ROSALIND P WALTER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROSALIND P WALTER FOUNDATION (EIN 13-6177284)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349100223
- Schema version
- 2019v5.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T07:29:22-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113037852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINSTER & BERGMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK RD STE 320E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | 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 | 136177284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSALIND P WALTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSA | BusinessNameControlTxt |
| Phone | 2125860700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA SUITE 301 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSALIND P WALTER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIKA L CALDERON | PreparerPersonNm |
| PTIN | P00366096 | PTIN |
| Phone | 5167664800 | PhoneNum |
| 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 | $3,341,020 | 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 | $3,491,096 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,828 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,828 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,614,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,498,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,614,152 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $29,945 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,132,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,640,980 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $56,773 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $11,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,591 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $277 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,380,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,380,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,392,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,380,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,739,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,629,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $56,773 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $111,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $361,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $361,301 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,003,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,604,312 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,979,719 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,115,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,965,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,341,020 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,115,097 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,965,613 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,115,097 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,965,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,115,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,965,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,115,097 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,739,950 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,855,047 | SubtotalAmt |
| Other Decreases | $1,889,434 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,965,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE STATEMENT MORGAN STANLEY A/C 9263 | P | 2011-01-01 | 2019-12-31 | $745,736 | $401,234 | $344,502 | $344,502 |
| SEE STATEMENT MORGAN STANLEY A/C 9263 | P | 2011-01-01 | 2019-12-31 | $885,200 | $220,522 | $664,678 | $664,678 |
| SEE STATEMENT MORGAN STANLEY A/C 8263 | P | 2019-01-01 | 2019-12-31 | $541,332 | $524,840 | $16,492 | $16,492 |
| SEE STATEMENT MORGAN STANLEY A/C 8263 | P | 2018-09-07 | 2019-10-23 | $1,735 | $2,722 | -$987 | -$987 |
| SEE STATEMENT MORGAN STANLEY A/C 8263 | P | 2011-01-01 | 2019-07-31 | $68 | $68 | $68 | |
| SEE STATEMENT JP MORGAN A/C #7007 | P | 2019-01-01 | 2019-12-31 | $254,860 | $241,407 | $13,453 | $13,453 |
| SEE STATEMENT JP MORGAN A/C #7007 | P | 2018-01-01 | 2019-12-31 | $1,980,346 | $1,473,586 | $506,760 | $506,760 |
| SEE STATEMENT JP MORGAN A/C #7007 | P | 2018-01-01 | 2019-11-29 | $89,163 | $19,977 | $69,186 | $69,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,614,152 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $29,945 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,828,367 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,046,239 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.74756 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,202,567 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,815,868 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.21296 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,200,709 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,589,996 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.38410 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,570,460 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,397,851 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.65495 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,699,913 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,048,742 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.31784 | DistributionYr5Rt |
| Total Distribution | 6.317398 | TotalDistributionRt |
| Average Distribution | 1.263480 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,009,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,539,279 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,294 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,555,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,380,527 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,588 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,588 | SubtotalAmt |
| Tax Based On Investment Income | $32,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,604 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,604 | TotalPaymentsAndCreditsAmt |
| Tax Due | $29,984 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | MAURIZIO J MORELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125860700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA SUITE 301 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MAURIZIO J MORELLO | ||||||
| ONE ROCKEFELLER PLAZA ST 301 | NEW YORK | NY | 10022 | Trustee | 0.00 | $0 |
| ROSALIND P WALTER | ||||||
| 435 EAST 52ND STREET APT 15A | NEW YORK | NY | 10022 | Trustee | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,804,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,040,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,040,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,009,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,588 | TotalTaxAmt |
| Distributable Before Adj | $67,900 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,900 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,900 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,380,527 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,380,527 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,380,527 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,900 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,599,978 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,450,652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,121,621 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,113,620 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,779,171 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,065,042 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,380,527 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,312,627 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,377,669 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,599,978 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,777,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,450,652 | ExcessFromYear4Amt |
| Excess From Year3 | $2,121,621 | ExcessFromYear3Amt |
| Excess From Year2 | $2,113,620 | ExcessFromYear2Amt |
| Excess From Year1 | $1,779,171 | ExcessFromYear1Amt |
| Excess From Current Year | $1,312,627 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSALIND P WALTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUND | GrantOrContributionPurposeTxt |
| Amt | $1,380,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,380,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,614,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $68 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,640,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $68 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,640,980 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROSALIND P WALTER | ||||||
| 1 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $432,750 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 2 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $181,439 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 3 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $1,749,119 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 4 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $178,678 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 5 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $853,750 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 6 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $95,361 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,205 SHS APPLE INC | $432,750 | 2019-03-20 |
| 2 | 150 SHS ALPHABET INC CLASS A | $181,439 | 2019-04-11 |
| 3 | 18,830 SHS CANADIAN NATIONAL RAILWAY | $1,749,119 | 2019-11-13 |
| 4 | 2,430 SHS COLGATE PALMOLIVE COMPANY | $178,678 | 2019-06-19 |
| 5 | 5,000 SHS 3M COMPANY | $853,750 | 2019-06-19 |
| 6 | 1,613 SHS ALCON INC. | $95,361 | 2019-11-13 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN ACCOUNTING VALUE AND TAX VALUE | Desc |
| Amt | $1,889,434 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADR FEES | $27 | $27 | |
| FOREIGN FEE | $8 | $8 | |
| NYS DEPARTMENT OF LAW - FEE | $250 | $250 |
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 | $11,403 | $11,403 | $0 | $0 |
| OTHER INVESTMENT FEES | $188 | $188 | $0 | $0 |
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