ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION (EIN 13-3566723)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-13
- IRS object ID
- 202102569349100900
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-13T13:06:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133566723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & BETHANY MILLARD CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O GRAYPOINT LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 2125761400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN JOE MITCHELL 4 TOWER PLACE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MILLARD | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2125761400 | PhoneNum |
| Signature | 2021-09-01 | 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 | MILLARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY DUBOFF | PreparerPersonNm |
| PTIN | P00481803 | PTIN |
| Phone | 2125761400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,037,164 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $329,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,886 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $623,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $998,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $623,900 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $963,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $953,893 | 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 |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $550 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,264,623 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,264,623 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,275,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,269,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$311,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $948,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $355,061 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $365,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $365,304 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,008,568 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,061,982 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,061,982 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,059,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,288,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,608,892 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $153,375 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $153,376 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $986 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,576,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,868,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,037,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,576,042 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,868,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,576,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,868,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,576,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,868,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,576,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$311,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,264,762 | SubtotalAmt |
| Other Decreases | $395,949 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,868,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KIMCO REALTY CORP COMMON STOCK | P | 2009-02-18 | 2020-11-02 | $415,800 | $259,103 | $156,697 | $156,697 |
| SCIENCE APPLICATIONS INTE | P | 2000-07-27 | 2020-11-02 | $566,703 | $115,594 | $451,109 | $451,109 |
| CAPITAL GAINS DIVIDENDS | P | $16,094 | $16,094 | $16,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $623,900 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,878 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,878 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,688 | OverpaymentAmt |
| Applied To ES Tax | $16,688 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | BDO USA LLP | IndividualWithBooksNm |
| Phone | 2125761400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT B MILLARD | ||||||||
| C/O GRAYPOINT LLC 4 TOWER PLACE | ALBANY | NY | 12203 | OFFICER | 10.00 | $0 | $0 | $0 |
| BETHANY MILLARD | ||||||||
| C/O GRAYPOINT LLC 4 TOWER PLACE | ALBANY | NY | 12203 | OFFICER | 25.00 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,807,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,159,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,966,237 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,966,237 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $359,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,606,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,180,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,180,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,190 | TotalTaxAmt |
| Distributable Before Adj | $1,167,147 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,167,147 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,167,147 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,269,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,269,973 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,269,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,167,147 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,549,055 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,636,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,914,456 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,100,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,269,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,167,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,826 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,203,264 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,203,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,549,055 | ExcessFromYear4Amt |
| Excess From Year3 | $2,636,927 | ExcessFromYear3Amt |
| Excess From Year1 | $2,914,456 | ExcessFromYear1Amt |
| Excess From Current Year | $102,826 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT B MILLARD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND ST Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 |
| AMERICAN ACADEMY ARTS & SCIENCE | |||||||
| 136 IRVING ST | CAMBRIDGE | MA | 02138 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $115,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $10,000 |
| COMMUNITY FUNDS INC | |||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $100,000 |
| COMPASSION & CHOICES | |||||||
| 244 5TH AVENUE APT 2010 | NEW YORK | NY | 10001 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 |
| COUNCIL ON FOREIGN RELATION | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $25,750 |
| DELTA PHI EPSILON | |||||||
| 251 S CAMAC STREET | PHILADELPHIA | PA | 19107 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $109 |
| ENDOCRINE SOCIETY | |||||||
| 2055 L STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 |
| FOUNTAIN HOUSE | |||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 |
| FRIENDS OF MVYRADIO INC | |||||||
| 121 CARROLLS WAY | VINEYARD HAVEN | MA | 02568 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $30,000 |
| FRIENDS OF WLRN | |||||||
| PO BOX 01-9731 | MIAMI | FL | 33101 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,200 |
| FROM THE TOP INC | |||||||
| 295 HUNTINGTON AVE SUITE 201 | BOSTON | MA | 02115 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $10,000 |
| GRAND CENTRAL ATELIER | |||||||
| 46-06 11TH ST | LONG ISLAND CITY | NY | 11101 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $25,000 |
| INSTITUTE FOR ADVANCED STUDY | |||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 |
| KAUFMAN CENTER | |||||||
| 129 WEST 67TH ST | NEW YORK | NY | 10023 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $411,500 |
| LIFELIGHT FOUNDATION | |||||||
| PO BOX 899 | CAMDEN | ME | 04843 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $2,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FL | NEW YORK | NY | 10036 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $18,500 |
| NATIONAL TROPICAL BOTANICAL GARDEN - THE KAMPONG | |||||||
| 4013 DOUGLAS ROAD | COCONUT GROVE | FL | 33133 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $10,000 |
| NEW VISIONS FOR PUBLIC SCHOOLS | |||||||
| 320 W 13TH ST 6 | NEW YORK | NY | 10014 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $20,000 |
| NEW YORK BOANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | NEW YORK | NY | 10458 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $25,000 |
| NEW YORK PUBLIC RADIOWNYC | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $25,000 |
| THE AMERICAN AUSTRIAN FOUNDATION | |||||||
| 150 EAST 42ND STREET 29TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 |
| THE FRICK COLLECTION | |||||||
| 1 E 70TH STREET | NEW YORK | NY | 10021 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 |
| THE MOTH AKA STORYVILLE CENTER FOR THE SPOKEN WORD INC | |||||||
| 75 BROAD ST NO 2601 | NEW YORK | NY | 10004 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $2,564 |
| TRAIN MOUNTAIN RAILROAD MUSEUM | |||||||
| 36941 S CHILOQUIN ROAD | CHILOQUIN | OR | 97624 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 |
| VINALHAVEN LAND TRUST | |||||||
| 12 SKOOG PARK ROAD | VINALHAVEN | ME | 04863 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| 700 ROSEDALE AVE | ST LOUIS | MO | 63112 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,264,623 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $623,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $953,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $953,893 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT MILLARD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BDO 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THIS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS: TAX YEAR 2008 IN THE AMOUNT OF $894,361 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11 SHS WEATHERFORD INTERNATIONAL INC. | $24,707 | $66 |
| 82,608 SHS L3 HARRIS TECHNOLOGIES INC | $251,311 | $15,614,564 |
| 10,000 SHS ANALOG DEVICES INC | $419,900 | $1,477,300 |
| 2,000 SHS AMAZON.COM INC | $581,163 | $6,513,860 |
| 359 SHS TIDEWATER INC. | $4,011,070 | $3,102 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,061,982 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,061,982 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 132 WARRANTS WEATHERFORD INTERNATION INC. | AT COST | $153,376 | $23 |
| 3,541 TIDEWATER WARRENTS | AT COST | $0 | $963 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS OF DONATED SECURITIES | Desc |
| Amt | $395,949 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $400 | $0 | $200 |
| FEES | $150 | $0 | $150 |
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