LUBIN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LUBIN FAMILY FOUNDATION (EIN 13-6991626)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201221369349101537
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T13:01:42-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 54TH 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 | 2011-01-01 | 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 DDK CO LLP ONE PENN PLAZA 54TH | AddressLine1 |
| Address Line2 | FLR | AddressLine2 |
| 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 | 2012-05-14 | 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 | 2011 | 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 | 5704517 | 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 | 36820 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 36820 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 181038 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 181038 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 476215 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4554900 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 476215 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 907396 | TotalRevenueAndExpenses |
| Total Net Investment Income | 694073 | 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 |
| Legal Fees Rev And Expnss | 491 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 491 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2000 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6778 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1169 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 125 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 125 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3976 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3976 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13370 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5145 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2616 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 600865 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 600865 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 614235 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5145 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 603481 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 293161 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 688928 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1625402 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2106302 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2106074 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2024642 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1037968 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1022145 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1662309 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 758957 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 849029 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 1726576 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1727269 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5312353 | TotalAssetsBOY |
| Total Assets EOY | 5629803 | TotalAssetsEOY |
| Total Assets EOYFMV | 5704517 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5312353 | UnrestrictedBOY |
| Unrestricted EOY | 5629803 | UnrestrictedEOY |
| Total Net Assets BOY | 5312353 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5629803 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5312353 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5629803 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5312353 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 293161 | ExcessOfRevenueOverExpenses |
| Other Increases | 24289 | OtherIncreases |
| Subtotal | 5629803 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5629803 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| JPM HIGH YELD FD - 2,063.429 UNITS | P | 2011-12-12 | 15943 | 16658 | -715 | -715 | |
| CISCO SYSTEMS INC - 5.000 SHRS | P | 2011-04-13 | 86349 | 98630 | -12281 | -12281 | |
| ABBOTT LABORATORIES - 3,000 SHRS | P | 2011-08-17 | 150882 | 135630 | 15252 | 15252 | 2009-05-12 |
| ISHARES MSCI EAFE INDEX FUND - 9,635 SHRS | P | 2011-11-11 | 498505 | 499960 | -1455 | -1455 | 2010-09-07 |
| JPM HIGH YELD FD - 25,828.873 UNITS | P | 2011-12-12 | 199657 | 204154 | -4497 | -4497 | |
| AMERICAN EXPRESS CO - 50,000 SHRS | P | 2011-12-12 | 63450 | 53594 | 9856 | 9856 | 2009-07-15 |
| GOLDMAN SACHS GROUP INC - 100,000 UNITS | P | 2011-12-12 | 110000 | 109985 | 15 | 15 | 2009-07-15 |
| JP MORGAN CHASE & CO - 600,000 UNITS | P | 2011-12-12 | 640725 | 533451 | 107274 | 107274 | |
| AMPHENOL CORP - 3,185 SHRS | P | 2011-12-27 | 145034 | 61356 | 83678 | 83678 | |
| CME GROUP INC - 550 SHRS | P | 2011-12-27 | 136035 | 194298 | -58263 | -58263 | |
| MSCI INC - 2,000 SHRS | P | 2011-12-27 | 66739 | 52734 | 14005 | 14005 | 2009-07-15 |
| SIGMA ALDRICH CORP - 1,600 SHRS | P | 2011-12-27 | 101102 | 33265 | 67837 | 67837 | |
| VERISK ANALYTICS INC - 4,000 SHRS | P | 2011-12-27 | 158437 | 108542 | 49895 | 49895 | 2009-11-30 |
| VISA INC - 1,000 SHRS | P | 2011-12-27 | 103064 | 60919 | 42145 | 42145 | 2009-07-15 |
| WALMART STORES INC - 810 SHRS | P | 2011-12-27 | 48462 | 41116 | 7346 | 7346 | 2009-05-12 |
| WRIGHT EXPRESS CORP - 5,000 SHRS | P | 2011-12-27 | 275445 | 93550 | 181895 | 181895 | |
| THRU FIDELITY | P | 2550 | 2550 | 2550 | |||
| THRU FIDELITY - SEE SCHEDULE ATTACHED | P | 1752521 | 1780843 | -28322 | -28322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 476215 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 204841 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5614651 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036483 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 283218 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4238372 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.066822 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 319185 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5723020 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055772 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 334342 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6915852 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048344 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 212438 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5918226 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035896 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243317 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048663 | AverageDistributionRatio |
| Net Noncharitable Assets | 5674610 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 276144 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6889 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 283033 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 603481 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6889 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6889 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6889 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Tax Due | 2892 | TaxDue |
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 | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 1 | 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 54TH | 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 | 4399708 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1361317 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5761025 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5761025 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 86415 | CashDeemedCharitable |
| Net Noncharitable Assets | 5674610 | NetNoncharitableAssets |
| Minimum Investment Return | 283731 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 283731 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6889 | TaxBasedOnInvestmentIncome |
| Total Tax | 6889 | TotalTax |
| Distributable Amount Before Adj | 276842 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 276842 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 276842 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 603481 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 603481 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6889 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 596592 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 276842 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 255055 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 603481 | QualifyingDistributions |
| Applied To Year1 | 255055 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 276842 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 71584 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 71584 | 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 | 71584 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 71584 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AGNES IRWIN SCHOOL | ||||||||
| ITHAN AVENUE CONSTOGA ROAD | ROSEMONT | PA | 19010 | N/A | IRC 509(A)(1) | GENERAL USE | $3,000 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 | |
| AMHERST COLLEGE PARENTS FUND | ||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | IRC 509(A)(1) | GENERAL USE | $1,821 | |
| DENISON UNIVERSITY | ||||||||
| PO BOX 810 | GRANVILLE | OH | 43023 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 | |
| EMMA WILLARD SCHOOL | ||||||||
| 285 PAWLING AVE | TROY | NY | 12180 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | IRC 509(A)(1) | GENERAL USE | $500 | |
| GREENWICH COUNTRY DAY SCHOOL | ||||||||
| 401 OLD CHURCH RD | GREENWICH | CT | 06836 | N/A | IRC 509(A)(1) | GENERAL USE | $10,500 | |
| MOUSE | ||||||||
| 50 WEST 23RD STREET SUITE 702 | NEW YORK | NY | 10010 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1101 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | IRC 509(A)(1) | GENERAL USE | $500 | 220 |
| NEW YORK BOTANICAL GARDENS | ||||||||
| BRONX RIVER PARKWAY | BRONX | NY | 10458 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 | |
| NEW YORK HALL OF SCIENCE | ||||||||
| 47-01 111TH STREET | QUEENS | NY | 11368 | N/A | IRC 509(A)(1) | GENERAL USE | $119,891 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| RUTH KEELOR LIBRARY | ||||||||
| 276 TITICUS ROAD | NORTH SALEM | NY | 10560 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | IRC 509(A)(1) | GENERAL USE | $32,216 | |
| TAFT SCHOOL | ||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| MADATECH | ||||||||
| 590 5TH AVENUE SUITE 902 | NEW YORK | NY | 10018 | N/A | IRC 509(A)(1) | GENERAL USE | $10,000 | |
| DUKE UNIVERSITY | ||||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| CULTURAL LANDSCAPE FOUNDATION | ||||||||
| 1909 QUE STREET NW 2ND FLOOR | WASHINGTON | DC | 20009 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | N/A | IRC 509(A)(1) | GENERAL USE | $2,150 | |
| CARAMOOR | ||||||||
| 149 GIRDLE RIDGE ROAD | KATONAH | NY | 10536 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| FRIENDS OF ISRAEL SCI-TECH SCHOOLS | ||||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | N/A | IRC 509(A)(1) | GENERAL USE | $500 | |
| HORIZON HOSPICE AND PALLIATIVE CARE | ||||||||
| 833 WEST CHICAGO AVENUE | CHICAGO | IL | 60642 | N/A | IRC 509(A)(1) | GENERAL USEGENERAL USE | $5,124 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| 95 WELLS AVENUE SUITE 155 | NEWTON | MA | 02459 | N/A | IRC 509(A)(1) | GENERAL USE | $353,663 | |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE 100 | ARLINGTON | VA | 22203 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| NATIONAL COUNCIL FOR RESEARCH ON WOMEN | ||||||||
| 11 HANOVER SQUARE 24TH FLOOR | NEW YORK | NY | 10005 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| DURHAM ACADEMY | ||||||||
| 3501 RIDGE ROAD | DURHAM | NC | 27705 | N/A | IRC 509(A)(1) | GENERAL USE | $1,500 | |
| COASTAL STUDIES FOR GIRLS | ||||||||
| 308 WOLFES NECK ROAD | FREEPORT | ME | 04032 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| ROSALIND FRANKLIN SOCIETY | ||||||||
| 140 HUGUENOT STREET 3RD FLOOR | NEW ROCHELLE | NY | 10801 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| NEW YORK PRESBYTERIAN FUND INC | ||||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10021 | N/A | IRC 509(A)(1) | GENERAL USE | $18,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 600865 | 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 | $36,820 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $181,038 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $476,215 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $694,073 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 694073 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2000 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART VII-A, STATEMENTS REGARDING ACTIVITIES, BOX 12 | ReturnReference |
| Explanation | THE DISTRIBUTIONS TO VANGUARD CHARITABLE ENDOWMENT PROGRAM, TREATED AS QUALIFYING DISTRIBUTIONS, ARE TO BE USED FOR CHARITABLE PURPOSES, SUCH AS EDUCATIONAL & MEDICAL FACILITIES /RESEARCH. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS CO 8.125% | 0 | 0 |
| BANK OF AMERICA CORP 8% | 285614 | 313404 |
| GOLDMAN SACHS GROUP INC 7.5% | 0 | 0 |
| JPMORGAN CHASE & CO 7.9% | 0 | 0 |
| JPMORGAN HIGH YELD BOND FUND | 0 | 0 |
| WELLS FARGO & COMPANY 7.98% | 473343 | 535625 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABORATORIES | 0 | 0 |
| AMPHENOL CL A | 0 | 0 |
| CISCO SYSTEMS | 0 | 0 |
| CITIGROUP CAPITAL | 265100 | 251600 |
| CME GROUP INC | 0 | 0 |
| HSBC HOLDING PLC | 270600 | 260600 |
| ISHARES MCSI EAFE INDEX FUND | 0 | 0 |
| MSCI INC | 0 | 0 |
| SIGMA-ALDRICH CORP | 0 | 0 |
| VERISK ANALYTICS INC | 0 | 0 |
| VISA INC | 0 | 0 |
| WALMART STORES INC | 0 | 0 |
| WRIGHT EXPRESS CORP | 0 | 0 |
| DODGE & COX STOCK FUND | 502268 | 509945 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| HILL CAPITAL PARTNERS ABSOLUTE RETURN FUND | AT COST | 1500000 | 1500000 |
| FIDELITY TELECOM AND UTILITY FUND | AT COST | 23420 | 25172 |
| FIDELITY SELECT IT SERVICES PORTFOLIO | AT COST | 24687 | 23825 |
| FIDELITY SELECT CONSTRUCTION & HOUSING | AT COST | 24251 | 24650 |
| FIDELITY SELECT LEISURE | AT COST | 25071 | 25246 |
| FIDELITY SELECT BIOTECHNOLOGY | AT COST | 21708 | 22920 |
| FIDELITY SELECT SOFTWARE AND COMPUTER | AT COST | 22558 | 20444 |
| SPARTAN US BOND INDEX FUND | AT COST | 20835 | 20871 |
| FIDELITY INTER BOND | AT COST | 18331 | 18382 |
| FIDELITY INVESTMENT GRADE | AT COST | 21733 | 21818 |
| FIDELITY GNMA FUND | AT COST | 23982 | 23941 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $491 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 491 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 250 | 250 | 0 |
| INVESTMENT FEES | 2024 | 2024 | 0 |
| MISCELLANEOUS | 1702 | 1702 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATION ON DONATED SECURITIES | Description |
| Amount | $24,289 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $1,169 | 1169 | 0 |
| EXCISE TAXES | $5,609 | 0 | 0 |