LUBIN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LUBIN FAMILY FOUNDATION (EIN 13-6991626)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-24
- IRS object ID
- 201131449349100008
- Schema version
- 2010v3.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-24T15:39:25-05:00 | 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 | DDK & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 54TH FLR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136991626 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBIN FAMILY FOUNDATION SARA L SCHUPF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LUBI | NameControl |
| Phone | 2129970600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DDK CO LLP ONE PENN PLAZA 54TH | AddressLine1 |
| Address Line2 | FLR | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA L SCHUPF | Name |
| Title | PRESIDENT | Title |
| Phone | 2129970600 | Phone |
| Date Signed | 2011-05-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY FEINMAN | Name |
| Phone | 2129970600 | 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 | 6014200 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 213323 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 28722 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 28722 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 153592 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 153592 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 515 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 582255 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 515 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4692 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4692 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 400844 | TotalRevenueAndExpenses |
| Total Net Investment Income | 187521 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 650 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 650 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4000 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1297 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1297 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 125 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 125 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 250 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 250 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6322 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1547 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4775 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 200066 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 200066 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 206388 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1547 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 204841 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 194456 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 185974 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1988943 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1625402 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1625402 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1552621 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2024642 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2480741 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1509581 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1662309 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1908057 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 5051145 | TotalAssetsBOY |
| Total Assets EOY | 5312353 | TotalAssetsEOY |
| Total Assets EOYFMV | 6014200 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5051145 | UnrestrictedBOY |
| Unrestricted EOY | 5312353 | UnrestrictedEOY |
| Total Net Assets BOY | 5051145 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5312353 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5051145 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5312353 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5051145 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 194456 | ExcessOfRevenueOverExpenses |
| Other Increases | 66752 | OtherIncreases |
| Subtotal | 5312353 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5312353 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 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 |
|---|---|---|---|---|---|---|---|
| MOODYS CORP - 5,700 SHRS | P | 2009-05-12 | 2010-06-14 | 112259 | 214070 | -101811 | -101811 |
| COVANCE INC. - 1,000 SHRS | P | 2009-07-15 | 2010-08-12 | 39457 | 48640 | -9183 | -9183 |
| COVANCE INC. - 2,000 SHRS | P | 2009-12-28 | 2010-08-12 | 78914 | 108582 | -29668 | -29668 |
| ALCON INC. - 675 SHRS | P | 2006-03-20 | 2010-09-07 | 109885 | 30767 | 79118 | 79118 |
| ALCON INC. - 800 SHRS | P | 2009-11-16 | 2010-12-17 | 129630 | 91235 | 38395 | 38395 |
| SIGMA ALDRICH CORP - 500 SHRS | P | 2001-07-16 | 2010-12-17 | 33399 | 9913 | 23486 | 23486 |
| AMERICAN EXPRESS CO - 50,000 UNITS | P | 2009-07-15 | 2010-12-20 | 62262 | 53594 | 8668 | 8668 |
| CME GROUP INC. - 50 SHRS | P | 2008-03-24 | 2010-12-31 | 16102 | 24939 | -8837 | -8837 |
| CAPITAL GAINS DIVIDENDS | P | 347 | 347 | 347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 515 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 283218 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4238372 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066822 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 319185 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5723020 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055772 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 334342 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6915852 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048344 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 212438 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5918226 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035896 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 195685 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5391372 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036296 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243130 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048626 | AverageDistributionRatio |
| Net Noncharitable Assets | 5614651 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 273018 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1860 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 274878 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 204841 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3719 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3719 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3719 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2110 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2110 | TotalCreditsAndPayments |
| Tax Due | 1609 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SARA LEE SCHUPF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129970600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DDK CO LLP ONE PENN PLAZA 54TH | AddressLine1 |
| Address Line2 | FLR | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SARA L SCHUPF | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 NASH ROAD | AddressLine1 |
| City | NORTH SALEM | City |
| State | NY | State |
| ZIP Code | 10560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 20.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3855942 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1844211 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5700153 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5700153 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 85502 | CashDeemedCharitable |
| Net Noncharitable Assets | 5614651 | NetNoncharitableAssets |
| Minimum Investment Return | 280733 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 280733 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3719 | TaxBasedOnInvestmentIncome |
| Total Tax | 3719 | TotalTax |
| Distributable Amount Before Adj | 277014 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 277014 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 277014 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 204841 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 204841 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 204841 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 277014 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 182882 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 204841 | QualifyingDistributions |
| Applied To Year1 | 182882 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21959 | 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 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 255055 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AGNES IRWIN SCHOOL | ||||||||
| ITHAN AVENUE CONSTOGA ROAD | ROSEMONT | PA | 19010 | N/A | IRC 509(A)(1) | GENERAL USE | $3,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| ASHOKA | ||||||||
| 1700 NORTH MOORE STREET SUITE 2000 | ARLINGTON | VA | 22209 | N/A | IRC 509(A)(1) | GENERAL USE | $15,000 | |
| CORNELL UNIVERSITY | ||||||||
| 410 THURSTON AVE | ITHACA | NY | 14850 | N/A | IRC 509(A)(1) | GENERAL USE | $1,500 | |
| DARTMOUTH COLLEGE | ||||||||
| DARMOUTH COLLEGE | HANOVER | NH | 03755 | N/A | IRC 509(A)(1) | GENERAL USE | $1,500 | |
| DENISON UNIVERSITY | ||||||||
| PO BOX 810 | GRANVILLE | OH | 43023 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| ECHOING GREEN | ||||||||
| 494 EIGHTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| EMMA WILLARD SCHOOL | ||||||||
| 285 PAWLING AVE | TROY | NY | 12180 | N/A | IRC 509(A)(1) | GENERAL USE | $1,500 | |
| FIELD MUSEUM | ||||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | IRC 509(A)(1) | GENERAL USE | $500 | |
| GREENWICH COUNTRY DAY SCHOOL | ||||||||
| 401 OLD CHURCH RD | GREENWICH | CT | 06836 | N/A | IRC 509(A)(1) | GENERAL USE | $25,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1101 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | IRC 509(A)(1) | GENERAL USE | $500 | 220 |
| NEW YORK HALL OF SCIENCE | ||||||||
| 47-01 111TH STREET | QUEENS | NY | 11368 | N/A | IRC 509(A)(1) | GENERAL USE | $107,245 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 | |
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | IRC 509(A)(1) | GENERAL USE | $2,000 | |
| TAFT SCHOOL | ||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | IRC 509(A)(1) | GENERAL USE | $4,000 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 | |
| MOUSE | ||||||||
| 50 WEST 23RD STREET SUITE 702 | NEW YORK | NY | 10010 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| THE CHILDREN'S VILLAGE | ||||||||
| 2090 ADAM CLAYTON POWELL BLVD 9TH | NEW YORK | NY | 10027 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | FL |
| RUTH KEELOR LIBRARY | ||||||||
| 276 TITICUS ROAD | NORTH SALEM | NY | 10560 | N/A | IRC 509(A)(1) | GENERAL USE | $500 | |
| OUT 2 PLAY | ||||||||
| 1560 BROADWAY SUITE 706 | NEW YORK | NY | 10036 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| STORM KING ART CENTER | ||||||||
| PO BOX 280 OLD PLEASANT HILL ROAD | MOUNTAINVILLE | NY | 10953 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| NEW YORK BOTANICAL GARDENS | ||||||||
| BRONX RIVER PARKWAY | BRONX | NY | 10458 | N/A | IRC 509(A)(1) | GENERAL USE | $2,500 | |
| SARAH LAWRENCE COLLEGE | ||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | IRC 509(A)(1) | GENERAL USE | $5,000 | |
| AMHERST COLLEGE PARENTS FUND | ||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | IRC 509(A)(1) | GENERAL USE | $1,821 | |
| BRYN MAWR HOSPITAL FOUNDATION | ||||||||
| 130 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| THE CHILDREN'S HOSPITAL | ||||||||
| 13123 EAST 16TH AVENUE | AURORA | CO | 80045 | N/A | IRC 509(A)(1) | GENERAL USE | $1,500 | |
| MIDWEST PALLIATIVE & HOSPICE CARECENTER | ||||||||
| 2050 CLAIRE COURT | GLENVIEW | IL | 60025 | N/A | IRC 509(A)(1) | GENERAL USE | $1,500 | |
| GREENWICH BOYS & GIRLS CLUB | ||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | N/A | IRC 509(A)(1) | GENERAL USE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 200066 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28,722 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $153,592 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,692 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $515 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $187,521 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 187521 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2004 TILLIE K LUBIN CLAT | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 NASH ROAD | AddressLine1 |
| City | NORTH SALEM | City |
| State | NY | State |
| ZIP Code | 10560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 213323 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4000 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS CO 8.125% | 53594 | 62211 |
| BANK OF AMERICA CORP 8% | 285614 | 352730 |
| GOLDMAN SACHS GROUP INC 7.5% | 109985 | 116599 |
| JPMORGAN CHASE & CO 7.9% | 533451 | 637794 |
| JPMORGAN HIGH YELD BOND FUND | 206322 | 211223 |
| WELLS FARGO & COMPANY 7.98% | 473343 | 527500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABORATORIES | 135630 | 143730 |
| ALCON INC. | 0 | 0 |
| AMPHENOL CL A | 61356 | 168104 |
| CISCO SYSTEMS | 98630 | 101150 |
| CITIGROUP CAPITAL | 265100 | 264600 |
| CME GROUP INC | 194298 | 176963 |
| COVANCE INC | 0 | 0 |
| HSBC HOLDING PLC | 270600 | 266500 |
| ISHARES MCSI EAFE INDEX FUND | 499960 | 560950 |
| MOODYS CORP. COM | 0 | 0 |
| MSCI INC | 52734 | 77920 |
| SIGMA-ALDRICH CORP | 41195 | 133120 |
| VERISK ANALYTICS INC | 108542 | 136320 |
| VISA INC | 60919 | 70380 |
| WALMART STORES INC | 142128 | 151004 |
| WRIGHT EXPRESS CORP | 93550 | 230000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $650 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 650 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 250 | RevenueAndExpensesPerBooks |
| Net Investment Income | 250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FOREIGN TAXES REFUND | 1423 | 1423 | 1423 |
| FIDELITY INVESTMENTS | 3269 | 3269 | 3269 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATION ON DONATED SECURITIES | Description |
| Amount | $66,752 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $1,297 | Amount |
| Net Investment Income | 1297 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |