HABE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HABE FOUNDATION (EIN 20-1366114)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349101069
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:40:51-05:00 | 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 | 201366114 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HABE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JANET L MULLIGAN | InCareOfName |
| Name Control | HABE | NameControl |
| Phone | 2125831100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TANTON CO LLP | AddressLine1 |
| Address Line2 | 37 W57TH STREET 5TH FLOOR Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY SIMPKINS | Name |
| Title | PRESIDENT | Title |
| Phone | 2125831100 | Phone |
| Date Signed | 2013-04-24 | 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 | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9197197 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 16000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 168757 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 168757 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 44237 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2288306 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43716 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 228994 | TotalRevenueAndExpenses |
| Total Net Investment Income | 212473 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 650 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1950 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14215 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 14215 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 42479 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 42288 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 191 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 59294 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 57153 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2141 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 457917 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 457917 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 517211 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 57153 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 460058 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -288217 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 155320 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 151445 | CashBOY |
| Cash EOY | 255912 | CashEOY |
| Cash EOYFMV | 255912 | CashEOYFMV |
| Investments Corp Stock BOY | 8027036 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7631200 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8938133 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 3152 | OtherAssetsEOY |
| Other Assets EOYFMV | 3152 | OtherAssetsEOYFMV |
| Total Assets BOY | 8178481 | TotalAssetsBOY |
| Total Assets EOY | 7890264 | TotalAssetsEOY |
| Total Assets EOYFMV | 9197197 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 8178481 | CapitalStockBOY |
| Capital Stock EOY | 7890264 | CapitalStockEOY |
| Total Net Assets BOY | 8178481 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7890264 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8178481 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7890264 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8178481 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -288217 | ExcessOfRevenueOverExpenses |
| Subtotal | 7890264 | Subtotal |
| Total Net Assets Fund Balances EOY | 7890264 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| TEXAS INSTRUMENTS (1000) | 2004-05-11 | 2012-01-18 | 33016 | 26226 | 6790 | 6790 |
| TEXAS INSTRUMENTS (4000) | 2004-07-29 | 2012-01-18 | 132063 | 84265 | 47798 | 47798 |
| US TBILL DUE 3/15/12 (1000000) | 2011-09-14 | 2012-03-15 | 1000000 | 1000059 | -59 | -59 |
| US TBILL DUE 11/15/12 (100000) | 2012-03-14 | 2012-09-14 | 99987 | 99891 | 96 | 96 |
| US TBILL DUE 11/15/12 (900000) | 2012-03-14 | 2012-11-15 | 900000 | 900000 | ||
| ICICI BANK (2000) | 2007-06-13 | 2012-12-03 | 82161 | 93501 | -11340 | -11340 |
| ICICI BANK (500) | 2007-07-27 | 2012-12-03 | 20540 | 22834 | -2294 | -2294 |
| ICICI BANK (500) | 2011-11-08 | 2012-12-03 | 20540 | 17815 | 2725 | 2725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43716 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 357238 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6540153 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054622 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 425908 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2547268 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.167202 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 736862 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2352347 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.313245 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 550691 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3543257 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.155419 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 428299 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4507470 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.09502 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.785508 | TotalDistributionRatio |
| Average Distribution Ratio | 0.157102 | AverageDistributionRatio |
| Net Noncharitable Assets | 8902311 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1398571 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1553 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1400124 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 460058 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3106 | InvestmentIncomeExciseTax |
| Subtotal | 3106 | Subtotal |
| Tax Based On Investment Income | 3106 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5294 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5294 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 2188 | Overpayment |
| Amount Credited To Next Year | 2188 | 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 |
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 W57TH STREET 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 | false | 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| NANCY K SIMPKINS | ||||||
| C/O TANTON CO LLP | NEW YORK | NY | 10019 | PRESIDENT | 5.0 | 0 |
| THOMAS D KLINGENSTEIN | ||||||
| C/O TANTON CO LLP | NEW YORK | NY | 10019 | VP & SECRETARY | 0 | 0 |
| ANDREW D KLINGENSTEIN | ||||||
| C/O TANTON CO LLP | NEW YORK | NY | 10019 | TREASURER | 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 | 8869355 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 165372 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3152 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9037879 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9037879 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 135568 | CashDeemedCharitable |
| Net Noncharitable Assets | 8902311 | NetNoncharitableAssets |
| Minimum Investment Return | 445116 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 445116 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3106 | TaxBasedOnInvestmentIncome |
| Total Tax | 3106 | TotalTax |
| Distributable Amount Before Adj | 442010 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 442010 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 442010 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 460058 | 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 | 460058 | QualifyingDistributions |
| Adj Qualifying Distributions | 460058 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 442010 | 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 Year5 | 221036 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 378858 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 623253 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 309557 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 39577 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1572281 | TotalExcessDistriCarryover |
| Qualifying Distributions | 460058 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 442010 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 18048 | RemainingDistriFromCorpus |
| Total Corpus | 1590329 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 221036 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1369293 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 378858 | ExcessFromYear4 |
| Excess From Year3 | 623253 | ExcessFromYear3 |
| Excess From Year2 | 309557 | ExcessFromYear2 |
| Excess From Year1 | 39577 | ExcessFromYear1 |
| Excess From Current Year | 18048 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | NONE | 501(c)(3) | GENERAL PURPOSE | $100,000 |
| MISS PORTER'S SCHOOL | |||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | NONE | 501(c)(3) | GENERAL PURPOSE | $100,000 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT DRIVE | WINTER PARK | FL | 32789 | NONE | 501(c)(3) | OPERATING EXPENSE CAPITAL CAMPAIGN PLEDGE | $5,000 |
| THE NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(c)(3) | GENERAL PURPOSE | $5,000 |
| RWANDA EDUCATIONAL ASSISTANCE PROGRAM | |||||||
| C/0 ED BALLEN 5 SAMUEL PURDY LANE | KATONAH | NY | 10536 | NONE | 501(c)(3) | GENERAL PURPOSE | $10,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||||
| 45 MUSEUM DRIVE | TUPPER LAKES | NY | 12986 | NONE | 501(c)(3) | GENERAL PURPOSE | $100,000 |
| EDUCARE CENTRAL MAINE | |||||||
| 56 DRUMMOND AVENUE | WATERVILLE | ME | 04901 | NONE | 501(c)(3) | GENERAL PURPOSE | $1,667 |
| RANGELEY LAKES HERITAGE TRUST | |||||||
| RR4 | RANGELEY | ME | 04970 | 501(c)(3) | GENERAL PURPOSE | $1,250 | |
| BELGRADE LAKES ASSOCIATION | |||||||
| PO BOX 551 | BELGRADE LAKES | ME | 04918 | NONE | 501(c)(3) | GENERAL PURPOSE | $10,000 |
| LITERACY LAB | |||||||
| PO BOS 3462 | WASHINGTON | DC | 20010 | NONE | 501(c)(3) | GENERAL PURPOSE | $5,000 |
| HOPE'S DOOR | |||||||
| 39 WASHINGTON AVENUE | PLEASANTVILLE | NY | 10570 | NONE | 501(c)(3) | GENERAL PURPOSE | $10,000 |
| MISS PORTER'S SCHOOL | |||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | NONE | 501(c)(3) | GENERAL PURPOSE | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 457917 | 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 | $168,757 | 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 | $44,237 | 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 | $212,994 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 212994 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | NANCY SIMPKINS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o KLINGENSTEIN FLDS 787 7TH AVENU | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 16000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TANTON & CO | Category |
| Amount | $2,600 | Amount |
| Net Investment Income | 650 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1950 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 3152 | EOYBookValue |
| EOYFMV | 3152 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS FEES | 298 | 298 | |
| INVESTMENT ADVISORY FEES | 41990 | 41990 | |
| STATE FILING FEES | 191 | 191 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NANCY SIMPKINS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TANTON CO LLP 37 W 57TH STRE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX WITHHELD | $2,215 | 2215 |
| FEDERAL TAXES PAID | $12,000 | 12000 |