WF WHITMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WF WHITMAN FAMILY FOUNDATION INC (EIN 20-0413209)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201431289349101553
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T15:17:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 200413209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W F Whitman Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | WFWH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas C Danziger | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $5,230,354 | 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 | $161,543 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $73,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $443,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,483,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $443,492 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $106 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $106 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $678,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $517,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $23,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,068 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $276 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,197 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $441,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $493,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $584,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $473,327 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $473,327 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,249,844 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,802,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,757,027 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,834,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,275,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,230,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,834,299 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,275,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,834,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,275,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,834,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,275,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,834,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $441,234 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,275,533 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,275,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,483,290 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,039,798 | CostOrOtherBasisAmt |
| Gain Or Loss | $443,492 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $443,492 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $443,492 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $161,215 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,756,831 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,054 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,616,664 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04619 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,213 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,215,789 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045156 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,785 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,715,186 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057375 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,161 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,167,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051835 | DistributionYr5Rt |
| Total Distribution | 0.243468 | TotalDistributionRt |
| Average Distribution | 0.048694 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,852,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $236,307 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,937 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $241,244 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $201,197 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,875 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,875 | SubtotalAmt |
| Tax Based On Investment Income | $9,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,675 | TaxDueAmt |
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 | FL | 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 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Thomas C Danziger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Barbara K Whitman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Laura B Whitman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | First VP / Dir | 1.0 | $0 | $0 | $0 |
| W Fifield Whitman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Second VP / Dir | 1.0 | $0 | $0 | $0 |
| William F Whitman Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Treas | 1.0 | $0 | $0 | $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 | $4,728,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $198,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,926,792 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,926,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,852,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,645 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,645 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,875 | TotalTaxAmt |
| Distributable Before Adj | $232,770 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $232,770 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $232,770 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,197 | 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 | $201,197 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $201,197 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $175,051 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $201,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $175,051 | AppliedToYear1Amt |
| Applied To Current Year | $26,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $206,624 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA K WHITMAN | ContributingManagerNm |
| Contributing Manager | WILLIAM F WHITMAN JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS CENTER OF COASTAL CAROLINA | |||||||
| 14 SHELTER COVE LN | HILTON HEAD | SC | 29928 | N/A | PC | Arts Now! Our Campaign for the Future | $5,000 |
| MARTIN MEMORIAL FOUNDATION INC | |||||||
| PO BOX 9010 | STUART | FL | 34995 | N/A | PC | General & Unrestricted | $10,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 3RD AVE 28TH FL | NEW YORK | NY | 10017 | N/A | PC | Dr. Allan Halpern's research on Skin Cancer | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 3RD AVE 28TH FL | NEW YORK | NY | 10017 | N/A | PC | Dr. Peter Scardino's research on Prostate Cancer | $5,000 |
| OPERA HOUSE ARTS | |||||||
| PO BOX 56 | STONINGTON | ME | 04681 | N/A | PC | Chess Documentary | $10,000 |
| PENOBSCOT EAST RESOURCE CENTER INC | |||||||
| PO BOX 27 | STONINGTON | ME | 04681 | N/A | PC | Fishermen Engagement Program | $20,000 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPGS | NY | 12866 | N/A | PC | Class of 1964 50th Reunion Fund | $10,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH ST AT CENTRAL PRK W | NEW YORK | NY | 10024 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 E 60 ST FL 8 | NEW YORK | NY | 10022 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| COLD SPRING HARBOR LABORATORY | |||||||
| PO BOX 100 | COLD SPRING HARBOR | NY | 11724 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| COMMUNITY FOUNDATION OF OYSTER BAY INC | |||||||
| 200 SUNSET ROAD | OYSTER BAY | NY | 11771 | N/A | PC | GENERAL & UNRESTRICTED | $3,000 |
| DILLER-QUAILE SCHOOL OF MUSIC INC | |||||||
| 24 E 95TH ST | NEW YORK | NY | 10128 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| FRIENDS OF THE COLD SPRING HARBOR FISH HATCHERY | |||||||
| 1660 RTE 25A | COLD SPRING HARBOR | NY | 11724 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LN | OLD BROOKVILLE | NY | 11545 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| NEW YORK SOCIETY LIBRARY TRUSTEES | |||||||
| 53 E 79TH ST | NEW YORK | NY | 10075 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| NEW YORK UNIVERSITY - SCHOOL OF LAW | |||||||
| 110 W 3RD ST 2ND FL | NEW YORK | NY | 10012 | N/A | PC | GENERAL & UNRESTRICTED | $1,250 |
| NORTH SHORE LAND ALLIANCE INC | |||||||
| 151 POST ROAD | OLD WESTBURY | NY | 11568 | N/A | PC | GENERAL & UNRESTRICTED | $890 |
| OPERA HOUSE ARTS | |||||||
| PO BOX 56 | STONINGTON | ME | 04681 | N/A | PC | LIVE FOR $5 SERIES | $12,500 |
| ST BERNARDS SCHOOL INC | |||||||
| 4 E 98TH ST | NEW YORK | NY | 10029 | N/A | PC | GENERAL & UNRESTRICTED | $15,000 |
| ST JOHNS CHURCH | |||||||
| PO BOX 266 | COLD SPRING HARBOR | NY | 11724 | N/A | PC | GENERAL & UNRESTRICTED | $4,166 |
| ST JOHNS CHURCH | |||||||
| PO BOX 266 | COLD SPRING HARBOR | NY | 11724 | N/A | PC | CAPITAL CAMPAIGN | $1,500 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PC | 2014 ANNUAL FUND | $1,444 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | PC | CLASS OF 1988 25TH REUNION FUND | $10,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX & TILDEN | |||||||
| 5TH AVE AND 42ND ST | NEW YORK | NY | 10018 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| WESLEYAN UNIVERSITY | |||||||
| 212 COLLEGE ST | MIDDLETOWN | CT | 06459 | N/A | PC | GENERAL & UNRESTRICTED | $1,250 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL & UNRESTRICTED | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,000 | 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 | $73,481 | 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 | $443,492 | 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 | Foreign Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $517,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,079 | 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 |
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 | WILLIAM CHARITABLE LD UNITRUST DTD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8050 SE LITTLE HARBOUR DR | AddressLine1 |
| City | HOBE SOUND | City |
| State | FL | State |
| ZIP Code | 33455 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $161,543 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (188 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $5,466 | $7,433 |
| ABAXIS, INC | $4,040 | $6,002 |
| ABBOTT LABS | $4,146 | $4,676 |
| ADT LTD. | $4,459 | $8,499 |
| ADVISORY BOARD COMPANY | $6,274 | $7,640 |
| AIR PRODS & CHEM INC. | $2,756 | $3,577 |
| AMC NETWORKS INC | $2,859 | $8,309 |
| AMER INTERNATIONAL GROUP INC | $7,167 | $9,648 |
| ANADARKO PETROLEUM CORP | $15,160 | $23,796 |
| APACHE CORPORATION | $5,508 | $6,531 |
| APPLE INC. | $4,140 | $5,610 |
| AQR DIVERSIFIED ARB I | $251,317 | $246,253 |
| ARTISAN INTERNATIONAL VALUE FU | $380,795 | $438,997 |
| ATHENAHEALTH | $5,141 | $12,912 |
| AUTODESK, INC. | $12,446 | $24,657 |
| BAXTER INTERNATIONAL INC. | $4,401 | $4,451 |
| BEACON ROOFING SUPPLY, INC | $4,458 | $10,271 |
| BIO-REFERENCE LABORATORIES, IN | $4,384 | $6,002 |
| BIOGEN IDEC INC | $8,708 | $22,366 |
| BOSTON SCIENTIFIC | $4,601 | $6,815 |
| BROADCOM CORPORATION | $10,478 | $10,378 |
| CABLEVISION SYSTEMS CORP CL A | $5,697 | $8,606 |
| CABOT MICROELECTRONICS CORPORA | $6,749 | $8,043 |
| CASS INFORMATION SYSTEMS, INC | $2,905 | $7,476 |
| CEPHEID | $8,579 | $16,381 |
| CHEESECAKE FACTORY INC | $4,429 | $9,413 |
| CHEMED CORP | $7,039 | $10,727 |
| CIMAREX ENERGY CO | $4,270 | $5,141 |
| CISCO SYSTEMS INC | $5,483 | $5,944 |
| CITIGROUP INC | $8,260 | $10,161 |
| CITRIX SYSTEMS INC | $15,409 | $15,180 |
| COMCAST CORP | $20,495 | $57,861 |
| COMCAST CORP CL A | $6,004 | $7,588 |
| CONAGRA FOODS INC | $5,520 | $5,358 |
| COSTAR GROUP, INC. | $4,710 | $13,844 |
| COVIDIEN LTD | $6,744 | $12,258 |
| CREE, INC. | $15,870 | $22,507 |
| DEALERTRACK HOLDINGS INC | $5,046 | $11,539 |
| DEVON ENERGY CORPORATION | $4,642 | $5,383 |
| DIGI INTERNATIONAL INC. | $3,799 | $4,606 |
| DIRECTV GROUP | $7,076 | $17,265 |
| DOLBY LABORATORIES | $10,183 | $9,486 |
| DOUBLELINE TOTAL RETURN BOND | $52,375 | $49,873 |
| DOVER CORP | $5,461 | $7,337 |
| DRIEHAUS EMERGING MARKETS GROW | $368,979 | $387,891 |
| EBIX INC | $4,169 | $3,074 |
| ECHO GLOBAL LOGISTICS, INC. | $2,735 | $4,618 |
| EOG RESOURCES INC | $5,585 | $7,721 |
| EXPRESS SCRIPTS HOLDING CO. | $4,753 | $5,619 |
| FINANCIAL ENGINES INC | $3,792 | $11,464 |
| FIVE BELOW INC | $3,055 | $3,672 |
| FLUOR CORP | $11,037 | $15,657 |
| FOREST LABORATORIES | $26,571 | $51,326 |
| FORWARD AIR CORP | $2,518 | $4,171 |
| FRANKLIN RES INC | $3,315 | $3,522 |
| FREEPORT-MCMORAN COPPER & GOLD | $7,166 | $10,190 |
| GENERAL MILLS INC | $5,525 | $5,939 |
| GENTEX CORPORATION | $5,692 | $9,960 |
| GRAND CANYON EDUCATION, INC. | $6,678 | $15,609 |
| HARDING LOEVNER INTL EQU | $353,070 | $393,740 |
| ILLINOIS TOOL WORKS | $4,685 | $6,474 |
| IMMUNOGEN, INC | $4,594 | $7,115 |
| INNERWORKINGS, INC. | $1,987 | $2,921 |
| INTERNATIONAL BUSINESS MACHINE | $7,327 | $6,940 |
| IPC THE HOSPITALIST COMPANY, I | $4,351 | $7,721 |
| ISIS PHARMACEUTICALS, INC. | $4,252 | $17,729 |
| JP MORGAN CHASE & CO | $8,286 | $9,942 |
| JUNIPER NETWORKS | $2,764 | $3,070 |
| K12 INC | $5,760 | $5,111 |
| KIMBERLY CLARK CORP | $6,913 | $7,626 |
| L-3 COMMUNICATIONS CORP | $16,118 | $24,044 |
| LIBERTY INTERACTIVE CORP | $6,373 | $26,709 |
| LIBERTY MEDIA CORPORATION | $8,658 | $46,813 |
| LINEAR TECHNOLOGY CORP | $2,758 | $3,325 |
| MARSH AND MCLENNAN COMPANIES I | $6,444 | $6,819 |
| MAXIMUS INC | $3,862 | $14,077 |
| MCDONALD'S CORP | $5,516 | $5,628 |
| MEDNAX, INC. | $5,850 | $11,210 |
| MEDTRONIC INC | $9,392 | $11,995 |
| MICROSOFT CORPORATION | $6,879 | $9,240 |
| MOBILE MINI, INC. - COMMON STO | $4,152 | $10,707 |
| MORGAN STANLEY | $7,828 | $10,819 |
| NATIONAL INSTRUMENTS CORPORATI | $8,566 | $12,872 |
| NATL OILWELL VARCO | $4,998 | $10,339 |
| NEOGEN CORPORATION | $3,195 | $10,740 |
| NUCOR CP | $13,155 | $15,480 |
| OCCIDENTAL PETROLEUM CORP | $9,417 | $11,032 |
| PALL CP | $8,118 | $21,338 |
| PARKER HANNIFIN CP | $5,481 | $7,590 |
| PEGASYSTEMS INC. | $7,546 | $7,918 |
| PENTAIR INC. COM | $2,652 | $8,155 |
| PEPSICO INC | $6,868 | $7,465 |
| PFIZER INC. | $8,204 | $9,128 |
| PHILIP MORRIS INTL | $4,296 | $4,008 |
| PIMCO COMMODITY REAL RETURN ST | $161,324 | $101,877 |
| PNC FINANCIAL GROUP INC. | $6,073 | $7,448 |
| PORTFOLIO RECOVERY ASSOCIATES, | $4,633 | $13,580 |
| POWER INTEGRATIONS, INC. | $4,331 | $7,536 |
| PROCTER GAMBLE CO | $7,771 | $8,304 |
| PROGRESSIVE CORP OHIO | $5,490 | $6,136 |
| PROTO LABS INC | $4,650 | $7,474 |
| PRUDENTIAL FINCL INC | $5,637 | $8,669 |
| QUEST DIAGNOSTICS | $4,137 | $3,962 |
| RIDGEWORTH FDS SEIX FLOATING R | $125,751 | $126,584 |
| RITCHIE BROS AUCTIONEERS | $11,342 | $11,419 |
| ROADRUNNER TRANSPORTATION SYST | $5,796 | $5,929 |
| ROLLINS INC | $5,469 | $12,328 |
| SANDISK CORP | $5,905 | $21,162 |
| SCIQUEST INC. | $3,690 | $6,892 |
| SEAGATE TECHNOLOGY | $18,888 | $71,323 |
| SEMTECH CORPORATION | $5,059 | $7,584 |
| SOUTHWEST AIRLINES | $4,842 | $6,519 |
| SPS COMMERCE, INC | $2,849 | $10,383 |
| STAPLES INC. | $3,933 | $4,227 |
| STARZ | $995 | $9,357 |
| STRATASYS, INC. | $1,604 | $9,294 |
| SYSCO CORP | $2,638 | $2,924 |
| TE CONNECTIVITY LTD | $10,579 | $27,004 |
| TECHNE CORPORATION | $6,004 | $8,520 |
| THE FRESH MARKET INC | $4,146 | $4,212 |
| TJX COMPANIES INC | $4,909 | $6,947 |
| TYCO INTERNATIONAL LTD. | $6,759 | $17,647 |
| ULTIMATE SOFTWARE GROUP, INC. | $3,418 | $16,854 |
| UNITED NATURAL FOODS, INC | $4,572 | $12,967 |
| UNITED TECHNOLOGIES CORP | $9,680 | $12,404 |
| UNITEDHEALTH GROUP INC. | $18,293 | $47,439 |
| V F CORP | $5,542 | $8,478 |
| VERINT SYSTEMS INC. | $3,219 | $6,226 |
| VERTEX PHARMCTLS INC | $9,450 | $17,832 |
| WALT DISNEY HOLDINGS CO. | $5,510 | $7,564 |
| WEATHERFORD INTL | $29,135 | $25,481 |
| WELLS FARGO & CO. | $5,512 | $7,037 |
| WHIRLPOOL CORP | $2,931 | $3,765 |
| 3M CO | $4,848 | $6,592 |
| ABBOTT LABS | $3,602 | $4,063 |
| AIR PRODS & CHEM INC. | $2,411 | $3,130 |
| AMER INTERNATIONAL GROUP INC | $7,205 | $9,700 |
| APACHE CORPORATION | $4,783 | $5,672 |
| APPLE INC. | $3,695 | $5,049 |
| AQR DIVERSIFIED ARB I | $122,676 | $119,593 |
| ARTISAN INTERNATIONAL VALUE FU | $172,010 | $230,937 |
| BAXTER INTERNATIONAL INC. | $3,851 | $3,895 |
| BOSTON SCIENTIFIC | $4,024 | $6,010 |
| CIMAREX ENERGY CO | $3,594 | $4,511 |
| CISCO SYSTEMS INC | $4,800 | $5,204 |
| CITIGROUP INC | $7,201 | $8,859 |
| COMCAST CORP CL A | $5,161 | $6,496 |
| CONAGRA FOODS INC | $4,826 | $4,684 |
| DEVON ENERGY CORPORATION | $4,002 | $4,640 |
| DOVER CORP | $4,742 | $6,372 |
| EOG RESOURCES INC. | $5,099 | $7,049 |
| EXPRESS SCRIPTS HOLDING CO | $4,226 | $4,987 |
| FRANKLIN RES INC. | $2,937 | $3,117 |
| GENERAL MILLS INC | $4,829 | $5,191 |
| HARDING LOEVNER INTL EQU | $268,471 | $294,298 |
| ILLINOIS TOOL WORKS | $4,077 | $5,633 |
| INTERNATIONAL BUSINESS MACHINE | $6,360 | $6,002 |
| JP MORGAN CHASE & CO | $7,214 | $8,655 |
| JUNIPER NETWORKS | $2,398 | $2,663 |
| KEELEY FDS INC SMALL CAP VALUE | $154,415 | $290,542 |
| KIMBERLY CLARK CORP | $5,966 | $6,581 |
| LINEAR TECHNOLOGY CORP | $2,418 | $2,915 |
| MARSH AND MCLENNAN COMPANIES | $5,650 | $5,997 |
| MATTHEWS PACIFIC TIGER FUND I | $152,140 | $150,426 |
| MCDONALDS CORP | $4,851 | $4,949 |
| MEDTRONIC INC | $8,179 | $10,445 |
| MICROSOFT CORPORATION | $5,988 | $8,043 |
| MORGAN STANLEY | $6,753 | $9,314 |
| OCCIDENTAL PETROLEUM CORP | $8,118 | $9,510 |
| PARKER HANNIFIN | $4,738 | $6,561 |
| PEPSICO INC | $6,028 | $6,552 |
| PFIZER INC. | $7,158 | $7,964 |
| PHILIP MORRIS INTL | $3,742 | $3,485 |
| PNC FINANCIAL GROUP INC. | $5,314 | $6,517 |
| PROCTOR GAMBLE CO | $6,781 | $7,245 |
| PROGRESSIVE CORP OHIO | $4,787 | $5,345 |
| PRUDENTIAL FINCL INC | $4,986 | $7,562 |
| QUEST DIAGNOSTICS | $3,578 | $3,427 |
| RIDGEWORTH FDS SEIX FLOATING R | $161,343 | $162,945 |
| SOUTHWEST AIRLINES | $4,169 | $5,633 |
| STAPLES INC. | $3,419 | $3,671 |
| SYSCO CORP | $2,345 | $2,599 |
| TJX COMPANIES INC | $4,998 | $7,074 |
| UNITED TECHNOLOGIES CORP | $8,436 | $10,811 |
| V F CORP | $4,890 | $7,481 |
| WALT DISNEY HOLDINGS CO | $4,842 | $6,647 |
| WELLS FARGO & CO | $4,801 | $6,129 |
| WHIRLPOOL CORP | $2,531 | $3,294 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $23,197 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $23,197 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign Tax Refund | Desc |
| Revenue And Expenses Per Books | $106 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $106 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $23,068 | Amt |
| Net Investment Income | $23,068 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2013 | $6,200 | |
| 990-PF Excise Tax for 2012 | $6,647 | |
| Foreign Tax Paid | $276 | $276 |