JOHNSON STREET FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON STREET FOUNDATION (EIN 13-7579596)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-19
- IRS object ID
- 201242019349100404
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-19T15:02:35-04:00 | 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 | Spielman Koenigsberg & Parker LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1745 Broadway-18th Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10019 | 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 | 137579596 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Johnson Street Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SPIELMAN KOENIGSBERG & PARKE | InCareOfName |
| Name Control | JOHN | NameControl |
| Phone | 2124895200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O L Orr 1745 BROADWAY 18th Fl | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH BUCKNER | Name |
| Title | DIRECTOR | Title |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124895200 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9571275 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3681730 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 34 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 34 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 69723 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 69723 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9395 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3797138 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9395 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 3760882 | TotalRevenueAndExpenses |
| Total Net Investment Income | 79152 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 638 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 128 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 510 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8145 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7331 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 814 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1687 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1687 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 118303 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 19668 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 98635 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 128773 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28814 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 99959 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 214260 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 214260 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 343033 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28814 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 314219 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3417849 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50338 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 614079 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4072613 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4072613 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4559310 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5498662 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5498662 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 5173389 | TotalAssetsBOY |
| Total Assets EOY | 9571275 | TotalAssetsEOY |
| Total Assets EOYFMV | 9571275 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5173389 | UnrestrictedBOY |
| Unrestricted EOY | 9571275 | UnrestrictedEOY |
| Total Net Assets BOY | 5173389 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9571275 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5173389 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9571275 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5173389 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3417849 | ExcessOfRevenueOverExpenses |
| Other Increases | 980037 | OtherIncreases |
| Subtotal | 9571275 | Subtotal |
| Total Net Assets Fund Balances EOY | 9571275 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| IDEXX LABORATORIES | 2008-04-22 | 2011-01-05 | 154921 | 106013 | 48908 | 48908 |
| IDEXX LABORATORIES | 2011-01-27 | 2011-05-20 | 3642217 | 3681730 | -39513 | -39513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9395 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 140745 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4798598 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.02933 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 196719 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4099789 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047983 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 179180 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4365591 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041044 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5033012 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.118357 | TotalDistributionRatio |
| Average Distribution Ratio | 0.029589 | AverageDistributionRatio |
| Net Noncharitable Assets | 7261747 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 214868 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 503 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 215371 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 314219 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 503 | InvestmentIncomeExciseTax |
| Subtotal | 503 | Subtotal |
| Tax Based On Investment Income | 503 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1236 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1236 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Overpayment | 727 | Overpayment |
| Amount Credited To Next Year | 727 | 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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.nycwf.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIELMAN KOENIGSBERG & PARKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2124895200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1745 BROADWAY 18TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
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 | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH BUCKNER | ||||||||
| 300 WEST END AVE | NEW YORK | NY | 10023 | 0 | 0 | 0 | 0 | 0 |
| LEONARD ORR | ||||||||
| 300 WEST END AVE | NEW YORK | NY | 10023 | 0 | 0 | 0 | 0 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | nina moglinik | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 LONGVIEW PLACE | AddressLine1 |
| City | GREAT NECK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | administrator | TypeOfService |
| Compensation | 90000 | Compensation |
| 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 | 5028986 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2343346 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7372332 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7372332 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 110585 | CashDeemedCharitable |
| Net Noncharitable Assets | 7261747 | NetNoncharitableAssets |
| Minimum Investment Return | 363087 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 363087 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 503 | TaxBasedOnInvestmentIncome |
| Total Tax | 503 | TotalTax |
| Distributable Amount Before Adj | 362584 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 362584 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 362584 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 314219 | 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 | 314219 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 503 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 313716 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 362584 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 177240 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 314219 | QualifyingDistributions |
| Applied To Year1 | 177240 | AppliedToYear1 |
| Applied To Current Year | 136979 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 225605 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH BUCKNER | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ULRICH & RUTH FRANK FOUNDATION | |||||
| 300 OADKS DRIVE | ATHENS | GA | 30607 | SUPPORT | $2,000 |
| YOUTH COMMUNICATIONS INC | |||||
| 224 WEST 29TH ST 2ND FL | NEW YORK | NY | 10001 | FOSTER CARE | $50,000 |
| CHILD WELFARE ORGANIZING PROJECT | |||||
| 80 EAST 110TH STREET | NEW YORK | NY | 10029 | CHILD WELFARE FUND | $97,260 |
| NEW ALTERNATIVES FOR CHILDREN INC | |||||
| 37 WEST 26TH ST | NEW YORK | NY | 10010 | SUPPORT PARTNERS IN PARENTING PROGRAM | $50,000 |
| ISLAND HEALTH PROJECT | |||||
| PO BOX 344 | FISHERS ISLAND | NY | 06390 | HEALTH PROJECT | $5,000 |
| CITY OF JOY AID | |||||
| 9501 4TH PLACE | LORTON | VA | 22079 | SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 214260 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $69,723 | 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 | $9,395 | 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 | $79,152 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 79152 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ELIZABETH BUCKNER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST END AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3681730 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 47,962 SH IDEXX LABORATORIES INC | NoncashPropertyDescription |
| Fair Market Value | 3681730 | FairMarketValue |
| Date Received | 2011-04-29 | DateReceived |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMEX | 94340 | 94340 |
| ADVANCED AUTO PARTS | 159174 | 159174 |
| BERKSHIRE HATHAWAY | 277961 | 277961 |
| FASTENAL | 436100 | 436100 |
| IBM | 3117685 | 3117685 |
| IMI PLC | 52647 | 52647 |
| CRODA INTERNATIONAL | 7961 | 7961 |
| MOHAWK IND. | 119700 | 119700 |
| OREILLY AUTOMOTIVE | 130718 | 130718 |
| TJX COMPANIES | 112963 | 112963 |
| TARGET CORP | 105718 | 105718 |
| PRECISION CASTPARTS | 242406 | 242406 |
| ROLLS ROYCE GROUP | 230083 | 230083 |
| IDEXX LABS | 0 | 0 |
| PRAXAIR | 58154 | 58154 |
| QINETIQ GROUP | 3997 | 3997 |
| VALEANT PHARMACEUTICALS | 349055 | 349055 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE | 1461 | 292 | 1169 |
| CONSULTING | 90000 | 90000 | |
| INVESTMENT MANAGEMENT FEES | 19215 | 19215 | |
| MISC | 1612 | 161 | 1451 |
| FEES | 250 | 250 | |
| WEBSITE EXPENSES | 5765 | 5765 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | sale of office equipment | Description |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $980,037 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ELIZABETH BUCKNER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST END AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | Category |
| Amount | $1,687 | Amount |
| Net Investment Income | 1687 | NetInvestmentIncome |