EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-02-13
- IRS object ID
- 202310449349100426
- Schema version
- 2022v4.1
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-13T14:43:42-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-01-30 | 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 | 2023-01-30 | 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 | 2022 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $182,956 | 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 | $2,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,049 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,944 | 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 | $1,787 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,787 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,133 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,588 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $29,322 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,358 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $127,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $129,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,010 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $165,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $182,956 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $165,807 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $170,390 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $165,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $170,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $165,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $170,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $165,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $170,390 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $170,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 80 SERVICE CORP INTERNATIONAL | P | 2018-07-12 | 2022-01-03 | $5,564 | $3,021 | $2,543 | $2,543 |
| 50 RAYTHEON | P | 2021-02-25 | 2022-03-08 | $4,829 | $3,722 | $1,107 | $1,107 |
| 25 JOHNSON & JOHNSON | P | 2018-07-12 | 2022-03-30 | $4,481 | $3,217 | $1,264 | $1,264 |
| 15 DIAGIO | P | 2020-09-14 | 2022-04-19 | $3,054 | $2,036 | $1,018 | $1,018 |
| 25 LOWES | P | 2021-02-25 | 2022-04-19 | $5,023 | $3,999 | $1,024 | $1,024 |
| 30 MONDELEZ | P | 2020-09-14 | 2022-04-19 | $1,925 | $1,762 | $163 | $163 |
| 90 NORTHWESTERN | P | 2020-09-14 | 2022-04-19 | $5,311 | $4,544 | $767 | $767 |
| 1 AUTOZONE | P | 2021-01-27 | 2022-05-11 | $1,970 | $1,143 | $827 | $827 |
| 30 IAC/INTERACTIVE | P | 2020-12-08 | 2022-07-21 | $2,258 | $2,922 | -$664 | -$664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,049 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $127 | 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 | $127 | 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/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/VICE-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 | ||||||||
| 164 CHIPMAN STREET | SOUTH BURLINGTON | VT | 05403 | 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 | $156,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $195,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $195,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $192,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127 | TotalTaxAmt |
| Distributable Before Adj | $9,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,198 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,671 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,433 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $43,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,931 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,931 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,371 | 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 | $19,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,104 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,671 | ExcessFromYear4Amt |
| Excess From Year2 | $4,433 | ExcessFromYear2Amt |
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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THIRTEEN | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)3 | OPERATIONS | $350 |
| GRASSROOTS TENNIS | |||||||
| 11 INGALLS AVENUE | NORWALK | CT | 06854 | NONE | 501(C)3 | OPERATIONS | $250 |
| FORDHAM UNIVERSITY | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | 501(C)3 | OPERATIONS | $500 |
| DARTMOUTH COLLEGE | |||||||
| COLLEGE 5 ALLEN STREET | HANOVER | NH | 03755 | NONE | 501(C)3 | OPERATIONS | $500 |
| HARVARD UNIVERSITY | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | 501(C)3 | OPERATIONS | $300 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE | ARLINGTON | VA | 22252 | NONE | 501(C)3 | OPERATIONS | $500 |
| FORTUNE SOCIETY | |||||||
| 2476 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | NONE | 501(C)3 | OPERATIONS | $500 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)3 | OPERATIONS | $100 |
| FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)3 | OPERATIONS | $100 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | NONE | 501(C)3 | OPERATIONS | $100 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10002 | NONE | 501(C)3 | OPERATIONS | $100 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | 501(C)3 | OPERATIONS | $100 |
| PHI BETA KAPPA | |||||||
| 1606 NEW HAMPSHIRE AVENUE NW | WASHINGYON | DC | 20009 | NONE | 501(C)3 | OPERATIONS | $100 |
| CHESS FOUNDATION | |||||||
| 333 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | 501(C)3 | OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,500 | 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 | $2,895 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,944 | 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 (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 ONEX | $582 | $2,410 |
| 115 ORACLE | $4,273 | $9,400 |
| 25 BERKSHIRE HATHAWAY B | $3,408 | $7,722 |
| 100 ALPHABET | $6,286 | $8,823 |
| 50 HOWARD HUGHES | $5,684 | $3,821 |
| 95 MONDELEZ | $4,530 | $6,332 |
| 290 GATES INDUSTRIAL | $3,777 | $3,309 |
| 100 ANHEISER BUSCH | $6,256 | $6,004 |
| 35 MICROSOFT | $3,764 | $8,394 |
| 20 ACCENTURE | $3,401 | $5,337 |
| 80 CITIGROUP | $4,564 | $3,618 |
| 165 COMCAST | $7,727 | $5,770 |
| 25 DIAGIO | $3,392 | $4,455 |
| 7 OREILLY AUTOMOTIVE | $3,244 | $5,908 |
| 325 GOLDMAN SACHS PFD | $7,405 | $5,993 |
| 100 KKR PFD | $5,222 | $5,725 |
| 125 DOUGLAS EMMETT | $5,093 | $2,666 |
| 325 NAVIGATOR HOLDINGS | $3,175 | $3,887 |
| 50 ACTIVISION | $3,083 | $3,828 |
| 2 AUTOZONE | $2,286 | $4,932 |
| 25 META PLATFORMS | $6,626 | $3,008 |
| 25 MCDONALDS | $5,300 | $6,588 |
| 660 MIRION TECHNOLOGIES | $6,565 | $4,363 |
| 10 THERMO FISHER SCIENTIFIC | $4,528 | $5,507 |
| 173 VIMEO | $3,809 | $593 |
| 15 LINDE PLC | $4,340 | $4,893 |
| 40 AMAZON | $5,498 | $3,360 |
| 40 JPMORGAN CHASE | $5,662 | $5,364 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $29,322 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $29,358 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,787 | Amt |
| Net Investment Income | $1,787 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $24 | Amt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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