: 13-3390484 |