KNOTT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION (EIN 20-0495479)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349101149
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T13:53:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133430448 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLATT MANEY KLING & RUFER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADWAY SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | 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 | 200495479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOTT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOT | BusinessNameControlTxt |
| Phone | 5163640303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD No 205 | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117913434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KNOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5163640303 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN RUFER | PreparerPersonNm |
| PTIN | P00359993 | PTIN |
| Phone | 2127320330 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.54.246.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 15:04:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B3BB430B0CC85799EDE66B0CFD54F1FC6F73E4B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 963A97F99ADB81424FBB88585F52B746FD991C51 | 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 | $1,909,687 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,012,975 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,154 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,154 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $264,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $788,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $264,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,016 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,016 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,311,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,674 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $13,903 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,903 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,702 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,042 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $573,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $594,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $574,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $716,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $282,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,576,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,065,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,814,557 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,307 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,795 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,130 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $80,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $80,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $80,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,666,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,154,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,909,687 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,500 | AccountsPayableBOYAmt |
| Loans From Officers EOY | $25,000 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $565,924 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $313,627 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $567,424 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $338,627 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,098,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,815,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,098,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,815,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,666,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,154,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,098,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $716,884 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,815,647 | SubtotalAmt |
| Other Decreases | $217 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,815,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| THRU ALLIANCE BERNSTEIN | P | $58 | -$58 | -$58 | |||
| THRU ALLIANCE BERNSTEIN | P | $64 | $64 | $64 | |||
| ANADARKO PETROLEUM | $288,123 | -$71,631 | -$71,631 | $216,492 | 2015-04-16 | 2019-07-01 | |
| PFIZER | D | $236,310 | $335,799 | $335,799 | $572,109 | 2011-09-18 | 2019-07-01 |
| Capital Gains Dividends | P | $269 | $269 | $269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $264,443 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $751,968 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,918,391 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.391978 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $341,013 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,193,280 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.155481 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $203,270 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,966,345 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103375 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $232,429 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,102,647 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.110541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $491,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,501,741 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.196443 | DistributionYr5Rt |
| Total Distribution | 0.957818 | TotalDistributionRt |
| Average Distribution | 0.191564 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,720,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $329,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,830 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $332,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $574,410 | 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 | $2,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,550 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,450 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $1,136 | OverpaymentAmt |
| Applied To ES Tax | $1,136 | 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 | DAVID KNOTT JR | IndividualWithBooksNm |
| Phone | 5163640303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M KNOTT | ||||||||
| 485 UNDERHILL ROAD | SYOSSET | NY | 117913434 | PRESIDENT AND DIRECTOR | 3.00 | $0 | $0 | $0 |
| DAVID M KNOTT JR | ||||||||
| 485 UNDERHILL ROAD | SYOSSET | NY | 117913434 | SECRETARY AND TREASURER | 3.00 | $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 | $1,746,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,746,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,746,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,720,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,830 | TotalTaxAmt |
| Distributable Before Adj | $83,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $574,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $574,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,830 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $571,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $368,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $128,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,955 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $232,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $661,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,497,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $574,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,182 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $491,228 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,988,364 | 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 | $368,011 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,620,353 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $128,560 | ExcessFromYear4Amt |
| Excess From Year3 | $105,955 | ExcessFromYear3Amt |
| Excess From Year2 | $232,678 | ExcessFromYear2Amt |
| Excess From Year1 | $661,932 | ExcessFromYear1Amt |
| Excess From Current Year | $491,228 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M KNOTT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLD SPRING HARBOR LAB | ||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBO | NY | 11724 | NONE | GENERAL CHARITABLE PURPOSES | $60,000 |
| FOUNTAIN HOUSE | ||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | GENERAL CHARITABLE PURPOSES | $20,000 |
| HUMAN RIGHTS FIRST | ||||||
| 919 THIRD AVE | NEW YORK | NY | 10022 | NONE | GENERAL CHARITABLE PURPOSES | $20,000 |
| NYAME | ||||||
| 33 WILLETS LANE | MANHASSET | NY | 11530 | NONE | GENERAL CHARITABLE PURPOSES | $100,000 |
| ST JOHN'S OF LATTINGTOWN | ||||||
| 325 LATTINGTOWN ROAD | LOCUST VALLEY | NY | 11560 | NONE | GENERAL CHARITABLE PURPOSES | $14,500 |
| THE TAFT SCHOOL | ||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | GENERAL CHARITABLE PURPOSES | $15,000 |
| UNC AT CHAPEL HILL | ||||||
| 523 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | NONE | GENERAL CHARITABLE PURPOSES | $310,000 |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | GENERAL CHARITABLE PURPOSES | $25,000 |
| PREP FOR PREP | ||||||
| 328 W 71ST STREET | NEW YORK | NY | 10023 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| OLD WESTBURY GARDEN | ||||||
| PO BOX 430 | OLD WESTBURY | NY | 11568 | NONE | GENERAL CHARITABLE PURPOSES | $5,000 |
| GREEN VALE SCHOOL | ||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| BAILEY ARBORETUM | ||||||
| 194 BAYVILLE AVVE | LATTINGTOWN | NY | 11560 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| PLANTING FIELDS FOUNDATION | ||||||
| PO BOX 660 | OYSTER BAY | NY | 11771 | NONE | GENERAL CHARITABLE PURPOSES | $500 |
| OLD BROKVILLE PBA | ||||||
| PO BOX 386 | GLEN HEAD | NY | 11545 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,500 | 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 | $61 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,154 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $663 | ExclusionAmt |
| Related Or Exempt Function Incm | $353 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $264,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $298,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $353 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,674 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF MARKETABLE SECURITIES | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID KNOTT | |||||||
| 1 | 485 UNDERHILL ROAD | SYOSSET | NY | 11791 | $1,012,815 | Yes (X) | |
| DAVID KNOTT | |||||||
| 2 | 485 UNDERHILL ROAD | SYOSSET | NY | 11791 | $160 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 9000 SHARES LIGAND PHARMA | NoncashPropertyDesc |
| Fair Market Value | $1,012,815 | FairMarketValueAmt |
| Received | 2019-06-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 102533 SHARES ARBORGEN HOLDINGS LTD | $65,129 | $15,417 |
| 1900 SHARES PFIZER | $31,277 | $74,442 |
| 24000 SHARES PARAMOUNT RESOURCES | $610,771 | $139,344 |
| 1200 SHARES JPMORGAN CHASE | $45,651 | $167,280 |
| 1600 SHARES JOHNSON & JOHNSON | $104,596 | $233,392 |
| 1200 SHS TOTAL SA | $65,296 | $66,360 |
| 400 SHARES MICROSOFT | $13,734 | $63,080 |
| 400 SHARES RYMAN HOSPITALITY PROP | $17,214 | $34,664 |
| 400 SHARES STARWOOD PROPERTY TRUST | $8,791 | $9,944 |
| 2066 SHS KRAFT HEINZ | $72,821 | $66,381 |
| 859 SHS SEVEN GENERATIONS | $17,167 | $5,643 |
| 9000 SHARES LIGAND PHARMA | $1,012,815 | $938,610 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALLIANCE BERNSTEIN HOLDINGS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,795 | BookValueAmt |
| EOYFMV | $15,130 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE TO OPERATION DEMOCRACY D-DAY FILM | Desc |
| BOY Book Value | $80,000 | BOYBookValueAmt |
| EOY Book Value | $80,000 | EOYBookValueAmt |
| EOYFMV | $80,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR DIFFERENCE IN PARTNERSHIP INCOME AND TAXABLE INCOME | Desc |
| Amt | $217 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITY PUBLICATION NOTICE | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU ALLIANCE BERNSTEIN | $663 | $663 | $663 |
| SUNDRY | $353 | $353 | $353 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN ACCCOUNT | Desc |
| BOY Book Value | $565,924 | BOYBookValueAmt |
| EOY Book Value | $313,627 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,042 | $1,042 | $0 |
| FEDERAL EXCISE TAX | $4,660 | $0 | $0 |