MATLIN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MATLIN FAMILY FOUNDATION (EIN 20-0216086)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-28
- IRS object ID
- 201240889349100609
- 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
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-28T16:05:41-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223754856 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNTRACHT EARLY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 COLUMBIA TURNPIKE SUITE 202 | AddressLine1 |
| City | FLORHAM PARK | City |
| State | NJ | State |
| ZIP Code | 07932 | 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 | 200216086 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATLIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MATL | NameControl |
| Phone | 2122252000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CLEARY GOTTLIEB ONE LIBERTY | AddressLine1 |
| Address Line2 | PLAZA | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID MATLIN | Name |
| Title | TRUSTEE | Title |
| Phone | 2122252000 | Phone |
| Date Signed | 2012-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID S UNTRACHT | Name |
| PTIN | P00161568 | PTIN |
| Phone | 9734086700 | Phone |
| Date Prepared | 2012-03-05 | DatePrepared |
| 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 | 443 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 789297 | ContriReceivedRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 789297 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 950 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 13 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 12 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 975 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 962 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 788581 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 788581 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 789556 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 789543 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -259 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 443 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 443 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 443 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 443 | TotalAssetsBOY |
| Total Assets EOY | 443 | TotalAssetsEOY |
| Total Assets EOYFMV | 443 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 23080 | CapitalStockBOY |
| Capital Stock EOY | 23080 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -22637 | RetainedEarningsBOY |
| Retained Earnings EOY | -22637 | RetainedEarningsEOY |
| Total Net Assets BOY | 443 | TotalNetAssetsBOY |
| Total Net Assets EOY | 443 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 443 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 443 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 443 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -259 | ExcessOfRevenueOverExpenses |
| Other Increases | 259 | OtherIncreases |
| Subtotal | 443 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 443 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1138 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 438 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 2.598174 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2213 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 438 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 5.052511 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 509513 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2286 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 222.884077 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1057548 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11202 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 94.407070 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 338089 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14900 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 22.690537 | DistributionRatioYear5 |
| Total Distribution Ratio | 347.632369 | TotalDistributionRatio |
| Average Distribution Ratio | 69.526474 | AverageDistributionRatio |
| Net Noncharitable Assets | 438 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 30453 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 30453 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 789543 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 118 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 118 | TotalCreditsAndPayments |
| Overpayment | 118 | Overpayment |
| Amount Credited To Next Year | 118 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 0 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 | STEVEN LOEB ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2122252000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CLEARY GOTTLIEBET AL 1 LIBERTY | AddressLine1 |
| Address Line2 | PLAZA | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| DAVID J MATLIN | |||||||||
| C/O CLEARY GOTTLIEB STEEN HAMILTON | ONE LIBERTY PLAZA | NEW YORK | NY | 10006 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| LISA HOFFER MATLIN | |||||||||
| C/O CLEARY GOTTLIEB STEEN HAMILTON | ONE LIBERTY PLAZA | NEW YORK | NY | 10006 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 445 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 445 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 445 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7 | CashDeemedCharitable |
| Net Noncharitable Assets | 438 | NetNoncharitableAssets |
| Minimum Investment Return | 22 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 22 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 789543 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 789543 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 789543 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 337446 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1057000 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 509408 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2191 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1116 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1907161 | TotalExcessDistriCarryover |
| Qualifying Distributions | 789543 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 789521 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2696682 | 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 | 337446 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2359236 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1057000 | ExcessFromYear4 |
| Excess From Year3 | 509408 | ExcessFromYear3 |
| Excess From Year2 | 2191 | ExcessFromYear2 |
| Excess From Year1 | 1116 | ExcessFromYear1 |
| Excess From Current Year | 789521 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DALTON SCHOOL | |||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL UNRESTRICTED | $102,600 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | PUBLIC | GENERAL UNRESTRICTED | $2,584 |
| PLASTIC POLLUTION COALITION | |||||||
| 2150 ALLSTON WAY SUITE 460 | BAYSIDE | CA | 94704 | NONE | PUBLIC | GENERAL UNRESTRICTED | $103,477 |
| TOURETTE SYNDROME ASSOCIATION | |||||||
| 42-40 BELL BLVD | BAYSIDE | NY | 11361 | NONE | PUBLIC | GENERAL UNRESTRICTED | $151,001 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | GENERAL UNRESTRICTED | $428,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 788581 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 0 | 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 (6 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 | DAVID LISA MATLIN | C/O CLEARY GOTTLIEB ONE LIBERTY PLA | NEW YORK | NY | 10006 | 975 | X | |
| 2 | DAVID MATLIN | C/O CLEARY GOTTLIEB ONE LIBERTY PLA | NEW YORK | NY | 10006 | 104280 | X | |
| 3 | LISA MATLIN | C/O CLEARY GOTTLIEB ONE LIBERTY PLA | NEW YORK | NY | 10006 | 572716 | X | |
| 4 | LISA MATLIN | C/O CLEARY GOTTLIEB ONE LIBERTY PLA | NEW YORK | NY | 10006 | 97230 | X | |
| 5 | LISA MATLIN | C/O CLEARY GOTTLIEB ONE LIBERTY PLA | NEW YORK | NY | 10006 | 2738 | X | |
| 6 | LISA MATLIN | C/O CLEARY GOTTLIEB ONE LIBERTY PLA | NEW YORK | NY | 10006 | 11358 | X |
Noncash Property NoncashProperty (5 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 4,000 SHS MAKO SURGICAL CORP. | 104280 | 2011-04-11 |
| 3 | 21,897 SHS MAKO SURGICAL CORP. | 572716 | 2011-04-19 |
| 4 | 3,000 SHS MAKO SURGICAL CORP. | 97230 | 2011-11-16 |
| 5 | 91 SHS MAKO SURGICAL CORP. | 2738 | 2011-11-18 |
| 6 | 400 SHS MAKO SURGICAL CORP. | 11358 | 2011-11-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $950 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 950 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 13 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED APPRECIATION ON STOCK | Description |
| Amount | $259 | Amount |