BETA

THE GILBERT AND ILDIKO BUTLER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE GILBERT AND ILDIKO BUTLER FAMILY FOUNDATION (EIN 27-0141384)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349100334
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T11:08:12-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1488 MADISON AVENUE 21ST FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270141384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GILBERT AND ILDIKO BUTLERBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGILBBusinessNameControlTxt
Phone2123030244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 CUTTER MILL ROAD NO 214AddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY GALGANOPersonNm
Person TitleCONTROLLERPersonTitleTxt
Phone2123030244PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGORYPersonFirstNm
Person LastGALGANOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY DATTOMAPreparerPersonNm
PTINP00237982PTIN
Phone2126616166PhoneNum
Preparation2021-11-09PreparationDt

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$8,196,637FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$81,900InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$81,900InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$121,621DividendsRevAndExpnssAmt
Dividends Net Invst Incm$121,621DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$26,022NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,006,673GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,383OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,383OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$180,882TotalRevAndExpnssAmt
Total Net Invst Incm$206,904TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,356LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,178LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,178LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,129AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,064AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,065AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$55,583OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,144OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$20,504OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$147InterestRevAndExpnssAmt
Interest Net Invst Incm$147InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$18,785TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,344OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$120OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$36OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$86,344TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,783TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$243,603ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$243,603ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$329,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$269,386TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$149,065ExcessRevenueOverExpensesAmt
Net Investment Income$186,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,136CashBOYAmt
Cash EOY$14,058CashEOYAmt
Cash EOYFMV$14,058CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,917,146SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,397,744SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,397,744SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,863,288OtherInvestmentsBOYAmt
Other Investments EOY$3,557,455OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,557,455OtherInvestmentsEOYFMVAmt
Other Assets BOY$228,727OtherAssetsBOYAmt
Other Assets EOY$227,380OtherAssetsEOYAmt
Other Assets EOYFMV$227,380OtherAssetsEOYFMVAmt
Total Assets BOY$9,071,297TotalAssetsBOYAmt
Total Assets EOY$8,196,637TotalAssetsEOYAmt
Total Assets EOYFMV$8,196,637TotalAssetsEOYFMVAmt
Accounts Payable BOY$25,058AccountsPayableBOYAmt
Accounts Payable EOY$750AccountsPayableEOYAmt
Total Liabilities BOY$25,058TotalLiabilitiesBOYAmt
Total Liabilities EOY$750TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,046,239NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,195,887NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,046,239TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,195,887TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,071,297TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,196,637TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,046,239TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$149,065ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,897,174SubtotalAmt
Other Decreases$701,287OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,195,887TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVARIOUS SECURITY SALESPropertyDesc
How AcquiredPHowAcquiredCd
Sold2020-12-31SoldDt
Gross Sales Price$2,006,673GrossSalesPriceAmt
Cost Or Other Basis$2,032,695CostOrOtherBasisAmt
Gain Or Loss-$26,022GainOrLossAmt
Gains Minus Excess Or Losses-$26,022GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$26,022CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,589InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,589SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,589TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,436EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,436TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,847OverpaymentAmt
Applied To ES Tax$9,847AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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 BooksBLACK RIVER MANAGEMENT COIndividualWithBooksNm
Phone2123030244PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 CUTTER MILL ROAD SUITE 214AddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (11 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GILBERT BUTLER
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021PRESIDENT/TREAS./DIR.1.00$0$0$0
ILDIKO BUTLER
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021DIRECTOR0.50$0$0$0
EMILY RAFFERTY
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021DIRECTOR0.50$0$0$0
WINTHROP RUTHERFURD JRESQ
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021DIRECTOR/SECRETARY0.50$0$0$0
MELISSA BUTLER
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021DIRECTOR0.50$0$0$0
FRED BUTLER
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021DIRECTOR0.50$0$0$0
GREGORY GALGANO
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021CONTROLLER/CHIEF ADMIN OFFICER1.00$0$0$0
DAPHNE BIRDSEY
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021DIRECTOR0.50$0$0$0
JOE MANCARI
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021ASSISTANT TREASURER1.00$0$0$0
OLIVER TUCKERMAN
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021DIRECTOR0.50$0$0$0
LAURENCE BIRDSEY
C/O GI BUTLER FAMILY FDTN 60 CUTTERMILL RD SUITE 212GREAT NECKNY11021DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BLACK RIVER MANAGEMENT CO
60 CUTTER MILL ROAD SUITE 214GREAT NECKNY11021ADVISORY & ACCOUNTING FEES$50,417
GRASSI & CO
488 MADISON AVENUENEW YORKNY10022ACCOUNTING FEES$17,032
WINTHROP RUTHERFURD
1115 FIFTH AVENUENEW YORKNY10128LEGAL FEES$1,350
PATTERSON BELKNAP WEBB & TYLER
1133 AVENUE OF THE AMERICASNEW YORKNY10036LEGAL FEES$1,006
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,830,071AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,747AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,859,818TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,859,818AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$117,897CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,741,921NetVlNoncharitableAssetsAmt
Minimum Investment Return$387,096MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$387,096MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,589TaxBasedOnInvestmentIncomeAmt
Income Tax$28,147IncomeTaxAmt
Total Tax$30,736TotalTaxAmt
Distributable Before Adj$356,360DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$356,360DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$356,360DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$269,386ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$269,386QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$269,386AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$356,360DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$185,129ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$303,912ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$635,584ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$185,257ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,309,882TotalExcessDistributionCyovAmt
Qualifying Distributions$269,386QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$269,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$86,974ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$86,974ExcessDistributionCyovAppCYAmt
Total Corpus$1,222,908TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$98,155ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,124,753ExcessDistriCyovToNextYrAmt
Excess From Year4$303,912ExcessFromYear4Amt
Excess From Year3$635,584ExcessFromYear3Amt
Excess From Year2$185,257ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABBE MUSEUM
PO BOX 286BAR HARBORME04609PUBLIC CHARITYCULTURAL$500
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STREETNEW YORKNY100245192PUBLIC CHARITYCULTURAL$33,334
CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZA 10TH FLNEW YORKNY10023PUBLIC CHARITYCULTURAL$520
CHARLESTON LIBRARY SOCIETY
164 KING STREETCHARLESTONSC29414PUBLIC CHARITYSOCIAL PROGRAM$150
FORDHAM UNIVERSITY
45 COLUMBUS AVENUENEW YORKNY10023PUBLIC CHARITYEDUCATION$10,000
FRIENDS OF ACADIA - IB
PO BOX 45BAR HARBORME04609PUBLIC CHARITYSOCIAL PROGRAM$2,000
HOSPICE & PALLIATIVE CARE
4277 MIDDLE SETTLEMENT ROADNEW HARTFORDNY13413PUBLIC CHARITYMEDICAL$20,000
KETCHUM SUN VALLEY VOLUNTEER FIREFIGHTERS ASSOCIATION
480 E AVENUE NKETCHUMID83340PUBLIC CHARITYSOCIAL PROGRAM$250
LAND AND GARDEN PRESERVE
PO BOX 208SEAL HARBORME04675PUBLIC CHARITYSOCIAL PROGRAM$1,000
MEMORIAL SLOAN-KETTERING
1275 YORK AVENEW YORKNY10065PUBLIC CHARITYMEDICAL$58,350
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY100280198PUBLIC CHARITYCULTURAL$9,219
METROPOLITAN OPERA GUILD
70 LINCOLN CENTER PLAZA 6TH FLNEW YORKNY100236548PUBLIC CHARITYCULTURAL$10,000
MIDDLETON PLACE FOUNDATION
4300 ASHLEY RIVER ROADCHARLESTONSC29414PUBLIC CHARITYSOCIAL PROGRAM$5,000
MINNESOTA PUBLIC RADIO
480 CEDAR STREETST PAULMN55101PUBLIC CHARITYSOCIAL PROGRAM$300
MORGAN LIBRARY AND MUSEUM
225 MADISON AVENUENEW YORKNY10016PUBLIC CHARITYCULTURAL$15,815
MOUNT DESERT ISLAND HOSPITAL
10 WAYMAN LANEBAR HARBORME04609PUBLIC CHARITYMEDICAL$1,000
MUNICIPAL ART SOCIETY
488 MADISON AVENEW YORKNY10022PUBLIC CHARITYCULTURAL$5,000
NEIGHBORHOOD HOUSE CLUB
PO BOX 332NORTHEAST HARBORME04662PUBLIC CHARITYSOCIAL PROGRAM$1,000
NEW YORK PUBLIC LIBRARY
445 5TH AVENEW YORKNY10018PUBLIC CHARITYCULTURAL$2,500
NEW YORK UNIVERSITY INSTITUTE OF FINE ARTS
1 E 78TH STNEW YORKNY10075PUBLIC CHARITYCULTURAL$10,000
NEW YORK-PRESBYTERIAN HOSPITAL
1541 BROADWAYNEW YORKNY10036PUBLIC CHARITYMEDICAL$10,000
NORTHEAST HARBOR AMBULANCE SERVICE
PO BOX 122NORTHEAST HARBORME04662PUBLIC CHARITYSOCIAL PROGRAM$250
NORTHEAST HARBOR LIBRARY
PO BOX 279NORTHEAST HARBORME04662PUBLIC CHARITYSOCIAL PROGRAM$500
PRESERVATION LEAGUE OF NEW YORK STATE
44 CENTRAL AVENUEALBANYNY12206PUBLIC CHARITYSOCIAL PROGRAM$5,000
PROJECT SUNSHINE
108 WEST 39TH STREET SUITE 725NEW YORKNY10018PUBLIC CHARITYSOCIAL PROGRAM$500
THE COMMUNITY LIBRARY OF SUN VALLEY
PO BOX 2168 415 SPRUCE AVENUEKETCHUMID83340PUBLIC CHARITYSOCIAL PROGRAM$1,000
THE FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY10021PUBLIC CHARITYCULTURAL$28,915
VILLAGE OF BOONVILLE
13149 STATE ROUTE 12BOONVILLENY13309PUBLIC CHARITYSOCIAL PROGRAM$6,000
VISITING NURSE SERVICE OF NY
1250 BROADWAY 7TH FLNEW YORKNY10001PUBLIC CHARITYMEDICAL$5,000
WOMEN IN NEED INC
115 WEST 31ST STREETNEW YORKNY10001PUBLIC CHARITYSOCIAL PROGRAM$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$243,603TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,900ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$121,621ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,383ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$26,022ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$180,882ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$180,882TotalIncomeProducingActyAmt

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$8,129Amt
Net Investment Income$4,064NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,065DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMASTER LIMITED PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$3,557,455BookValueAmt
EOYFMV$3,557,455EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,356LegalFeesAmt
Net Investment Income$1,178NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,178DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RARE MAPS$49,968$49,968$49,968
ACCRUED INTEREST RECEIVABLE$1,514$167$167
ARTWORK$177,245$177,245$177,245

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$701,287Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$1,261$37$36
BANK FEES$83$83$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$2,600$2,600$2,600
FLOW-THRU PARTNERSHIP INCOME$783$783$783

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$14,575$14,575$0
OTHER PROFESSIONAL FEES$1,138$569$569
ADMINISTRATIVE CHARGE$39,870$0$19,935

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$18,785Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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