MARINA KELLEN FRENCH TR FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARINA KELLEN FRENCH TR FOUNDATION (EIN 13-7270721)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349100912
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T08:59:54-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135504490 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL E SAMMET & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10038 | 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 | 137270721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINA KELLEN FRENCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2122698628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOEL E SAMMET CO LLP 15 MAIDEN | AddressLine1 |
| Address Line2 | LANE NO 500 | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10038 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARINA KELLEN FRENCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122698628 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEROME GRUBIN | PreparerPersonNm |
| PTIN | P00182226 | PTIN |
| Phone | 2122698628 | 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 | $11,383,607 | 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 | $659,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $176,807 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176,807 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,939,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,881,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,939,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,778,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,119,793 | 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 |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $247,259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $245,876 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $293,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $584,497 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $584,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $878,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $587,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,900,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,870,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,693 | CashBOYAmt |
| Cash EOY | $46,243 | CashEOYAmt |
| Cash EOYFMV | $46,243 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,808,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,338,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,338,129 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,328,750 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,819,585 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,340,235 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,340,235 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $659,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $659,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,034,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,383,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,383,607 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,034,927 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,383,607 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,034,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,383,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,034,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,383,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,034,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,900,337 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,935,264 | SubtotalAmt |
| Other Decreases | $551,657 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,383,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS PER BOOKS OF ACCOUNT | PropertyDesc |
| Acquired | 2012-12-31 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $5,881,960 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,942,791 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,939,169 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,939,169 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,939,169 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $576,769 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,251,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056259 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $849,660 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,435,529 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081420 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $354,972 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,295,535 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038187 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $421,254 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,715,440 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062729 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,970 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,561,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013584 | DistributionYr5Rt |
| Total Distribution | 0.252179 | TotalDistributionRt |
| Average Distribution | 0.050436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,968,368 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $553,201 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,704 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $571,905 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $587,997 | 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 | $18,704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,520 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $25,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $150 | EsPenaltyAmt |
| Overpayment | $6,666 | OverpaymentAmt |
| Applied To ES Tax | $6,666 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2122698628 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOEL E SAMMET AND CO LLP 15 | AddressLine1 |
| Address Line2 | MAIDEN LANE | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10038 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARINA KELLEN FRENCH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANDREW GUNDLACH | ||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | TREASURER | 0.00 | $0 | $0 | $0 |
| 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 | DONATIONS TO PUBLICLY-SUPPORTED TAX-EXEMPT ORGANIZATIONS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,930,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,901,135 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $304,154 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,135,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,135,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,968,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $548,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $548,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,704 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $28,490 | IncomeTaxAmt |
| Total Tax | $47,194 | TotalTaxAmt |
| Distributable Before Adj | $501,224 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $501,224 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $501,224 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $587,997 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $587,997 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,704 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $569,293 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $501,224 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $263,218 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $364,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $587,997 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $501,224 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,773 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $451,135 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $451,135 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $263,218 | ExcessFromYear2Amt |
| Excess From Year1 | $101,144 | ExcessFromYear1Amt |
| Excess From Current Year | $86,773 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE SHANGHAI MUSEUM | ||||||
| 530 E 86TH ST | NEW YORK | NY | 10028 | PUBLIC CHARITY | GENERAL TAX-EXEMPT PURPOSES | $1,000 |
| BREARLEY SCHOOL | ||||||
| 610 E 83RD ST | NEW YORK | NY | 10028 | PUBLIC CHARITY | GENERAL TAX-EXEMPT PURPOSES | $30,000 |
| BRICK CHURCH WOMEN'S ASSOCIATION | ||||||
| 62 E 92 ST | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL TAX-EXEMPT PURPOSES | $250 |
| INTERNATIONAL COUNCIL OF MOMA | ||||||
| 11 W 53 ST | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL TAX-EXEMPT PURPOSES | $7,500 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | PUBLIC CHARITY | GENERAL TAX-EXEMPT PURPOSES | $507,000 |
| METROPOLITAN OPERA | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | GENERAL TAX-EXEMPT PURPOSES | $33,000 |
| ORSUS | ||||||
| 15 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL TAX-EXEMPT PURPOSES | $5,000 |
| THROUGH PARTNERSHIPS | ||||||
| PO BOX 781609 | SAN ANTONIO | TX | 78278 | PUBLIC CHARITY | GENERAL TAX-EXEMPT PURPOSES | $747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $584,497 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $176,807 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,817 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,939,169 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,119,793 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,119,793 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL ACTIVITIES ARE CONDUCTED FOR THE SOLE PURPOSE OF RAISING FUNDS |
| 4 | FOR THE TAX-EXEMPT FUNCTION OF THE FOUNDATION |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANNA-MARIA KELLEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $659,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CERAMICS | NoncashPropertyDesc |
| Fair Market Value | $659,000 | FairMarketValueAmt |
| Received | 2013-07-22 | ReceivedDt |
Charitable Contributions Detail CharitableContributionsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Gift Purpose | CHARITABLE DONATION | GiftPurposeTxt |
| Gift Use | FOUNDATION PURPOSES | GiftUseTxt |
| How Gift Is Held | HELD BY FOUNDATION | HowGiftIsHeldDesc |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $7,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,340,235 | BookValueAmt |
| EOYFMV | $3,340,235 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TANGIBLE ASSETS | Desc |
| EOY Book Value | $659,000 | EOYBookValueAmt |
| EOYFMV | $659,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $551,657 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NON-DEDUCTIBLE EXPENSES THROUGH INVESTMENT PARTNERSHIPS | $1,383 | $0 | $0 |
| NYS DEP'T OF LAW - FILING FEE | $750 | $750 | $0 |
| BROKER TRANSACTION CHARGES | $2,462 | $2,462 | $0 |
| NYS CORP TAXES | $250 | $250 | $0 |
| PASSTHROUGH LOSSES FROM INVESTMENT PARTNERSHIPS | $242,414 | $242,414 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $39,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |