LUBIN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUBIN FAMILY FOUNDATION (EIN 13-6991626)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201341359349102049
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T16:34:10-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132738625 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 4TH FLR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | 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 | 136991626 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBIN FAMILY FOUNDATION SARA L SCHUPF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUBI | NameControl |
| Phone | 2129970600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ONE PENN PLAZA 4TH FLR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA L SCHUPF | Name |
| Title | PRESIDENT | Title |
| Phone | 2129970600 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY FEINMAN | Name |
| PTIN | P00227146 | PTIN |
| Phone | 2129970600 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6358120 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 213323 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 13377 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13377 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 94112 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94112 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 226043 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1344595 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 226043 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 546855 | TotalRevenueAndExpenses |
| Total Net Investment Income | 333532 | 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 |
| Interest Rev And Expnss | 353 | InterestRevAndExpnss |
| Interest Net Invst Incm | 353 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10501 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 689 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 130 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 130 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 74954 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 74541 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 413 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 85938 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 75583 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 543 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 278500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 278500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 364438 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 75583 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 279043 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 182417 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 257949 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2106302 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 172256 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 172256 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1037968 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 512241 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 622208 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 758957 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 522286 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 674505 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1726576 | InvestmentsOtherBOY |
| Investments Other EOY | 4605437 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4889151 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5629803 | TotalAssetsBOY |
| Total Assets EOY | 5812220 | TotalAssetsEOY |
| Total Assets EOYFMV | 6358120 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5629803 | UnrestrictedBOY |
| Unrestricted EOY | 5812220 | UnrestrictedEOY |
| Total Net Assets BOY | 5629803 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5812220 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5629803 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5812220 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5629803 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 182417 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5812220 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5812220 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 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 |
|---|---|---|---|---|---|---|---|
| HSBC HOLDINGS 8% PFRD | P | 2010-09-10 | 2012-06-29 | 271966 | 270600 | 1366 | 1366 |
| CITIGROUP CAP XII | P | 2010-09-10 | 2012-07-18 | 250000 | 265100 | -15100 | -15100 |
| WELLS FARGO 7.98% DTD 12/29/99 | P | 2009-11-16 | 2012-11-27 | 289101 | 236672 | 52429 | 52429 |
| FROM ACACIA CONSERVATATION OFFSHORE FUND LTD | P | 5281 | 5281 | 5281 | |||
| FIDELITY SELECTY SOFTWARE & COMPUTER | P | 2012-01-10 | 20847 | 22558 | -1711 | -1711 | |
| FIDELITY TELECOM AND UTILITIES FUND | P | 2012-01-13 | 24432 | 23420 | 1012 | 1012 | |
| FIDELITY SELECT IT SERVICES PORTFOLIO | P | 2012-01-19 | 24766 | 24687 | 79 | 79 | |
| FIDELITY GNMA FUND | P | 2012-01-23 | 23942 | 24023 | -81 | -81 | |
| FIDELITY SELECT BIOTECHNOLOGY | P | 2012-01-26 | 25393 | 21708 | 3685 | 3685 | |
| SPARTAN US BOND INDEX FD INVESTOR CL | P | 2012-01-30 | 20987 | 20880 | 107 | 107 | |
| FIDELITY INTER BOND | P | 2012-01-30 | 18553 | 18367 | 186 | 186 | |
| FIDELITY INVESTMENT GRADE | P | 2012-01-30 | 22011 | 21785 | 226 | 226 | |
| FIDELITY SELECT CONSTRUCTN & HOUSING | P | 2012-01-30 | 26893 | 24251 | 2642 | 2642 | |
| FIDELITY SELECT LEISUIRE | P | 2012-01-30 | 26771 | 25071 | 1700 | 1700 | |
| FIDELITY MORTGAGE SECURITIES | P | 2012-02-10 | 20953 | 20897 | 56 | 56 | |
| FIDELITY CONSUMER FINANCE POR | P | 2012-02-22 | 26297 | 24432 | 1865 | 1865 | |
| FIDELITY SELECT MEDICAL DELIVERY | P | 2012-02-28 | 25895 | 24766 | 1129 | 1129 | |
| FIDELITY SELECT MULTIMEDIA | P | 2012-02-28 | 25293 | 23942 | 1351 | 1351 | |
| FIDELITY SELECT CHEMICALS | P | 2012-02-28 | 26986 | 25393 | 1593 | 1593 | |
| FROM ACACIA CONSERVATATION OFFSHORE FUND LTD | P | 14545 | 14545 | 14545 | |||
| FROM CEVIAN CAPITAL | P | 71235 | 71235 | 71235 | |||
| FROM HALL CAPITAL PARTNERS LLC | P | 59362 | 59362 | 59362 | |||
| FROM ROSE GROVE OFFSHORE FUND I, LTD CLASS A 12/12 | P | 1709 | 1709 | 1709 | |||
| FROM ROSE GROVE OFFSHORE FUND I, LTD CLASS A 04/12 | P | 21377 | 21377 | 21377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 226043 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 596592 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5674610 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.105134 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 204841 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5614651 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.036483 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 283218 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4238372 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.066822 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 319185 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5723020 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055772 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 334342 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6915852 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048344 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.312555 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062511 | AverageDistributionRatio |
| Net Noncharitable Assets | 5976892 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 373621 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2579 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 376200 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 279043 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5159 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5159 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5159 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6920 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6920 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 1760 | Overpayment |
| Amount Credited To Next Year | 1760 | 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 | SARA LEE SCHUPF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129970600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DDK CO LLP ONE PENN PLAZA 4TH | AddressLine1 |
| Address Line2 | FLR | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SARA L SCHUPF | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 NASH ROAD | AddressLine1 |
| City | NORTH SALEM | City |
| State | NY | State |
| ZIP Code | 10560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 20.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 5094224 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 973687 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6067911 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6067911 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 91019 | CashDeemedCharitable |
| Net Noncharitable Assets | 5976892 | NetNoncharitableAssets |
| Minimum Investment Return | 298845 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 298845 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5159 | TaxBasedOnInvestmentIncome |
| Total Tax | 5159 | TotalTax |
| Distributable Amount Before Adj | 293686 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 293686 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 293686 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 279043 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 279043 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 279043 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 293686 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 71584 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 71584 | TotalExcessDistriCarryover |
| Qualifying Distributions | 279043 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 279043 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 14643 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 14643 | ExcessDistriCyovAppliedCY |
| Total Corpus | 56941 | 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 | 56941 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 56941 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PEF ISRAEL ENDOWMENT FUNDS - EMUNAH AFULA CHILDREN'S CENTER | |||||||
| 317 MADISON AVE | NEW YORK | NY | 10017 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| VCG-VOLUNTARY CONSULTING SERVICES | |||||||
| 55 W 39TH ST 1200 | NEW YORK | NY | 10018 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | IRC 509(A)(1) | GENERAL USE | $25,000 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 M B L ST | WOODS HOLE | MA | 02543 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| NYSCI-NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111ST | NEW YORK | NY | 11368 | N/A | IRC 509(A)(1) | GENERAL USE | $100,000 |
| KATONAH MUSEUM OF ART | |||||||
| 134 JAY ST | KATONAH | NY | 10536 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| JACOB BURNS FILM CENTER | |||||||
| 364 MANVILLE RD | PLEASANTVILLE | NY | 10570 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| ASHOKA | |||||||
| 1700 N MOORE ST | ARLINGTON | VA | 22209 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| ANTIOCH COLLEGE | |||||||
| 1 MORGAN PL | YELLOW SPRINGS | OH | 45387 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| CITY PARKS FOUNDATION | |||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | N/A | IRC 509(A)(1) | GENERAL USE | $2,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| THE NATURE CONSERVANCY | |||||||
| 33 PEN RD | WESTON | CT | 06883 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| FRIENDS OF UNFPA | |||||||
| 370 LEXINGTON SUITE 702 | NEW YORK | NY | 10017 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||
| 136 IRVING ST | CAMBRIDGE | MA | 02138 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| INTERNATIONAL WOMEN'S HEALTH COALITON - IWHC | |||||||
| 333 7TH AVE 601 | NEW YORK | NY | 10001 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 |
| CULTURAL LANDSCAPE FOUNDATION | |||||||
| 1909 Q ST NW 200 | WASHINGTON | DC | 20009 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111ST | NEW YORK | NY | 11368 | N/A | IRC 509(A)(1) | GENERAL USE | $7,500 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| COASTAL STUDIES FOR GIRLS | |||||||
| 308 WOLFES NECK RD | FREEPORT | ME | 04032 | N/A | IRC 509(A)(1) | GENERAL USE | $3,000 |
| ROSALIND FRANKLIN SOCIETY | |||||||
| 140 HUGUENOT STREET 3RD FLOOR | NEW ROCHELLE | NY | 10801 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 |
| PEF ISRAEL ENDOWMENT FUNDS - EMUNAH AFULA CHILDREN'S CENTER | |||||||
| 317 MADISON AVE | NEW YORK | NY | 10017 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| NATIONAL ACADEMIES | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | NEW YORK | NY | 10458 | N/A | IRC 509(A)(1) | GENERAL USE | $7,000 |
| BRUNSWICK SCHOOL | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06831 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH RD | GREENWICH | CT | 06830 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| DUKE UNIVERISTY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | IRC 509(A)(1) | GENERAL USE | $2,000 |
| AMHERST COLLEGE PARENTS FUND | |||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| AGNES IRWIN SCHOOL | |||||||
| 275 S ITHAN AVE | BRYN MAWR | PA | 19010 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | IRC 509(A)(1) | GENERAL USE | $500 |
| DENISON UNIVERSITY | |||||||
| 400 NEWARK GRANVILLE RD | GRANVILLE | OH | 43023 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 |
| TAFT SCHOOL | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH RD | GREENWICH | CT | 06830 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH RD | GREENWICH | CT | 06830 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 278500 | 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 | $13,377 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94,112 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $226,043 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $333,532 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 333532 | 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 |
| General Rule | X | GeneralRule |
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 | 2004 TILLIE K LUBIN CLAT | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 NASH ROAD | AddressLine1 |
| City | NORTH SALEM | City |
| State | NY | State |
| ZIP Code | 10560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 213323 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA CORP 8% | 285614 | 386967 |
| WELLS FARGO & COMPANY 7.98% | 236672 | 287538 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | DODGE & COX STOCK FUND | NameOfStock |
| EOY Book Value | 512241 | EOYBookValue |
| EOYFMV | 622208 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| HILL CAPITAL PARTNERS ABSOLUTE RETURN FUND | AT COST | 1786551 | 1898591 |
| ACACIA CONSERVATION OFFSHORE FUND, LTD | AT COST | 974565 | 1146239 |
| CEVIAN CAPITAL II, LTD | AT COST | 571235 | 571235 |
| ROSE GROVE OFFSHORE FUND I, LTD CLASS A | AT COST | 773086 | 773086 |
| CEVIAN CAPITAL II, LP | AT COST | 500000 | 500000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 250 | 250 | 0 |
| MISCELLANEOUS | 386 | 386 | 0 |
| BANK FEES | 15 | 15 | 0 |
| CUSTODIAL FEES | 1262 | 1262 | 0 |
| DIVIDEND EXPENSE | 2538 | 2538 | 0 |
| MANAGEMENT EXPENSES | 33530 | 33530 | 0 |
| ADMINISTRATION FEES | 208 | 0 | 208 |
| AUDIT FEES | 205 | 0 | 205 |
| PERFORMANCE FEE | 36560 | 36560 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2004 TILLIE K LUBIN CLAT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 NASH ROAD | AddressLine1 |
| City | NORTH SALEM | City |
| State | NY | State |
| ZIP Code | 10560 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $277 | 277 | 0 |
| EXCISE TAXES | $9,812 | 0 | 0 |
| TEFRA TAX WITHHELD | $412 | 412 | 0 |