ERNST AND ELFRIEDE FRANK FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ERNST AND ELFRIEDE FRANK FOUNDATION INC (EIN 13-6106471)
Tax period
2019-09-01 to 2020-08-31
Filed
2021-07-12
IRS object ID
202131939349100258
Schema version
2019v5.2
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)
Return2021-07-12T09:35:05-05:00ReturnTs
Tax Period End2020-08-31TaxPeriodEndDt

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 Begin2019-09-01TaxPeriodBeginDt

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)
PersonJEPHTHA TAUSIGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125959348PhoneNum
Signature2021-07-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTUART RACHLINPreparerPersonNm
PTINP00966323PTIN
Phone2128320400PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,351,427FMVAssetsEOYAmt
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$252,822DividendsRevAndExpnssAmt
Dividends Net Invst Incm$252,822DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$571,410NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,053,301GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$571,410CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$824,232TotalRevAndExpnssAmt
Total Net Invst Incm$824,232TotalNetInvstIncmAmt
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$970AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$970AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$31,689TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,689TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,635OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,725OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$910OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,294TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,414TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,880TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$585,758ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$585,758ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$623,052TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,414TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$587,638TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$201,180ExcessRevenueOverExpensesAmt
Net Investment Income$814,818NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,929,040CashBOYAmt
Cash EOY$713,171CashEOYAmt
Cash EOYFMV$713,171CashEOYFMVAmt
Sav And Temp Cash Invst BOY$324SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$120,210SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$120,210SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,879,746CorporateStockBOYAmt
Corporate Stock EOY$7,177,494CorporateStockEOYAmt
Corporate Stock EOYFMV$13,507,776CorporateStockEOYFMVAmt
Corporate Bonds BOY$13,910CorporateBondsBOYAmt
Corporate Bonds EOY$13,325CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,270CorporateBondsEOYFMVAmt
Total Assets BOY$7,823,020TotalAssetsBOYAmt
Total Assets EOY$8,024,200TotalAssetsEOYAmt
Total Assets EOYFMV$14,351,427TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,823,020CapitalStockBOYAmt
Capital Stock EOY$8,024,200CapitalStockEOYAmt
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$7,823,020TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,024,200TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,823,020TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,024,200TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,823,020TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$201,180ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,024,200SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,024,200TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (150 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ROKU INC CL AP2018-11-092019-09-06$170$44$126$126
ROKU INC CL AP2018-11-092019-09-06$8,325$2,155$6,170$6,170
CARLYLE GRPP2017-03-072019-09-12$3,898$2,371$1,527$1,527
CARLYLE GRPP2017-03-072019-09-12$22,087$13,434$8,653$8,653
EXXON MOBIL CORPP2019-04-172019-09-16$22,432$24,185-$1,753-$1,753
INFOSYS TECH LTDP2017-05-082019-10-22$29,864$24,876$4,988$4,988
INFOSYS TECH LTDP2017-05-082019-10-29$280$226$54$54
INFOSYS TECH LTDP2017-05-082019-10-29$5,228$4,229$999$999
INFOSYS TECH LTDP2017-05-082019-10-29$1,864$1,508$356$356
INFOSYS TECH LTDP2017-05-082019-10-29$28$23$5$5
INFOSYS TECH LTDP2017-05-082019-10-29$932$754$178$178
INFOSYS TECH LTDP2017-05-082019-10-29$14,968$12,106$2,862$2,862
INFOSYS TECH LTDP2017-05-082019-10-29$7,456$6,032$1,424$1,424
KOHLS CORPP2017-05-082019-11-07$44,320$30,713$13,607$13,607
CARDINAL HEALTHP2018-07-202019-11-08$14,793$13,418$1,375$1,375
CARDINAL HEALTHP2018-07-202019-11-08$12,103$10,978$1,125$1,125
SPLUNK INCP2019-08-232019-11-08$6,135$5,748$387$387
SPLUNK INCP2019-08-232019-11-08$11,769$10,748$1,021$1,021
CHINA MOBILE HK LTDP1950-01-012019-11-18$37,139$8,648$28,491$28,491
CIRRUS LOGICP2014-12-312019-11-18$39,763$12,961$26,802$26,802
COGNIZANT TECH SOLNSP2013-08-022019-11-18$6,336$3,632$2,704$2,704
COGNIZANT TECH SOLNSP2013-08-022019-11-18$6,336$3,632$2,704$2,704
COGNIZANT TECH SOLNSP2013-08-022019-11-18$6,336$3,632$2,704$2,704
COGNIZANT TECH SOLNSP2013-08-022019-11-18$6,336$3,632$2,704$2,704
COGNIZANT TECH SOLNSP2013-08-022019-11-18$3,168$1,816$1,352$1,352
J P MORGAN & COP1950-01-012019-11-18$13,045$3,951$9,094$9,094
J P MORGAN & COP1950-01-012019-11-18$32,612$9,878$22,734$22,734
TAIWAN S MANUFACTURINGP1950-01-012019-11-18$53,729$13,674$40,055$40,055
WESTERN DIGITAL CORPP2017-05-082019-11-18$4,447$8,099-$3,652-$3,652
WESTERN DIGITAL CORPP2017-05-082019-11-18$10,377$18,899-$8,522-$8,522
MEDMEN ENTERPRISESP2019-08-052019-11-25$206$786-$580-$580
MEDMEN ENTERPRISESP2019-08-052019-11-25$309$1,179-$870-$870
MEDMEN ENTERPRISESP2019-08-072019-11-25$516$1,943-$1,427-$1,427
MEDMEN ENTERPRISESP2019-08-092019-11-25$4$15-$11-$11
MEDMEN ENTERPRISESP2019-08-092019-11-25$254$898-$644-$644
MEDMEN ENTERPRISESP2019-08-092019-11-25$209$745-$536-$536
MEDMEN ENTERPRISESP2019-08-092019-11-25$47$168-$121-$121
MEDMEN ENTERPRISESP2019-09-232019-11-25$511$1,665-$1,154-$1,154
FIVE BELOWP2017-05-082019-11-26$25,299$10,199$15,100$15,100
BLACKSTONE GROUP INCP2016-07-182019-12-03$5,430$2,507$2,923$2,923
BLACKSTONE GROUP INCP2016-07-182019-12-03$10,861$5,013$5,848$5,848
HI CRUSH PRTNRSP2018-08-012019-12-03$104$1,873-$1,769-$1,769
HI CRUSH PRTNRSP2018-08-012019-12-03$738$13,232-$12,494-$12,494
HI CRUSH PRTNRSP2018-08-302019-12-03$421$5,880-$5,459-$5,459
HI CRUSH PRTNRSP2018-08-312019-12-03$421$5,672-$5,251-$5,251
HI CRUSH PRTNRSP2018-09-132019-12-03$421$5,972-$5,551-$5,551
HI CRUSH PRTNRSP2018-09-242019-12-03$382$5,679-$5,297-$5,297
HI CRUSH PRTNRSP2018-09-242019-12-03$39$575-$536-$536
HI CRUSH PRTNRSP2018-10-162019-12-03$425$4,880-$4,455-$4,455
HI CRUSH PRTNRSP2018-10-192019-12-03$850$8,863-$8,013-$8,013
HI CRUSH PRTNRSP2019-01-032019-12-03$170$873-$703-$703
HI CRUSH PRTNRSP2019-01-032019-12-03$340$1,743-$1,403-$1,403
HI CRUSH PRTNRSP2019-01-032019-12-03$765$3,921-$3,156-$3,156
EXPEDIA INCP2018-02-262020-03-01$9,947$10,602-$655-$655
GARRETT MOTION INC COMP2020-01-172020-03-06$58$91-$33-$33
GARRETT MOTION INC COMP2020-01-172020-03-06$6,342$9,999-$3,657-$3,657
GARRETT MOTION INC COMP2020-01-272020-03-06$3,200$4,555-$1,355-$1,355
GARRETT MOTION INC COMP2020-01-292020-03-06$3,200$4,370-$1,170-$1,170
HSBC HLDGP2017-05-082020-03-06$6,400$8,544-$2,144-$2,144
HSBC HLDGP2017-05-082020-03-06$12,000$16,019-$4,019-$4,019
NGL ENERGY PTNRS 9%P2017-08-092020-03-06$12,300$12,127$173$173
NGL ENERGY PTNRS 9%P2017-08-092020-03-06$2,485$2,425$60$60
NGL ENERGY PTNRS 9%P2017-08-092020-03-06$944$922$22$22
NGL ENERGY PTNRS 9%P2017-08-092020-03-06$2,485$2,425$60$60
NGL ENERGY PTNRS 9%P2017-08-092020-03-06$6,511$6,355$156$156
NGL ENERGY PTNRS 9%P2019-01-152020-03-06$602$563$39$39
NGL ENERGY PTNRS 9%P2019-03-202020-03-06$12,425$12,170$255$255
NGL ENERGY PTNRS 9%P2019-04-032020-03-06$342$328$14$14
NGL ENERGY PTNRS 9%P2019-04-032020-03-06$548$524$24$24
NGL ENERGY PTNRS 9%P2019-04-032020-03-06$2$2$0$0
HSBC HLDGP2017-05-082020-03-09$9,168$12,815-$3,647-$3,647
HSBC HLDGP2017-05-082020-03-09$9,270$12,815-$3,545-$3,545
GOLAR LONG PRTNRSP2016-04-052020-04-30$3,180$14,374-$11,194-$11,194
GOLAR LONG PRTNRSP2017-05-082020-04-30$3,250$21,368-$18,118-$18,118
GOLAR LONG PRTNRSP2017-08-112020-05-20$962$7,964-$7,002-$7,002
GOLAR LONG PRTNRSP2017-08-112020-05-20$240$1,991-$1,751-$1,751
GOLAR LONG PRTNRSP2018-07-242020-05-20$2,405$15,265-$12,860-$12,860
DOLLAR TREE INCP2018-09-042020-05-26$21,202$20,117$1,085$1,085
DOLLAR TREE INCP2018-10-122020-05-26$16,961$16,233$728$728
DOLLAR TREE INCP2020-04-062020-05-26$4,240$3,551$689$689
CNX MIDSTREAM PARTNERSP2020-02-182020-08-03$4,625$6,695-$2,070-$2,070
CNX MIDSTREAM PARTNERSP2020-02-182020-08-03$4,625$6,695-$2,070-$2,070
CNX MIDSTREAM PARTNERSP2020-02-252020-08-03$925$1,302-$377-$377
CNX MIDSTREAM PARTNERSP2020-02-252020-08-03$3,700$5,208-$1,508-$1,508
OCCIDENTAL PETE CORP WT EXPP2019-06-142020-08-03$2$9-$7-$7
CNX MIDSTREAM PARTNERSP2020-02-262020-08-14$5,075$6,153-$1,078-$1,078
CNX MIDSTREAM PARTNERSP2020-03-012020-08-14$5,075$5,695-$620-$620
CNX MIDSTREAM PARTNERSP2020-03-012020-08-14$761$828-$67-$67
CNX MIDSTREAM PARTNERSP2020-03-012020-08-14$1,776$1,932-$156-$156
CNX MIDSTREAM PARTNERSP2020-03-052020-08-14$7,957$8,573-$616-$616
CNX MIDSTREAM PARTNERSP2020-03-062020-08-14$5,305$5,372-$67-$67
CNX MIDSTREAM PARTNERSP2020-03-062020-08-18$10,536$10,300$236$236
AMBEV SAP2009-09-142019-12-26$29,437$19,160$10,277$10,277
ANALOG DEVICES INCP2019-02-012019-12-26$47,691$39,852$7,839$7,839
ANALOG DEVICES INCP2019-02-012019-12-26$11,327$9,465$1,862$1,862
APARTMENT INV MNG AP2014-01-202019-12-26$76$48$28$28
APARTMENT INV MNG AP2014-01-202019-12-26$44,585$24,453$20,132$20,132
APARTMENT INV MNG AP2014-01-202019-12-26$47,290$25,927$21,363$21,363
APARTMENT INV MNG AP2014-01-202019-12-26$17,013$9,326$7,687$7,687
APARTMENT INV MNG AP2019-03-252019-12-26$3,423$3,345$78$78
CHEVRON CORPP2016-02-092019-12-26$42,247$29,278$12,969$12,969
CHEVRON CORPP2017-05-042019-12-26$18,106$15,682$2,424$2,424
CHEVRON CORPP2017-05-042019-12-26$36,212$31,364$4,848$4,848
CREE INCP2019-09-152019-12-26$27,288$30,295-$3,007-$3,007
WALT DISNEY HOLDINGSP2005-01-172019-12-26$47,438$5,976$41,462$41,462
HAWAIIAN ELECTRICP2018-07-102019-12-26$46,732$35,725$11,007$11,007
HAWAIIAN ELECTRICP2018-07-102019-12-26$14,083$10,764$3,319$3,319
HEALTHCARE SERVICESP2018-06-132019-12-26$4,928$8,401-$3,473-$3,473
HEALTHCARE SERVICESP2018-06-132019-12-26$5,051$8,610-$3,559-$3,559
HEALTHCARE SERVICESP2018-06-132019-12-26$7,392$12,597-$5,205-$5,205
HEALTHCARE SERVICESP2018-06-132019-12-26$8,501$14,493-$5,992-$5,992
HEALTHCARE SERVICESP2018-09-142019-12-26$517$880-$363-$363
HEALTHCARE SERVICESP2018-09-142019-12-26$7,839$13,329-$5,490-$5,490
HEALTHCARE SERVICESP2018-09-142019-12-26$2,738$4,653-$1,915-$1,915
KAR AUCTION SVCSP2018-06-112019-12-26$6,478$6,494-$16-$16
KAR AUCTION SVCSP2018-06-112019-12-26$2,699$2,706-$7-$7
KAR AUCTION SVCSP2018-06-112019-12-26$6,480$6,494-$14-$14
KRAFT HEINZ COP2018-06-112019-12-26$20,553$39,034-$18,481-$18,481
KRAFT HEINZ COP2019-02-012019-12-26$14,229$21,428-$7,199-$7,199
LENNAR CORPP2007-10-252019-12-26$37,945$18,244$19,701$19,701
LENNAR CORPP2007-11-282019-12-26$35,067$12,803$22,264$22,264
LENNAR CORPP2007-11-282019-12-26$2,923$1,067$1,856$1,856
LENNAR CORPP2010-05-062019-12-26$25,329$8,662$16,667$16,667
LYONDELLBASELL INDP2018-02-282019-12-26$34,278$40,079-$5,801-$5,801
LYONDELLBASELL INDP2018-09-142019-12-26$31,461$35,579-$4,118-$4,118
MATCH GROUP INC NEW COMP2019-09-152019-12-26$33,293$30,601$2,692$2,692
OPEN TEXT CORPP2018-06-132019-12-26$13,233$10,821$2,412$2,412
OPEN TEXT CORPP2018-06-132019-12-26$19,849$16,234$3,615$3,615
OPEN TEXT CORPP2018-06-132019-12-26$8,824$7,215$1,609$1,609
OPEN TEXT CORPP2018-06-132019-12-26$8,820$7,215$1,605$1,605
SOUTHERN COP2018-02-282019-12-26$63,399$43,115$20,284$20,284
TOLL BROTHERS INCP2007-11-282019-12-26$11,995$5,718$6,277$6,277
TOLL BROTHERS INCP2010-05-042019-12-26$19,991$11,138$8,853$8,853
TOLL BROTHERS INCP2013-10-182019-12-26$3,998$3,232$766$766
TOLL BROTHERS INCP2013-10-182019-12-26$23,990$19,397$4,593$4,593
TOLL BROTHERS INCP2017-05-052019-12-26$3,998$3,659$339$339
TOLL BROTHERS INCP2017-05-052019-12-26$3,998$3,655$343$343
TOLL BROTHERS INCP2017-05-052019-12-26$11,995$10,965$1,030$1,030
ACTIVISION BLIZZARDP2001-11-222020-04-27$48,579$2,114$46,465$46,465
AKAMAI TECH INCP2001-09-242020-04-27$51,418$1,660$49,758$49,758
PEPSICO INCP1992-06-302020-04-27$27,274$3,466$23,808$23,808
PEPSICO INCP1992-06-302020-04-27$6,818$866$5,952$5,952
ROKU INC CL AP2019-09-152020-05-04$24,404$29,780-$5,376-$5,376
SHOPIFY INC AP2020-03-242020-05-04$22,193$16,332$5,861$5,861
KELLOGG COP2019-09-152020-06-12$36,512$35,188$1,324$1,324
NVIDIA CORPP1999-06-302020-06-12$75,522$645$74,877$74,877
WORKDAY INC AP2019-09-152020-06-12$33,203$31,153$2,050$2,050
NVIDIA CORPP1999-06-302020-07-17$61,463$484$60,979$60,979
ROYAL DUTCH SHELLP1992-02-202020-08-13$39,324$23,466$15,858$15,858
CAPITAL GAINS DIVIDENDSP$35,823$35,823$35,823
FieldValueIRS element (for citing)
Capital Gain Net Income$571,410CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$12,156NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$590,896AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,178,642NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048519DistributionYr1Rt
Adjusted Qlfy Distri Yr2$520,928AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,308,640NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042322DistributionYr2Rt
Adjusted Qlfy Distri Yr3$472,922AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,912,182NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043339DistributionYr3Rt
Adjusted Qlfy Distri Yr4$457,339AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,632,357NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047479DistributionYr4Rt
Adjusted Qlfy Distri Yr5$424,069AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,698,978NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043723DistributionYr5Rt
Total Distribution0.225382TotalDistributionRt
Average Distribution0.045076AverageDistributionRt
Net Vl Noncharitable Assets$12,564,004NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$566,335AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,148NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$574,483AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$587,638QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,148InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,148SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,148TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$33,906EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$33,906TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$25,758OverpaymentAmt
Applied To ES Tax$25,758AppliedToESTaxAmt
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$11,256,182AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,499,152AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,755,334TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,755,334AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$191,330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,564,004NetVlNoncharitableAssetsAmt
Minimum Investment Return$628,200MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$628,200MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,148TaxBasedOnInvestmentIncomeAmt
Total Tax$8,148TotalTaxAmt
Distributable Before Adj$620,052DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$620,052DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$620,052DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$587,638ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$587,638QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,148PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$579,490AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$620,052DistributableAsAdjustedAmt
Undistributed Income PY$578,806UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$587,638QualifyingDistributionsAmt
Applied To Year1$578,806AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,832AppliedToCurrentYearAmt
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$611,220UndistributedIncomeCYAmt
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 (196 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
122 EAST 66TH STREET FOUNDATION
122 EAST 66TH STNEW YORKNY10065PCGENERAL CHARITABLE$1,000
A LEG TO STAND ON
401 PARK AVE SOUTH 10TH FLNEW YORKNY10016PCGENERAL CHARITABLE$1,000
A PLACE TO TURN
99 HARTFORD ST NATICKNATICKMA01760PCGENERAL CHARITABLE$5,000
ADELPHI UNIVERSITY
OFFICE OF ALUMNI RELATIONS 1 SOUTHGARDEN CITYNY11530PCGENERAL CHARITABLE$500AVE PO BOX 701
ALZHEIMERS RESEARCH PRAGMS
ONE GUSTAVE L LEVY PLACE BOX 1049NEW YORKNY10029PCGENERAL CHARITABLE$4,950
AMERICAN ASSOC 4 ADVANCOF SCI
OFFICE OF PHILANTHROPY STRATEGICWASHINGTONDC20005PCGENERAL CHARITABLE$250PARTNERSHIPS 1200 NEW YORK AVE NW
AMERICAN PARKINSON DISEASE ASSN
PARKINSON PLAZA 135 PARKINSON AVESTATEN ISLANDNY10305PCGENERAL CHARITABLE$500
ARPS FRIENDS OF PERFORMING ARTS
21 MATOON STAMHERSTMA01002PCGENERAL CHARITABLE$3,000
ANDREW K DWYER FOUNDATION
756 GUARD HILL RDBEDFORDNY10506PCGENERAL CHARITABLE$1,000
ARTISTS ASSOCIATION OF NANTUCKET
PO BOX 1104NANTUCKETMA02554PCGENERAL CHARITABLE$5,000
ASSOCIATION 4 WOMEN IN SCIENCE
AWIS BILLING REMITTANCE 6181ALEXANDRIAVA223102553PCGENERAL CHARITABLE$250GROVEDALE CT
BANNERMAN CASTLE TRUST
PO BOX 843GLENHAMNY125270843PCGENERAL CHARITABLE$1,000
BASCOM PALMER EYE INSTITUTE
900 NW 17TH STMIAMIFL33136PCGENERAL CHARITABLE$1,000
BEDFORD HISTORICAL SOCIETY
PO BOX 491BEDFORDNY10506PCGENERAL CHARITABLE$1,000
BEDFORD PLAYHOUSE THE
633 OLD POST ROADBEDFORDNY10506PCGENERAL CHARITABLE$500
BOSTON UNIVERSITY
BOSTON UNIVERSITY GIFTS RECORDS 595BOSTONMA022151704PCGENERAL CHARITABLE$500COMMONWEALTH AVE
BOYS & GIRLS CLUB OF N WESTCHESTER
351 MAIN STMT KISCONY10549PCGENERAL CHARITABLE$1,000
BRIGHT HILL PRESS & LIT CENTER
94 CHURCH STTREADWELLNY13846PCGENERAL CHARITABLE$500
BROOKLYN BOTANIC GARDENS
1000 WASHINGTON AVEBROOKLYNNY11225PCGENERAL CHARITABLE$1,000
CAMP TO BELONG
PO BOX 1122LITTLETONMA01460PCGENERAL CHARITABLE$1,000
CARAMOOR CENTER FOR MUSIC & ARTS
PO BOX 816KATONAHNY10536PCGENERAL CHARITABLE$500
CARINGKIND (ALZHEIMERS DISEASE)
360 LEXINGTON AVE 3RD FLNEW YORKNY10017PCGENERAL CHARITABLE$500
CATSKILL AREA HOSPICE HELIOS CARE
297 RIVER ST SERVICE ROADONEONTANY13820PCGENERAL CHARITABLE$500
CATSKILL CHORAL SOCIETY
BOX 135ONEONTANY13820PCGENERAL CHARITABLE$500
CATSKILL FLY FISHING CENTER
1031 OLD ROUTE 17 PO BOX 1295LIVINGSTON MANORNY12759PCGENERAL CHARITABLE$1,000
CENTER FOR ELDER AFFAIRS
SALT MARSH 81 WASHINGTON STNANTUCKETMA02554PCGENERAL CHARITABLE$1,000EXTENSION
CHILDRENS HEALTH FUND
215 WEST 125TH ST SUITE 301NEW YORKNY10027PCGENERAL CHARITABLE$10,000
COLONIAL WILLIAMSBURG FDN
PO BOX 1776WILLIAMSBURGVA231871776PCGENERAL CHARITABLE$18,000
COMMUNITY SERVINGS
18 MARBURY TERRACEJAMAICA PLAINMA02130PCGENERAL CHARITABLE$1,000
COMMUNITY CENTER OF N WEST
84 BEDFORD ROADKATONAHNY10536PCGENERAL CHARITABLE$5,000
COMMUNITY CENTER OF N WEST
84 BEDFORD ROADKATONAHNY10536PCGENERAL CHARITABLE$1,000
CONGREGATION SHIRAT HAYAM
PO BOX 1145NANTUCKETMA02554PCGENERAL CHARITABLE$250
COOLEY-DICKINSON VNA & HOSPICE
PO BOX 329NORTHHAMPTONMA01061PCGENERAL CHARITABLE$2,000
CREATIVE THOUGHT AND ACTION
PO BOX 305ASHFIELDMA01330PCGENERAL CHARITABLE$3,000
CURTIS INSTITUTE FOR MUSIC
1726 LOCUST STPHILADELPHIAPA19103PCGENERAL CHARITABLE$2,000
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02115PCGENERAL CHARITABLE$5,000
DANCING CLASSROOMS
1350 AVENUE OF THE AMERICAS 2ND FLNEW YORKNY10019PCGENERAL CHARITABLE$1,650
DEMAREST VOL AMBULANCE
PO BOX 131DEMARESTNJ076270131PCGENERAL CHARITABLE$1,000
DIGNITY MATTERS
19 BARNEY HILL ROAD PO BOX 72WAYLANDMA017783601PCGENERAL CHARITABLE$250
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLNEW YORKNY10016PCGENERAL CHARITABLE$5,000
ELDER SERVICES OF CAPE COD & THE ISLANDS
68 ROUTE 134SOUTH DENNISMA026603710PCGENERAL CHARITABLE$1,000
ENDEAVOR THERAPEUTIC HORSEMANSHIP
1 SUCCABONE ROADMT KISCONY10549PCGENERAL CHARITABLE$750
EVERYTOWN FOR GUN SAFETY
PO BOX 4184NEW YORKNY10163PCGENERAL CHARITABLE$1,000
EYE-BANK FOR SIGHT RESTORATION
120 WALL STNEW YORKNY100053902PCGENERAL CHARITABLE$500
FAIRWINDS AGENCY
20 VESPER LANENANTUCKETMA02554PCGENERAL CHARITABLE$5,000
FEEDING THE GULF COAST
5248 MOBILE SOUTH STTHEODOREAL36582PCGENERAL CHARITABLE$4,000
FENCING IN THE SCHOOLS
C/O TIM MOREHOUSE FENCING CLUB 210NEW YORKNY10024PCGENERAL CHARITABLE$1,000WEST 91ST ST 2ND FL
FIRE DEPARTMENT THEATRE CO
511 AVENUE OF THE AMERICAS H45NEW YORKNY10011PCGENERAL CHARITABLE$500
FOOD BANK OF WESTERN MASS
97 NORTH HATFIELD RD PO BOX 160HATFIELDMA01038PCGENERAL CHARITABLE$1,000
FOUNTAIN HOUSE
425 WEST 47TH STNEW YORKNY10036PCGENERAL CHARITABLE$1,000
FRANKLIN STAGE COMPANY
25 INSTITUTE ST PO BOX 821FRANKLINNY13775PCGENERAL CHARITABLE$500
FRICK COLLECDTION THE
1 EAST 70TH STNEW YORKNY10021PCGENERAL CHARITABLE$1,250
FRIENDS OF CARNEGIE HALL
881 SEVENTH AVENEW YORKNY100193210PCGENERAL CHARITABLE$1,000
FRIENDS OF JOHN JAY HOMESTEAD
PO BOX 148KATONAHNY10536PCGENERAL CHARITABLE$1,000
GARDEN CONSERVANCY THE
PO BOX 608GARRISONNY10524PCGENERAL CHARITABLE$1,500
GLIMMER GLASS FESTIVAL
PO BOX 191COOPERSTOWNNY13326PCGENERAL CHARITABLE$1,000
GLOBAL ARTS LIVE
720 MASSACHUSETTS AVE 1CAMBRIDGEMA02139PCGENERAL CHARITABLE$1,000
GREEN NEWTON
PO BOX 590242NEWTON CENTERMA02459PCGENERAL CHARITABLE$250
GREENFIELD COMMUNITY COLLEGE TRUST
GCC FOUNDATION SUITE 1 270 MAIN STGREENFIELDMA013019922PCGENERAL CHARITABLE$2,000
GREENFIELD COMMUNITY COLLEGE TRUST
GCC FOUNDATION SUITE 1 270 MAIN STGREENFIELDMA013019922PCGENERAL CHARITABLE$1,000
GROLIER CLUB
47 EAST 60TH STNEW YORKNY100221005PCGENERAL CHARITABLE$500
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY105989998PCGENERAL CHARITABLE$1,000
HAMPSHIRE CHORAL SOCIETY
141 NORTH PLEASANT STAMHERSTMA010042156PCGENERAL CHARITABLE$2,000
HANNAH'S HOUSE
859 OLD COUNTY RDWAITSFIELDVT05673PCGENERAL CHARITABLE$2,000
HEALTH ADVOCATES FOR OLDER PEOPLE
155 EAST 44TH ST 6TH FLNEW YORKNY10017PCGENERAL CHARITABLE$10,000
HEART OF THE CATSKILLS HUMANE SOCIETY
46610 STATE HIGHWAY 10DELHINY13753PCGENERAL CHARITABLE$500
HISTORIC DEERFIELD
DEVELOPMENT OFFICE PO BOX 321DEERFIELDMA01342PCGENERAL CHARITABLE$1,000
HISTORIC NEW ENGLAND
141 CAMBRIDGE STBOSTONMA021142702PCGENERAL CHARITABLE$1,000
HITCHCOCK CENTER FOR THE ENVIRONMENT
845 WEST STAMHERSTMA01002PCGENERAL CHARITABLE$2,000
HOMESTEAD THE
115 MAIN STNANTUCKETMA02554PCGENERAL CHARITABLE$1,000
HUDSON RIVER COMMUNITY SAILING
PO BOX 20677NEW YORKNY100110012PCGENERAL CHARITABLE$10,000
HUNTINGTON THEATRE CO
264 HUNTINGTON AVEBOSTONMA02115PCGENERAL CHARITABLE$1,500
INTERNATIONAL PERNAMBUCO
IPCA-USA PO BOX 230372 ASTORBOSTONMA02123PCGENERAL CHARITABLE$500STATION
JUVENILE DIABETES RESEARCH FOUNDATION
25 BROADWAY 15TH FLNEW YORKNY10005PCGENERAL CHARITABLE$2,000
LEAGUE OF WOMEN VOTERS - EDUCATIONAL FOUNDATION
4 WEST 43RD ST SUITE 615NEW YORKNY100367408PCGENERAL CHARITABLE$1,000
LEARNING ALLY
20 ROSZEL ROADPRINCETONNJ08540PCGENERAL CHARITABLE$500
LEO BAECK INSTITUTE
15 WEST 16TH STNEW YORKNY10011PCGENERAL CHARITABLE$1,000
LINDA LORING NATURE FOUNDATION
110 EEL POINT RD PO BOX 149NANTUCKETMA02554PCGENERAL CHARITABLE$1,000
MAD RIVER PATH ASSN
PO BOX 683WAITSFIELDVT056730683PCGENERAL CHARITABLE$1,000
MARIA MITCHELL ASSOCIATION
4 VESTAL STNANTUCKETMA02554PCGENERAL CHARITABLE$2,000
MARINE MAMMAL CENTER
MARIN HEADLANDS GOLDEN GATESAUSALITOCA94965PCGENERAL CHARITABLE$250NATIONAL RECREATIONAL AREA
MASS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA017739988PCGENERAL CHARITABLE$1,000
MAUD POWELL SOCIETY
68 GRANDVIEW AVENUEBREVARDNC28712PCGENERAL CHARITABLE$1,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028PCGENERAL CHARITABLE$1,144
METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY100236922PCGENERAL CHARITABLE$15,000
METROPOLITAN OPERA NAT'L AUD
30 LINCOLN CENTERNEW YORKNY100236922PCGENERAL CHARITABLE$2,000
MISS HALL'S SCHOOL
492 HOLMES RD PO BOX 1166PITTSFIELDMA012021166PCGENERAL CHARITABLE$4,000
MOHONK PRESERVE INC
PO BOX 175NEW PALTZNY12561PCGENERAL CHARITABLE$10,000
MT SINAI - AUXILIARY BOARD
ONE GUSTAVE L LEVY PLACE BOX 1252NEW YORKNY100296574PCGENERAL CHARITABLE$1,000
MT SINAI SCHOOL OF NURSING
ONE GUSTAVE L LEVY PLACE BOX 1143NEW YORKNY100296574PCGENERAL CHARITABLE$2,500
MT TOBY MONTHLY MEETING
194 LONG PLAIN ROADLEVERETTMA01054PCGENERAL CHARITABLE$4,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVEBOSTONMA021155597PCGENERAL CHARITABLE$600
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA021141099PCGENERAL CHARITABLE$600
MUSICIANS FOUNDATION INC
875 6TH AVENUE SUITE 2303NEW YORKNY10001PCGENERAL CHARITABLE$15,000
MUSICIANS FOUNDATION INC
875 6TH AVENUE SUITE 2303NEW YORKNY10001PCGENERAL CHARITABLE$25,000
NANTUCKET BOOK FOUNDATION
PO BOX 3531NANTUCKETMA02584PCGENERAL CHARITABLE$2,000
NANTUCKET COMMUNITY MUSIC CTR
PO BOX 1352NANTUCKETMA02554PCGENERAL CHARITABLE$2,000
NANTUCKET COMMUNITY SAILING
4 WINTER STNANTUCKETMA02554PCGENERAL CHARITABLE$7,000
NANTUCKET CONSERVATION FDN
PO BOX 13NANTUCKETMA025540013PCGENERAL CHARITABLE$20,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STNANTUCKETMA02554PCGENERAL CHARITABLE$2,000
NANTUCKET FIREMEN'S ASSN
131 PLEASANT STNANTUCKETMA025544001PCGENERAL CHARITABLE$500
NANTUCKET HISTORICAL ASSOC
PO BOX 1016NANTUCKETMA02554PCGENERAL CHARITABLE$2,000
NANTUCKET LAND COUNCIL
PO BOX 502NANTUCKETMA025540502PCGENERAL CHARITABLE$2,000
NANTUCKET LIGHTSHIP BASKET MUSEUM
PO BOX 2517NANTUCKETMA02584PCGENERAL CHARITABLE$2,500
NANTUCKET MUSICAL ARTS SOCIETY
PO BOX 897NANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET POLICE CHARIT ASSOC
4 FAIRGROUNDS RDNANTUCKETMA02554PCGENERAL CHARITABLE$250
NANTUCKET PRESERVATION TRUST
55 MAIN ST BOX 158NANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET ARTS COUNCIL
ZERO MAIN STNANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET ATHENEUM
PO BOX 808NANTUCKETMA02554PCGENERAL CHARITABLE$4,000
NANTUCKET BOYS & GIRLS CLUB
PO BOX 269NANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET GARDEN CLUB
PO BOX 627NANTUCKETMA025540627PCGENERAL CHARITABLE$2,000
NANTUCKET INTERFAITH COUNCIL
PO BOX 2597NANTUCKETMA02554PCGENERAL CHARITABLE$2,500
NANTUCKET INTERFAITH COUNCIL
PO BOX 2597NANTUCKETMA02554PCGENERAL CHARITABLE$5,000
NANTUCKET SHELLFISH ASSOC
PO BOX 604NANTUCKETMA02554PCGENERAL CHARITABLE$1,000
NANTUCKET YACHT CLUB FDN
1 SOUTH BEACH ST PO BOX 667NANTUCKETMA02554PCGENERAL CHARITABLE$3,000
NATIONAL DANCE INSTITUTE
217 WEST 147TH STNEW YORKNY10039PCGENERAL CHARITABLE$14,500
NATIONAL PUBLIC RADIO
1111 NORTH CAPITOL ST NEWASHINGTONDC20002PCGENERAL CHARITABLE$2,000
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA02110PCGENERAL CHARITABLE$1,000
NEW ENGLAND CRAFT PROGRAM AT SNOW FARM
5 CLARY RDWILLIAMSBURGMA010969739PCGENERAL CHARITABLE$1,000
NATIVE PLANT TRUST (FORMERLY NEW ENGLAND WILDFLOWER SOCIETY)
180 HEMENWAY RDFRAMINGHAMMA01701PCGENERAL CHARITABLE$250
NEW LEARNING JOURNEY
ATTN SCULPTURE SCHOOL 700 BRAGGFAYSTONVT05673PCGENERAL CHARITABLE$1,000HILL RD
NEW SCHOOL UNIVERSITY THE
DEVELOPMENT DEPT 79 FIFTH AVE 17THNEW YORKNY102111041PCGENERAL CHARITABLE$1,000FL
NEW YORK BOTANICAL GARDENS
2900 SOUTHERN BLVDBRONXNY104585126PCGENERAL CHARITABLE$1,000
NEW YORK CITY BALLET
DAVID KOCH THEATER 20 LINCOLN PLAZANEW YORKNY100236965PCGENERAL CHARITABLE$2,392
NEW YORK JUNIOR LEAGUE
130 EAST 80TH STNEW YORKNY10075PCGENERAL CHARITABLE$2,772
NEW YORK PUBLIC LIBRARY
FIFTH AVENUE 42ND STNEW YORKNY10018PCGENERAL CHARITABLE$1,000
NEW YORK PUBLIC RADIO
160 VARICK STNEW YORKNY10016PCGENERAL CHARITABLE$3,000
NEW YORK ROAD RUNNERS
156 WEST 56TH ST FLOOR 3NEW YORKNY10019PCGENERAL CHARITABLE$1,000
NEW YORK UNIVERSITY
NYU OFFICE OF GIFT ADMINISTRATIONHAGERSTOWNMD217419993PCGENERAL CHARITABLE$1,000PO BOX 6706
NEWTON CONSERVATORS
PO BOX 590011NEWTONMA02459PCGENERAL CHARITABLE$250
NEWTON FOOD PANTRY
1000 COMMONWEALTH AVENEWTONMA02459PCGENERAL CHARITABLE$1,000
FRIENDS OF THE NEWTON FREE LIBRARY
330 HOMER STNEWTONMA02459PCGENERAL CHARITABLE$250
NUDAY SYRIA
PO BOX 4521WINDHAMNH03087PCGENERAL CHARITABLE$1,000
OPEN SPACE INSTITUTE
1350 BROADWAY SUITE 201NEW YORKNY10018PCGENERAL CHARITABLE$25,000
PARKER JEWISH INSTITUTE FOR HEALTHCARE & REHABILITATION FOUNDATION
271-11 76TH AVENEW HYDE PARKNY110401433PCGENERAL CHARITABLE$500
PART OF THE SOLUTION
2759 WEBSTER AVEBRONXNY10458PCGENERAL CHARITABLE$1,000
PARTNERSHIP OF ELIOT ELEMENTARY PARENTS
1298 STATE RDELIOTME039031319PCGENERAL CHARITABLE$15,000
PASCON
57 PROSPECT STNANTUCKETMA02554PCGENERAL CHARITABLE$1,000
PEORIA HIGH SCHOOL ALUMNI ASSOC
1615 N NORTH STPEORIAIL616044131PCGENERAL CHARITABLE$500
PLANNED PARENTHOOD FED OF AMERICA
123 WILLIAM STNEW YORKNY10038PCGENERAL CHARITABLE$3,000
PLANNED PARENTHOOD LEAGUE OF MA
1055 COMMONWEALTH AVEBOSTONMA02215PCGENERAL CHARITABLE$3,000
PLANNED PARENTHOOD OF NY
26 BLEECKER STNEW YORKNY100122413PCGENERAL CHARITABLE$3,000
PLEIADES NETWORK
197 COUNTY ROAD 10GERMANTOWNNY125265033PCGENERAL CHARITABLE$250
PROFESSIONAL CHILDRENS SCHOOL
132 WEST 60TH STNEW YORKNY100237402PCGENERAL CHARITABLE$35,000
PROGERIA RESEARCH FOUNDATION
PO BOX 3453PEABODYMA01961PCGENERAL CHARITABLE$1,000
RABBINICAL SEMINARY OF AMER
76-01 147TH STFLUSHINGNY113673148PCGENERAL CHARITABLE$10,000
RARE BOOK SCHOOL
114 ALDERMAN LIBRARY U OF VIRGINIACHARLOTTESVILLEVA229032498PCGENERAL CHARITABLE$10,000
RETTS SYNDROME RESSEARCH TR
67 UNDER CLIFF ROADTRUMBULLCT06611PCGENERAL CHARITABLE$2,000
ROCKAWAY THREATRE COMPANY
PO BOX 950398FAR ROCKAWAYNY116950398PCGENERAL CHARITABLE$1,000
RONALD MCDONALD HOUSE DALLAS
4707 BENGAL STDALLASTX75235PCGENERAL CHARITABLE$3,000
ROOSEVELT UNIVERSITY
430 SOUTH MICHIGAN AVE WB1312CHICAGOIL60605PCGENERAL CHARITABLE$20,000
ROSALEA A SCHONBAR SCHOL FUND
TEACHERS COLLEGE - COLUMBIANEW YORKNY10027PCGENERAL CHARITABLE$1,000UNIVERSITY OFFICE OF DEVELOPMENT EX
S MIDDLESEX OPPORTUNITY C
7 BISHOP STFRAMINGHAMMA017028323PCGENERAL CHARITABLE$5,000
SAFE AT HOME FOUNDATION
55 WEST 39TH STSUITE 600NEW YORKNY10018PCGENERAL CHARITABLE$17,500
SAFE AT HOME FOUNDATION
55 WEST 39TH STSUITE 600NEW YORKNY10018PCGENERAL CHARITABLE$17,500
SAFE PLACE A
5B WINDY WAYNANTUCKETMA025542776PCGENERAL CHARITABLE$2,000
SAIL TO PREVAIL
PO BOX 1264 86 THAMES STNEWPORTRI02840PCGENERAL CHARITABLE$1,500
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STDALLASTX752193924PCGENERAL CHARITABLE$7,000
SEACOAST SCIENCE CENTER
570 OCEAN BLVDRYENH03870PCGENERAL CHARITABLE$1,000
SECOND STEP THE
PO BOX 600213NEWTONVILLEMA02460PCGENERAL CHARITABLE$400
SEMPER FI
825 COLLEGE BLVD SUITE 102 PMB 609OCEANSIDECA92057PCGENERAL CHARITABLE$1,000
SHARE OUR STRENGTH'S NO KID HUNGRY PROGRAM
1030 15TH ST NW SUITE 1100WWASHINGTONDC20005PCGENERAL CHARITABLE$500
SHELBURNE FARMS
1611 HARBOR RDWAITSFIELDVT05482PCGENERAL CHARITABLE$10,000
SHELBURNE FARMS
1611 HARBOR RDWAITSFIELDVT05482PCGENERAL CHARITABLE$2,500
SHOALS MARINE LABORATORIES
MORSE HALL SUITE 113 8 COLLEGE RDDURHAMNH03824PCGENERAL CHARITABLE$500
SINGLE PARENTS' RESOURCE CENTER
228 EAST 45TH ST 5TH FLNEW YORKNY100173303PCGENERAL CHARITABLE$5,000
SMALL FRIENDS ON NANTUCKET
PO BOX 2826NANTUCKETMA025842826PCGENERAL CHARITABLE$1,000
SQUAM LAKE NATURAL SCI CENTER
23 SCIENCE CENTER RD PO BOX 173HOLDERNESSNH03245PCGENERAL CHARITABLE$1,000
ST HILDA'S & ST HUGH'S SCHOOL
DEVELOPMENT OFFICE 619 WEST 114THNEW YORKNY100257995PCGENERAL CHARITABLE$1,000ST
STAR IS ANNUAL FUND MORTON-BEN
THE STAR ISLAND FUND MORTON-BENEDICPORTSMOUTHNH03801PCGENERAL CHARITABLE$1,000HOUSE 30 MIDDLE ST
SUPPORTERS OF SUMMIT MIDDLE CHARTER SCHOOL
SUPPORTERS OF SUMMIT 4655 HANOVERBOULDERCO80305PCGENERAL CHARITABLE$4,000AVE
THOMAS JEFFERSON FOUNDATION
PO BOX 217CHARLOTTESVILLEVA22902PCGENERAL CHARITABLE$500
TRINITY SCHOOL
139 WEST 91ST STNEW YORKNY10024PCGENERAL CHARITABLE$500
TROUT UNLIMITED
1777 N KENT ST SUITE 100ARLINGTONVA222092110PCGENERAL CHARITABLE$1,250
TRUSTEES OF RESERVATIONS
572 ESSEX STBEVERLYMA019151530PCGENERAL CHARITABLE$1,500
UCSB REGENTS
DEPT OF RECREATION MC 3025 516SANTA BARBARACA931063025PCGENERAL CHARITABLE$4,000OCEAN RD
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE SUITE 6CAMBRIDGEMA021383780PCGENERAL CHARITABLE$250
UNITE TO LIGHT
1117 STATE ST SUITE 19SANTA BARBARACA931012712PCGENERAL CHARITABLE$1,000
UNIVERSITY OF MICHIGAN
ALUMNI ASSOC OF THE UNIVERSITY OFANN ARBORMI481091007PCGENERAL CHARITABLE$1,000MICHIGAN 200 FLETCHER ST
UNIVERSITY OF WASHINGTON FOUNDATION
CENTER FOR ECOSYSTEM SENTINELSSEATTLEWA98195PCGENERAL CHARITABLE$1,000UNIVERSITY OF WASHINGTON LIFE SCIEN
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024PCGENERAL CHARITABLE$1,000
VALLEY ROTARY FOUNDATION
PO BOX 267WAITSFIELDVT05673PCGENERAL CHARITABLE$2,000
WAITSFIELD ELEMENTARY SCH PTA
3951 MAIN STWAITSFIELDVT05673PCGENERAL CHARITABLE$2,000
WAITSFIELD-FAYSTON VOL FIRE DEPT
4144 MAIN STWAITSFIELDVT05482PCGENERAL CHARITABLE$1,500
WAYLAND PUBLIC SCHOOLS FDN
PO BOX 97WAYLANDMA017780097PCGENERAL CHARITABLE$500
WBUR
WBUR MEMBERSHIP 890 COMMONWEALTHBOSTONMA02215PCGENERAL CHARITABLE$1,000AVE 3RD FL
WCAI
PO BOX 55875BOSTONMA022055875PCGENERAL CHARITABLE$250
WEST KORTRIGHT CENTER
49 WEST KORTRIGHT CHURCH ROADEAST MEREDITHNY13757PCGENERAL CHARITABLE$500
WESTCHESTER LAND TRUST THE
43 HARRIS RDBEDFORD HILLSNY105072408PCGENERAL CHARITABLE$1,000
WGBH
ONE GUEST STBOSTONMA02205PCGENERAL CHARITABLE$3,000
WILLIAM FOGG LIBRARY
PO BOX 359 116 OLD RDELIOTME03903PCGENERAL CHARITABLE$500
WNET THIRTEEN
825 EIGHTH AVENEW YORKNY10019PCGENERAL CHARITABLE$5,000
WOODWELL CLIMATE RESEARCH CENTER (FORMERLY WOODS HOLE RESEARCH CENTER)
149 WOODS HOLE ROADFALMOUTHMA025401644PCGENERAL CHARITABLE$250
WORKS & PROCESSGUGGENHEIM
155 EAST 44TH ST SUITE 1005NEW YORKNY10017PCGENERAL CHARITABLE$500
POWERLL RIVER SALMON SOCIETY
PCGENERAL CHARITABLE$1,0005775 ASH AVEBCCA
PRO PUBLICA
155 AVENUE OF AMERICASNEW YORKNY10013PCGE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$585,758TotalGrantOrContriPdDurYrAmt
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$252,822ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$571,410ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$824,232ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$824,232TotalIncomeProducingActyAmt

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$970Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$970DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondAMER&FOREIGN PWR 5%,BondNm
EOY Book Value$13,325EOYBookValueAmt
EOYFMV$10,270EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GUARDIAN FUND$603,744$806,523
FIDELITY$4,701,957$8,830,008
WELLS FARGO$463,795$1,809,196
CHARLES SCHWAB$1,407,998$2,062,049

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$3,725$3,725$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$26,000$0$0$0
FOREIGN TAX PAID$5,689$5,689$0$0

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