KLINGENSTEIN-MARTELL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KLINGENSTEIN-MARTELL FOUNDATION (EIN 13-4078024)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-13
- IRS object ID
- 201302569349100505
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-13T11:27:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANTON AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST 57TH STREET 5TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100193411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134078024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KLINGENSTEIN-MARTELL FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | FKA THE SARAH D KLINGENSTEIN FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JANET L MULLIGAN | InCareOfName |
| Name Control | KLIN | NameControl |
| Phone | 2125831100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TANTON AND CO37 W57TH ST 5TH F | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH K MARTELL | Name |
| Title | PRESIDENT | Title |
| Phone | 2125831100 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125831100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4655956 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 87712 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 87712 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -12578 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 539793 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 75134 | TotalRevenueAndExpenses |
| Total Net Investment Income | 87712 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 737 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2213 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 21239 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 21239 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 9562 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1562 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 592 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 221 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 371 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 34343 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 23759 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2584 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 382500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 382500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 416843 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 23759 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 385084 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -341709 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 63953 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5399 | CashBOY |
| Cash EOY | 17028 | CashEOY |
| Cash EOYFMV | 17028 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 93978 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 383935 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 383935 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 1066 | AccountsReceivableBOY |
| Investments Govt Oblig BOY | 399941 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 5674560 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5432272 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4254993 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 6174944 | TotalAssetsBOY |
| Total Assets EOY | 5833235 | TotalAssetsEOY |
| Total Assets EOYFMV | 4655956 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6174944 | CapitalStockBOY |
| Capital Stock EOY | 5833235 | CapitalStockEOY |
| Total Net Assets BOY | 6174944 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5833235 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6174944 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5833235 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6174944 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -341709 | ExcessOfRevenueOverExpenses |
| Subtotal | 5833235 | Subtotal |
| Total Net Assets Fund Balances EOY | 5833235 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 200 SH US TREAS BILL | P | 2011-09-14 | 2012-01-11 | 199993 | 199971 | 22 | 22 |
| 2500 SH ICICI BANK LTD ADR | P | 2012-12-03 | 102697 | 115921 | -13224 | -13224 | |
| 3333 SH INDIA FUND INC | P | 2012-01-19 | 72025 | 126304 | -54279 | -54279 | |
| 5000 SH TEXAS INSTRUMENTS INC | P | 2004-07-15 | 2012-01-18 | 165078 | 110175 | 54903 | 54903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -12578 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 440757 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4525031 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.097404 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 509512 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4230770 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.12043 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 520442 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3816270 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.136375 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 308793 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6102856 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050598 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 171931 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7098253 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.024222 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.429029 | TotalDistributionRatio |
| Average Distribution Ratio | 0.085806 | AverageDistributionRatio |
| Net Noncharitable Assets | 4465105 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 383133 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 640 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 383773 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 385084 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 640 | InvestmentIncomeExciseTax |
| Subtotal | 640 | Subtotal |
| Tax Based On Investment Income | 640 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8406 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8406 | TotalCreditsAndPayments |
| Overpayment | 7766 | Overpayment |
| Amount Credited To Next Year | 7766 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | n/a | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET L MULLIGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2125831100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W 57TH ST 5TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SARAH K MARTELL | ||||||
| C/O TANTON COMPANY LLP | NEW YORK | NY | 10019 | PRESIDENT, TRUSTEE | 0.5 | 0 |
| ROBIN KRAUSE | ||||||
| PATERSON BELKNAP WEBB TYLER | NEW YORK | NY | 10036 | SECRETARY | 0.5 | 0 |
| LAUREN BRESLOW | ||||||
| C/O TANTON CO | NEW YORK | NY | 10019 | TREASURER | 0.5 | 0 |
| MICHAEL MARTELL | ||||||
| 37 W57TH STREET 5TH FLOOR | NEW YORK | NY | 10019 | trustee | 0.5 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4311261 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 221841 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4533102 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4533102 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 67997 | CashDeemedCharitable |
| Net Noncharitable Assets | 4465105 | NetNoncharitableAssets |
| Minimum Investment Return | 223255 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 223255 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 640 | TaxBasedOnInvestmentIncome |
| Total Tax | 640 | TotalTax |
| Distributable Amount Before Adj | 222615 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 222615 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 222615 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 385084 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 385084 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 640 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 384444 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 222615 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 30581 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 306917 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 225749 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 563247 | TotalExcessDistriCarryover |
| Qualifying Distributions | 385084 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 222615 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 162469 | RemainingDistriFromCorpus |
| Total Corpus | 725716 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 725716 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 30581 | ExcessFromYear3 |
| Excess From Year2 | 306917 | ExcessFromYear2 |
| Excess From Year1 | 225749 | ExcessFromYear1 |
| Excess From Current Year | 162469 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARAH K MARTELL | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| EMMA WILLARD SCHOOL | ||||||||
| 285 Pawling Avenue | Troy | NY | 12180 | NONE | PUBLIC CHARITY | ANNUAL FUND | $25,000 | |
| Maine Medical Center | ||||||||
| 272 Congress Street | Portland | ME | 04101 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $17,500 | |
| THE TOWN SCHOOL | ||||||||
| 540 EAST 76TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $115,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 168TH STREET | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | MARTELL FD PRENATAL CARE CENTER | $150,000 | |
| YMYWHA - 92ND STREET Y | ||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |
| University at Buffalo Foundation Inc | ||||||||
| Center for Tomorrow Flint Servic | Amherst | NY | 14260 | NONE | PUBLIC CHARITY | SCHOOL OF ARCHITECTURE AND PLANNING | $20,000 | University at Buffalo North Campus |
| THE NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 382500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $87,712 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$12,578 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,134 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 75134 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TANTON AND COMPANY | Category |
| Amount | $2,950 | Amount |
| Net Investment Income | 737 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2213 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DOMESTIC & FOREIGN | 5432272 | 4254993 |
| (SEE ATTACHED) |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| STATE FILING FEES | 371 | 371 | |
| ADR FEES | 221 | 221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KLINGENSTEIN FIELDS & CO | Category |
| Amount | $21,239 | Amount |
| Net Investment Income | 21239 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX WITHHELD | $1,562 | 1562 |
| FEDERAL TAX | $8,000 |