HABE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HABE FOUNDATION (EIN 20-1366114)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-03
- IRS object ID
- 201402469349100410
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-03T16:44:32-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANTON AND COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST 57TH STREET 5TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100193411 | 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 | 201366114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HABE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET L MULLIGAN | InCareOfNm |
| Business Name Control | HABE | BusinessNameControlTxt |
| Phone | 2125831100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TANTON CO LLP | AddressLine1 |
| Address Line2 | 37 W57TH STREET 5TH FLOOR Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SIMPKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125831100 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A | PreparerPersonNm |
| Phone | 2125831100 | PhoneNum |
| 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 | $10,773,572 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $188,409 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,409 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,111 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $327,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,520 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,961 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $44,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $508,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,399 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$180,891 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $255,912 | CashBOYAmt |
| Cash EOY | $234,406 | CashEOYAmt |
| Cash EOYFMV | $234,406 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,631,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,474,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,539,166 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,152 | OtherAssetsBOYAmt |
| Total Assets BOY | $7,890,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,709,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,773,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,890,264 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,709,373 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,890,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,709,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,890,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,709,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,890,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$180,891 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,709,373 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,709,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| BARRICK GOLD CORP (9828) | 2013-04-18 | $175,936 | $282,205 | -$106,269 | -$106,269 | |
| CHICAGO BRIDGE & IRON (7000) | 2013-04-11 | $407,042 | $100,119 | $306,923 | $306,923 | |
| EXXON MOBIL CORPORATION (1600) | 2013-08-05 | $145,820 | $131,581 | $14,239 | $14,239 | 2011-07-28 |
| FREEPORT MCMORAN COPPER | 2013-06-03 | $20 | $2 | $18 | $18 | 1986-12-17 |
| INTEL CORP (4000) | 2013-04-12 | $86,134 | $78,808 | $7,326 | $7,326 | |
| MICROSOFT CORP (3500) | 2013-04-12 | $115,231 | $104,926 | $10,305 | $10,305 | |
| SIEMENS A G ADR (2000) | 2013-07-25 | $207,958 | $171,515 | $36,443 | $36,443 | |
| SPDR GOLD TRUST (250) | 2013-04-15 | $33,745 | $31,977 | $1,768 | $1,768 | 2010-09-28 |
| SPDR S&P CHINA ETF (1400) | 2013-06-11 | $104,953 | $105,338 | -$385 | -$385 | |
| VARIAN MEDICAL SYSTEMS (2200) | 2013-04-05 | $140,756 | $102,801 | $37,955 | $37,955 | |
| WISDOMTREE INDIA (8000) | 2013-04-18 | $144,661 | $122,873 | $21,788 | $21,788 | |
| US T-BILL DUE 7/25/13 (750000) | 2013-07-25 | $750,000 | $750,000 | 2012-11-01 | ||
| US T-BILL DUE 100313 | 2013-10-03 | $750,000 | $750,000 | 2013-04-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,111 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $460,058 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,902,311 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $357,238 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,540,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054622 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $425,908 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,547,268 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.167202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $736,862 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,352,347 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.313245 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $550,691 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,543,257 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.155419 | DistributionYr5Rt |
| Total Distribution | 0.742166 | TotalDistributionRt |
| Average Distribution | 0.148433 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,849,246 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,461,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,713 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,466,666 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $455,399 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,426 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,426 | SubtotalAmt |
| Tax Based On Investment Income | $9,426 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,988 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,988 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $2,544 | OverpaymentAmt |
| Applied To ES Tax | $2,544 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET L MULLIGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125831100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W57TH STREET 5TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NANCY K SIMPKINS | ||||||
| C/O TANTON CO LLP | NEW YORK | NY | 10019 | PRESIDENT | 5.0 | $0 |
| THOMAS D KLINGENSTEIN | ||||||
| C/O TANTON CO LLP | NEW YORK | NY | 10019 | VP & SECRETARY | 0 | $0 |
| ANDREW D KLINGENSTEIN | ||||||
| C/O TANTON CO LLP | NEW YORK | NY | 10019 | TREASURER | 0.5 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,612,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $386,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,999,235 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,999,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,849,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $492,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $492,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,426 | TotalTaxAmt |
| Distributable Before Adj | $483,036 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $483,036 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $483,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,399 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $455,399 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $455,399 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $483,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $378,858 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $623,253 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $309,557 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,577 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,048 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,369,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $455,399 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $455,399 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $27,637 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,637 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,341,656 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $351,221 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $990,435 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $623,253 | ExcessFromYear4Amt |
| Excess From Year3 | $309,557 | ExcessFromYear3Amt |
| Excess From Year2 | $39,577 | ExcessFromYear2Amt |
| Excess From Year1 | $18,048 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| DEERFIELD ACADEMY | |||||
| 7 BOYDEN ROAD | DEERFIELD | MA | 01342 | GENERAL PURPOSE | $20,000 |
| TILTON SCHOOL | |||||
| 30 SCHOOL STREET | TILTON | NH | 03276 | ANNUAL FUND | $5,000 |
| REACH INSTITUTE | |||||
| 224 WEST 35TH STREET SUITE 1304B | NEW YORK | NY | 10001 | GENERAL PURPOSE | $10,000 |
| LEWISBORO LIBRARY DEVELOPMENT FUND | |||||
| 15 MAIN STREET | SOUTH SALEM | NY | 10590 | GENERAL PURPOSE | $25,000 |
| REAP | |||||
| 5 SAMUEL PURDY LANE | KATONAH | NY | 10000 | GENERAL PURPOSE | $10,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||
| 45 MUSEUM DRIVE | TUPPER LAKEs | NY | 12986 | THE WILDLIFE CENTER ENDOWMENT | $100,000 |
| TRICHOTILLOMANIA LEARNING CENTER | |||||
| 207 MCPHERSON STREET | SANTA CRUZ | CA | 95060 | GENERAL PURPOSE | $5,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | THE WILDLIFE CENTER ENDOWMENT | $100,000 |
| MISS PORTER'S SCHOOL | |||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | GENERAL PURPOSE | $20,000 |
| KLINGENSTEIN 3RD GENERATON FOUNDATION | |||||
| 37 WEST 57TH STREET FLOOR 5 | NEW YRK | NY | 10019 | GENERAL PURPOSE | $13,000 |
| NEW CANNAN COUNTRY SCHOOL | |||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | GENERAL PURPOSE | $10,000 |
| BELGRADE LAKES ASSOCIATION | |||||
| PO BOS 551 | BELGRADE LAKES | ME | 04918 | STOP MILFOIL | $2,500 |
| DEERFIELD ACADEMY | |||||
| 7 BOYDEN ROAD | DEERFIELD | MA | 01342 | GENERAL PURPOSE | $20,000 |
| HOPE'S DOOR | |||||
| 39 WASHINGTON AVENUE | PLEASANTVILLE | NY | 10570 | GENERAL PURPOSE | $10,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||
| 45 MUSEUM DRIVE | TUPPER LAKES | NY | 12986 | WILD WALK | $100,000 |
| LITERACY LAB | |||||
| PO BOX 3462 | WASHINGTON | DC | 20010 | GENERAL PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $327,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $327,545 | 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 | TANTON & CO | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $3,152 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS FEES | $425 | $425 | |
| INVESTMENT ADVISORY FEES | $43,201 | $43,201 | |
| STATE FILING FEES | $449 | $449 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SIMPKINS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TANTON CO LLP 37 W 57TH STRE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $2,961 | $2,961 |
| FEDERAL TAXES PAID | $5,800 |