THE LISABETH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE LISABETH FOUNDATION (EIN 06-6486254)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-02-21
- IRS object ID
- 201400529349100310
- Schema version
- 2012v2.3
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-21T13:08:57-06:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIN WINER & EVENS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066486254 | EIN |
Name Name
| 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 Name | % PATTY CARCANO | InCareOfName |
| Name Control | LISA | NameControl |
| Phone | 9146076000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN E O'BRIEN | Name |
| Title | TRUSTEE | Title |
| Phone | 9146076013 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162404408 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12559887 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1947 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1947 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10519 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10519 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1188160 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -129214 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -129214 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | -1304908 | TotalRevenueAndExpenses |
| Total Net Investment Income | -116748 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 4040 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 808 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3232 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3140 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 750 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 750 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7930 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 808 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3982 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2401000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2401000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2408930 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 808 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2404982 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3713838 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1687727 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1280744 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1280744 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 12232670 | InvestmentsOtherBOY |
| Investments Other EOY | 8925815 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 11279143 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 13920397 | TotalAssetsBOY |
| Total Assets EOY | 10206559 | TotalAssetsEOY |
| Total Assets EOYFMV | 12559887 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 13920397 | RetainedEarningsBOY |
| Retained Earnings EOY | 10206559 | RetainedEarningsEOY |
| Total Net Assets BOY | 13920397 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10206559 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13920397 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10206559 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13920397 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3713838 | ExcessOfRevenueOverExpenses |
| Subtotal | 10206559 | Subtotal |
| Total Net Assets Fund Balances EOY | 10206559 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | THROUGH BERKOWITZ CAPITAL | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gain Or Loss | -1188160 | GainOrLoss |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1188160 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1619601 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14786427 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.109533 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1049938 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15999128 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.065625 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1086188 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 17713327 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06132 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1353728 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 19636958 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068938 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1096966 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 22080722 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04968 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.355096 | TotalDistributionRatio |
| Average Distribution Ratio | 0.071019 | AverageDistributionRatio |
| Net Noncharitable Assets | 11874548 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 843319 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 843319 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2404982 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTY CARCANO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9146076000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1846517 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 10208862 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12055379 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12055379 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 180831 | CashDeemedCharitable |
| Net Noncharitable Assets | 11874548 | NetNoncharitableAssets |
| Minimum Investment Return | 593727 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 593727 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 593727 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 593727 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 593727 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2404982 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 2404982 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2404982 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 593727 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 73753 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 371880 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 200522 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 249982 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 886458 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1782595 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2404982 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 593727 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1811255 | RemainingDistriFromCorpus |
| Total Corpus | 3593850 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 73753 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3520097 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 371880 | ExcessFromYear4 |
| Excess From Year3 | 200522 | ExcessFromYear3 |
| Excess From Year2 | 249982 | ExcessFromYear2 |
| Excess From Year1 | 886458 | ExcessFromYear1 |
| Excess From Current Year | 1811255 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL C BENTON | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Horace Mann School | |||||||
| 231 West 246th Street | Bronx | NY | 10471 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $100,000 |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 13346 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $100,000 |
| Hospital For Special Surgery | |||||||
| 535 East 70th Street | New York | NY | 10021 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $100,000 |
| Harvard University | |||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $25,000 |
| Northern Westchester Hospital | |||||||
| 400 E Main Street | Mt Kisco | NY | 10549 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $25,000 |
| New York -Presbyterian | |||||||
| 654 West 170th Street | New York | NY | 10032 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $50,000 |
| USA Track & Field Foundation | |||||||
| 132 East Washington Street STE 800 | Indianapolis | IN | 46204 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $25,000 |
| Whitney Museum of American Art | |||||||
| 945 Madison Avenue at 75th Street | New York | NY | 10021 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $25,000 |
| The Museum of Modern Art | |||||||
| 11 West 53 Street | New York | NY | 10019 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $50,000 |
| Lincoln Center for Performing Arts | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $1,000,000 |
| The Museum of Modern Art | |||||||
| 11 West 53 Street | New York | NY | 10019 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $25,000 |
| Ronald McDonald House of New York | |||||||
| 405 East 73rd Street | New York | NY | 10021 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $25,000 |
| South East Consortium | |||||||
| 740 West Boston Post Road STE 301 | Mamaroneck | NY | 10543 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $1,000 |
| Lincoln Center for Performing Arts | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $125,000 |
| Kasparov Chess Foundation | |||||||
| 80 Jesse Court | Montville | NJ | 07045 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $375,000 |
| Samahope Foundation | |||||||
| 2017 Mission Street Suite 301 | San Francisco | CA | 94110 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $50,000 |
| Kasparov Chess Foundation | |||||||
| 80 Jesse Court | Montville | NJ | 07045 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $125,000 |
| Cystic Fibrosis Foundation | |||||||
| 6931 Arlington Road Suite 200 | Bethesda | MD | 20814 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $25,000 |
| Harlem's Children Zone | |||||||
| 35 East 125th Street | New York | NY | 10035 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $50,000 |
| American Friends of Magen David Adom | |||||||
| 352 Seventh Avenue Suite 400 | New York | NY | 10001 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $25,000 |
| Samasource | |||||||
| 2017 Mission Street Suite 301 | San Francisco | CA | 94110 | N/A | 501(c)(3) | Aid organization in tax exempt purpose | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2401000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,947 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,519 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,188,160 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THRU PARTNERSHIPS | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | -$129,214 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,304,908 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -1304908 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM MCGLADREY | Category |
| Amount | $4,040 | Amount |
| Net Investment Income | 808 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3232 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Grant DateGrantDate | GrantGrantAmount | Grant PurposeGrantPurpose | Amount Expended By GranteeAmountExpendedByGrantee | Any Diversion By GranteeAnyDiversionByGrantee | Dates Of Reports By GranteeDatesOfReportsByGrantee | Results Of VerificationResultsOfVerification |
|---|---|---|---|---|---|---|---|---|---|---|
| Kasparov Chess Foundation | ||||||||||
| 80 Jesse Court | Montville | NJ | 07045 | 2013-06-24 | $375,000 | General purpose grant to Kasparov Chess Foundation, a section 501 (c)(3) exempt private foundation. | 375000 | NO | a full and complete expenditure report as of 1/22/2014 | 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. |
| Kasparov Chess Foundation | ||||||||||
| 80 Jesse Court | Montville | NJ | 07045 | 2013-09-20 | $125,000 | General purpose grant to Kasparov Chess Foundation, a section 501 (c)(3) exempt private foundation. | 125000 | NO | a full and complete expenditure report as of 1/22/2014 | 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. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENT IN: | ||
| BERKOWITZ CAPITAL PARTNERS | 645815 | 1202700 |
| ANDOR OPPORTUNITY O/S FUND LTD | 8280000 | 10076443 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 750 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 750 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| THROUGH BERKOWITZ CAPITAL PARTNERS, LP | ||
| EIN: 13-3390484 | -129214 | -129214 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX AND PENALTY | Category |