KLINGENSTEIN-MARTELL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KLINGENSTEIN-MARTELL FOUNDATION (EIN 13-4078024)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-07
- IRS object ID
- 201122809349100402
- Schema version
- 2010v3.4
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-07T10:32:12-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134078024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KLINGENSTEIN-MARTELL FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | FKA THE SARAH D KLINGENSTEIN FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KLIN | NameControl |
| Phone | 2125831100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TANTON AND CO37 W57TH ST 5TH F | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH K MARTELL | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-05-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET MULLIGAN CPA | Name |
| Phone | 2125831100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4689767 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 56828 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 56828 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 435094 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 989590 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 435094 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 491922 | TotalRevenueAndExpenses |
| Total Net Investment Income | 491922 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 2523 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2523 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 43208 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 43208 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1531 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1531 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 461 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 461 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 47723 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 44739 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2984 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 511000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 511000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 558723 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 44739 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 513984 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -66801 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 447183 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16460 | CashBOY |
| Cash EOY | 13527 | CashEOY |
| Cash EOYFMV | 13527 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 255492 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 211044 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 211044 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 12599 | AccountsReceivable |
| Accounts Receivable EOY | 12599 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 12599 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 5311334 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5279295 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4452559 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 18 | OtherAssetsBOY |
| Other Assets EOY | 38 | OtherAssetsEOY |
| Other Assets EOYFMV | 38 | OtherAssetsEOYFMV |
| Total Assets BOY | 5583304 | TotalAssetsBOY |
| Total Assets EOY | 5516503 | TotalAssetsEOY |
| Total Assets EOYFMV | 4689767 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5583304 | CapitalStockBOY |
| Capital Stock EOY | 5516503 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Total Net Assets BOY | 5583304 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5516503 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5583304 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5516503 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5583304 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -66801 | ExcessOfRevenueOverExpenses |
| Subtotal | 5516503 | Subtotal |
| Total Net Assets Fund Balances EOY | 5516503 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 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 |
|---|---|---|---|---|---|---|---|
| 2000 SH AKAMAI TECHNOLOGIES | P | 2007-07-27 | 2010-04-01 | 62588 | 76119 | -13531 | -13531 |
| 500 SH AKAMAI TECHNOLOGIES | P | 2007-10-04 | 2010-04-01 | 15647 | 15782 | -135 | -135 |
| 5000 SH APPLIED MATERIALS INC | P | 2005-12-27 | 2010-04-01 | 66579 | 92891 | -26312 | -26312 |
| 1500 SH BERKSHIRE HATHAWAY NEW CLASS B | P | 1980-11-05 | 2010-04-01 | 121702 | 47 | 121655 | 121655 |
| 3000 SH BERKSHIRE HATHAWAY NEW CLASS B | P | 1980-11-05 | 2010-06-28 | 243210 | 94 | 243116 | 243116 |
| 2000 SH CAMECO CORP | P | 2007-08-15 | 2010-11-08 | 67819 | 77054 | -9235 | -9235 |
| 3000 SH GENERAL ELECTRIC COMPANY | P | 2005-12-27 | 2010-10-20 | 48279 | 106765 | -58486 | -58486 |
| 500 SH HARTFORD FINANCIAL SERVICES GROUP | P | 1999-11-09 | 2010-10-20 | 11857 | 4277 | 7580 | 7580 |
| 300 SH HARTFORD FINANCIAL SERVICES GROUP | P | 1999-11-10 | 2010-10-21 | 7313 | 2566 | 4747 | 4747 |
| 200 SH HARTFORD FINANCIAL SERVICES GROUP | P | 2000-01-20 | 2010-10-21 | 4875 | 1711 | 3164 | 3164 |
| 500 SH HARTFORD FINANCIAL SERVICES GROUP | P | 2004-07-15 | 2010-10-21 | 12188 | 32955 | -20767 | -20767 |
| 2000 SH MEDTRONIC INC | P | 2006-09-21 | 2010-10-20 | 68818 | 94212 | -25394 | -25394 |
| 1496 SH PLAINS EXPLORATION & PRODUCTION CO | P | 1986-05-07 | 2010-04-01 | 46066 | 7059 | 39007 | 39007 |
| 5032 SH PLAINS EXPLORATION & PRODUCTION CO | P | 1986-05-07 | 2010-08-10 | 125968 | 23745 | 102223 | 102223 |
| 2967 SH PLAINS EXPLORATION & PRODUCTION CO | P | 1999-11-10 | 2010-08-10 | 74279 | 19219 | 55060 | 55060 |
| SEC LITIGATION SETTLEMENTS | P | 137 | 137 | 137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 435094 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 520442 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3816270 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.136375 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 308793 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6102856 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050598 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 171931 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7098253 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.024222 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 251646 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6308697 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039889 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 37179 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6121023 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.006074 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257158 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051432 | AverageDistributionRatio |
| Net Noncharitable Assets | 4230770 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 217597 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4472 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 222069 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 513984 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4472 | InvestmentIncomeExciseTax |
| Subtotal | 4472 | Subtotal |
| Tax Based On Investment Income | 4472 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6000 | TotalCreditsAndPayments |
| Overpayment | 1528 | Overpayment |
| Amount Credited To Next Year | 1528 | 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 |
| Website Address | n/a | WebsiteAddress |
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 W 57TH ST 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 | 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH K MARTELL | ||||||||
| C/O TANTON COMPANY LLP | NEW YORK | NY | 10019 | PRESIDENT, TRUSTEE | 0.5 | 0 | 0 | 0 |
| ROBIN KAUSE | ||||||||
| PATERSON BELKNAP WEBB TYLER | NEW YORK | NY | 10036 | SECRETARY | 0.5 | 0 | 0 | 0 |
| LAUREN BRESLOW | ||||||||
| C/O TANTON CO | NEW YORK | NY | 10019 | TREASURER | 0.5 | 0 | 0 | 0 |
| MICHAEL MARTELL | ||||||||
| 37 W57TH STREET 5TH FLOOR | NEW YORK | NY | 10019 | trustee | 0.0 | 0 | 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 | 4097516 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 197682 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4295198 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4295198 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 64428 | CashDeemedCharitable |
| Net Noncharitable Assets | 4230770 | NetNoncharitableAssets |
| Minimum Investment Return | 211539 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 211539 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4472 | TaxBasedOnInvestmentIncome |
| Total Tax | 4472 | TotalTax |
| Distributable Amount Before Adj | 207067 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 207067 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 207067 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 513984 | 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 | 513984 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4472 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 509512 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 207067 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 30581 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 30581 | TotalExcessDistriCarryover |
| Qualifying Distributions | 513984 | QualifyingDistributions |
| Applied To Current Year | 207067 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 306917 | RemainingDistriFromCorpus |
| Total Corpus | 337498 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 337498 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 30581 | ExcessFromYear1 |
| Excess From Current Year | 306917 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARAH K MARTELL | ContributingManager |
| Shareholder Manager | NONE | 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 | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| EMMA WILLARD SCHOOL | |||||||
| 285 Pawling Avenue | Troy | NY | 12180 | NONE | SECTION 501 (C)(3) | ANNUAL FUND | $125,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | NONE | SECTION 501(C)(3) | GENERAL SUPPORT | $5,000 |
| BELGRADE LAKES ASSOCIATION | |||||||
| PO BOX 551 | BELGRADE LAKES | ME | 04918 | NONE | SECTION 501(C)(3) | DOCKS TO DOORWAYS | $16,000 |
| THE TOWN SCHOOL | |||||||
| 540 EAST 76TH STREET | NEW YORK | NY | 10021 | NONE | SEC 501(C)(3) | ANNUAL FUND | $15,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 168TH STREET | NEW YORK | NY | 10032 | NONE | SECTION 501(C)(3) | MARTELL FD PRENATAL CARE CENTER | $300,000 |
| YMYWHA - 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | SEC 501(C)(3) - PUBL | ANNUAL FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 511000 | 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 | $56,828 | 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 | $435,094 | 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 | $491,922 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 491922 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DOMESTIC & FOREIGN | 5279295 | 4452559 |
| (SEE ATTACHED) |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP WEBB & TYLER | Category |
| Amount | $2,523 | Amount |
| Disbursements Charitable Prps | 2523 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCR'D RECEIVABLES | Description |
| BOY Book Value | 18 | BOYBookValue |
| EOY Book Value | 38 | EOYBookValue |
| EOYFMV | 38 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| DUES/SUBSCRIPTIONS | 411 | 411 |
| MISC FEES | 50 | 50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $43,208 | Amount |
| Net Investment Income | 43208 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $1,531 | Amount |
| Net Investment Income | 1531 | NetInvestmentIncome |