BURTON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BURTON FOUNDATION (EIN 13-3975899)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013169349102176
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T16:40:13-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIAN A VERGOS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 363 7th Avenue - 13th Floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133975899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURTON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DORIAN ALEX VERGOS & CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BURTON B STANIAR | InCareOfNm |
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 2123434000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 363 SEVENTH AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURTON B STANIAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123074800 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00085651 | PTIN |
| Phone | 2123074800 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.54.85.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13762020203165000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 124A9367E63C49539A9D4E387EB3E8EFC72CC664 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 402F6F5770A61309B2A586318777BE59387BAFCB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,142,311 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $219 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $219 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $891,201 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $695,198 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,098,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $730,011 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $18,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,496 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,087 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $904,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $711,428 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $13,522 | CashEOYAmt |
| Cash EOYFMV | $13,522 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,351 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,882 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $650,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,283,779 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,335,512 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $472,678 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $672,621 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $689,264 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $131 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $131 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,183,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,073,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,142,311 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,183,166 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,073,935 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,183,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,073,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,183,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,073,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,183,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $904,415 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,087,581 | SubtotalAmt |
| Other Decreases | $13,646 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,073,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 25,735 SHS KNOLL INC | $687,485 | $69,413 | $618,072 | $618,072 | |
| 1509.216 SHS PACE INT'L EMERGI | $20,431 | $16,315 | $4,116 | $4,116 | |
| 338.884 SHS PACE INTERMEDIATE | $4,124 | $4,191 | -$67 | -$67 | |
| 5.973 SHS PACE LARGE CO GROWTH | $137 | $123 | $14 | $14 | |
| 3,944.881 SHS PACE HIGH YIELD | $38,417 | $37,062 | $1,355 | $1,355 | |
| 433.816 SHS PACE SMALL/MEDIUM | $14,050 | $15,988 | -$1,938 | -$1,938 | |
| 163.853 SHS PACE SMALL/MEDIUM | $3,295 | $3,437 | -$142 | -$142 | |
| 133.217 SHS PACE MORTGAGE BACK | $1,686 | $1,761 | -$75 | -$75 | |
| 95.5 SHS PACE GLOBAL REAL ESTA | $712 | $700 | $12 | $12 | |
| 2419.5 SHS PACE HIGH YIELD INV | $23,368 | $23,870 | -$502 | -$502 | |
| 835.049 SHS PACE ALTERNATIVE | $8,843 | $8,743 | $100 | $100 | |
| 1,438.352 SHS PACE INT'L EQUIT | $22,453 | $18,089 | $4,364 | $4,364 | |
| 1,503.334 SHS PACE LARGE CO | $34,314 | $24,860 | $9,454 | $9,454 | |
| 592.535 SHS PACE LARGE CO | $12,929 | $9,712 | $3,217 | $3,217 | |
| 346.927 SHS PACE SMALL/MEDIUM | $6,563 | $4,756 | $1,807 | $1,807 | |
| 653.037 SHS PACE STRATEGIC FIX | $8,878 | $9,233 | -$355 | -$355 | |
| 282.325 SHS PACE MORTGAGE BACK | $3,515 | $3,735 | -$220 | -$220 | |
| CAPITAL GAIN DIVIDENDS | $55,986 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $695,198 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $172,585 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,334,027 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.129371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,945 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,434,138 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128959 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,309 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,233,795 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.152626 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,997 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,429,183 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143436 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $246,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,618,037 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.15261 | DistributionYr5Rt |
| Total Distribution | 0.707002 | TotalDistributionRt |
| Average Distribution | 0.1414 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,339,019 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $189,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $196,451 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $173,480 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,229 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,229 | SubtotalAmt |
| Tax Based On Investment Income | $14,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,271 | OverpaymentAmt |
| Applied To ES Tax | $2,271 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURTON B STANIAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123434000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 363 7TH AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BURTON B STANIAR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 363 7TH AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,279,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,359,410 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,359,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,339,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,229 | TotalTaxAmt |
| Distributable Before Adj | $52,722 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,722 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,722 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $173,480 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $173,480 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,268 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,215 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,204 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $653,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $52,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,758 | RemainingDistriFromCorpusAmt |
| Total Corpus | $774,640 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $168,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $605,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,268 | ExcessFromYear4Amt |
| Excess From Year3 | $128,341 | ExcessFromYear3Amt |
| Excess From Year2 | $114,215 | ExcessFromYear2Amt |
| Excess From Year1 | $107,204 | ExcessFromYear1Amt |
| Excess From Current Year | $120,758 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MR BURTON B STANIAR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1Txt |
| Address Line2 | SEE ATTACHED STATEMENT | AddressLine2Txt |
| City | SEE ATTACHED STATEMENT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FOR THE ORGANIZATION'S CHARITABLE USE | GrantOrContributionPurposeTxt |
| Amt | $164,070 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,070 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $98,215 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,215 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BURTON STANIAR | |||||||
| 1 | 907 FIFTH AVENUE | NEW YORK | NY | 10021 | $300,008 | Yes (X) | |
| BURTON STANIAR | |||||||
| 2 | 907 FIFTH AVENUE | new york | NY | 10021 | $699,992 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 25,735 SHARES KNOLL INC. | NoncashPropertyDesc |
| Fair Market Value | $699,992 | FairMarketValueAmt |
| Received | 2019-10-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES PORTFOLIO | StockNm |
| EOY Book Value | $1,283,779 | EOYBookValueAmt |
| EOYFMV | $1,335,512 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS PACE SELECT FIXED INCOME | $352,521 | $356,245 |
| UBS PACE SELECT | $320,100 | $333,019 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $131 | EOYBookValueAmt |
| EOYFMV | $131 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $13,646 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $8,087 | $8,087 | |
| NY DEPARTMENT OF LAW | $250 | $250 | |
| NY LAW JOURNAL | $160 | $160 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,496 | $1,496 |
| FEDERAL TAX EXPENSE | $1,737 |
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