THE@DURST FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@DURST FAMILY FOUNDATION (EIN 52-2262647)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349100901
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T08:11:40-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187001 | 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 | 522262647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DURST FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE DURST FAMILY FOUNDATION | InCareOfNm |
| Business Name Control | DURS | BusinessNameControlTxt |
| Phone | 2128631454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRYANT PARK | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY DURST KREEGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD M KRAMS | PreparerPersonNm |
| PTIN | P00046074 | PTIN |
| Phone | 2128403456 | 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 | $9,720,254 | 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 |
| Interest On Sav Rev And Expnss | $1,193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,035 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,035 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $277,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,512 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,910 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59,077 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $336,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,817 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $13,687 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,687 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $127,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $127,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $153,454 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $153,454 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,883 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $256,380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $255,873 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $507 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $553,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $412,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,694 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,303,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $412,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $891,694 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$967,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $993,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,521 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,945,265 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,869,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,618,733 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,939,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,971,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,720,254 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $750 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $750 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $750 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,938,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,970,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,938,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,970,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,939,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,971,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,938,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$967,612 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,970,747 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,970,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM LOSS FROM MT. TAM PARTNERS, L.P. | P | 2013-01-01 | 2013-12-31 | $82,606 | -$82,606 | -$82,606 | |
| LONG TERM GAIN FROM MT. TAM PARTNERS, L.P. | P | 2012-01-01 | 2013-12-31 | $277,028 | $277,028 | $277,028 | |
| SHORT TERM SECTION 1256 LOSS FROM MT. TAM PARTNERS | P | 2013-01-01 | 2013-12-31 | $3,164 | -$3,164 | -$3,164 | |
| LONG TERM SECTION 1256 LOSS FROM MT. TAM PARTNERS | P | 2012-01-01 | 2013-12-31 | $4,746 | -$4,746 | -$4,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,512 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $788,012 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,494,456 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105146 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $749,269 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,319,745 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066191 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $820,184 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,199,130 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113928 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $945,335 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,536,219 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081945 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $671,581 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,334,279 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059252 | DistributionYr5Rt |
| Total Distribution | 0.426462 | TotalDistributionRt |
| Average Distribution | 0.085292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,885,828 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $843,182 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $843,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $891,694 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,556 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,556 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,556 | OverpaymentAmt |
| Applied To ES Tax | $5,556 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DURST FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128631454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRYANT PARK | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY DURST KREEGER | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| LAUREL DURST STRONG | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | TREASURER | 10.0 | $0 | $0 | $0 |
| NAN ROTHSCHILD COOPER | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | SEC'Y & DIRECTOR | 10.0 | $0 | $0 | $0 |
| LESLIE B DURST | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | VICE PRES | 10.0 | $0 | $0 | $0 |
| EMILY ROTHCHILD | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| ALEXANDER DURST | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| KEITH KREEGER | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | DIRECTOR | 2.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER PHILANTHROPY ADVISORS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEST 48TH STREET 10TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL | ServiceTypeTxt |
| Compensation | $127,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $738,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,297,862 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,036,374 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,036,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,885,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $494,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $494,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $494,291 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $494,291 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $494,291 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $891,694 | 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 | $891,694 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $891,694 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,291 | 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 | $117,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $380,706 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $466,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $193,453 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $422,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,580,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $891,694 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $494,291 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $397,403 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,978,285 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $117,413 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,860,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $380,706 | ExcessFromYear4Amt |
| Excess From Year3 | $466,789 | ExcessFromYear3Amt |
| Excess From Year2 | $193,453 | ExcessFromYear2Amt |
| Excess From Year1 | $422,521 | ExcessFromYear1Amt |
| Excess From Current Year | $397,403 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCION USA | |||||||
| 80 MAIDEN LANE | SUITE 903 | NEW YORK | NY | 10038 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 |
| ADDED VALUE | |||||||
| PO BOX 310028 | BROOKLYN | NY | 11231 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| ALIGN THE ALLIANCE FOR A GREATER NEW YORK | |||||||
| 50 BROADWAY | 29TH FLOOR | NEW YORK | NY | 10004 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 |
| ALL HANDS | |||||||
| PO BOX 546 | CARLISLE | MA | 01741 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| BUSINESS OUTREACH CENTER NETWORK | |||||||
| 85 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| CENTER FOR NEW YORK CITY NEIGHBORHOODS | |||||||
| 17 BATTERY PLACE SOUTH | SUITE 723 | NEW YORK | NY | 10004 | N/A - PUBLIC CHARITY | GENERAL FUND | $50,000 |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET | 5TH FLOOR | NEW YORK | NY | 10016 | N/A - PUBLIC CHARITY | GENERAL FUND | $50,000 |
| COMMUNITY CAPITAL NEW YORK INC | |||||||
| 7 WEST CROSS STREET | SUITE D | HAWTHORNE | NY | 10532 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 |
| COMMUNITY ENVIRONMENTAL CENTER | |||||||
| 43-10 11TH STREET | LONG ISLAND CITY | NY | 11101 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| COMMUNITY HEALTH ACTION OF STATEN ISLAND | |||||||
| 56 BAY STREET | 4TH FLOOR | STATEN ISLAND | NY | 10301 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 |
| EL CENTRO DEL INMIGRANTE | |||||||
| 1546 CASTLETON AVENUE | STATEN ISLAND | NY | 10302 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | 10TH FLOOR | NEW YORK | NY | 10006 | N/A - PUBLIC CHARITY | GENERAL FUND | $50,000 |
| FUND FOR THE CITY OF NEW YORK | |||||||
| 121 AVENUE OF THE AMERICAS | 6TH FLOOR | NEW YORK | NY | 10013 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 |
| GIRLS WHO CODE | |||||||
| 28 WEST 23RD STREET | 4TH FLOOR | NEW YORK | NY | 10010 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 |
| GOOD OLD LOWER EAST SIDE INC | |||||||
| 169 AVENUE B | NEW YORK | NY | 10009 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| JEWISH COMMUNITY CENTER OF STATEN ISLAND | |||||||
| 1466 MANOR ROAD | STATEN ISLAND | NY | 10314 | N/A - PUBLIC CHARITY | GNERAL FUND | $25,000 | |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A - PUBLIC CHARITY | GENERAL FUND | $50,000 | |
| MID-BRONX SENIOR CITIZENS COUNCIL INC | |||||||
| 900 GRAND CONCOURSE | BRONX | NY | 10452 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| MIND-BUILDERS CREATIVE ARTS CENTER INC | |||||||
| 333EAST 206TH STREET | BRONX | NY | 10467 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| NEW YORKERS AGAINST GUN VIOLENCE EDUCATION FUND | |||||||
| 87 LAFAYETTE STREET | 3RD FLOOR | NEW YORK | NY | 10013 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 |
| OSBORNE ASSOCIATION | |||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| QUEENS ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 120-55 QUEENS BOULEVARD | KEW GARDENS | NY | 11424 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| RED HOOK INITIATIVE INC | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | N/A - PUBLIC CHARITY | GENERAL FUND | $50,000 | |
| THE LEGAL AID SOCIETY | |||||||
| 199 WALTER STREET | NEW YORK | NY | 10038 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| GOOD JOBS FIRST | |||||||
| 1616 P STREET NW | SUITE 210 | WASHINGTON | DC | 20036 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $750,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,193 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,035 | 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) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,642 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $186,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON INVESTMENT IN MT TAM PARTNERS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$7,167 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $323,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $336,292 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | ROCKEFELLER PHILANTHROPY ADVISORS | ContractorPersonNm |
| Explanation | PAYMENT FOR PROFESSIONAL SERVICES IN REGARDS TO CHARITABLE ORGANIZATIONS. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MT TAM PARTNERS LP | CategoryOrItemTxt |
| Book Value | $8,869,976 | BookValueAmt |
| EOYFMV | $9,618,733 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES IN CONNECTION WITH | ||
| VARIOUS FOUNDATION MATTERS | $13,687 | $13,687 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $507 | $507 | |
| MISC EXPENSES | $1,824 | $1,824 | |
| PORTFOLIO DEDUCTIONS MT TAM | $117,143 | $117,143 | |
| OTHER DEDUCTIONS MT TAM | $135,727 | $135,727 | |
| SECTION 59E EXPEND MT TAM | $1,176 | $1,176 | |
| ROYALTY DEDUCTION MT TAM | $3 | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY BUSINESS INCOME FROM MT TAM INV | $26,600 | $33,767 |
| IRC SECTION 988 GAIN FROM MT TAM INV | $23,184 | $23,184 |
| ROYALTIES FROM MT TAM INVESTMENT | $123 | $123 |
| OTHER INCOME (LOSS) FROM MT TAM INV | $212 | $212 |
| OTHER PORTFOLIO INCOME(LOSS)- MT TAM INV | $84 | $84 |
| SWAP INCOME (LOSS)- FROM MT TAM INV | $1,707 | $1,707 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AGENCY | Desc |
| BOY Book Value | $750 | BOYBookValueAmt |
| EOY Book Value | $750 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT CONSULTATION FEE | CategoryTxt |
| Amt | $127,500 | Amt |
| Disbursements Charitable Prps | $127,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON MT TAM | CategoryTxt |
| Amt | $2,883 | Amt |
| Net Investment Income | $2,883 | NetInvestmentIncomeAmt |