STANLEYS GARDEN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STANLEYS GARDEN FOUNDATION (EIN 26-6138709)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201332249349100008
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T09:17:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111558868 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIN WINER & EVENS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GARDEN CITY PLAZA | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 115303323 | 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 | 266138709 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY'S GARDEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAN | NameControl |
| Phone | 2015681488 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY LEVENTHAL | Name |
| Title | TRUSTEE | Title |
| Phone | 2015681488 | Phone |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF OSTER | Name |
| PTIN | P00032973 | PTIN |
| Phone | 5167472000 | 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 | 2469791 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3680 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 245 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 143 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 74420 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 74420 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 129870 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1707539 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 129870 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 208215 | TotalRevenueAndExpenses |
| Total Net Investment Income | 204433 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1913 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1912 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2167 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2167 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 23801 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 23421 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 380 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29793 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27501 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2292 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 591050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 591050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 620843 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27501 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 593342 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -412628 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 176932 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 598258 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 42404 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 42404 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1067806 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 827395 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1006652 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 907944 | InvestmentsOtherBOY |
| Investments Other EOY | 1341581 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1420735 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2574008 | TotalAssetsBOY |
| Total Assets EOY | 2211380 | TotalAssetsEOY |
| Total Assets EOYFMV | 2469791 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 50000 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2574008 | RetainedEarningsBOY |
| Retained Earnings EOY | 2161380 | RetainedEarningsEOY |
| Total Net Assets BOY | 2574008 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2161380 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2574008 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2211380 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2574008 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -412628 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2161380 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2161380 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (210 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN ELECTRIC POWER | P | 2011-03-22 | 2012-02-02 | 20730 | 17949 | 2781 | 2781 |
| PHILLIPS 66 | P | 2012-02-02 | 2012-05-07 | 1740 | 1839 | -99 | -99 |
| PHILLIPS 66 | P | 2011-08-10 | 2012-05-07 | 3025 | 2894 | 131 | 131 |
| IPATH S & P 500 VIX | P | 2012-02-15 | 2012-06-15 | 37314 | 40769 | -3455 | -3455 |
| IPATH S & P 500 VIX | P | 2012-02-15 | 2012-06-15 | 42644 | 46988 | -4344 | -4344 |
| PROCTER & GAMBLE | P | 2011-12-20 | 2012-06-15 | 17607 | 18396 | -789 | -789 |
| PEPSICO | P | 2011-11-16 | 2012-06-15 | 26768 | 25354 | 1414 | 1414 |
| NUCOR CORP | P | 2011-06-20 | 2012-06-15 | 8242 | 8797 | -555 | -555 |
| HEWLETT PACKARD | P | 2011-08-19 | 2012-06-15 | 7944 | 8661 | -717 | -717 |
| HEWLETT PACKARD | P | 2011-07-26 | 2012-06-15 | 17629 | 30453 | -12824 | -12824 |
| EXELON CORP | P | 2012-02-02 | 2012-06-15 | 24487 | 25998 | -1511 | -1511 |
| CONOCOPHILLIPS | P | 2011-08-10 | 2012-06-15 | 2192 | 1948 | 244 | 244 |
| CONOCOPHILLIPS | P | 2012-02-02 | 2012-06-15 | 6301 | 6189 | 112 | 112 |
| AGRIUM INC | P | 2012-06-15 | 2012-10-04 | 12371 | 9716 | 2655 | 2655 |
| AMERICA MOVIL SA | P | 2012-06-15 | 2012-10-04 | 28607 | 26574 | 2033 | 2033 |
| BORG-WARNER AUTOMOTIVE | P | 2012-06-15 | 2012-10-04 | 6917 | 6160 | 757 | 757 |
| TERADATA CORP | P | 2012-06-15 | 2012-10-04 | 8770 | 8442 | 328 | 328 |
| IRIDIUM COMMUNICATIONS | P | 2012-06-15 | 2012-10-04 | 1627 | 1876 | -249 | -249 |
| WALTER INDS INC | P | 2012-06-15 | 2012-10-04 | 814 | 1157 | -343 | -343 |
| HELMERICH & PAYNE | P | 2012-06-15 | 2012-10-04 | 7259 | 6925 | 334 | 334 |
| HESS CORP | P | 2012-06-15 | 2012-10-04 | 5548 | 4556 | 992 | 992 |
| ENERSYS | P | 2012-06-15 | 2012-10-04 | 3320 | 3027 | 293 | 293 |
| COMPANHIA DE SANEAMENTO | P | 2012-06-15 | 2012-10-04 | 6511 | 5450 | 1061 | 1061 |
| BROCADE COMMUNICATIONS | P | 2012-06-15 | 2012-10-04 | 11143 | 8561 | 2582 | 2582 |
| ENERGIA DE PORTUGAL | P | 2012-06-18 | 2012-10-05 | 5676 | 4581 | 1095 | 1095 |
| CABOT CORP | P | 2012-06-15 | 2012-10-10 | 5655 | 5637 | 18 | 18 |
| CA INC | P | 2012-06-15 | 2012-10-10 | 11309 | 11960 | -651 | -651 |
| CBS CORP | P | 2012-06-15 | 2012-10-10 | 1656 | 1521 | 135 | 135 |
| ACE LTD | P | 2012-06-15 | 2012-10-10 | 9680 | 9061 | 619 | 619 |
| MARATHON PETE | P | 2012-06-15 | 2012-10-10 | 53246 | 38280 | 14966 | 14966 |
| ECOPETROL | P | 2012-06-15 | 2012-10-10 | 3729 | 3689 | 40 | 40 |
| VALE SA | P | 2012-06-15 | 2012-10-10 | 1843 | 1960 | -117 | -117 |
| ORACLE | P | 2012-06-15 | 2012-10-10 | 794 | 717 | 77 | 77 |
| LEAR CORP | P | 2012-06-15 | 2012-10-24 | 39054 | 36154 | 2900 | 2900 |
| EMC CORP | P | 2012-06-15 | 2012-10-24 | 42909 | 43779 | -870 | -870 |
| CVS CORPORATION | P | 2012-06-15 | 2012-10-24 | 22436 | 22186 | 250 | 250 |
| APPLIED MATERIALS | P | 2012-06-15 | 2012-10-24 | 17602 | 18081 | -479 | -479 |
| INVESCO | P | 2012-06-15 | 2012-10-24 | 5510 | 5036 | 474 | 474 |
| PARKER-HANNIFIN | P | 2012-06-15 | 2012-10-24 | 759 | 783 | -24 | -24 |
| ISHARES COMEX GOLD | P | 2012-10-24 | 2012-10-31 | 5 | 5 | 0 | 0 |
| PNC BANK CORP | P | 2012-06-15 | 2012-11-12 | 4739 | 4901 | -162 | -162 |
| TIME WARNER CABLE | P | 2012-06-15 | 2012-11-12 | 3385 | 2876 | 509 | 509 |
| UNITEDHEALTH | P | 2012-06-15 | 2012-11-12 | 7651 | 8735 | -1084 | -1084 |
| WALMART STORES | P | 2012-06-15 | 2012-11-12 | 26789 | 25058 | 1731 | 1731 |
| METLIFE | P | 2012-06-15 | 2012-11-12 | 1534 | 1422 | 112 | 112 |
| JP MORGAN CHASE | P | 2012-06-15 | 2012-11-12 | 5802 | 4963 | 839 | 839 |
| IBM | P | 2012-06-15 | 2012-11-12 | 2273 | 2368 | -95 | -95 |
| GOOGLE INC | P | 2012-06-15 | 2012-11-12 | 4005 | 3352 | 653 | 653 |
| BP AMOCO PLC | P | 2012-06-15 | 2012-11-12 | 33244 | 32374 | 870 | 870 |
| APPLE COMPUTER | P | 2012-06-15 | 2012-11-12 | 2721 | 2852 | -131 | -131 |
| PIMCO COMMODITY REALRETURN | P | 2012-02-14 | 2012-11-12 | 15182 | 15428 | -246 | -246 |
| SUNCOR ENERGY | P | 2012-06-15 | 2012-11-12 | 39105 | 33225 | 5880 | 5880 |
| ISHARES COMEX GOLD | P | 2012-10-24 | 2012-11-30 | 5 | 5 | 0 | 0 |
| ISHARES COMEX GOLD | P | 2012-11-12 | 2012-11-30 | 5 | 5 | 0 | 0 |
| EXELON CORP | P | 2012-10-10 | 2012-12-13 | 2956 | 3636 | -680 | -680 |
| APPLE COMPUTER | P | 2012-06-15 | 2012-12-13 | 37002 | 39935 | -2933 | -2933 |
| FREEPORT MCMORAN | P | 2012-06-15 | 2012-12-13 | 16580 | 17452 | -872 | -872 |
| JP MORGAN CHASE | P | 2012-06-15 | 2012-12-13 | 6415 | 5206 | 1209 | 1209 |
| PIMCO COMMODITY REALRETURN | P | 2012-02-14 | 2012-12-13 | 21500 | 22110 | -610 | -610 |
| ISHARES COMEX GOLD | P | 2012-10-24 | 2012-12-31 | 5 | 5 | 0 | 0 |
| ISHARES COMEX GOLD | P | 2012-11-12 | 2012-12-31 | 5 | 5 | 0 | 0 |
| ISHARES COMEX GOLD | P | 2012-12-13 | 2012-12-31 | 5 | 5 | 0 | 0 |
| COLUMBIA FDS SER TR I | P | 2011-04-20 | 2012-05-07 | 89014 | 96200 | -7186 | -7186 |
| PHILLIPS 66 | P | 2010-05-19 | 2012-05-07 | 227 | 186 | 41 | 41 |
| PHILLIPS 66 | P | 2010-08-20 | 2012-05-07 | 832 | 672 | 160 | 160 |
| PHILLIPS 66 | P | 2010-04-05 | 2012-05-07 | 756 | 607 | 149 | 149 |
| PHILLIPS 66 | P | 2010-06-08 | 2012-05-07 | 529 | 405 | 124 | 124 |
| PHILLIPS 66 | P | 2010-07-01 | 2012-05-07 | 2723 | 2013 | 710 | 710 |
| PHILLIPS 66 | P | 2010-05-26 | 2012-05-07 | 3706 | 2833 | 873 | 873 |
| PHILLIPS 66 | P | 2010-05-25 | 2012-05-07 | 681 | 513 | 168 | 168 |
| HARBOR INTERNATIONAL FUND | P | 2010-12-13 | 2012-05-22 | 10000 | 11101 | -1101 | -1101 |
| VANGUARD INTL EQUITY | P | 2010-04-05 | 2012-05-22 | 10622 | 12004 | -1382 | -1382 |
| AT&T | P | 2010-08-20 | 2012-06-15 | 1426 | 1057 | 369 | 369 |
| AT&T | P | 2010-04-05 | 2012-06-15 | 3564 | 2634 | 930 | 930 |
| AT&T | P | 2010-05-05 | 2012-06-15 | 36 | 26 | 10 | 10 |
| ABBOTT LABS | P | 2010-04-05 | 2012-06-15 | 2502 | 2113 | 389 | 389 |
| ABBOTT LABS | P | 2010-09-17 | 2012-06-15 | 1251 | 1034 | 217 | 217 |
| ABBOTT LABS | P | 2010-05-05 | 2012-06-15 | 4066 | 3259 | 807 | 807 |
| ABBOTT LABS | P | 2010-08-20 | 2012-06-15 | 3753 | 2951 | 802 | 802 |
| ABBOTT LABS | P | 2010-05-19 | 2012-06-15 | 1251 | 963 | 288 | 288 |
| ABBOTT LABS | P | 2010-12-15 | 2012-06-15 | 8132 | 6226 | 1906 | 1906 |
| ABBOTT LABS | P | 2010-05-26 | 2012-06-15 | 7632 | 5837 | 1795 | 1795 |
| AMERICAN ELECTRIC POWER | P | 2011-03-22 | 2012-06-15 | 27010 | 23078 | 3932 | 3932 |
| BB&T | P | 2011-01-12 | 2012-06-15 | 14310 | 13057 | 1253 | 1253 |
| BOEING CO | P | 2010-09-30 | 2012-06-15 | 14015 | 13173 | 842 | 842 |
| BOEING CO | P | 2010-11-10 | 2012-06-15 | 12578 | 11722 | 856 | 856 |
| CHEVRONTEXACO | P | 2010-09-17 | 2012-06-15 | 1548 | 1178 | 370 | 370 |
| CHEVRONTEXACO | P | 2010-04-05 | 2012-06-15 | 3612 | 2711 | 901 | 901 |
| CHEVRONTEXACO | P | 2010-05-19 | 2012-06-15 | 826 | 615 | 211 | 211 |
| GENERAL ELECTRIC | P | 2010-09-17 | 2012-06-15 | 1390 | 1136 | 254 | 254 |
| GENERAL ELECTRIC | P | 2010-07-29 | 2012-06-15 | 8835 | 7182 | 1653 | 1653 |
| HOME DEPOT | P | 2010-05-05 | 2012-06-15 | 3048 | 2076 | 972 | 972 |
| INTEL CORP | P | 2010-04-05 | 2012-06-15 | 1960 | 1628 | 332 | 332 |
| KIMBERLY CLARK | P | 2010-04-05 | 2012-06-15 | 413 | 313 | 100 | 100 |
| KIMBERLY CLARK | P | 2010-05-19 | 2012-06-15 | 1238 | 932 | 306 | 306 |
| KIMBERLY CLARK | P | 2010-05-05 | 2012-06-15 | 5367 | 4004 | 1363 | 1363 |
| KIMBERLY CLARK | P | 2010-06-08 | 2012-06-15 | 2064 | 1535 | 529 | 529 |
| KIMBERLY CLARK | P | 2010-05-26 | 2012-06-15 | 165 | 122 | 43 | 43 |
| KRAFT FOODS | P | 2010-09-17 | 2012-06-15 | 1357 | 1097 | 260 | 260 |
| KRAFT FOODS | P | 2010-05-19 | 2012-06-15 | 776 | 608 | 168 | 168 |
| KRAFT FOODS | P | 2010-04-05 | 2012-06-15 | 3297 | 2572 | 725 | 725 |
| KRAFT FOODS | P | 2010-05-05 | 2012-06-15 | 3491 | 2683 | 808 | 808 |
| KRAFT FOODS | P | 2010-08-20 | 2012-06-15 | 4072 | 3052 | 1020 | 1020 |
| KRAFT FOODS | P | 2010-05-26 | 2012-06-15 | 13381 | 9920 | 3461 | 3461 |
| KRAFT FOODS | P | 2010-06-08 | 2012-06-15 | 1745 | 1279 | 466 | 466 |
| KRAFT FOODS | P | 2010-05-25 | 2012-06-15 | 2133 | 1557 | 576 | 576 |
| KRAFT FOODS | P | 2010-07-01 | 2012-06-15 | 10084 | 7272 | 2812 | 2812 |
| LINEAR TECHNOLOGY | P | 2010-09-17 | 2012-06-15 | 1042 | 1104 | -62 | -62 |
| LINEAR TECHNOLOGY | P | 2010-08-20 | 2012-06-15 | 2976 | 2999 | -23 | -23 |
| LINEAR TECHNOLOGY | P | 2010-05-05 | 2012-06-15 | 2679 | 2615 | 64 | 64 |
| LINEAR TECHNOLOGY | P | 2010-05-19 | 2012-06-15 | 446 | 422 | 24 | 24 |
| LINEAR TECHNOLOGY | P | 2010-07-01 | 2012-06-15 | 3423 | 3206 | 217 | 217 |
| LINEAR TECHNOLOGY | P | 2010-05-26 | 2012-06-15 | 5209 | 4851 | 358 | 358 |
| LINEAR TECHNOLOGY | P | 2010-05-25 | 2012-06-15 | 893 | 820 | 73 | 73 |
| LINEAR TECHNOLOGY | P | 2010-06-08 | 2012-06-15 | 893 | 797 | 96 | 96 |
| MCDONALDS | P | 2010-08-20 | 2012-06-15 | 1354 | 1095 | 259 | 259 |
| MCDONALDS | P | 2010-05-05 | 2012-06-15 | 3160 | 2474 | 686 | 686 |
| MCDONALDS | P | 2010-05-19 | 2012-06-15 | 903 | 695 | 208 | 208 |
| MCDONALDS | P | 2010-04-05 | 2012-06-15 | 3611 | 2727 | 884 | 884 |
| MCDONALDS | P | 2010-06-08 | 2012-06-15 | 1805 | 1361 | 444 | 444 |
| MCDONALDS | P | 2010-05-25 | 2012-06-15 | 2257 | 1691 | 566 | 566 |
| MCDONALDS | P | 2010-05-26 | 2012-06-15 | 12638 | 9372 | 3266 | 3266 |
| MCDONALDS | P | 2010-07-01 | 2012-06-15 | 10381 | 7658 | 2723 | 2723 |
| MERCK & CO | P | 2010-04-05 | 2012-06-15 | 2729 | 2626 | 103 | 103 |
| MERCK & CO | P | 2010-09-17 | 2012-06-15 | 1170 | 1088 | 82 | 82 |
| MERCK & CO | P | 2010-05-05 | 2012-06-15 | 4289 | 3920 | 369 | 369 |
| MERCK & CO | P | 2010-08-20 | 2012-06-15 | 3509 | 3103 | 406 | 406 |
| MERCK & CO | P | 2010-07-01 | 2012-06-15 | 8578 | 7556 | 1022 | 1022 |
| MERCK & CO | P | 2010-06-08 | 2012-06-15 | 780 | 671 | 109 | 109 |
| MERCK & CO | P | 2010-05-19 | 2012-06-15 | 1949 | 1642 | 307 | 307 |
| MERCK & CO | P | 2010-05-26 | 2012-06-15 | 14621 | 12219 | 2402 | 2402 |
| MERCK & CO | P | 2010-05-25 | 2012-06-15 | 2144 | 1755 | 389 | 389 |
| NUCOR CORP | P | 2011-05-11 | 2012-06-15 | 18647 | 22192 | -3545 | -3545 |
| PFIZER INC | P | 2010-12-15 | 2012-06-15 | 1693 | 1291 | 402 | 402 |
| PFIZER INC | P | 2010-05-05 | 2012-06-15 | 3273 | 2495 | 778 | 778 |
| PFIZER INC | P | 2010-09-17 | 2012-06-15 | 1467 | 1112 | 355 | 355 |
| PFIZER INC | P | 2010-04-05 | 2012-06-15 | 3499 | 2623 | 876 | 876 |
| PFIZER INC | P | 2010-08-20 | 2012-06-15 | 4515 | 3191 | 1324 | 1324 |
| PFIZER INC | P | 2010-05-19 | 2012-06-15 | 1693 | 1194 | 499 | 499 |
| PFIZER INC | P | 2010-05-26 | 2012-06-15 | 14448 | 9782 | 4666 | 4666 |
| PFIZER INC | P | 2010-05-25 | 2012-06-15 | 2370 | 1577 | 793 | 793 |
| PFIZER INC | P | 2010-06-08 | 2012-06-15 | 2935 | 1879 | 1056 | 1056 |
| PFIZER INC | P | 2010-07-01 | 2012-06-15 | 11739 | 7378 | 4361 | 4361 |
| PHILIP MORRIS INTL | P | 2010-05-05 | 2012-06-15 | 2185 | 1219 | 966 | 966 |
| PHILIP MORRIS INTL | P | 2010-05-19 | 2012-06-15 | 2185 | 1160 | 1025 | 1025 |
| PHILIP MORRIS INTL | P | 2010-07-01 | 2012-06-15 | 9088 | 4822 | 4266 | 4266 |
| TRAVELERS COS | P | 2010-04-05 | 2012-06-15 | 2524 | 2132 | 392 | 392 |
| TRAVELERS COS | P | 2010-09-17 | 2012-06-15 | 1262 | 1058 | 204 | 204 |
| TRAVELERS COS | P | 2010-05-05 | 2012-06-15 | 4102 | 3293 | 809 | 809 |
| TRAVELERS COS | P | 2010-05-19 | 2012-06-15 | 947 | 755 | 192 | 192 |
| TRAVELERS COS | P | 2010-08-20 | 2012-06-15 | 4102 | 3254 | 848 | 848 |
| TRAVELERS COS | P | 2010-07-01 | 2012-06-15 | 8519 | 6601 | 1918 | 1918 |
| TRAVELERS COS | P | 2010-05-26 | 2012-06-15 | 12305 | 9491 | 2814 | 2814 |
| TRAVELERS COS | P | 2010-05-25 | 2012-06-15 | 1893 | 1458 | 435 | 435 |
| TRAVELERS COS | P | 2010-06-08 | 2012-06-15 | 1893 | 1454 | 439 | 439 |
| UNITED PARCEL SVC | P | 2010-05-05 | 2012-06-15 | 4255 | 3702 | 553 | 553 |
| UNITED PARCEL SVC | P | 2010-09-17 | 2012-06-15 | 1160 | 1000 | 160 | 160 |
| UNITED PARCEL SVC | P | 2010-05-19 | 2012-06-15 | 1547 | 1305 | 242 | 242 |
| UNITED PARCEL SVC | P | 2010-08-20 | 2012-06-15 | 3868 | 3231 | 637 | 637 |
| UNITED PARCEL SVC | P | 2010-04-05 | 2012-06-15 | 3095 | 2567 | 528 | 528 |
| UNITED PARCEL SVC | P | 2010-05-26 | 2012-06-15 | 8510 | 6879 | 1631 | 1631 |
| VERIZON COMMUNICATIONS | P | 2010-04-05 | 2012-06-15 | 1742 | 1179 | 563 | 563 |
| VERIZON COMMUNICATIONS | P | 2010-08-20 | 2012-06-15 | 4355 | 2933 | 1422 | 1422 |
| VERIZON COMMUNICATIONS | P | 2010-05-05 | 2012-06-15 | 3702 | 2285 | 1417 | 1417 |
| VERIZON COMMUNICATIONS | P | 2010-05-19 | 2012-06-15 | 871 | 536 | 335 | 335 |
| VERIZON COMMUNICATIONS | P | 2010-07-01 | 2012-06-15 | 7404 | 4466 | 2938 | 2938 |
| VERIZON COMMUNICATIONS | P | 2010-06-08 | 2012-06-15 | 1960 | 1161 | 799 | 799 |
| VERIZON COMMUNICATIONS | P | 2010-05-25 | 2012-06-15 | 1960 | 1153 | 807 | 807 |
| VERIZON COMMUNICATIONS | P | 2010-05-26 | 2012-06-15 | 3441 | 2008 | 1433 | 1433 |
| CELGENE CORP | P | 2011-02-11 | 2012-10-04 | 35795 | 23374 | 12421 | 12421 |
| PIMCO COMMODITY REALRETURN | P | 2010-09-17 | 2012-10-04 | 8976 | 10000 | -1024 | -1024 |
| PIMCO COMMODITY REALRETURN | P | 2010-04-05 | 2012-10-04 | 5212 | 5792 | -580 | -580 |
| PIMCO COMMODITY REALRETURN | P | 2010-12-13 | 2012-10-04 | 8104 | 10200 | -2096 | -2096 |
| HEWLETT PACKARD | P | 2011-08-19 | 2012-10-10 | 6237 | 10560 | -4323 | -4323 |
| COLUMBIA INCOME FD CL Z | P | 2010-05-05 | 2012-10-10 | 23811 | 21417 | 2394 | 2394 |
| PIMCO COMMODITY REALRETURN | P | 2010-04-05 | 2012-10-24 | 17400 | 20208 | -2808 | -2808 |
| PIMCO COMMODITY REALRETURN | P | 2010-08-20 | 2012-10-24 | 22080 | 25000 | -2920 | -2920 |
| PIMCO COMMODITY REALRETURN | P | 2010-05-06 | 2012-10-24 | 28518 | 32000 | -3482 | -3482 |
| PIMCO COMMODITY REALRETURN | P | 2010-06-09 | 2012-10-24 | 4002 | 4299 | -297 | -297 |
| LOCKHEED MARTIN | P | 2010-05-05 | 2012-11-12 | 4035 | 3816 | 219 | 219 |
| GENERAL ELECTRIC | P | 2010-07-29 | 2012-11-12 | 3556 | 2744 | 812 | 812 |
| CISCO SYSTEM | P | 2011-07-22 | 2012-11-12 | 7506 | 7264 | 242 | 242 |
| CHUBB CORP | P | 2010-08-20 | 2012-11-12 | 2959 | 2138 | 821 | 821 |
| CHUBB CORP | P | 2010-09-17 | 2012-11-12 | 1479 | 1156 | 323 | 323 |
| PIMCO COMMODITY REALRETURN | P | 2010-06-09 | 2012-11-12 | 9818 | 10701 | -883 | -883 |
| COLUMBIA INCOME FD CL Z | P | 2010-04-05 | 2012-11-12 | 9953 | 8721 | 1232 | 1232 |
| COLUMBIA INCOME FD CL Z | P | 2010-12-13 | 2012-11-12 | 20056 | 17850 | 2206 | 2206 |
| COLUMBIA INCOME FD CL Z | P | 2010-05-05 | 2012-11-12 | 6491 | 5795 | 696 | 696 |
| LOCKHEED MARTIN | P | 2010-04-05 | 2012-11-12 | 2690 | 2526 | 164 | 164 |
| MONSANTO CO | P | 2010-09-30 | 2012-11-12 | 6421 | 3650 | 2771 | 2771 |
| LOCKHEED MARTIN | P | 2010-05-26 | 2012-11-12 | 448 | 405 | 43 | 43 |
| COLUMBIA ACORN TR INTL | P | 2010-04-05 | 2012-12-13 | 12085 | 10854 | 1231 | 1231 |
| VANGUARD INTL EQUITY | P | 2010-04-05 | 2012-12-13 | 11961 | 12004 | -43 | -43 |
| EATON VANCE ATLANTA | P | 2010-05-06 | 2012-12-13 | 21751 | 15583 | 6168 | 6168 |
| HARBOR INTERNATIONAL FUND | P | 2010-12-13 | 2012-12-13 | 29595 | 28899 | 696 | 696 |
| HARBOR INTERNATIONAL FUND | P | 2010-04-05 | 2012-12-13 | 14755 | 13378 | 1377 | 1377 |
| AT&T | P | 2010-05-05 | 2012-12-13 | 3572 | 2682 | 890 | 890 |
| CISCO SYSTEM | P | 2011-07-22 | 2012-12-13 | 5907 | 4897 | 1010 | 1010 |
| GENERAL ELECTRIC | P | 2010-07-29 | 2012-12-13 | 4329 | 3228 | 1101 | 1101 |
| GENUINE PARTS CO | P | 2010-04-16 | 2012-12-13 | 945 | 640 | 305 | 305 |
| HOME DEPOT | P | 2010-05-05 | 2012-12-13 | 63 | 35 | 28 | 28 |
| HOME DEPOT | P | 2010-05-26 | 2012-12-13 | 13162 | 7258 | 5904 | 5904 |
| HOME DEPOT | P | 2010-05-19 | 2012-12-13 | 1254 | 689 | 565 | 565 |
| HOME DEPOT | P | 2010-05-25 | 2012-12-13 | 2194 | 1189 | 1005 | 1005 |
| HOME DEPOT | P | 2010-04-05 | 2012-12-13 | 1880 | 981 | 899 | 899 |
| LOCKHEED MARTIN | P | 2010-05-26 | 2012-12-13 | 8996 | 8101 | 895 | 895 |
| QUALCOMM INC | P | 2011-03-15 | 2012-12-13 | 9411 | 7811 | 1600 | 1600 |
| MONSANTO CO | P | 2010-09-30 | 2012-12-13 | 4468 | 2434 | 2034 | 2034 |
| EATON VANCE ATLANTA | P | 2010-04-05 | 2012-12-13 | 10749 | 7944 | 2805 | 2805 |
| CAPITAL GAINS DIVIDENDS | P | 2623 | 2623 | 2623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 129870 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 164009 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2318553 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.070738 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 38282 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1849166 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.020702 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 17525 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000000 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.091440 | TotalDistributionRatio |
| Average Distribution Ratio | 0.030480 | AverageDistributionRatio |
| Net Noncharitable Assets | 2561522 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 78075 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1769 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 79844 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 593342 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1769 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1769 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1769 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1800 | TaxPaidWithExtension |
| Total Credits And Payments | 3000 | TotalCreditsAndPayments |
| Overpayment | 1231 | Overpayment |
| Amount Credited To Next Year | 1231 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KATHY LEVENTHAL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2015681488 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DR | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KATHY LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| RICHARD LEVENTHAL | ||||||||
| 47 ESSEX DR | TENAFLY | NJ | 07670 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2395564 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 204966 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2600530 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2600530 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 39008 | CashDeemedCharitable |
| Net Noncharitable Assets | 2561522 | NetNoncharitableAssets |
| Minimum Investment Return | 128076 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 128076 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1769 | TaxBasedOnInvestmentIncome |
| Total Tax | 1769 | TotalTax |
| Distributable Amount Before Adj | 126307 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 126307 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 126307 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 593342 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 593342 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1769 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 591573 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 126307 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 14362 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 14362 | TotalExcessDistriCarryover |
| Qualifying Distributions | 593342 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 126307 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 467035 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 481397 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 481397 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 14362 | ExcessFromYear1 |
| Excess From Current Year | 467035 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KATHY LEVENTHAL | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 ESSEX DRIVE | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2015681488 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | DISTRIBUTIONS LIMITED TO ORGANIZATIONS THAT CARRY OUT THE PURPOSE OF THE FOUNDATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CYSTINOSIS RESEARCH FOUNDATION | |||||||
| 18802 BARDEEN AVE | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $40,000 |
| USC | |||||||
| 3560 WATT WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $500,000 |
| CROHNS AND COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVE SOUTH | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $300 |
| MOVEMBER | |||||||
| PO BOX 2726 | VENICE | CA | 90294 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $250 |
| USC SHOAH FOUNDATION | |||||||
| 650 WEST 35TH ST | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | FINANCIAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 591050 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $245 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $74,420 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $129,870 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $204,535 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 204535 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEISLOSS FAMILY FOUNDATION INC | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KATHY LEVENTHAL 47 ESSEX DRIVE | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3680 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,825 | Amount |
| Net Investment Income | 1913 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1912 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (37 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABS | 32704 | 39300 |
| A T & T INC. | 26933 | 37081 |
| CHEVRON CORP. | 29647 | 45094 |
| CHUBB CORP. | 26438 | 39543 |
| COCA COLA CO. | 23626 | 32988 |
| CONOCOPHILLIPS | 32119 | 45522 |
| GENERAL ELECTRIC | 28181 | 37782 |
| HOME DEPOT INC. | 13532 | 29070 |
| INTEL CORP. | 32092 | 32745 |
| KIMBERLY CLARK CORP. | 22662 | 31492 |
| KRAFT FOODS INC. | 11579 | 11367 |
| LOCKHEED MARTIN CORP. | 22816 | 27687 |
| MCDONALDS CORP. | 27114 | 26463 |
| MERCK & CO. | 30885 | 28658 |
| MICROSOFT CORP. | 37175 | 38462 |
| MONSANTO CO. | 7301 | 14197 |
| PAYCHEX INC. | 30951 | 35299 |
| PFIZER INC. | 29482 | 30095 |
| PHILIP MORRIS INTL INC. | 13983 | 26430 |
| QUALCOMM INC. | 24808 | 30930 |
| TRAVELERS COS INC. | 13701 | 14364 |
| UNITED PARCEL SVC INC. | 33668 | 40920 |
| VERIZON COMMUNICATIONS INC. | 14146 | 17308 |
| GENUINE PARTS CO. | 12087 | 19074 |
| AMERICAN ELEC POWER | 12540 | 12804 |
| B B AND T CORP | 29532 | 32021 |
| CISCO SYS INC | 17957 | 21614 |
| DU PONT EI DE NEMOURS AND CO | 18905 | 18891 |
| NUCOR CORP | 8130 | 8632 |
| PROCTER AND GAMBLE CO | 13432 | 13578 |
| EXELON CORP | 9765 | 8922 |
| EXXON MOBIL | 43089 | 45266 |
| GOOGLE INC | 27931 | 35369 |
| IBM | 24666 | 23944 |
| JP MORGAN CHASE | 26029 | 32977 |
| NORFOLK SOUTHERN | 6129 | 6184 |
| TIME WARNER CABLE | 11660 | 14579 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (18 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| COLUMBIA SELECT LARGE CAP GROWTH FUND | FMV | 22856 | 31838 |
| EATON VANCE ATLANTA CAP | FMV | 33417 | 49020 |
| COLUMBIA ACORN INTERNATIONAL FUND | FMV | 41646 | 49838 |
| HARBOR INTERNATIONAL FUND | FMV | 39122 | 49012 |
| COLUMBIA CORPORATE INCOME FUND | FMV | 255279 | 284503 |
| PIMCO HIGH YIELD FUND | FMV | 98353 | 100948 |
| PIMCO COMMODITY REAL RETURN STRATEGY FUND | FMV | 49962 | 48149 |
| VANGUARD MSCI EMERGING MKTS ETF | FMV | 89924 | 100638 |
| ISHARES CORE S&P MID CAP | FMV | 73305 | 74343 |
| CEF ISHARES CORE S&P SMALL CAP | FMV | 25200 | 25382 |
| COLUMBIA US GOVT MTG FUND | FMV | 170000 | 167542 |
| ISHARES IBOXX INV | FMV | 122045 | 120990 |
| ISHARES S&P US PFD STK | FMV | 24941 | 24762 |
| ISHARES S&P SHORT TERM NATL MUNI | FMV | 72858 | 72446 |
| PINCO FOREIGN BOND FUND | FMV | 24995 | 23425 |
| POWERSHARES EMERGING MARKETS SOVEREIGN | FMV | 25121 | 25471 |
| SPDR DJ WILSHIRE REIT | FMV | 98447 | 99969 |
| ISHARES GOLD TRUST | FMV | 74110 | 72459 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | 22973 | 22973 | 0 |
| FILING FEES | 380 | 0 | 380 |
| OTHER INVESTMENT EXPENSES | 448 | 448 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSIT IN TRANSIT | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 50000 | EOYBookValue |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEISLOSS FAMILY FOUNDATION INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KATHY LEVENTHAL 47 ESSEX DRIVE | AddressLine1 |
| City | TENAFLY | City |
| State | NJ | State |
| ZIP Code | 07670 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $2,167 | Amount |
| Net Investment Income | 2167 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |