HABE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HABE FOUNDATION (EIN 20-1366114)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201232269349100213
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T12:14:44-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY K SIMPKINS | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-05-11 | 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 | 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 | 8802593 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3450454 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 103904 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 103904 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 186866 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1034472 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 408074 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 3741224 | TotalRevenueAndExpenses |
| Total Net Investment Income | 511978 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 625 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1875 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6101 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 6101 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 38241 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 37878 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 363 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 46842 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 44604 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2238 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 355000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 355000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 401842 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 44604 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 357238 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3339382 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 467374 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 235637 | CashBOY |
| Cash EOY | 151445 | CashEOY |
| Cash EOYFMV | 151445 | CashEOYFMV |
| Investments Corp Stock BOY | 4588279 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8027036 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8651148 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 15183 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Total Assets BOY | 4839099 | TotalAssetsBOY |
| Total Assets EOY | 8178481 | TotalAssetsEOY |
| Total Assets EOYFMV | 8802593 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4839099 | CapitalStockBOY |
| Capital Stock EOY | 8178481 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Total Net Assets BOY | 4839099 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8178481 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4839099 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8178481 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4839099 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3339382 | ExcessOfRevenueOverExpenses |
| Subtotal | 8178481 | Subtotal |
| Total Net Assets Fund Balances EOY | 8178481 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 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 |
|---|---|---|---|---|---|---|---|
| 600 SHS AMERICAN EXPRESS | P | 2005-12-27 | 2011-11-18 | 30644 | 31483 | -839 | -839 |
| 3,250 SHS BERKSHIRE HATHAWAY | D | 1980-11-05 | 2011-03-08 | 277764 | 103 | 277661 | 277661 |
| 2,000 SHS CHICAGO BRIDGE & IRO | D | 2003-10-21 | 2011-04-04 | 80747 | 27958 | 52789 | 52789 |
| 8,000 SHS EMC CORP MASS | P | 2006-01-11 | 2011-03-02 | 214725 | 103649 | 111076 | 111076 |
| 4,000 SHS INDIA FUND INC | D | 2005-09-03 | 2011-11-08 | 97557 | 153053 | -55496 | -55496 |
| 600 SHS ISHARES TR S&P LATIN AMERICA | D | 2011-11-18 | 2011-11-18 | 27462 | 28750 | -1288 | -1288 |
| 2,000 SHS MANPOWER GROUP | P | 2005-03-07 | 2011-06-01 | 117376 | 89998 | 27378 | 27378 |
| 600 SHS RAYTHEON COMPANY NEW | D | 2009-04-28 | 2011-11-08 | 27110 | 27040 | 70 | 70 |
| 1,200 SHS TEXAS INSRUMENT S INC | D | 2010-04-14 | 2011-11-08 | 37514 | 32000 | 5514 | 5514 |
| 4,000 SHS SYSCO CORPORATION | P | 2007-10-29 | 2011-01-10 | 120493 | 132364 | -11871 | -11871 |
| CAPITAL GAIN DIVIDENDS | P | 3080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 408074 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 425908 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2547268 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.167202 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 736862 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2352347 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.313245 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 550691 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3543257 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.155419 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 428299 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4507470 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.09502 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 242464 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4016948 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06036 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.791246 | TotalDistributionRatio |
| Average Distribution Ratio | 0.158249 | AverageDistributionRatio |
| Net Noncharitable Assets | 6540153 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1034973 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4674 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1039647 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 357238 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 9347 | InvestmentIncomeExciseTax |
| Subtotal | 9347 | Subtotal |
| Tax Based On Investment Income | 9347 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2775 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 12775 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 134 | PenaltyForUnderpayment |
| Overpayment | 3294 | Overpayment |
| Amount Credited To Next Year | 3294 | 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 | 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 | 6376741 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 263008 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6639749 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6639749 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 99596 | CashDeemedCharitable |
| Net Noncharitable Assets | 6540153 | NetNoncharitableAssets |
| Minimum Investment Return | 327008 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 327008 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9347 | TaxBasedOnInvestmentIncome |
| Total Tax | 9347 | TotalTax |
| Distributable Amount Before Adj | 317661 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 317661 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 317661 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 357238 | 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 | 357238 | QualifyingDistributions |
| Adj Qualifying Distributions | 357238 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 317661 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 44453 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 221036 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 378858 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 623253 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 309557 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1577157 | TotalExcessDistriCarryover |
| Qualifying Distributions | 357238 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 317661 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 39577 | RemainingDistriFromCorpus |
| Total Corpus | 1616734 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 44453 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1572281 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 221036 | ExcessFromYear4 |
| Excess From Year3 | 378858 | ExcessFromYear3 |
| Excess From Year2 | 623253 | ExcessFromYear2 |
| Excess From Year1 | 309557 | ExcessFromYear1 |
| Excess From Current Year | 39577 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| RAWANDA EDUCATIONAL ASSISTANCE PROGRAM | ||||||||
| C/O ED BALLEN | 5 SAMUEL PURDY LANE | KATONAH | NY | 10536 | NONE | SEC 501(C)(3) | GENERAL PURPOSE | $10,000 |
| MISS PORTERS SCHOOL | ||||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | NONE | SEC 501(C)(3) | ANNUAL FUND 2013 PLEDGE | $110,000 | |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | ||||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | NONE | SEC 501(C)(3) | OPERATING EXPENSE CAPITAL CAMPAIGN PLEDGE | $200,000 | |
| ROLLINS COLLEGE | ||||||||
| 1000 HOLT AVE | WINTER PARK | FL | 32789 | NONE | SECTION 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| DEERFIELD ACADEMY | ||||||||
| 7 BOYDEN LANE | PO BOX 87 | DEERFIELD | MA | 01342 | NONE | SECTION 501(C)(3) | GENERAL PURPOSE | $20,000 |
| HOPE'S DOOR | ||||||||
| PO BOX 203 | PLEASANTVILLE | NY | 10570 | NONE | SECTION 501(C)(3) | GENERAL PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 355000 | 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 | $103,904 | 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 | $186,866 | 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 | $290,770 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 290770 | 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 (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | NANCY SIMPKINS | c/o KLINGENSTEIN FLDS 787 7TH AVENU | NEW YORK | NY | 10019 | 180432 | X | |
| 2 | JOHN KLINGENSTEIN | C/O KLINGENSTEIN FLDS 787 7TH AVENU | NEW YORK | NY | 10019 | 535188 | X | X |
| 3 | NANCY SIMPKINS | C/O TANTON CO LLP 37 W 57TH STRE | NEW YORK | NY | 10019 | 2734834 | X | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 6,250 SHARES OF BERKSHIRE HATHAWAY CL B | 535188 | 2011-03-08 |
| 3 | SEE SCHEDULE ATTACHED | 2734834 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TANTON & CO | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 625 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1875 | 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 | 15183 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS FEES | 95 | 95 | |
| INVESTMENT ADVISORY FEES | 37783 | 37783 | |
| STATE FILING FEES | 363 | 363 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | federal refunds | Description |
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 | $3,651 | 3651 |
| FEDERAL TAXES PAID | $2,450 | 2450 |