AMY KLETTE NEWMAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMY KLETTE NEWMAN FOUNDATION (EIN 58-2524051)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-31
- IRS object ID
- 201442129349100709
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Expenses Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-31T17:41:06-04:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J CONDOSTA CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475-B BERGEN BLVD | AddressLine1 |
| City | RIDGEFIELD | City |
| State | NJ | State |
| ZIP Code | 076572803 | 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 | 582524051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWMAN AMY KLETTE FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWM | BusinessNameControlTxt |
| Phone | 2128855158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL JOSEPH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2014-07-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J CONDOSTA | PreparerPersonNm |
| Phone | 2019452474 | PhoneNum |
| Preparation | 2014-07-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,359,490 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $93,515 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $789,768 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $715,280 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $45,580 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $883,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $715,280 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,580 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,345 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,212 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,074 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,074 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,782 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,127 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $629,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $707,994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,580 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,565 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $128,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,348 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,678,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,133,464 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,433,612 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,560,653 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,859,379 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,807,867 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $90,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,381,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,107,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,359,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,113,920 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,107,990 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,113,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,107,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,113,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,107,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,113,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $629,376 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,743,296 | SubtotalAmt |
| Other Decreases | $856,721 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,886,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALEXION PHARM INC | P | 2013-01-11 | 2013-02-25 | $3,478 | $4,014 | -$536 | -$536 |
| CERNER CORP | P | 2012-11-30 | 2013-02-25 | $6,487 | $5,772 | $715 | $715 |
| ESTEE LAUDER CO | P | 2012-11-01 | 2013-02-25 | $7,802 | $7,440 | $362 | $362 |
| NETAPP INC | P | 2012-11-10 | 2013-02-25 | $3,909 | $3,637 | $272 | $272 |
| TRACTOR SUPPLY CO | P | 2012-10-04 | 2013-02-25 | $12,692 | $12,384 | $308 | $308 |
| COSTCO WHOLESALE CORP | P | 2011-10-18 | 2013-02-25 | $10,312 | $8,669 | $1,643 | $1,643 |
| INTEL CORP | P | 2009-10-20 | 2013-02-25 | $6,036 | $5,958 | $78 | $78 |
| MONDELEZ INTL INC | P | 2009-09-02 | 2013-02-25 | $5,611 | $3,815 | $1,796 | $1,796 |
| ULTA SALON COSMETICS | P | 2010-01-11 | 2013-02-25 | $3,516 | $3,710 | -$194 | -$194 |
| FIDELITY ST BOND FUND | P | 2013-02-26 | 2013-12-09 | $32,548 | $32,656 | -$108 | -$108 |
| STRTATEGIC ADVISORS GROWTH FUND | P | 2013-02-26 | 2013-12-09 | $40,872 | $36,533 | $4,339 | $4,339 |
| DODGE & COX INCOME | P | 2011-05-06 | 2013-02-25 | $206,379 | $200,616 | $5,763 | $5,763 |
| PIMCO TOTAL RETURN INSTL | P | 2012-01-01 | 2013-02-25 | $265,958 | $247,738 | $18,220 | $18,220 |
| AMAZON COM INC | P | 2013-01-11 | 2013-02-25 | $15,790 | $15,787 | $3 | $3 |
| APPLE INC | P | 2012-11-01 | 2013-02-25 | $15,680 | $20,939 | -$5,259 | -$5,259 |
| BERKSHIRE HATAWAY INC | P | 2012-04-18 | 2013-02-25 | $8,462 | $6,782 | $1,680 | $1,680 |
| BOEING CO | P | 2012-07-13 | 2013-02-25 | $9,444 | $9,166 | $278 | $278 |
| CATAMARAN CORP | P | 2012-11-01 | 2013-02-25 | $10,012 | $8,748 | $1,264 | $1,264 |
| CATAMARAN CORP | P | 2013-01-11 | 2013-02-25 | $4,172 | $3,864 | $308 | $308 |
| CELANESE CORP | P | 2013-01-11 | 2013-02-25 | $3,690 | $3,722 | -$32 | -$32 |
| CELGENE CORP | P | 2012-11-30 | 2013-02-25 | $4,998 | $3,947 | $1,051 | $1,051 |
| CELGENE CORP | P | 2013-01-11 | 2013-02-25 | $14,995 | $14,407 | $588 | $588 |
| SEE ATTACHED WORKSHEET | $4,472,122 | $3,756,842 | $715,280 | $715,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $715,280 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $45,580 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Vl Noncharitable Assets | $4,243,226 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,080 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,080 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $246,627 | 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 | $7,080 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,080 | SubtotalAmt |
| Tax Based On Investment Income | $7,080 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $7,080 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JOSEPH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128855158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10024 | ZIPCode |
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 |
|---|---|---|---|---|---|---|
| MARC JOSEPH | ||||||
| 655 POMANDER WALK APT 311 | TEANECK | NJ | 07666 | TRUSTEE | 15 | $0 |
| CAROL JOSEPH | ||||||
| 473 WEST END AVE APT 10C | NEW YORK | NY | 10024 | TRUSTEE | 15 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,224,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,307,844 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,307,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,618 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,243,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $212,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $212,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,080 | TotalTaxAmt |
| Distributable Before Adj | $205,081 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $205,081 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $205,081 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,627 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $246,627 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,080 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $239,547 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,081 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $246,627 | QualifyingDistributionsAmt |
| Applied To Current Year | $205,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,546 | RemainingDistriFromCorpusAmt |
| Total Corpus | $41,546 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $41,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $41,546 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE HADASSAH FOUNDATION | |||||||
| 50 W 58TH STREET | NEW YORK | NY | 10019 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| REGIONAL PLAN ASSOC | |||||||
| 4 IRVING PLACE 7TH FLR | NEW YORK | NY | 10003 | NONE | EXEMPT | GENERAL SUPPORT | $12,500 |
| CENTER FOR FOOD ACTION | |||||||
| 192A WEST DEMEREST AVE | ENGLEWOOD | NJ | 07631 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| ENGLEWOOD HOSP MED CTR | |||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| DREW UNIVERSITY | |||||||
| 36 MADISON AVENUE | MADISON | NJ | 07940 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| JEWISH COMMUNITY CTR | |||||||
| 411 E CLINTON AVE | TENAFLY | NJ | 07670 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| NJ SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE 9TH FLR | NEWARK | NJ | 07102 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| TEMPLE SINAI OF BERGEN | |||||||
| 1 ENGLE STREET | TENAFLY | NJ | 07670 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| HACKENSACK MED CTR | |||||||
| 360 ESSEX ST SUITE 301 | LANCASTER | PA | 17601 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| CYSTIC FIBROSIS FOUND | |||||||
| 2 UNIVERSITY PLAZA DR | HACKENSACK | NJ | 07601 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| ISRAEL POLICY FORUM | |||||||
| 140 W 57TH ST SUITE 6C | NEW YORK | NY | 10019 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| HOLY NAME HEALTHCARE | |||||||
| 718 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| AMERICAN JEWISH WORLD | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| THE INNOCENCE PROJECT | |||||||
| 100 FIFTH AVE 3RD FLR | NEW YORK | NY | 10011 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| BOTTOMLESS CLOSET | |||||||
| 435 N LASALLE ST LL1 | CHICAGO | IL | 60654 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| ALZHEIMERS FOUNDATION | |||||||
| 9370 OLIVE BLVD | SAINT LOUIS | MO | 63132 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAUL WALLENBERG PL | WASHINGTON | DC | 20024 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| ARMY HISTORICAL FOUND | |||||||
| 2425 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | EXEMPT | GENERAL SUPPORT | $1,000 |
| MEMORIAL SLOAN KETTER | |||||||
| 127 YORK AVE | NEW YORK | NY | 10065 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| THIRTEEN WNET NEW YORK | |||||||
| 450 W 33RD STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL SUPPORT | $500 |
| CHANGE THE TRUTH FOUND | |||||||
| 651 W 58TH STREET | KANSAS CITY | MO | 64113 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,515 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $789,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $883,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $883,289 | TotalIncomeProducingActyAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,345 | Amt |
| Disbursements Charitable Prps | $2,345 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED BROKERS SCHEDULE | BondNm |
| EOY Book Value | $1,859,379 | EOYBookValueAmt |
| EOYFMV | $1,807,867 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED BROKER SCHEDULE | StockNm |
| EOY Book Value | $2,133,464 | EOYBookValueAmt |
| EOYFMV | $2,433,612 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED BROKERS SCHEDULE | CategoryOrItemTxt |
| Book Value | $90,799 | BookValueAmt |
| EOYFMV | $93,663 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOKKEEPING EXPENSE | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $105 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL PROCESSING FEES | Desc |
| Revenue And Expenses Per Books | $1,399 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,399 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $278 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $278 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $6,212 | Amt |
| Net Investment Income | $6,212 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON QUAL DIVS | CategoryTxt |
| Amt | $919 | Amt |
| Net Investment Income | $919 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON NON QUAL DIVS | CategoryTxt |
| Amt | $42 | Amt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID FOR 2012 | CategoryTxt |
| Amt | $113 | Amt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |