JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC (EIN 20-1499645)
- Tax period
- 2014-03-01 to 2015-02-28
- Filed
- 2015-08-25
- IRS object ID
- 201522379349100407
- Schema version
- 2014v5.0
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-25T11:46:49-05:00 | ReturnTs |
| Tax Period End | 2015-02-28 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-03-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL H TREISMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2032206541 | PhoneNum |
| Signature | 2015-08-13 | 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 | 2015-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $5,767,992 | 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 | $97,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,622,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,143,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,622,670 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $93,645 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,720,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,814,309 | 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 | $5,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,446 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,365 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,365 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,154 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $345 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $280,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,440,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,753,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $687,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $180,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $180,075 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,131,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,101,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,587,914 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,819,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,281,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,767,992 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $172,023 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $194,690 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $172,023 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $194,690 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,647,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,087,308 | 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 | $2,647,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,087,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,819,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,281,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,647,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,440,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,087,308 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,087,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3000 AIR LEASE CORP | P | 2012-08-06 | 2014-03-05 | $109,714 | $62,085 | $47,629 | $47,629 |
| 2750 BROOKFILED ASSET | P | 2006-04-03 | 2014-03-11 | $109,631 | $69,494 | $40,137 | $40,137 |
| 700 LAB CP OF AMER HLDG | P | 2003-06-06 | 2014-03-17 | $67,348 | $20,089 | $47,259 | $47,259 |
| 150 LAB CP OF AMER HLDG | P | 2003-10-03 | 2014-03-17 | $14,432 | $4,400 | $10,032 | $10,032 |
| 1500 WILEY JOHN & SON CL A | P | 2002-02-07 | 2014-03-17 | $85,459 | $33,777 | $51,682 | $51,682 |
| 250 WILEY JOHN & SON CL A | P | 2002-02-07 | 2014-04-10 | $14,079 | $5,629 | $8,450 | $8,450 |
| 500 WILEY JOHN & SON CL A | P | 2002-06-17 | 2014-04-10 | $28,157 | $12,655 | $15,502 | $15,502 |
| 750 WILEY JOHN & SON CL A | P | 2007-11-12 | 2014-04-10 | $42,236 | $30,437 | $11,799 | $11,799 |
| 1300 VARIAN MEDICAL | P | 2007-06-27 | 2014-04-25 | $101,380 | $53,984 | $47,396 | $47,396 |
| 700 VARIAN MEDICAL | P | 2009-08-07 | 2014-04-25 | $54,589 | $25,343 | $29,246 | $29,246 |
| 187 WHITE MOUNTAINS INS | P | 2002-01-07 | 2014-04-25 | $110,883 | $63,752 | $47,131 | $47,131 |
| 600 DIRECTV | P | 2013-08-01 | 2014-05-01 | $48,921 | $36,448 | $12,473 | $12,473 |
| 600 DIRECTV | P | 2013-08-02 | 2014-05-01 | $48,921 | $36,533 | $12,388 | $12,388 |
| .50 WASHINGTON PRIME GROUP | P | 2014-04-22 | 2014-05-29 | $10 | $10 | $10 | |
| 227 WASHINGTON PRIME GROUP | P | 2014-04-22 | 2014-05-30 | $4,598 | $4,646 | -$48 | -$48 |
| 1425 EBAY INC | P | 2014-04-16 | 2014-06-09 | $69,916 | $77,984 | -$8,068 | -$8,068 |
| 40 EBAY INC. | P | 2014-04-30 | 2014-06-09 | $1,963 | $2,081 | -$118 | -$118 |
| .75 TIME INC | P | 2014-05-12 | 2014-06-09 | $17 | $17 | $0 | $0 |
| 94.25 TIME INC | P | 2014-05-12 | 2014-06-10 | $2,165 | $2,111 | $54 | $54 |
| 143.75 TIME INC | P | 2014-05-12 | 2014-06-10 | $3,302 | $3,263 | $39 | $39 |
| 1200 DEERE & CO | P | 2013-07-24 | 2014-06-19 | $109,184 | $99,383 | $9,801 | $9,801 |
| 1620 EXPRESS SCRIPTS | P | 2003-10-13 | 2014-06-02 | $112,497 | $27,064 | $85,433 | $85,433 |
| 3000 SHAW COMMUN INC | P | 2002-01-31 | 2014-06-11 | $74,337 | $30,062 | $44,275 | $44,275 |
| 2000 DISNEY WALT | P | 2006-01-30 | 2014-06-13 | $165,401 | $50,497 | $114,904 | $114,904 |
| 1000 FEDEX CORP | P | 2010-09-16 | 2014-06-23 | $148,085 | $83,010 | $65,075 | $65,075 |
| 1695 DONAHER CORP | P | 2014-05-27 | 2014-07-17 | $125,527 | $133,594 | -$8,067 | -$8,067 |
| .85 FIDELITY NATL FINL NEW | P | 2002-01-04 | 2014-07-02 | $14 | $4 | $10 | $10 |
| 1499 FIDELITY NATL FINL NEW | P | 2002-01-04 | 2014-07-02 | $24,359 | $6,580 | $17,779 | $17,779 |
| 1300 TARGET CORP | P | 2014-04-17 | 2014-07-31 | $77,952 | $78,085 | -$133 | -$133 |
| 2300 TARGET CORP | P | 2014-05-21 | 2014-07-31 | $137,915 | $130,702 | $7,213 | $7,213 |
| 7400 CISCO SYSTEMS | P | 2014-03-11 | 2014-08-14 | $183,491 | $161,626 | $21,865 | $21,865 |
| 1410 EBAY INC | P | 2014-04-30 | 2014-09-10 | $72,682 | $73,373 | -$691 | -$691 |
| 2750 TEXTRON INCORPORATED | P | 2014-07-16 | 2014-09-12 | $100,363 | $107,484 | -$7,121 | -$7,121 |
| 1350 TEXTRON INCORPORATED | P | 2014-07-30 | 2014-09-12 | $49,269 | $49,904 | -$635 | -$635 |
| 787 EXXON MOBIL CORPORATION | P | 1999-12-01 | 2014-09-08 | $77,061 | $32,059 | $45,002 | $45,002 |
| 63 EXXON MOBIL CORPORATION | P | 2000-07-19 | 2014-09-08 | $6,169 | $2,488 | $3,681 | $3,681 |
| 96 CONOCOPHILLIPS | P | 2001-07-02 | 2014-09-24 | $7,546 | $2,287 | $5,259 | $5,259 |
| 656 CONOCOPHILLIPS | P | 2001-08-13 | 2014-09-24 | $51,566 | $16,138 | $35,428 | $35,428 |
| 748 CONOCOPHILLIPS | P | 2001-10-29 | 2014-09-24 | $58,798 | $16,614 | $42,184 | $42,184 |
| 1500 SCHLUMBERGER LTD | P | 2005-10-10 | 2014-09-24 | $153,423 | $60,050 | $93,373 | $93,373 |
| 150 SCHLUMBERGER LTD | P | 2005-10-12 | 2014-09-24 | $15,342 | $6,031 | $9,311 | $9,311 |
| 945 PRUDENTIAL FINANCIAL NC | P | 2014-09-02 | 2014-10-15 | $73,057 | $85,142 | -$12,085 | -$12,085 |
| 1650 21ST CENT FOX CL A | P | 2014-07-22 | 2014-10-23 | $55,080 | $55,059 | $21 | $21 |
| 800 21ST CENT FOX CL A | P | 2014-07-28 | 2014-10-23 | $26,705 | $26,055 | $650 | $650 |
| 2500 ENCANA CORPORATION | P | 2002-01-25 | 2014-10-01 | $52,856 | $16,393 | $36,463 | $36,463 |
| 2000 NESTLE S A REG B ADR F1 ADR REPS 1 ORD | P | 2009-11-18 | 2014-10-16 | $136,377 | $95,532 | $40,845 | $40,845 |
| 4500 CENOVUS ENERGY INC | P | 2002-01-25 | 2014-10-27 | $107,892 | $27,789 | $80,103 | $80,103 |
| 980 SAP SE ADR | P | 2014-02-21 | 2014-11-24 | $69,069 | $77,941 | -$8,872 | -$8,872 |
| 400 SAP SE ADR | P | 2014-03-12 | 2014-11-24 | $28,191 | $30,710 | -$2,519 | -$2,519 |
| 500 SAP SE ADR | P | 2014-09-22 | 2014-11-24 | $35,239 | $37,248 | -$2,009 | -$2,009 |
| 4000 FIDELITY NATL INFO | P | 2002-01-04 | 2014-11-14 | $236,053 | $32,225 | $203,828 | $203,828 |
| 500 FIDELITY NATL INFO | P | 2005-11-17 | 2014-11-14 | $29,507 | $11,474 | $18,033 | $18,033 |
| 2225 VERIZON COMMUNICATIONS | P | 2014-03-04 | 2014-12-09 | $103,641 | $105,900 | -$2,259 | -$2,259 |
| 2100 VERIZON COMMUNICATIONS | P | 2014-06-09 | 2014-12-09 | $97,818 | $103,508 | -$5,690 | -$5,690 |
| 1500 DEVON ENERGY CP NEW | P | 2014-11-05 | 2014-12-11 | $82,733 | $90,065 | -$7,332 | -$7,332 |
| 1550 AIR LEASE CORP CL A | P | 2014-08-06 | 2014-12-16 | $48,613 | $54,587 | -$5,974 | -$5,974 |
| 1550 AIR LEASE CORP CL A | P | 2014-09-22 | 2014-12-16 | $48,613 | $53,398 | -$4,785 | -$4,785 |
| 3500 FREEPORT MCMORAN INC | P | 2008-10-07 | 2014-12-12 | $79,796 | $87,320 | -$7,524 | -$7,524 |
| 500 FEDEX CORPORATION | P | 2010-09-16 | 2014-12-17 | $83,556 | $41,505 | $42,051 | $42,051 |
| 837 EXXON MOBIL CORPORATION | P | 2000-07-19 | 2014-12-26 | $77,647 | $33,060 | $44,587 | $44,587 |
| 1950 MONDELEZ INTL INC | P | 2014-07-15 | 2015-01-02 | $70,897 | $74,557 | -$3,660 | -$3,660 |
| 3350 ABB LTD ADR | P | 2014-09-12 | 2015-01-05 | $68,272 | $76,834 | -$8,562 | -$8,562 |
| 350 INTL BUSINESS MACHINES | P | 2014-10-20 | 2015-01-06 | $54,754 | $59,132 | -$4,378 | -$4,378 |
| 450 INTL BUSINESS MACHINES | P | 2010-07-21 | 2015-01-06 | $70,398 | $56,774 | $13,624 | $13,624 |
| 650 SCHLUMBERGER LTD | P | 2005-10-12 | 2015-01-13 | $50,662 | $26,134 | $24,528 | $24,528 |
| 350 LAB CP OF AMER HLDG NEW | P | 2003-10-03 | 2015-01-26 | $40,939 | $10,266 | $30,673 | $30,673 |
| 100 LAB CP OF AMER HLDG NEW | P | 2007-03-02 | 2015-01-26 | $11,697 | $6,820 | $4,877 | $4,877 |
| 400 LAB CP OF AMER HLDG NEW | P | 2007-03-06 | 2015-01-26 | $46,788 | $26,645 | $20,143 | $20,143 |
| 1500 COMCAST CORP | P | 2014-12-16 | 2015-01-29 | $82,110 | $83,631 | -$1,521 | -$1,521 |
| 2340 DU PONT EI DE NEMOUR & CO | P | 2014-07-01 | 2015-01-29 | $166,187 | $152,374 | $13,813 | $13,813 |
| 1790 HSBC HLDGS | P | 2014-12-22 | 2015-02-23 | $78,908 | $85,691 | -$6,783 | -$6,783 |
| 1500 ABBVIE INC | P | 2009-04-27 | 2015-02-04 | $85,909 | $34,093 | $51,816 | $51,816 |
| 1395 DISNEY WALT CO | P | 2006-01-30 | 2015-02-05 | $140,594 | $35,222 | $105,372 | $105,372 |
| 2500 ENCANA CORPORATION | P | 2002-01-25 | 2015-02-09 | $34,654 | $16,397 | $18,257 | $18,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,622,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,602,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039542 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $265,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,418,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059976 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $578,680 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,836,226 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119655 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $637,396 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,837,389 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.131764 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $159,382 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,294,216 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037116 | DistributionYr5Rt |
| Total Distribution | 0.388053 | TotalDistributionRt |
| Average Distribution | 0.077611 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,283,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $410,096 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,540 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $427,636 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $211,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,272 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $32,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $43,272 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Overpayment | $8,162 | OverpaymentAmt |
| Applied To ES Tax | $8,162 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06881 | ZIPCd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $5,010,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,364,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,364,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,283,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,080 | TotalTaxAmt |
| Distributable Before Adj | $229,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,119 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $211,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $211,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $396,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $340,009 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,300 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $782,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $211,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,119 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,119 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $764,395 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $764,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $378,086 | ExcessFromYear4Amt |
| Excess From Year3 | $340,009 | ExcessFromYear3Amt |
| Excess From Year2 | $46,300 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NORTHERN NEW YORK AUDUBON SOCIETY | ||||||||
| 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. | $11,000 | |
| 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. | $25,000 | |
| 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. | $25,000 | |
| 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. | $25,000 | |
| 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. | $25,000 | |
| 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. | $25,000 | 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. | $25,000 | |
| 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. | $25,000 | BOX 97180 |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | WA | 222031606 | NONE | PUBLIC | PRESERVATION OF THE WORLD'S NATURAL RESOURCES OF LAND, AIR, WATER AND WILDLIFE. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,000 | 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 | $97,994 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,622,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,720,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,720,664 | 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 | $5,785 | Amt |
| Net Investment Income | $1,446 | 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 | $4,101,920 | EOYBookValueAmt |
| EOYFMV | $5,587,914 | 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 | $4,268 | $0 | $0 |
| NYS FILING FEE | $500 | $0 | $0 |
| BANK FEES | $345 | $345 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| BOY Book Value | $172,023 | BOYBookValueAmt |
| EOY Book Value | $194,690 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $54,365 | Amt |
| Net Investment Income | $54,365 | 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 | $4,154 | Amt |
| Net Investment Income | $4,154 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |