TILIA FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TILIA FOUNDATION (EIN 13-3931536)
- Tax period
- 2013-02-01 to 2014-01-31
- Filed
- 2014-06-12
- IRS object ID
- 201401639349100600
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-12T08:45:19-05:00 | ReturnTs |
| Tax Period End | 2014-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARON BERGSTEIN & WEINBERG PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SEVENTH AVE STE -2906 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133931536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TILIA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TILI | BusinessNameControlTxt |
| Phone | 2127225497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 FIFTH AVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 8B | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10029 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEIGH MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127225497 | PhoneNum |
| Signature | 2014-05-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL ANGER | PreparerPersonNm |
| PTIN | P00061493 | PTIN |
| Phone | 2122445670 | PhoneNum |
| Preparation | 2014-06-06 | 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 | $206,533 | 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 |
| Interest On Sav Rev And Expnss | $3,311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,311 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,311 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,970 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,970 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,383 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $42 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,664 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,323 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,550 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $120 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $120 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,341 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,554 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,224 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,224 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,099 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,175 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $49,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $118,453 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $76,260 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,610 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,905 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $227,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $190,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $206,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $227,296 | UnrestrictedBOYAmt |
| Unrestricted EOY | $190,676 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $227,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $190,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $227,296 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $190,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $227,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,620 | ExcessRevenueOverExpensesAmt |
| Subtotal | $190,676 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $190,676 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SHS PIMCO | P | 2013-06-12 | 2013-12-16 | $15,202 | $15,229 | -$27 | -$27 |
| 150 SHS PIMCO | P | 2013-06-12 | 2013-12-17 | $4 | $4 | $4 | |
| 150 SHS PIMCO | P | 2013-06-12 | 2013-12-17 | $18 | $18 | $18 | |
| 330 SHS MCGRAW HILL CO | P | 2002-09-26 | 2013-06-12 | $18,041 | $9,704 | $8,337 | $8,337 |
| GOLDMAN SACHS GROUP 5.15% | P | 2009-10-19 | 2014-01-15 | $25,000 | $25,000 | ||
| JP MORGAN CHASE & CO 1.100% | P | 2013-06-12 | 2013-12-16 | $25,085 | $25,034 | $51 | $51 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,383 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $42 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,481 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $183,207 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.379249 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,867 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $206,856 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.154054 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,128 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $228,167 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.175871 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,960 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $238,022 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092260 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $308,410 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.124347 | DistributionYr5Rt |
| Total Distribution | 0.925781 | TotalDistributionRt |
| Average Distribution | 0.185156 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $195,970 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $123 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,408 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,060 | 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 | $123 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $123 | SubtotalAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $301 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $301 | TotalPaymentsAndCreditsAmt |
| Overpayment | $178 | OverpaymentAmt |
| Applied To ES Tax | $178 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEIGH MILLER | IndividualWithBooksNm |
| Phone | 2127225497 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 FIFTH AVE | AddressLine1 |
| Address Line2 | APT 8B | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10029 | 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 |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEIGH MILLER | ||||||||
| 1170 FIFTH AVE | NEW YORK | NY | 10029 | PRESIDENT - | 1.00 | $0 | $0 | $0 |
| LYNDEN MILLER | ||||||||
| 1170 FIFTH AVE | NEW YORK | NY | 10029 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALAN GIFFORD MILLER | ||||||||
| 511 EAST 82ND STREET | NEW YORK | NY | 10016 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARSHALL MILLER | ||||||||
| 135 EASTERN PARKWAY | BROOKLYN | NY | 11238 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $168,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $198,954 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $198,954 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $195,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $123 | TotalTaxAmt |
| Distributable Before Adj | $9,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,060 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,060 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $123 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,937 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,676 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,097 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,164 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,870 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,160 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,419 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,060 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,384 | RemainingDistriFromCorpusAmt |
| Total Corpus | $182,094 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,097 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $158,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,164 | ExcessFromYear4Amt |
| Excess From Year3 | $28,870 | ExcessFromYear3Amt |
| Excess From Year2 | $22,160 | ExcessFromYear2Amt |
| Excess From Year1 | $60,419 | ExcessFromYear1Amt |
| Excess From Current Year | $37,384 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TILIA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10029 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127225497 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER WITH SUPPORTING DETAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO 501 (C) 3 ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| METROPOLITAN MUSEUM OF ART | |||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL | $2,500 | ||
| BEATRIX FARRAND SOCIETY | |||||||||
| 1029 MAINE 3 | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL | $250 | ||
| BROOKLYN BOTANIC GARDEN | |||||||||
| 900 WASHINGTON AVE | BROOKLYN | NY | 11225 | NONE | 501(C)(3) | GENERAL | $2,370 | ||
| BROOKLYN MUSEUM | |||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | 501(C)(3) | GENERAL | $1,650 | ||
| COMMUNITY SERVICE SOCIETY OF NY | |||||||||
| 105 E 22ND STREET | NEW YORK | NY | 10010 | NONE | 501(C)(3) | GENERAL | $250 | ||
| CRESCENDO INC | |||||||||
| 5620 COLFAX AVE S | MINNEAPOLIS | MN | 55419 | NONE | 501(C)(3) | GENERAL | $400 | ||
| FOUNTAIN HOUSE | |||||||||
| 425 W 47TH STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL | $100 | ||
| FRIENDS OF HUDSON RIVER PARK | |||||||||
| 311 W 43RD STREET 300 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | GENERAL | $750 | ||
| FRIENDS OF UNFPA | |||||||||
| 370 LEXINGTON STE 702 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL | $1,000 | ||
| HOUSANTONIC VALLEY ASSN | |||||||||
| PO BOX 128 | CORNWALL BRIDGE | CT | 06754 | NONE | 501(C)(3) | GENERAL | $100 | ||
| LAND AND GARDEN PRESERVE | |||||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | 501(C)(3) | GENERAL | $150 | ||
| MOUNT DESERT ISLAND HOSPITAL | |||||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | GENERAL | $50 | ||
| NATIONAL ASSOC FOR OLMSTED PARKS | |||||||||
| 1111 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL | $250 | STE 310 | |
| NATURAL HERITAGE TRUST | |||||||||
| 625 BROADWAY | ALBANY | NY | 12238 | NONE | 501(C)(3) | GENERAL | $50 | ||
| NEW YORK BOTANICAL GARDEN | |||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | 501(C)(3) | GENERAL | $10,500 | ||
| NEW YORK LANDMARK CONSERVANCY | |||||||||
| ONE WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL | $100 | ||
| NEW YORK PUBLIC LIBRARY | |||||||||
| 455 5TH AVENUE | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL | $2,000 | ||
| NEW YORK PUBLIC RADIO | |||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | GENERAL | $1,500 | ||
| NEW YORK SOCIETY LIBRARY | |||||||||
| 53 E 79TH STREET | NEW YORK | NY | 10075 | NONE | 501(C)(3) | GENERAL | $1,000 | ||
| NEW YORKERS FOR PARKS | |||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL | $15,175 | ||
| NORTHEAST HARBOR LIBRARY | |||||||||
| 1 JOY ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | GENERAL | $100 | ||
| OSBORNE ASSOCIATION | |||||||||
| 175 REMSEN STREET STE 800 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL | $750 | ||
| PARKS & TRAILS NEW YORK | |||||||||
| 29 ELK STREET | ALBANY | NY | 12207 | NONE | 501(C)(3) | GENERAL | $100 | ||
| PITZER COLLEGE | |||||||||
| 1050 NORTH MILLS AVE | CLAREMONT | CA | 91711 | NONE | 501(C)(3) | GENERAL | $1,000 | ||
| ROYAL OAKS FOUNDATION | |||||||||
| 35 W 35TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $250 | ||
| SHARON HISTORICAL SOCIETY | |||||||||
| 18 MAIN STREET | SHARON | CT | 06069 | NONE | 501(C)(3) | GENERAL | $100 | SHARON GREEN PRESERVATION ASSOC | |
| SHARON HISTORICAL SOCIETY | |||||||||
| 18 MAIN STREET | SHARON | CT | 06069 | NONE | 501(C)(3) | GENERAL | $100 | ||
| SHARON HOUSING TRUST INC | |||||||||
| PO BOX 1168 | SHARON | CT | 06069 | NONE | 501(C)(3) | GENERAL | $100 | ||
| SHARON LAND TRUST INC | |||||||||
| 498 CORNWALL BRIDGE ROAD | SHARON | CT | 06069 | NONE | 501(C)(3) | GENERAL | $100 | ||
| SMITH COLLEGE | |||||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | NONE | 501(C)(3) | GENERAL | $250 | ||
| ST TIMOTHY'S SCHOOL | |||||||||
| 8400 GREENSPRING AVENUE | STEVENSON | MD | 21153 | NONE | 501(C)(3) | GENERAL | $2,000 | ||
| SUSTAINABLE DEVELOPMENT INSTITUTE | |||||||||
| 3121 SOUTH STREET NW | WASHINGTON | DC | 20007 | NONE | 501(C)(3) | GENERAL | $50 | ||
| THE GARDEN CONSERVANCY | |||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | NONE | 501(C)(3) | GENERAL | $1,500 | ||
| THIRTEEN | |||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL | $265 | ||
| WLIW-21 | |||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL | $250 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,311 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,664 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,550 | Amt |
| Adjusted Net Income | $1,550 | AdjustedNetIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| LEIGH MILLER |
| LYNDEN MILLER |
| ALAN GIFFORD MILLER |
| MARSHALL MILLER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25M BARCLAYS BANK | $25,594 | $27,610 |
| 25M CITIGROUP INC | $25,016 | $25,295 |
| 25M GOLDMAN SACHS GROUP |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SHS GENERAL ELECTRIC | $4,485 | $12,565 |
| 335 SHS MERCK & CO | $30,211 | $17,745 |
| 330 SHS MCGRAW HILLS CO | ||
| 197 SHS EXPRESS SCRIPTS HLDG | $99 | $14,714 |
| 150 SHS JPMORGAN CHASE & CO | $5,049 | $8,304 |
| 135 SHS ABBVIE INC | $7,062 | $6,646 |
| 170 SHS BCE INC | $7,550 | $7,135 |
| 500 SHS DB CONT CAP TRUST | $13,079 | $13,170 |
| 500 SHS HSBC HOLDING PLC | $13,445 | $13,435 |
| 180 SHS NORTHEAST UTILITIES | $7,619 | $7,884 |
| 250 SPDR STOXX EUROP 50 ETF | $9,417 | $9,368 |
| 120 SHS VENTAS INC | $6,875 | $7,487 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BROKER SERVICE FEE | $1,341 | $1,341 | $1,341 |
| BANK FEES | $213 | $213 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| NYS FILING FEES | $50 | $50 |
| FOREIGN TAXES PAID ON DIVIDENDS | $70 | $70 |