C A L FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- C A L FOUNDATION INC (EIN 13-6083347)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-09
- IRS object ID
- 202021619349100612
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-09T10:16:50-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | 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 | 136083347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALF | BusinessNameControlTxt |
| Phone | 2126826640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SACKS 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HACKETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126826640 | PhoneNum |
| Signature | 2020-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2020-06-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.224.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-09 | IPDt |
| IP Tm | 11:16:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9BE2CBA19EAB42E3AA6A58C583F06FD5835108C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7127576A95ECFF0D4B5FFFAFC7334133CB71CF5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,015,197 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $50,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $442,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,647,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $442,198 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $492,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $492,583 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,887 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,930 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $372,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $372,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,209 | CashBOYAmt |
| Cash EOY | $135,347 | CashEOYAmt |
| Cash EOYFMV | $135,347 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,422,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,490,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,879,850 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,567,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,625,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,015,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $486,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $486,677 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,080,491 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,138,991 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,567,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,625,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,567,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,625,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,567,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,625,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,625,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,647,271 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,205,073 | CostOrOtherBasisAmt |
| Gain Or Loss | $442,198 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $442,198 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $442,198 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $353,092 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,253,574 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $290,228 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,610,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $250,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,926,830 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050743 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $242,759 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,739,270 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051223 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $226,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,521,360 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049985 | DistributionYr5Rt |
| Total Distribution | 0.260138 | TotalDistributionRt |
| Average Distribution | 0.052028 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,040,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $366,323 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $370,736 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $372,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,787 | OverpaymentAmt |
| Applied To ES Tax | $2,787 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SACKS PRESS LACHER PC | IndividualWithBooksNm |
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA HACKETT | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MONTAGUE H HACKETT JR | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MELINDA HACKETT | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | VICE-PRES. | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,002,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,148,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,148,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,040,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $352,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $352,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,413 | TotalTaxAmt |
| Distributable Before Adj | $347,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $347,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $347,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $372,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $372,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,413 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $367,587 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $347,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,534 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,439 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,224 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,229 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,703 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $372,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $347,632 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,368 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $135,071 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $15,534 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $119,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,277 | ExcessFromYear4Amt |
| Excess From Year3 | $9,439 | ExcessFromYear3Amt |
| Excess From Year2 | $17,224 | ExcessFromYear2Amt |
| Excess From Year1 | $54,229 | ExcessFromYear1Amt |
| Excess From Current Year | $24,368 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA HACKETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATURE CONSERVANCY | ||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | GENERAL PURPOSES | $2,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | GENERAL PURPOSES | $2,000 |
| NEW YORK BOTANICAL GARDEN | ||||||
| BRONX RIVER PRWY AT FORDHAM ROAD | BRONX | NY | 10458 | PC | GENERAL PURPOSES | $5,000 |
| NEW YORK TIMES NEEDIEST CASES | ||||||
| 4 CHASE METROTECH CENTER 7TH FL | BROOKLYN | NY | 11245 | PC | GENERAL PURPOSES | $10,000 |
| JOHN PB EDDY SCHOLARSHIP FUND | ||||||
| 12 BRADLEE STREET | DORCHESTER | MA | 02124 | PC | GENERAL PURPOSES | $1,000 |
| EVELYN ALEXANDER WILDLIFE RESCUE CENTER | ||||||
| 228 W MONTAUK HIGHWAY | HAMPTON BAYS | NY | 11946 | PC | GENERAL PURPOSES | $10,000 |
| VERMONT STUDIO SCHOOL | ||||||
| PO BOX 613 | JOHNSON | VT | 05656 | PC | GENERAL PURPOSES | $30,000 |
| FOXCROFT SCHOOL | ||||||
| 22407 FOXHOUND LANE | MIDDLEBERG | VA | 20117 | PC | GENERAL PURPOSES | $6,000 |
| ANIMAL CARE CENTERS OF NYC | ||||||
| 11 PARK PLACE SUITE 805 | NEW YORK | NY | 10007 | PC | GENERAL PURPOSES | $1,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSES | $1,000 |
| GAY MENS HEALTH CRISIS | ||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | PC | GENERAL PURPOSES | $1,000 |
| HORTICULTURAL SOCIETY- NEW YORK | ||||||
| 148 WEST 37TH STREET 13TH FL | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $1,000 |
| INT'L CENTER FOR PHOTOGRAPHY | ||||||
| 1114 6TH AVENUE AT 43RD STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSES | $1,000 |
| NEW YORK RESTORATION PROJECT | ||||||
| 254 WEST 31ST STREET 10 | NEW YORK | NY | 10001 | PC | GENERAL PURPOSES | $1,000 |
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL PURPOSES | $2,000 |
| BIDE A WEE ASSOCIATION | ||||||
| 410 EAST 38TH STREET | NEW YORK | NY | 10016 | PC | GENERAL PURPOSES | $2,000 |
| CHILDRENS AID SOCIETY | ||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | PC | GENERAL PURPOSES | $2,000 |
| CITY HARVEST | ||||||
| 575 8TH AVENUE 4TH FL | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $2,000 |
| CITY MEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $2,000 |
| FRESH AIR FUND | ||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $2,000 |
| GOD'S LOVE WE DELIVER | ||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | PC | GENERAL PURPOSES | $2,000 |
| HUMANE SOCIETY OF NY | ||||||
| 306 EAST 59 ST | NEW YORK | NY | 10022 | PC | GENERAL PURPOSES | $2,000 |
| PLANNED PARENTHOOD OF NYC | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | GENERAL PURPOSES | $5,000 |
| SALVATION ARMY | ||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | PC | GENERAL PURPOSES | $5,000 |
| BOTTOMLESS CLOSET | ||||||
| 16 EAST 52 ST | NEW YORK | NY | 10022 | PC | GENERAL PURPOSES | $7,000 |
| FOOD BANK FOR NEW YORK CITY | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $10,000 |
| ANIMAL MEDICAL CENTER | ||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL PURPOSES | $45,000 |
| TWO MAUDS | ||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $60,000 |
| HALCYON FOUNDATION | ||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $65,000 |
| INTERFAITH CENTER OF NEW YORK | ||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PC | GENERAL PURPOSES | $2,000 |
| ANIMAL RESCUE FUND | ||||||
| 1963 HOLLY BUSH ROAD | PELAHATCHIE | MS | 39145 | PC | GENERAL PURPOSES | $12,000 |
| HUMAN RESOURCES OF THE HAMPTONS | ||||||
| 100 HILL STREET | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $2,000 |
| SOUTHAMPTON HOSPITAL | ||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $2,000 |
| SOUTHHAMPTON FRESH AIR FUND | ||||||
| 38 MAIN STREET | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $2,000 |
| ST ANDREWS DUNE CHURCH | ||||||
| PO BOX 1245 | SOUTHAMPTON | NY | 11969 | PC | GENERAL PURPOSES | $2,000 |
| PARRISH ART MUSEUM | ||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $5,000 |
| SOUTHAMPTON ASSOCIATION | ||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $5,000 |
| GROUP FOR THE EAST END | ||||||
| 54895 NY-25 | SOUTHOLD | NY | 11971 | PC | GENERAL PURPOSES | $1,000 |
| INT'L PRIMATE PROTECTION LEAGUE | ||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | PC | GENERAL PURPOSES | $1,000 |
| THE NATIONAL THEATRE | ||||||
| 1321 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | PC | GENERAL PURPOSES | $10,000 |
| PET PARTNERS | ||||||
| 10 MOUNTAIN LEDGE | WILTON | CT | 12831 | PC | GENERAL PURPOSES | $5,000 |
| 564 PARK AVENUE PRESERVATION FDN | ||||||
| 564 PARK AVE | NEW YORK | NY | 10065 | PC | GENERAL PURPOSES | $1,000 |
| ACE | ||||||
| ONE DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSES | $2,000 |
| PLANNED PARENTHOOD OF HUDSON VALLEY | ||||||
| 3125 RTE 9W | NEW WINDSOR | NY | 12553 | PC | GENERAL PURPOSES | $5,000 |
| HEART OF THE HAMPTONS | ||||||
| 168 HILL ST | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $10,000 |
| NATIONAL GALLERY OF ART | ||||||
| CONSTITUTION AVE NW | WASHINGTON | DC | 20565 | PC | GENERAL PURPOSES | $10,000 |
| SOUTHAMPTON ANIMAL SHELTER FDN | ||||||
| 102 OLD RIVERHEAD RD WEST | HAMPTON BAYS | NY | 11946 | PC | GENERAL PURPOSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $442,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $492,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $492,583 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYS INC COM - 1286 SHS | $317,240 | $424,136 |
| ALIGN TECHNOLOGY INC COM - 1122 SHS | $267,655 | $313,083 |
| ALPHABET INC CL A - 330 SHS | $171,181 | $441,999 |
| AMAZON COM INC - 141 SHS | $16,218 | $260,545 |
| AMERICAN TOWER CORP NEW COM - 1990 SHS | $125,080 | $457,342 |
| BOOKING HLDGS INC COM - 91 SHS | $111,652 | $186,889 |
| CME GROUP INC COM - 1869 SHS | $183,664 | $375,146 |
| ECOLAB INC COM - 1360 SHS | $109,496 | $262,466 |
| EQUINIX INC COM PAR $0 001 - 818 SHS | $201,399 | $477,467 |
| ESTEE LAUDER COMPANIES INC CL A - 1476 SHS | $203,751 | $304,853 |
| FACEBOOK INC CL A - 1903 SHS | $233,755 | $390,591 |
| IHS MARKIT LTD SHS ISIN#BMG475671050 - 4361 SHS | $143,363 | $328,601 |
| ILLUMINA INC COM - 1138 SHS | $73,995 | $377,520 |
| INTUIT INCORPORATED COM - 1182 SHS | $324,697 | $309,601 |
| INTUITIVE SURGICAL INC COM NEW - 651 SHS | $120,191 | $384,839 |
| MICROSOFT CORP COM - 1113 SHS | $143,679 | $175,520 |
| NETFLIX INC COM - 685 SHS | $78,478 | $221,645 |
| NIKE INC CL B - 4091 SHS | $201,895 | $414,459 |
| NVIDIA CORP COM - 1624 SHS | $139,516 | $382,127 |
| PAYPAL HLDGS INC COM - 3992 SHS | $154,200 | $431,815 |
| S&P GLOBAL INC COM - 1412 SHS | $128,338 | $385,547 |
| VISA INC COM CL A - 3053 SHS | $40,878 | $573,659 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEE | $2,930 | $2,930 | $0 |
| FILING FEE | $408 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $44,887 | Amt |
| Net Investment Income | $44,887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $10,358 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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