EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-26
- IRS object ID
- 202400579349100800
- Schema version
- 2023v4.0
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-26T11:17:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131833422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH & PARSONT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET SUITE 1507 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101681599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133980754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY L AND ROBERT E SMITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 2129408850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET 6C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129408850 | PhoneNum |
| Signature | 2024-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL ASH | PreparerPersonNm |
| PTIN | P00110546 | PTIN |
| Phone | 2129531250 | PhoneNum |
| Preparation | 2024-02-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $215,497 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,050 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,611 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,616 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $127 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,112 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,322 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $129,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $128,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $178,385 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $170,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $215,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $170,390 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $165,701 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $170,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $170,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $170,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $165,701 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $165,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 MCDONALDS | P | 2021-02-25 | 2023-03-31 | $6,999 | $5,300 | $1,699 | $1,699 |
| 40 ORACLE | P | 2018-12-28 | 2023-06-13 | $4,776 | $1,825 | $2,951 | $2,951 |
| 10 META PLATFORMS | P | 2021-02-23 | 2023-07-17 | $3,097 | $2,651 | $446 | $446 |
| 50 ACTIVISION BLIZZARD | P | 2021-11-23 | 2023-08-23 | $4,581 | $3,083 | $1,498 | $1,498 |
| 80 CITIGROUP | P | 2020-11-25 | 2023-10-06 | $3,215 | $4,564 | -$1,349 | -$1,349 |
| 6 ACCENTURE | P | 2020-03-10 | 2023-11-06 | $2,191 | $1,190 | $1,001 | $1,001 |
| 15 LINDE PLC | P | 2022-09-13 | 2023-11-06 | $5,870 | $4,340 | $1,530 | $1,530 |
| 10 BIO RAD LAB | P | 2023-08-30 | 2023-11-06 | $2,886 | $3,964 | -$1,078 | -$1,078 |
| 3 O'REILLY AUTO | P | 2020-12-28 | 2023-11-06 | $2,871 | $1,390 | $1,481 | $1,481 |
| 173 VIMEO | P | 2021-11-23 | 2023-07-28 | $680 | $3,809 | -$3,129 | -$3,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,050 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $109 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $109 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $109 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT E SMITH | IndividualWithBooksNm |
| Phone | 2129408850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMILY L SMITH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | DIRECTOR/VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT E SMITH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | DIRECTOR/SECRETARY/TREAS. | 0.00 | $0 | $0 | $0 |
| AMY LYNN SMITH | ||||||||
| 838 WEST END AVENUE 10D | NEW YORK | NY | 10025 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAREN GAIL SMITH | ||||||||
| 99 LANDS END LANE | SHELBURNE | VT | 05482 | DIRECTOR/VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| VICTORIA ANN SMITH | ||||||||
| 53 77TH STREET | BROOKLYN | NY | 11209 | DIRECTOR/VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $189,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $201,626 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $201,626 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $198,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $109 | TotalTaxAmt |
| Distributable Before Adj | $9,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,821 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,671 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $4,433 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $19,104 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,679 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,783 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $14,671 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,433 | ExcessFromYear3Amt |
| Excess From Current Year | $2,679 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMILY L SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE | ARLINGTON | VA | 22252 | NONE | 501(C)3 | OPERATIONS | $500 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10002 | NONE | 501(C)3 | OPERATIONS | $500 |
| DYSTONIA MEDICAL RESEARCH | |||||||
| 1 EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | 501(C)3 | OPERATIONS | $1,500 |
| DARTMOUTH COLLEGE | |||||||
| COLLEGE 5 ALLEN STREET | HANOVER | NH | 03755 | NONE | 501(C)3 | OPERATIONS | $500 |
| FORDHAM UNIVERSITY | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | 501(C)3 | OPERATIONS | $5,000 |
| FORTUNE SOCIETY | |||||||
| 2476 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)3 | OPERATIONS | $500 |
| BROOKDALE COMMUNITY COLLEGE | |||||||
| 765 NEWMAN SPRINGS ROAD | LINCROFT | NJ | 07738 | NONE | 501(C)3 | OPERATIONS | $1,000 |
| MORRISTOWN BEARD SCHOOL | |||||||
| 70 WHIPPANY ROAD | MORRISTOWN | NJ | 07960 | NONE | 501(C)3 | OPERATIONS | $500 |
| HARVARD LAW SCHOOL | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | 501(C)3 | OPERATIONS | $500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | 501(C)3 | OPERATIONS | $500 |
| PHI BETA KAPPA | |||||||
| 1606 NEW HAMPSHIRE AVENUE NW | WASHINGYON | DC | 20009 | NONE | 501(C)3 | OPERATIONS | $500 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | NONE | 501(C)3 | OPERATIONS | $500 |
| THIRTEEN | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)3 | OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,611 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,611 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2009 AMOUNT $7,895 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 ONEX | $582 | $3,509 |
| 75 ORACLE | $2,449 | $7,907 |
| 25 BERKSHIRE HATHAWAY B | $3,408 | $8,918 |
| 100 ALPHABET | $6,286 | $13,969 |
| 85 HOWARD HUGHES | $8,208 | $7,272 |
| 95 MONDELEZ | $4,530 | $6,881 |
| 290 GATES INDUSTRIAL | $3,777 | $3,892 |
| 100 ANHEISER BUSCH | $6,256 | $6,462 |
| 35 MICROSOFT | $3,764 | $13,161 |
| 13 ACCENTURE | $2,211 | $4,562 |
| 165 COMCAST | $7,727 | $7,235 |
| 40 DIAGIO | $5,784 | $5,826 |
| 4 OREILLY AUTOMOTIVE | $1,854 | $3,800 |
| 325 GOLDMAN SACHS PFD | $7,405 | $7,033 |
| 100 KKR | $5,222 | $9,693 |
| 470 DOUGLAS EMMETT | $8,755 | $6,815 |
| 325 NAVIGATOR HOLDINGS | $3,175 | $4,729 |
| 2 AUTOZONE | $2,286 | $5,171 |
| 15 META PLATFORMS | $3,976 | $5,309 |
| 660 MIRION TECHNOLOGIES | $6,565 | $6,765 |
| 10 THERMO FISHER SCIENTIFIC | $4,528 | $5,308 |
| 40 AMAZON | $5,498 | $6,078 |
| 40 JPMORGAN CHASE | $5,662 | $6,804 |
| 125 ALLY FINANCIAL | $3,151 | $4,365 |
| 120 BALL CORP | $6,408 | $6,902 |
| 175 ROCHE HOLDINGS | $6,286 | $6,340 |
| 85 US BANCORP | $2,836 | $3,679 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $127 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $127 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,616 | Amt |
| Net Investment Income | $1,616 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $57 | Amt |
| Net Investment Income | $57 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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