MARTINI FAM FOUNDATION TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARTINI FAM FOUNDATION TR (EIN 65-6469293)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349100945
- Schema version
- 2013v3.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:54:03-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010907272 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK HIRTH LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WALL ST PLZ 88 PINE ST 26FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656469293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTINI FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 2124657800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PROSKAUER ROSE LLP ELEVEN TIMES | AddressLine1 |
| Address Line2 | SQUARE | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100368299 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL MARTINI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2124657800 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN JOHNSON | PreparerPersonNm |
| PTIN | P00544804 | PTIN |
| Phone | 2124657800 | PhoneNum |
| Preparation | 2014-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $427,707 | 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 | $175,210 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $366,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,671 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $326,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,095 | 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 |
| Taxes Rev And Expnss | $10,336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,770 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,770 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,770 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,605 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,605 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,770 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,868 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $262,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $319,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $417,684 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $9,547 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,155 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,155 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $272,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $329,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $427,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $272,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | $329,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $272,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $329,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $272,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $329,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $272,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $329,279 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $329,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NEWCASTLE INVESTMENT CORP | P | 2012-05-10 | 2013-01-04 | $179,373 | $143,076 | $36,297 | $36,297 |
| NEWCASTLE INVESTMENT CORP | P | 2011-11-22 | 2013-01-04 | $181,267 | $105,178 | $76,089 | $76,089 |
| CAPITAL GAINS DIVIDENDS | P | $6,285 | $6,285 | $6,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,671 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $224,391 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $306,530 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.732036 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $120,776 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $549,980 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.219601 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,444 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $490,779 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.280053 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,913 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $181,882 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.494348 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,160 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $122,281 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.631006 | DistributionYr5Rt |
| Total Distribution | 2.357044 | TotalDistributionRt |
| Average Distribution | 0.471409 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $325,626 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,503 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $154,856 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $255,605 | 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 | $1,353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $1,382 | TaxDueAmt |
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 | Yes (1) | 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 | PROSKAUER ROSE LLP | IndividualWithBooksNm |
| Phone | 2129693000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100368299 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ECI OPPORTUNITIES LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PROSKAUER ROSE LLP 11 TIMES | AddressLine1 |
| Address Line2 | SQUARE | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100368299 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUCCESS CHARTER NETWORK | Description1Txt |
| Expenses1 | $88,705 | Expenses1Amt |
| Description2 | FRIENDS OF HUDSON RIVER PARK | Description2Txt |
| Expenses2 | $51,128 | Expenses2Amt |
| Description3 | MIDDLEBURY COLLEGE | Description3Txt |
| Expenses3 | $17,946 | Expenses3Amt |
| Description4 | FRIENDS OF HIGH LINE | Description4Txt |
| Expenses4 | $22,902 | Expenses4Amt |
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 | $321,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $330,585 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $330,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $325,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,353 | TotalTaxAmt |
| Distributable Before Adj | $14,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,928 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,605 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,605 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,353 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $254,252 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,122 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $82,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,260 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,455 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $215,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $580,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,605 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $240,677 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $821,566 | 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 | $71,122 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $750,444 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,193 | ExcessFromYear4Amt |
| Excess From Year3 | $116,260 | ExcessFromYear3Amt |
| Excess From Year2 | $95,455 | ExcessFromYear2Amt |
| Excess From Year1 | $215,859 | ExcessFromYear1Amt |
| Excess From Current Year | $240,677 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| FRIENDS OF HUDSON RIVER PARK | |||||||
| 311 WEST 43RD STREET SUITE 300 | NEW YORK | NY | 10036 | NON-PROFIT ORG. | PARK DEVELOPMENT | $10,249 | |
| FRIENDS OF HUDSON RIVER PARK | |||||||
| 311 WEST 43RD STREET SUITE 300 | NEW YORK | NY | 10036 | NON-PROFIT ORG. | PARK DEVELOPMENT | $40,704 | |
| SUCCESS CHARTER NETWORK | |||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $42,905 | |
| NEW YORK PRESBYTERIAN - THE UNIVERSITY HOSPITAL OF COLUMBIA & CORNELL | |||||||
| 535 W 116TH ST | NEW YORK | NY | 10027 | NON-PROFIT ORG. | NON-FOR-PROFIT HOSPITAL SUPPORT | $17,134 | |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NON-PROFIT ORG. | NON-FOR-PROFIT HOSPITAL SUPPORT | $13,476 | |
| SHORE COUNTRY DAY SCHOOL | |||||||
| 545 CABOT STREET | BEVERLY | MA | 01915 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $8,966 | |
| FRIENDS OF HIGHLINE | |||||||
| 529 WEST 20TH STREET | NEW YORK | NY | 10017 | NON-PROFIT ORG. | PARK DEVELOPMENT | $22,902 | |
| UNICEF | |||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NON-PROFIT ORG. | CHILDREN'S DEVELOPMENT AND EDUCATION | $9,247 | |
| DEAFNESS RESEARCH FOUNDATION | |||||||
| 363 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10001 | NON-PROFIT ORG. | DEAFNESS RESEARCH | $5,000 | |
| CITY HARVEST | |||||||
| 6 EAST 32ND ST | NEW YORK | NY | 10016 | NON-PROFIT ORG. | FIGHTING POVERTY | $200 | |
| MCGILL-TOOLEN CATHOLIC HIGH SCHOOL | |||||||
| 1501 OLD SHELL ROAD | MOBILE | AL | 36604 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $2,500 | |
| THE GO PROJECT | |||||||
| 86 FOURTH AVENUE | NEW YORK | NY | 10003 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $200 | |
| NATIONAL MS SOCIETY | |||||||
| 101A FIRST AVE SUITE 6 | WALTHAM | MA | 02451 | NON-PROFIT ORG. | MULTIPLE SCLEROSIS RESEARCH | $100 | |
| RXART | |||||||
| 208 FORSYTH STREET | NEW YORK | NY | 10002 | NON-PROFIT ORG. | NON-FOR-PROFIT HOSPITAL SUPPORT | $250 | |
| PAN MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NON-PROFIT ORG. | CANCER RESEARCH | $500 | |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | NON-PROFIT ORG. | SOCIAL AND EDUCATIONAL DEVELOPMENT | $2,500 | |
| THE WILMINGTON FUND | |||||||
| 14 CASTLE HILL | WILMINGTON | VT | 05363 | NON-PROFIT ORG. | FLOOD RECOVERY | $1,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NON-PROFIT ORG. | NON-FOR-PROFIT ADVOCACY | $4,700 | |
| MCGILL-TOOLEN CATHOLIC HIGH SCHOOL | |||||||
| 1501 OLD SHELL ROAD | MOBILE | AL | 36604 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $1,000 | |
| AMERICAN BALLET THEATER | |||||||
| 890 BROADWAY 3 | NEW YORK | NY | 10003 | NON-PROFIT ORG. | ARTS SUPPORT | $1,150 | |
| FRIENDS OF HUDSON RIVER PARK | |||||||
| 311 WEST 43RD STREET SUITE 300 | NEW YORK | NY | 10036 | NON-PROFIT ORG. | PARK DEVELOPMENT | $175 | |
| CHILD MIND INSTITUTE | |||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $1,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK W AND 79TH ST | NEW YORK | NY | 10024 | NON-PROFIT ORG. | MUSEUM DEVELOPMENT | $1,500 | |
| UNIVERSITY OF ALABAMA UNIVERSITY ADVANCEMENT | |||||||
| 284 ROSE ADMINISTRATION BUILDING | TUSCALOOSA | AL | 35487 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $2,500 | BOX 870122 |
| GIRLS INC | |||||||
| 120 WALL STREET SUITE 1804 | NEW YORK | NY | 10005 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $1,000 | |
| FRIENDS OF WASHINGTON PARK | |||||||
| CHURCH STREET STATION PO BOX 3275 | NEW YORK | NY | 10008 | NON-PROFIT ORG. | PARK DEVELOPMENT | $200 | |
| ROCK ASYLUM FOUNDATION | |||||||
| 1662 66TH STREET | BROOKLYN | NY | 11204 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $200 | |
| TEAL | |||||||
| PO BOX 340947 | BROOKLYN | NY | 11234 | NON-PROFIT ORG. | CANCER RESEARCH AND AWARENESS | $100 | |
| SUCCESS CHARTER NETWORK | |||||||
| 310 LENOX AVENUE 2ND FLOOR | NEW YORK | NY | 10027 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $45,801 | |
| MIDDLEBURY COLLEGE | |||||||
| 131 S MAIN ST | MIDDLEBURY | VT | 05753 | NON-PROFIT ORG. | EDUCATIONAL DEVELOPMENT | $17,946 | |
| COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN | |||||||
| 100 WEST HARRISON STREET NORTH | SEATTLE | WA | 98119 | NON-PROFIT ORG. | CHILDREN'S DEVELOPMENT AND EDUCATION | $500 | TOWER SUITE 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,605 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,424 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,834 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $118,671 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $150,929 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,929 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ECI OPPORTUNITIES LLC | |||||||
| 1 | 7 HUBERT STREET | NEW YORK | NY | 10013 | $3,771 | Yes (X) | |
| ECI OPPORTUNITIES LLC | |||||||
| 2 | 7 HUBERT STREET | NEW YORK | NY | 10013 | $40,704 | Yes (X) | |
| ECI OPPORTUNITIES LLC | |||||||
| 3 | 7 HUBERT STREET | NEW YORK | NY | 10013 | $130,631 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 4,000 SHARES OF NEWCASTLE INVESTMENTS | $49,160 | 2014-05-13 |
| 3 | 17,325 SHARES OF HARBINGER GROUP INC | $198,285 | 2014-12-26 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEWCASTLE INVESTMENT CORP | $4,433 | $5,884 |
| HARBINGER GROUP INC | $130,631 | $205,301 |
| CHIMERA INVESTMENT CORP | $177,130 | $199,652 |
| NEW RESIDENTIAL INVESTMENT CORP | $7,062 | $6,847 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $9,547 | BOYBookValueAmt |
| EOY Book Value | $6,155 | EOYBookValueAmt |
| EOYFMV | $6,155 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL EXPENSES | $100 | $100 | $0 |
| FUNDRAISING | $3,770 | $3,770 | $0 |
| BROKER FEE REIMBURSEMENT | -$100 | -$100 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $11,834 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS CORPORATION TAX | $1,638 | $0 | $0 |
| FEDERAL TAX EXPENSE | $8,698 | $0 | $0 |