ERNST AND ELFRIEDE FRANK FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ERNST AND ELFRIEDE FRANK FOUNDATION INC (EIN 13-6106471)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-03-04
IRS object ID
202220639349100512
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-04T15:08:05-06:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN130485070PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERDON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136106471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNST & ELFRIEDE FRANK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlERNSBusinessNameControlTxt
Phone2125959348PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1736 WEST 187 STREET NO 609AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10033ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVA MARIA TAUSIGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125959348PhoneNum
Signature2022-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEVAPersonFirstNm
Person LastMARIA TAUSIGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTUART RACHLINPreparerPersonNm
PTINP00966323PTIN
Phone2128320400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,416,931FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$242,378DividendsRevAndExpnssAmt
Dividends Net Invst Incm$242,378DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,218,995NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,723,219GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,218,995CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,461,373TotalRevAndExpnssAmt
Total Net Invst Incm$4,461,373TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,913AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$15,913AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$28,925OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,015OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$910OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,838TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,015TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,823TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$626,376ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$626,376ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$671,214TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,015TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$643,199TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,790,159ExcessRevenueOverExpensesAmt
Net Investment Income$4,433,358NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$713,171CashBOYAmt
Sav And Temp Cash Invst BOY$120,210SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,067,613SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,067,613SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,177,494CorporateStockBOYAmt
Corporate Stock EOY$10,746,746CorporateStockEOYAmt
Corporate Stock EOYFMV$17,349,318CorporateStockEOYFMVAmt
Corporate Bonds BOY$13,325CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$8,024,200TotalAssetsBOYAmt
Total Assets EOY$11,814,359TotalAssetsEOYAmt
Total Assets EOYFMV$18,416,931TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,024,200CapitalStockBOYAmt
Capital Stock EOY$11,814,359CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,024,200TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,814,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,024,200TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,814,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,024,200TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,790,159ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,814,359SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,814,359TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (113 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ABB LTD SPONSORED ADRP2007-04-122021-03-26$46,470$33,940$12,530$12,530
ACCENTURE PLC IRELAND SHS CLASS AP2015-01-192021-03-26$40,354$14,689$25,665$25,665
ACTIVISION BLIZZARD INC COMP2001-11-222021-04-21$108,224$3,171$105,053$105,053
ALLIANCE DATA SYSTEMS CORP COMP2018-06-132020-09-10$72,488$173,429-$100,941-$100,941
ALLIANT ENERGY CORP COMP2010-07-192021-03-26$138,033$56,607$81,426$81,426
ALLISON TRANSMISSION HLDGS INC COMP2018-02-282020-09-10$86,753$106,606-$19,853-$19,853
ALPHABET INC CAP STK CL CP2014-12-312020-12-21$163,276$43,836$119,440$119,440
ALTERYX INC COM CL AP2020-03-242020-09-10$16,058$15,545$513$513
ANTHEM INC COMP2021-04-062021-05-21$19,543$17,721$1,822$1,822
APPLE INC COMP2010-05-182020-12-21$149,427$9,910$139,517$139,517
BIG LOTS INC COMP2002-01-212021-03-26$64,935$21,016$43,919$43,919
BIOGEN INC COMP2015-01-192020-09-10$88,803$100,467-$11,664-$11,664
BRIGHT HORIZONS FAM SOL IN DEL COMP2020-03-242020-09-10$40,329$32,306$8,023$8,023
CANADIAN IMP BK COMM COMP2016-10-202021-03-26$150,644$108,629$42,015$42,015
CHEGG INC COMP2019-09-152021-03-26$76,242$30,050$46,192$46,192
CINCINNATI FINL CORP COMP2020-06-122020-09-10$58,261$49,951$8,310$8,310
CISCO SYS INC COMP2011-05-152021-04-21$158,204$63,008$95,196$95,196
CORELOGIC INC COMP2018-02-282021-05-21$215,502$123,182$92,320$92,320
COSTAR GROUP INC COMP2018-02-282021-03-26$164,341$73,976$90,365$90,365
CROWN HLDGS INC COMP2015-03-052021-03-26$157,010$76,938$80,072$80,072
D R HORTON INC COMP2007-10-252020-12-21$164,638$22,738$141,900$141,900
DISNEY WALT CO COMP2005-01-172021-03-26$125,775$12,413$113,362$113,362
DOCUSIGN INC COMP2019-12-262021-08-10$39,149$9,659$29,490$29,490
DYCOM INDS INC COMP2018-06-132020-09-10$132,958$131,883$1,075$1,075
ENTERPRISE PRODS PARTNERS L P COMP2010-12-202020-12-02$58,845$76,575-$17,730-$17,730
EXPEDIA GROUP INC COM NEWP1950-01-012020-09-10$121,813$119,628$2,185$2,185
FORTINET INC COMP2020-09-102021-08-10$33,192$12,650$20,542$20,542
GENPACT LIMITED SHSP2017-05-082021-03-03$133,346$87,222$46,124$46,124
GLAXOSMITHKLINE PLC SPONSORED ADRP2020-09-102021-03-26$82,570$90,101-$7,531-$7,531
IDEXX LABS INC COMP2020-03-242021-03-03$26,869$10,998$15,871$15,871
IHS MARKIT LTD SHSP2019-02-012020-09-10$105,051$80,697$24,354$24,354
INTERCONTINENTAL EXCHANGE INC COMP2018-06-112021-03-26$110,815$81,854$28,961$28,961
INTUITIVE SURGICAL INC COM NEWP2021-03-222021-05-17$49,197$41,828$7,369$7,369
IQVIA HLDGS INC COMP2021-04-272021-05-17$29,935$30,154-$219-$219
IRHYTHM TECHNOLOGIES INC COMP2020-03-242021-04-21$53,604$66,364-$12,760-$12,760
KEURIG DR PEPPER INC COMP2020-04-272021-01-15$34,732$30,294$4,438$4,438
KOMATSU LTD SPON ADR NEWP2017-05-052020-09-25$42,930$50,241-$7,311-$7,311
MASTEC INC COMP2018-06-132021-08-10$94,770$57,231$37,539$37,539
MICROCHIP TECHNOLOGY INC. COMP2014-12-312021-03-26$36,128$11,350$24,778$24,778
MIDDLEBY CORP COMP2018-06-132021-03-26$213,747$119,166$94,581$94,581
MORGAN STANLEY COM NEWP2021-04-212021-06-23$59,952$56,940$3,012$3,012
MOTOROLA SOLUTIONS INC COM NEWP2018-06-112021-05-10$113,417$81,558$31,859$31,859
NETAPP INC COMP2020-09-252021-08-10$164,539$97,204$67,335$67,335
NVIDIA CORPORATION COMP1999-06-302020-09-10$717,407$3,870$713,537$713,537
OKTA INC CL AP2021-04-212021-05-10$23,325$27,182-$3,857-$3,857
PAYCHEX INC COMP2021-04-202021-08-10$86,677$72,707$13,970$13,970
PEOPLES UNITED FINANCIAL INC COMP2019-12-262020-12-02$82,588$100,324-$17,736-$17,736
PFIZER INC COMP2016-12-152021-03-17$62,973$58,967$4,006$4,006
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSP2021-04-212021-07-13$26,446$24,843$1,603$1,603
STRYKER CORPORATION COMP2021-04-212021-08-10$52,561$50,559$2,002$2,002
TRACTOR SUPPLY CO COMP2010-05-042021-03-26$207,557$26,052$181,505$181,505
TRANSUNION COMP2018-02-282021-08-10$84,187$40,324$43,863$43,863
UNIVERSAL ELECTRS INC COMP2021-04-212021-05-17$41,002$50,477-$9,475-$9,475
UNIVERSAL HLTH SVCS INC CL BP2018-06-132020-09-11$91,873$89,598$2,275$2,275
VERIZON COMMUNICATIONS INC COMP1986-04-222021-06-23$56,346$18,964$37,382$37,382
VIATRIS INC COMP2020-11-172020-11-20$29,569$34,617-$5,048-$5,048
ACTIVISION BLIZZARD INC COMP1950-01-012020-09-15$8,106$283$7,823$7,823
AFFIRM HLDGS INC COM CL AP2021-01-252021-08-26$10,203$16,160-$5,957-$5,957
BILL COM HLDGS INC COMP2020-02-202021-08-26$6,570$1,773$4,797$4,797
BLACKSTONE INC COMP2016-07-182021-05-25$19,411$4,868$14,543$14,543
BLOCK INC CL AP2019-09-252020-09-15$20,896$6,130$14,766$14,766
CEVA INC COMP2021-01-252021-08-25$3,111$4,658-$1,547-$1,547
CHENIERE ENERGY INC COM NEWP2019-07-232021-02-10$23,383$22,953$430$430
CHEVRON CORP NEW COMP2019-04-172021-03-08$22,091$23,999-$1,908-$1,908
CIENA CORP COM NEWP2017-05-082021-08-25$5,525$2,313$3,212$3,212
ENERGY TRANSFER L P COM UT LTD PTNP2017-10-202020-09-01$44,741$94,126-$49,385-$49,385
EXACT SCIENCES CORP COMP2020-01-142020-09-01$44,699$53,362-$8,663-$8,663
EXPEDIA GROUP INC COM NEWP1950-01-012020-09-01$25,254$25,769-$515-$515
FIVE BELOW INC COMP2017-05-082020-09-15$95,253$25,498$69,755$69,755
GLATFELTER CORPORATION COMP2019-11-072021-03-08$17,510$18,380-$870-$870
GOLAR LNG PARTNERS LP 8.75% CUM PFD AP2018-08-082021-02-09$12,475$13,024-$549-$549
INSEEGO CORP COMP2021-02-092021-08-16$13,050$28,271-$15,221-$15,221
KNOT OFFSHORE PARTNERS LP COM UNITSP2017-11-292021-02-18$17,732$19,609-$1,877-$1,877
KOHLS CORP COMP2017-05-082021-01-14$22,806$19,815$2,991$2,991
MARATHON PETE CORP COMP2018-06-222021-01-14$45,412$65,347-$19,935-$19,935
MARVELL TECHNOLOGY INC COMP2019-11-082021-08-25$6,070$2,658$3,412$3,412
MPLX LP COM UNIT REP LTDP2019-11-132021-03-29$12,595$11,942$653$653
NEW RESIDENTIAL INVT CORP COM NEWP2017-05-082021-02-26$10,100$15,800-$5,700-$5,700
OCCIDENTAL PETE CORP COMP2019-06-142020-09-14$7,140$27,302-$20,162-$20,162
OCCIDENTAL PETE CORP WT EXP 080327P2020-08-032020-09-14$217$1,193-$976-$976
ROKU INC COM CL AP2018-11-092020-09-15$38,852$5,956$32,896$32,896
SALESFORCE COM INC COMP2018-10-112021-08-25$6,475$3,491$2,984$2,984
SHOPIFY INC CL AP2018-08-082020-09-01$25,587$2,801$22,786$22,786
SLACK TECHNOLOGIES INC COM CL AP2020-11-182020-11-27$8,114$5,277$2,837$2,837
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSP1950-01-012020-09-15$8,498$1,794$6,704$6,704
TELADOC HEALTH INC COMP2020-08-112021-02-18$7,405$4,603$2,802$2,802
THE TRADE DESK INC COM CL AP2020-01-282020-11-25$45,129$13,427$31,702$31,702
TPI COMPOSITES INC COMP2018-03-122020-10-13$25,325$10,142$15,183$15,183
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTP2020-03-062021-02-26$26,047$17,860$8,187$8,187
ZSCALER INC COMP2019-07-302020-12-03$33,882$13,309$20,573$20,573
ABBOTT LABS COMP1992-03-182021-03-22$83,430$4,754$78,676$78,676
ABBVIE INC COMP1992-03-182021-03-22$107,390$7,364$100,026$100,026
AKAMAI TECHNOLOGIES INC COMP2007-10-262021-03-22$111,791$37,391$74,400$74,400
ANALOG DEVICES INC COMP2021-05-042021-08-06$43,400$38,245$5,155$5,155
AUTOMATIC DATA PROCESSING INC COMP1997-02-192020-12-07$152,927$13,266$139,661$139,661
BAXTER INTL INC COMP1997-10-232021-03-23$79,879$13,154$66,725$66,725
BERKSHIRE HATHAWAY INC DEL CL B NEWP1991-06-192021-05-05$55,865$3,462$52,403$52,403
BROADRIDGE FINL SOLUTIONS INC COMP1995-10-132020-12-07$227,513$27,823$199,690$199,690
DOMINION ENERGY INC COMP2019-03-182021-05-14$34,853$34,470$383$383
ESSENTIAL UTILS INC COMP1999-06-032021-03-22$85,562$16,660$68,902$68,902
FORTINET INC COMP2017-05-102021-03-22$182,248$40,286$141,962$141,962
INTEL CORP COMP1992-03-112021-03-29$146,496$4,964$141,532$141,532
KIMBERLY-CLARK CORP COMP1998-03-132021-03-22$91,700$31,402$60,298$60,298
NEUBERGER & BERMAN GUARDIAN FUNDP2015-01-012021-05-24$597,000$308,110$288,890$288,890
OREILLY AUTOMOTIVE INC COMP2021-06-072021-07-21$20,895$18,480$2,415$2,415
PPL CORP COMP2019-03-182020-12-07$60,842$65,219-$4,377-$4,377
PROCTER AND GAMBLE CO COMP1992-12-102021-05-05$53,925$5,295$48,630$48,630
REGENERON PHARMACEUTICALS COMP2021-03-222021-08-27$6,653$4,869$1,784$1,784
SOUTHERN CO COMP2013-10-142021-03-22$75,017$51,312$23,705$23,705
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSP2019-01-092021-03-22$29,354$28,728$626$626
THE ODP CORP 5% 03/01/2030P1950-01-012021-03-22$10,633$11,540-$907-$907
VERIZON COMMUNICATIONS INC COMP1986-04-222021-04-16$80,716$21,328$59,388$59,388
CAPITAL GAINS DIVIDENDSP$60,086$60,086$60,086
FieldValueIRS element (for citing)
Capital Gain Net Income$4,218,995CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$148,228NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$61,624InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$61,624SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$61,624TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,264EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$75,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$81,264TotalPaymentsAndCreditsAmt
Es Penalty$24EsPenaltyAmt
Overpayment$19,616OverpaymentAmt
Applied To ES Tax$19,616AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR JEPHTHA TAUSIGIndividualWithBooksNm
Phone2125959348PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1736 WEST 187 STREET STE 609AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10033ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EVA MARIA TAUSIG
5 THURSTONS COURTNANTUCKETMA02554PRESIDENT AS REQ'D0.00$0$0$0
ERNEST H FRANK
863 KERRY DOWNS CIRCLEMELBOURNEFL32940V.P.,TREASURER AS REQ'D0.00$0$0$0
DR JEPHTHA TAUSIG
736 WEST 187 ST APT 609NEW YORKNY10033SECRETARY AS REQ'D0.00$0$0$0
KASARA GAGE
1019 PALMER HILL ROADWAITSFIELDVT05673BOARD MEMBER AS REQ'D0.00$0$0$0
SAMANTHA FRANK STARR
1244 SMITH HILL ROADEAST MEREDITHNY13757BOARD MEMBER AS REQ'D0.00$0$0$0
ELFRIEDE E-B WALDEN
43 JENNIE LANEELIOTME03903BOARD MEMBER AS REQ'D0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,183,534AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,271,214AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,454,748TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,454,748AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$246,821CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,207,927NetVlNoncharitableAssetsAmt
Minimum Investment Return$810,396MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$810,396MinimumInvestmentReturnAmt
Tax Based On Investment Income$61,624TaxBasedOnInvestmentIncomeAmt
Total Tax$61,624TotalTaxAmt
Distributable Before Adj$748,772DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$748,772DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$748,772DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$643,199ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$643,199QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$643,199AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$748,772DistributableAsAdjustedAmt
Undistributed Income PY$611,220UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$643,199QualifyingDistributionsAmt
Applied To Year1$611,220AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,979AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$716,793UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (191 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
12 METER YACHT CLUB NEWPT STA
12 BOWENS WHARFNEWPORTRI02840PCGENERAL CHARITABLE$2,000
122 EAST 66 FDN
122 EAST 66TH STNEW YORKNY10065PCGENERAL CHARITABLE$1,000
ALZHEIMER'S DISEASE RESEARCH C
1399 PARK AVENEW YORKNY10029PCGENERAL CHARITABLE$4,500
AMERICAN ASSOC 4 ADVANOF SCI
OFFICE OF PHILANTHROPY STRATEGICWASHINGTONDC20005PCGENERAL CHARITABLE$500PARTNERSHIPS 1200 NEW YORK AVE NW
AMERICAN BRAIN FOUNDATION
201 CHICAGO AVEMINNEAPOLISMN55415PCGENERAL CHARITABLE$1,000
AMERICAN PARKINSON'S DIS FDN
PARKINSON PLAZA 135 PARKINSON AVESTATEN ISLANDNY10305PCGENERAL CHARITABLE$500
AMHERST BALLET THEATRE CO INC
29 STRONG STAMHERSTMA01002PCGENERAL CHARITABLE$1,500
AMHERST MONTESSORI SCHOOL
27 POMEROY LANEAMHERSTMA01002PCGENERAL CHARITABLE$7,500
ARPS FRIENDS OF PERFORMING ARTS
21 MATOON STAMHERSTMA01002PCGENERAL CHARITABLE$3,000
ARTISTS ASSOCIATION OF NANTUCKET
19 WASHINGTON STNANTUCKETMA02554PCGENERAL CHARITABLE$5,000
ASSOC 4 HELP FOR RETARDED CH
83 MAIDEN LANENEW YORKNY10038PCGENERAL CHARITABLE$1,000
ASSOC 4 WOMEN IN SCIENCE
1667 K ST NW 800WASHINGTONDC20006PCGENERAL CHARITABLE$500
AWARE NONPROFIT
1001 PACIFIC AVENUE SUITE 400TACOMAWA98402PCGENERAL CHARITABLE$500
BANNERMAN CASTLE TRUST
PO BOX 843GLENHAMNY125270843PCGENERAL CHARITABLE$5,000
BASCOM PALMER EYE INSTITUTE
900 NW 17TH ST 2ND FLOORMIAMIFL33136PCGENERAL CHARITABLE$1,000
BOSTON MEDFLIGHT
150 HANSCOM DRIVEBEDFORDMA01730PCGENERAL CHARITABLE$500
BRIEF ENCOUNTERS
2116 NE 18TH AVEPORTLANDOR97212PCGENERAL CHARITABLE$1,500
BRIGHT HILL LITERARY CENTER
94 CHURCH STTREADWELLNY13846PCGENERAL CHARITABLE$500
BROOKLYN BOTANIC GARDENS
1000 WASHINGTON AVEBROOKLYNNY11225PCGENERAL CHARITABLE$1,600
BROOKLYN BOTANIC GARDENS
1000 WASHINGTON AVEBROOKLYNNY11225PCGENERAL CHARITABLE$1,000
CAMP TO BELONG
PO BOX 1122LITTLETONMA01460PCGENERAL CHARITABLE$2,000
CATSKILL CHORAL SOCIETY
BOX 135ONEONTANY13820PCGENERAL CHARITABLE$500
CATSKILL FLY FISHING CENTER
1031 OLD ROUTE 17 PO BOX 1295LIVINGSTON MANORNY12759PCGENERAL CHARITABLE$1,000
CHARITY NAVIGATOR
139 HARRISTOWN RD SUITE 101GLEN ROCKNJ07452PCGENERAL CHARITABLE$2,000
CHARITY WATER
40 WORTH ST STUIE 829NEW YORKNY10013PCGENERAL CHARITABLE$5,000
CHILDREN'S HEALTH FUND
215 WEST 125TH ST SUITE 301NEW YORKNY10027PCGENERAL CHARITABLE$15,000
CLIFF ISLAND FRITZA'S
11 WHARF RDCLIFF ISLANDME04019PCGENERAL CHARITABLE$15,000
COLLABORATIVE 4 EDUC'L SERVICES
97 HAWLEY STNORTHAMPTONMA01060PCGENERAL CHARITABLE$1,500
COLONIAL WILLIAMSBURG FDN
401 W DUKE OF GLOUCESTER STWILLIAMSBURGVA23185PCGENERAL CHARITABLE$20,000
COLONIAL WMSBG CLEVELAND BAYS
101 VISITOR CENTER DRWILLIAMSBURGVA23185PCGENERAL CHARITABLE$1,000
COLUMBIA U DEPT OF ARTHIST
1190 AMSTERDAM AVENEW YORKNY10027PCGENERAL CHARITABLE$1,000
COMMUNITY INVOLVED IN SUSTAGRI
1 SUGARLOAF STSOUTH DEERFIELDMA01373PCGENERAL CHARITABLE$4,000
COMMUNITY SERVINGS
179 AMORY STJAMAICA PLAINMA02130PCGENERAL CHARITABLE$2,000
COOPERSTOWN GRADUATE PROGRAM
5838 NY-80COOPERSTOWNNY13326PCGENERAL CHARITABLE$1,000
CROSSET BROOK MIDDLE SCHOOL PTO
5672 VERMONT RTE 100DUXBURYVT05676PCGENERAL CHARITABLE$3,000
CURTIS INSTITUTE FOR MUSIC
1726 LOCUST STPHILADELPHIAPA19103PCGENERAL CHARITABLE$2,000
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215PCGENERAL CHARITABLE$1,500
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215PCGENERAL CHARITABLE$8,500
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215PCGENERAL CHARITABLE$10,000
DIGNITY MATTERS
PO BOX 72WAYLANDMA01778PCGENERAL CHARITABLE$500
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLNEW YORKNY10006PCGENERAL CHARITABLE$10,000
EASTSIDE FOOTBALL CLUB
8134 304TH AVEISSAQUAHWA98027PCGENERAL CHARITABLE$2,500
ELDER SERVICES OF CAPE COD & IS
68 ROUTE 134SOUTH DENNISMA02660PCGENERAL CHARITABLE$1,000
ELEPHANT SANCTUARY
27 E MAIN STHOHENWALDTN38462PCGENERAL CHARITABLE$1,000
ENSO CENTER
8708 196TH AVE NEREDMONDWA98053PCGENERAL CHARITABLE$1,500
EVERYTOWN FOR GUN SAFETY -SUPFD
PO BOX 3886NEW YORKNY10163PCGENERAL CHARITABLE$1,000
EYE BANK FOR SIGHT RESTORATION
120 WALL STNEW YORKNY100053902PCGENERAL CHARITABLE$500
FEEDING THE GULF COAST
5248 MOBILE SOUTH STTHEODOREAL36582PCGENERAL CHARITABLE$2,000
FILM INDEPENDENT
5670 WILSHIRE BLVD 9TH FLLOS ANGELESCA90036PCGENERAL CHARITABLE$15,000
FILM INDEPENDENT
5670 WILSHIRE BLVD 9TH FLLOS ANGELESCA90036PCGENERAL CHARITABLE$20,000
FOOTPRINTS FOOD PANTRY
37 OLD POST RDKITTERYME03904PCGENERAL CHARITABLE$1,000
FRANKLIN STAGE COMPANY
25 INSTITUTE STFRANKLINNY13775PCGENERAL CHARITABLE$1,000
GARDEN CONSERVANCY THE
PO BOX 608GARRISONNY10524PCGENERAL CHARITABLE$1,500
GLIMMERGLASS FESTIVAL
PO BOX 191COOPERSTOWNNY13326PCGENERAL CHARITABLE$1,000
GREEN AMERICA
1612 K ST NW 600WASHINGTONDC20006PCGENERAL CHARITABLE$1,000
GREEN NEWTON
PO BOX 590242NEWTON CENTERMA02459PCGENERAL CHARITABLE$500
GROLIER CLUB
47 E 60TH STNEW YORKNY10022PCGENERAL CHARITABLE$500
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY105989998PCGENERAL CHARITABLE$1,000
HANNAH'S HOUSE
859 OLD COUNTRY RDWAITSFIELDVT05673PCGENERAL CHARITABLE$1,000
HARRY TRUMAN LIBRARY
500 W US HWY 24INDEPENDENCEMO64050PCGENERAL CHARITABLE$500
HEALTH ADVOCATES 4 OLDER PEOPLE
155 EAST 44TH ST 6TH FLNEW YORKNY10017PCGENERAL CHARITABLE$4,730
HEART OF THE CATSKILLS
46610 NY-10DELHINY13753PCGENERAL CHARITABLE$500
HELIOS CARE
297 RIVER ST S SERVICE RD SUITE 1ONEONTANY13820PCGENERAL CHARITABLE$500
HISTORIC NEW ENGLAND
151 ESSEX STHAVERHILLMA01832PCGENERAL CHARITABLE$2,000
HITCHCOCK ENVIRONMENTAL
845 WEST STAMHERSTMA01002PCGENERAL CHARITABLE$10,000
HOMESTEAD THE
115 MAIN STNANTUCKETMA02554PCGENERAL CHARITABLE$1,000
HUDSON RIVER COMMUNITY SAIL
207 12TH AVENEW YORKNY10001PCGENERAL CHARITABLE$10,000
HUNTINGTON THEATRE CO
264 HUNTINGTON AVE 4606BOSTONMA02115PCGENERAL CHARITABLE$2,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847PCGENERAL CHARITABLE$5,000
JONES LIBRARY
43 AMITY STAMHERSTMA01002PCGENERAL CHARITABLE$3,000
JUVENILE DIABETIS RESEARCH FDN
200 VESEY ST 28TH FLNEW YORKNY10281PCGENERAL CHARITABLE$2,000
KEDREN COMMUNITY HEALTH CARE
4211 S AVALON BLVDLOS ANGELESCA90011PCGENERAL CHARITABLE$2,000
KESTREL LAND TRUST
284 N PLEASANT STAMHERSTMA01002PCGENERAL CHARITABLE$5,000
LAKE WASHINGTON SCHOOLS FDN
16250 NE 74TH STREDMONDWA98052PCGENERAL CHARITABLE$2,000
LAKESIDE SCHOOL
14050 1ST AVE NESEATTLEWA98125PCGENERAL CHARITABLE$2,000
LEAGUE OF WOMEN VOTERS- ED FUND
4 WEST 43RD ST SUITE 615NEW YORKNY100367408PCGENERAL CHARITABLE$1,000
LEARNING ALLY
545 5TH AVE STE 1005NEW YORKNY10017PCGENERAL CHARITABLE$500
LEO BAECK INSTITUTE
15 W 16TH STNEW YORKNY10011PCGENERAL CHARITABLE$1,000
LEUKEMIA & LYMPHOMA SOC
61 BROADWAYNEW YORKNY10006PCGENERAL CHARITABLE$1,000
LINDA LORING NATURE FOUNDATION
110 EEL POINT RDNANTUCKETMA02554PCGENERAL CHARITABLE$2,000
MAD RIVER PATH
4061 MAIN STWAITSFIELDVT05673PCGENERAL CHARITABLE$2,000
MAD RIVER VALLEY ARTS
PO BOX 238WAITSFIELDVT05673PCGENERAL CHARITABLE$15,000
MAD RIVER VALLEY INTERFAITH
PO BOX 342WAITSFIELDVT05673PCGENERAL CHARITABLE$1,000
MAD RIVER VALLEY SOCCER ASSOC
PO BOX 1781WAITSFIELDVT05673PCGENERAL CHARITABLE$4,000
MAIMONIDES MEDICAL CENTER HUG
4802 10TH AVEBROOKLYNNY11219PCGENERAL CHARITABLE$1,000
MARIA MITCHELL ASSOCIATION
4 VESTAL STNANTUCKETMA02554PCGENERAL CHARITABLE$500
MARIA MITCHELL ASSOCIATION
5 VESTAL STNANTUCKETMA02555PCGENERAL CHARITABLE$1,000
MASS AUDUBON SOCIETY
208 SOUTH GREAT RDLINCOLNMA01773PCGENERAL CHARITABLE$1,000
MASS EYE AND EAR
243 CHARLES STBOSTONMA02114PCGENERAL CHARITABLE$500
METROPOLITAN MUS OF ART
1000 FIFTH AVENEW YORKNY10028PCGENERAL CHARITABLE$4,870
METROPOLITAN MUSEUM
1000 FIFTH AVENEW YORKNY10028PCGENERAL CHARITABLE$600
METROPOLITAN OPERA
30 LICOLN CENTERNEW YORKNY10023PCGENERAL CHARITABLE$15,000
METROPOLITAN OPERA NAT'L COUNCIL
30 LICOLN CENTERNEW YORKNY10023PCGENERAL CHARITABLE$3,000
MISS HALL'S SCHOOL
492 HOLMES RDPITTSFIELDMA01201PCGENERAL CHARITABLE$4,000
MOHONK PRESERVATION INC
3197 ROUTE 44 55GARDINERNY12525PCGENERAL CHARITABLE$10,000
MOMA
11 W 53 STNEW YORKNY10019PCGENERAL CHARITABLE$532
MOMA
11 W 53 STNEW YORKNY10019PCGENERAL CHARITABLE$540
MOSCOT MOBILEYES FDN INC
276 FIFTH AVENEW YORKNY10001PCGENERAL CHARITABLE$4,000
MT SINAI ALZHEIMERS DIS RES
1399 PARK AVENEW YORKNY10029PCGENERAL CHARITABLE$4,950
MT SINAI AUXILIARY BOARD
1 GUSTAVE L LEVY PLNEW YORKNY10029PCGENERAL CHARITABLE$1,500
MT SINAI HOSP SCHOOLNURSING
148 E 126TH STNEW YORKNY10035PCGENERAL CHARITABLE$2,500
MUSICIANS FOUNDATION
875 6TH AVENEW YORKNY10001PCGENERAL CHARITABLE$15,000
NANTUCKET ARTISTS ASSOCIATION
24 AMELIA DRNANTUCKETMA02554PCGENERAL CHARITABLE$3,000
NANTUCKET ARTS COUNCIL
PO BOX 1267NANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET ATHENEUM
ZERO MAIN STNANTUCKETMA02554PCGENERAL CHARITABLE$5,000
NANTUCKET BOOK FOUNDATION
PO BOX 3531NANTUCKETMA02584PCGENERAL CHARITABLE$2,000
NANTUCKET BOYS & GIRLS CLUB
PO BOX 269NANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET CENTER 4 ELDER AFFAIRS SALT MARSH SENIOR CENTER
81 WASHINGTON STNANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET COMMUNITY MUSIC
PO BOX 1352NANTUCKETMA02554PCGENERAL CHARITABLE$2,000
NANTUCKET COMMUNITY SAILING
4 WINTER STNANTUCKETMA02554PCGENERAL CHARITABLE$4,562
NANTUCKET COMMUNITY SAILING
4 WINTER STNANTUCKETMA02554PCGENERAL CHARITABLE$10,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STNANTUCKETMA02554PCGENERAL CHARITABLE$4,000
NANTUCKET FIREMEN'S ASSN
57 PROSPECT STNANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET GARDEN CLUB MW
PO BOX 627NANTUCKETMA025540627PCGENERAL CHARITABLE$5,000
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554PCGENERAL CHARITABLE$5,000
NANTUCKET ICE
PO BOX 3155NANTUCKETMA02584PCGENERAL CHARITABLE$10,000
NANTUCKET ICE
PO BOX 3155NANTUCKETMA02584PCGENERAL CHARITABLE$10,000
NANTUCKET INTERFAITH COUNCIL
PO BOX 2957NANTUCKETMA02554PCGENERAL CHARITABLE$2,500
NANTUCKET INTERFAITH COUNCIL
PO BOX 2957NANTUCKETMA02554PCGENERAL CHARITABLE$10,000
NANTUCKET LAND COUNCIL
PO BOX 502NANTUCKETMA025540502PCGENERAL CHARITABLE$2,000
NANTUCKET MUSICAL ARTS SOCIETY
PO BOX 897NANTUCKETMA02554PCGENERAL CHARITABLE$5,000
NANTUCKET PRESERVATION TRUST 38
55 MAIN ST BOX 158NANTUCKETMA02554PCGENERAL CHARITABLE$500
NATIONAL DANCE INSTITUTE
217 WEST 147TH STNEW YORKNY10039PCGENERAL CHARITABLE$2,000
NATIONAL DANCE INSTITUTE
217 WEST 147TH STNEW YORKNY10039PCGENERAL CHARITABLE$15,000
NATIONAL DANCE INSTITUTE MEM
217 WEST 147TH STNEW YORKNY10039PCGENERAL CHARITABLE$1,000
NATIONAL DANCE INSTITUTE MEM 2
217 WEST 147TH STNEW YORKNY10039PCGENERAL CHARITABLE$2,000
NATIONAL MUSIC MUSEUM
414 E CLARK STVERMILLIONSD57069PCGENERAL CHARITABLE$500
NATIONAL PUBLIC RADIO
1111 NORTH CAPITAL ST NEWASHINGTONDC20002PCGENERAL CHARITABLE$2,000
NDI
217 WEST 147TH STNEW YORKNY10039PCGENERAL CHARITABLE$4,000
NATIVE PLANT TRUST (FORMERLY NEW ENGLAND WILDFLOWER SOCIETY)
180 HEMENWAY RDFRAMINGHAMMA01701PCGENERAL CHARITABLE$500
NEW JERSEY PBS
PO BOX 5776ENGLEWOODNJ07631PCGENERAL CHARITABLE$500
NEW LEARNING JOURNEY
ATTN SCULPTURE SCHOOL 700 BRAGGFAYSTONVT05673PCGENERAL CHARITABLE$1,000HILL RD
NEW SCHOOL UNIVERSITY
66 WEST 12TH STNEW YORKNY10011PCGENERAL CHARITABLE$1,000
NEW YORK BOTANICAL GARDENS
2900 SOUTHERN BLVDBRONXNY104585126PCGENERAL CHARITABLE$600
NEW YORK CITY BALLET
20 LINCOLN CENTERNEW YORKNY10023PCGENERAL CHARITABLE$2,392
NEW YORK JUNIOR LEAGUE
130 EAST 80TH STNEW YORKNY10075PCGENERAL CHARITABLE$1,000
NEW YORK UNIVERSITY
NYU OFFICE OF GIFT ADMINISTRATIONHAGERSTOWNMD217419993PCGENERAL CHARITABLE$1,000PO BOX 6706
NEW YORK YACHT CLUB FDN
37 W 44TH STNEW YORKNY10036PCGENERAL CHARITABLE$1,000
NEWTON FOOD PANTRY
1000 COMMONWEALTH AVENEWTONMA02459PCGENERAL CHARITABLE$1,000
NEWTON FREE LIBRARY
330 HOMER STNEWTONMA02459PCGENERAL CHARITABLE$500
NUDAY SYRIA
PO BOX 4521WINDHAMNH03087PCGENERAL CHARITABLE$1,000
NYYC FOUNDATION
37 W 44TH STNEW YORKNY10036PCGENERAL CHARITABLE$1,000
OVERLAKE SCHOOL
20301 NE 108TH STREDMONDWA98053PCGENERAL CHARITABLE$1,500
OVERLAKE SCHOOL
20301 NE 108TH STREDMONDWA98053PCGENERAL CHARITABLE$500
PASCON
57 S PROSPECT STNANTUCKETMA02554PCGENERAL CHARITABLE$2,000
PACIFIC NW CHESS CENTER
12020 113TH AVE NEKIRKLANDWA98034PCGENERAL CHARITABLE$1,000
PARKER JEWISH INSTITUTE FDN
271-11 7TH AVEQUEENSNY11040PCGENERAL CHARITABLE$500
PITZER COLLEGE PROVIDA FUTURI FND
1050 N MILLS AVECLAREMONTCA91711PCGENERAL CHARITABLE$500
PLANNED PARENTHOOD L OF MA
1055 COMMONWEALTH AVEBOSTONMA02215PCGENERAL CHARITABLE$3,000
PLANNED PARENTHOOD OF NY
26 BLEEKER STNEW YORKNY100122413PCGENERAL CHARITABLE$3,000
POWELL RIVER SALMON SOCIETY
PCGENERAL CHARITABLE$1,0005775 ASH AVEPOWELL RIVERBC V8A 4R3CA
PROFESSIONAL CHILDREN'S SCHOOL
132 W 60TH STNEW YORKNY10023PCGENERAL CHARITABLE$30,000
RARE BOOK SCHOOL
PO BOX 40010CHARLOTTESVILLEVA22904PCGENERAL CHARITABLE$10,000
RARE BOOK SCHOOL MEM GFAV
PO BOX 40010CHARLOTTESVILLEVA22904PCGENERAL CHARITABLE$1,000
REDMOND HIGH S BOYS SOCCOR B
17272 NE 104TH STREDMONDWA98052PCGENERAL CHARITABLE$1,000
REDMOND HIGH SCHOOL PTSA
17272 NE 104TH STREDMONDWA98052PCGENERAL CHARITABLE$2,000
RONALD MCDONALD HOUSE DALLAS
4707 BENGAL STDALLASTX75235PCGENERAL CHARITABLE$3,000
ROOSEVELT UNIVERSITY
430S MICHIGAN AVECHICAGOIL60605PCGENERAL CHARITABLE$20,000
S MIDDLESEX OPPORTUNITY CENTER
7 BISHOP STFRAMINGHAMMA01702PCGENERAL CHARITABLE$5,000
SAFE AT HOME
55 WEST 39TH STSUITE 600NEW YORKNY10018PCGENERAL CHARITABLE$20,000
SAFE PLACE A
5B WINDY WAYNANTUCKETMA025542776PCGENERAL CHARITABLE$2,000
SAILING HALL OF FAME
365 THAMES STNEWPORTRI02840PCGENERAL CHARITABLE$1,000
SARATOGA WARHORSE FOUND'N
28 CLINTON STSARATOGA SPRINGSNY12866PCGENERAL CHARITABLE$1,500
SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STDALLASTX75219PCGENERAL CHARITABLE$5,000
SEATTLE CHESS CLUB
7212 WOODLAWN AVE NESEATTLEWA98115PCGENERAL CHARITABLE$1,000
SEATTLE HUMANE
13212 SE EASTGATE WAYBELLEVUEWA98005PCGENERAL CHARITABLE$500
SEMPER FI
825 COLLEGE BLVD SUITE 102 PMB 609OCEANSIDECA92057PCGENERAL CHARITABLE$2,000
SHELBURNE FARMS
1611 HARBOR RDSHELBURNEVT05482PCGENERAL CHARITABLE$2,500
SMALL FRIENDS ON NANTUCKET
21 NOBADEER FARM RDNANTUCKETMA02554PCGENERAL CHARITABLE$1,000
ST HILDA'S & SR HUGH'S SCHOOL
619 W 114TH STNEW YORKNY10025PCGENERAL CHARITABLE$1,000
SUSTAINABLE NANTUCKET
14 FEDERAL STNANTUCKETMA02554PCGENERAL CHARITABLE$1,000
TEACHERS COLLEGE
525 W 120THNEW YORKNY10027PCGENERAL CHARITABLE$500
TIMBERLINE MIDDLE PSTA
9900 REDMOND RIDGE DR NEREDMONDWA98053PCGENERAL CHARITABLE$5,000
TOWN SCHOOL
540 E 76TH SRNEW YORKNY10021PCGENERAL CHARITABLE$500
TRINITY SCHOOL
139 W 91ST STNEW YORKNY10024PCGENERAL CHARITABLE$500
TROUT UNLIUMITED
1777 N KENT ST SUITE 100ARLINGTONVA222092110PCGENERAL CHARITABLE$1,500
UCSB REGENTS
DEPT OF RECREATION MC 3025 516SANTA BARBARACA931063025PCGENERAL CHARITABLE$4,000OCEAN RD
UNITE TO LIGHT
1117 STATE STSANTA BARBARACA93101PCGENERAL CHARITABLE$1,000
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109PCGENERAL CHARITABLE$1,000
UNIVERSITY OF WASH BIODEPT DB
24 KINCAID HALLSEATTLEWA98105PCGENERAL CHARITABLE$1,000
UPSTATE MEDICAL ALUMNI ASSOC
SETNOR ACADEMIC BUILDING 1510 750 ESYRACUSENY13210PCGENERAL CHARITABLE$500ADAMS ST
VALLEY ROTARY FOUNDATION
PO BOX 267WAITSFIELDVT05673PCGENERAL CHARITABLE$2,000
WAYLAND PUBLIC SCHOOLS FDN
PO BOX 97WAYLANDMA01778PCGENERAL CHARITABLE$1,000
WBUR
890 COMMONWEALTH AVEBOSTONMA02215PCGENERAL CHARITABLE$1,000
WEST KORTRIGHT CENTER
49 W KORTRIGHT CHURCH RDEAST MEREDITHNY13757PCGENERAL CHARITABLE$500
WGBH
ONE GUEST STBOSTONMA02205PCGENERAL CHARITABLE$1,500
WGBH
ONE GUEST STBOSTONMA02205PCGENERAL CHARITABLE$1,500
WNET
825 EIGHTH AVENEW YORKNY10019PCGENERAL CHARITABLE$5,000
WOODS HOLE OCEANOGRAPHIC INST
86 WATER STFALMOUTHMA02543PCGENERAL CHARITABLE$500
WUCF
12461 RESEARCH PKWY SUITE 550ORLANDOFL32826PCGENERAL CHARITABLE$500
YELLOWSTONE FOREVER
PO BOX 1857BOZEMANMT597711857PCGENERAL CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$626,376TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$242,378ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,218,995ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,461,373ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,461,373TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$15,913Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$15,913DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY$6,552,787$11,047,214
CHARLES SCHWAB$1,612,173$3,156,892
NEUBERGER BERMAN$2,581,786$3,145,212

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AD FEE-NY LAW JOURNAL$160$0$0$160
FILING FEES$750$0$0$750
INVESTMENT FEES$28,015$28,015$0$0

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