RODGERS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RODGERS FAMILY FOUNDATION INC (EIN 13-6062852)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-15
- IRS object ID
- 202022899349101452
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T19:19:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BARTLES CORNER ROAD | AddressLine1Txt |
| City | FLEMINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08822 | 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 | 136062852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RODGERS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O J RUBENSTEIN ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODG | BusinessNameControlTxt |
| Phone | 2129408800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100222585 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA S RUBENSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129406532 | PhoneNum |
| Signature | 2020-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA MILLER | PreparerPersonNm |
| PTIN | P01597612 | PTIN |
| Phone | 9087827300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.202.92.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-21 | IPDt |
| IP Tm | 13:16:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3FED34F3886AA2CBCEAB35D88571976B5C856E05 | 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 | $10,096,848 | 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 |
| Interest On Sav Rev And Expnss | $325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $202,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,895,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,069 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$61,630 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$61,630 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $349,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $349,052 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64,360 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,090 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $48,270 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,678 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,339 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,339 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,853 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,853 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,291 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,322 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $527,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $260,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $658,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $855,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $855,959 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $797,044 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $499,494 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $503,898 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,903,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,711,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,622,671 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $113,791 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,320 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $140 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,358,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,180,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,096,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,765,570 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,765,570 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$9,406,584 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$9,585,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,358,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,180,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,358,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,180,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,358,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,180,356 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,180,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY | P | 2018-11-26 | 2019-02-28 | $198,802 | $198,802 | $0 | $0 |
| US TREASURY | P | 2018-11-26 | 2019-05-30 | $98,749 | $98,749 | $0 | $0 |
| US TREASURY | P | 2019-03-18 | 2019-06-20 | $198,782 | $198,782 | $0 | $0 |
| US TREASURY | P | 2019-05-20 | 2019-08-22 | $298,229 | $298,229 | $0 | $0 |
| US TREASURY | P | 2019-03-18 | 2019-09-19 | $197,523 | $197,523 | $0 | $0 |
| US TREASURY | P | 2019-05-20 | 2019-11-21 | $197,634 | $197,634 | $0 | $0 |
| ANADARKO PETROLEM | P | 2018-03-01 | 2019-05-06 | $150,024 | $121,694 | $28,330 | $28,330 |
| BLACKSTONE GROUP | P | 2011-06-21 | 2019-11-07 | $51,694 | $18,370 | $33,324 | $33,324 |
| CISCO SYSTEMS | P | 2004-04-28 | 2019-05-06 | $54,154 | $23,190 | $30,964 | $30,964 |
| ING CLARION | P | 2014-10-10 | 2019-05-06 | $36,886 | $40,185 | -$3,299 | -$3,299 |
| INTEL CORP | P | 2017-09-05 | 2019-01-25 | $46,096 | $34,960 | $11,136 | $11,136 |
| NESTLE SA | P | 2005-09-20 | 2019-09-18 | $53,676 | $14,560 | $39,116 | $39,116 |
| OCCIDENTAL PETE CORP | P | 2002-12-11 | 2019-11-07 | $46,559 | $94,845 | -$48,286 | -$48,286 |
| OCCIDENTAL PETE CORP | P | 2018-11-19 | 2019-11-07 | $11,640 | $21,950 | -$10,310 | -$10,310 |
| OCCIDENTAL PETE CORP | P | 2019-05-06 | 2019-11-07 | $19,399 | $29,244 | -$9,845 | -$9,845 |
| PATTERN ENERGY GROUP | P | 2016-05-25 | 2019-08-19 | $39,868 | $20,658 | $19,210 | $19,210 |
| PATTERN ENERGY GROUP | P | 2016-09-15 | 2019-08-19 | $13,289 | $10,524 | $2,765 | $2,765 |
| PATTERN ENERGY GROUP | P | 2016-09-15 | 2019-09-18 | $13,676 | $10,524 | $3,152 | $3,152 |
| PATTERN ENERGY GROUP | P | 2016-10-18 | 2019-09-18 | $13,676 | $10,374 | $3,302 | $3,302 |
| PAYPAL HLDGS INC | P | 2015-11-13 | 2019-05-06 | $54,919 | $18,904 | $36,015 | $36,015 |
| RESIDO TECHNOLOGIES | P | 2008-07-23 | 2019-05-06 | $5,752 | $3,124 | $2,628 | $2,628 |
| UNITED TECHNOLOGIES | P | 2003-10-09 | 2019-09-18 | $68,198 | $20,657 | $47,541 | $47,541 |
| WALT DISNEY COMPANY | P | 2004-08-18 | 2019-05-06 | $26,713 | $4,387 | $22,326 | $22,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,069 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $413,291 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,312,440 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044381 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $400,973 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,952,027 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044791 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,195,359 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,957,329 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.245091 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $396,323 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,252,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038658 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $369,548 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,312,439 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035835 | DistributionYr5Rt |
| Total Distribution | 0.408756 | TotalDistributionRt |
| Average Distribution | 0.081751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,322,466 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $762,121 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $764,725 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $415,859 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,071 | OverpaymentAmt |
| Applied To ES Tax | $10,071 | 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 | WISS COMPANY LLP | IndividualWithBooksNm |
| Phone | 9087827300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BARTLES CORNER ROAD | AddressLine1Txt |
| City | FLEMINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08822 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOSHUA S RUBENSTEIN ESQ | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 100222585 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ALEXANDER B GUETTEL | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 100222585 | VICE-PRESIDENT | 4.00 | $0 | $0 | $0 |
| JONATHAN C BYER | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 100222585 | TREASURER/SECRETARY | 4.00 | $0 | $0 | $0 |
| CONSTANCE P BEATY | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 100222585 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADAM A GUETTEL | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 100222585 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD R BEATY | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 100222585 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NINA BEATY | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 100222585 | MEMBER/DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT MAINTAIN A PROGRAM OF CHARITABLE ACTIVITIES AS DEFINED IN THE INSTRUCTIONS FOR FORM 990-PF. THE FOUNDATION DOES INCUR NOMINAL EXPENSES TO AID DONEES IN CARRYING OUT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | CARRYING OUT CHARITABLE ACTIVITIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT MAINTAIN ANY PROGRAM-RELATED INVESTMENTS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,761,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $702,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,464,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,464,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,322,466 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $466,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $466,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,209 | TotalTaxAmt |
| Distributable Before Adj | $460,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $460,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $460,914 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $415,859 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $415,859 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,722,437 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,722,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $415,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,055 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,055 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,677,382 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,677,382 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,677,382 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMUS THEATRE COMPANY - THE FIELD | ||||||||
| 798 PRESIDENT STREET UNIT 3L | BROOKLYN | NY | 11215 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $20,000 | |
| ASIA PACIFIC ENVIRONMENTAL NETWORK | ||||||||
| 426 17TH STREET SUITE 500 | OAKLAND | CA | 94612 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,500 | |
| BARD COLLEGE-BPI | ||||||||
| PO BOX 5000 | ANNANDALE ON HUNDON | NY | 12504 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $2,500 | |
| BEDFORD HILLS FIRE DEPT | ||||||||
| 332 BEDFORD RD | BEDFORD HILLS | NY | 10507 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $500 | |
| BEDFORD PLAYHOUSE INC | ||||||||
| PO BOX 777 | BEDFORD | NY | 10507 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $500 | |
| BELOIT COLLEGE | ||||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $25,000 | |
| BOYS & GIRLS CLUB OF NORTHERN WESTCHESTER | ||||||||
| 351 MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| CALCEF INNOVATIONS | ||||||||
| 436 14TH STREET SUITE 1220 | OAKLAND | CA | 94612 | NONE | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | ||
| CAMBRIDGE CENTER FOR ADULT EDUCATION | ||||||||
| PO BOX 9113 | CAMBRIDGE | MA | 02238 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $5,000 | |
| CAMBRIDGE COMMUNITY TELEVISION | ||||||||
| 438 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $5,000 | |
| CAMBRIDGE HISTORICAL SOCIETY | ||||||||
| 159 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| CAMP DUDLEY YMCA | ||||||||
| 126 DUDLEY RD | WESTPORT | NY | 12993 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $4,000 | |
| CHARITYWATER | ||||||||
| 200 VARICK STREET STE 201 | NEW YORK | NY | 10014 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| COMMUNITY COOKS | ||||||||
| ONE SUMMER ST | SOMERVILLE | MA | 02143 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $5,000 | |
| DORSET THEATER FESTIVAL | ||||||||
| PO BOX 510 | DORSET | VT | 05251 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $40,000 | |
| KEESEVILLE FIRE DEPT | ||||||||
| 8 PLEASEANT ST | KEESEVILLE | NY | 12944 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $250 | |
| LUNG CANCER ALLIANCE | ||||||||
| PO BOX 418372 | BOSTON | MA | 02241 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $25,000 | |
| LUNGEVITY | ||||||||
| 228 S WABASH SUITE 700 | CHICAGO | IL | 60604 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| LYRIC THEATRE | ||||||||
| 140 CLARENDON ST | BOSTON | MA | 02116 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $5,000 | |
| MAKE-A-WISH AMERICA | ||||||||
| 4742 NORTH 24TH STREET SUITE 100 | PHOENIX | AZ | 85016 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,000 | |
| NEIGHBOR'S LINK | ||||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,000 | |
| NORTHERN WESTCHESTER HOSPITAL ASSOC | ||||||||
| 400 E MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $6,500 | FLOOR |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| THE DOE FUND | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| THE FOOD BANK FOR WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,000 | |
| THE HUNTINGTON THEATRE | ||||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $2,000 | |
| THE MOTH | ||||||||
| 75 BROAD ST SUITE 2601 | NEW YORK | NY | 10004 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $250 | |
| THE WATERSIDE SCHOOL INC | ||||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| UNC-CHAPEL HILL | ||||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $12,000 | |
| VERMONT LAND TRUST | ||||||||
| 8 BAILEY AVE | MONTPELIER | VT | 05602 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $5,000 | |
| VERMONTERS FOR CLEAN ENVIRONMENT INC | ||||||||
| 789 BAKER BROOK ROAD | DANBY | VT | 05739 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $25,000 | |
| VOTE SOLAR | ||||||||
| 360 22ND ST SUITE 730 | OAKLAND | CA | 94612 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $5,000 | |
| WESTON PLAYHOUSE THEATRE COMPANY | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $6,000 | |
| WFUV PUBLIC RADIO | ||||||||
| 441 E FORDHAM RD | BRONX | NY | 10458 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $500 | |
| ATLANTIC THEATER COMPANY | ||||||||
| 76 NINTH STREET SUITE 537 | NEW YORK | NY | 10011 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,000 | |
| FRIENDS OF FONDATION DE FRANCE | ||||||||
| 275 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $20,000 | |
| GODSPEED MUSICAL | ||||||||
| BOX A | EAST HADDAM | CT | 06423 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $3,000 | |
| KAUFMAN CENTER - GOODMAN HOUSE | ||||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,000 | |
| MAESTRA MUSIC INC | ||||||||
| 13801 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $10,000 | |
| NEW DRAMATISTS | ||||||||
| 424 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,000 | |
| NEW VICTORY THEATER | ||||||||
| 229 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $2,500 | |
| NEW YORK CITY CHILDRENS THEATER | ||||||||
| 340 EAST 46TH STREET | NEW YORK | NY | 10017 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $750 | |
| NEW YORK MUSICAL FESTIVAL | ||||||||
| 36 WEST 44TH STREET SUITE 1010A | NEW YORK | NY | 10036 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,500 | |
| PLAYWRIGHTS HORIZON | ||||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $2,000 | |
| PROSPECT THEATER COMPANY | ||||||||
| 520 EIGHTH AVENUE SUITE 307 | NEW YORK | NY | 10018 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $500 | |
| SIGNATURE THEATER | ||||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,500 | |
| THEATER DEVELOPMENT FUND | ||||||||
| 520 EIGHTH AVENUE SUITE 801 | NEW YORK | NY | 10018 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,500 | |
| THE PUBLIC THEATER | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $3,000 | |
| TRANSPORT GROUP | ||||||||
| 520 EIGHTH AVENUE SUITE 311 | NEW YORK | NY | 10018 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $1,500 | |
| VINEYARD THEATER | ||||||||
| 108 EAST 15TH STREET | NEW YORK | NY | 10003 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $2,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $2,000 | |
| WGBH | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $2,000 | |
| MANCHESTER MUSIC FESTIVAL | ||||||||
| PO BOX 33 | MANCHESTER | VT | 05254 | NONE | PUBLIC | TO AID DONEE ORGANIZATIONS TO CARRY OUT THEIR EXEMPT ACTIVITIES. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,288 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $208,069 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON BLACKSTONE INVESTMENT | Desc |
| Exclusion | -$84,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $349,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,052 | 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 FEES | CategoryTxt |
| Amt | $12,678 | Amt |
| Net Investment Income | $6,339 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,339 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,711,112 | EOYBookValueAmt |
| EOYFMV | $8,622,671 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $499,494 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $503,898 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMODITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $113,791 | BookValueAmt |
| EOYFMV | $114,320 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $64,360 | LegalFeesAmt |
| Net Investment Income | $16,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $48,270 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE - WISDOMTREE | Desc |
| BOY Book Value | $140 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NY CHAR500 FILING FEES | $250 | $0 | $0 | $0 |
| MISCELLANEOUS EXPENSES AND ADJUSTMENTS | $0 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $10,938 | $10,938 | |
| MISCELLANEOUS INCOME | $107 | $107 | |
| NONDIVIDEND DISTRIBUTIONS | $11,445 | $11,445 | |
| LOSS ON BLACKSTONE INVESTMENT | -$84,120 | -$84,120 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $54,462 | $54,462 | $0 | $0 |
| CUSTODIAL FEES | $7,391 | $7,391 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES & FEES | $4,322 | $4,322 | $0 | $0 |
| FEDERAL EXCISE TAXES | $22,969 | $0 | $0 | $0 |
Comments