ROSALIND P WALTER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROSALIND P WALTER FOUNDATION (EIN 13-6177284)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349104414
- Schema version
- 2018v3.1
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T13:59:03-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 115704883 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2123086648 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 EAST 52ND STREET | 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 | 2019-11-15 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,038,185 | 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 | $1,001,910 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,891 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,891 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,459,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,253 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,537 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,173,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,144 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,428 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,818 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,818 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $365 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,318 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,827,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,827,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,845,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,318 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,829,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$672,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,428 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $590,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,257 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,196,786 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,003,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $926,928 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,786,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,115,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,038,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,786,815 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,115,097 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,786,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,786,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,115,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,786,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$672,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $471 | OtherIncreasesAmt |
| Subtotal | $1,115,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 22127 | P | 2017-10-26 | 2018-06-08 | $715,901 | $681,606 | $34,295 | $34,295 |
| SEE STATEMENT MORGAN STANLEY 22127 | P | 2017-01-31 | 2018-06-08 | $753,293 | $625,577 | $127,716 | $127,716 |
| 14,680 MAGELLAN MIDSTREAM PARTNERS LP | P | 2018-08-31 | 2018-09-04 | $989,507 | $996,737 | -$7,230 | -$7,230 |
| MAGELLAN MIDSTREAM PARTNERS LP | P | 2018-08-31 | 2018-09-04 | $472 | $472 | $472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,253 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,537 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,202,567 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,815,868 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.21296 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,200,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,589,996 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.38410 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,570,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,397,851 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.65495 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,699,913 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,048,742 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.31784 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,066,777 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,123,629 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.97323 | DistributionYr5Rt |
| Total Distribution | 5.543065 | TotalDistributionRt |
| Average Distribution | 1.108613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,046,239 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,159,874 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,558 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,161,432 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,829,925 | 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 | $1,558 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,558 | SubtotalAmt |
| Tax Based On Investment Income | $1,558 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $4,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $2,604 | OverpaymentAmt |
| Applied To ES Tax | $2,604 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | ROSALIND P WALTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126889323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 EAST 52ND STREET | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSALIND P WALTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $636,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $425,423 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,062,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,062,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,046,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,558 | TotalTaxAmt |
| Distributable Before Adj | $50,754 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,754 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,754 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,829,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,829,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,558 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,828,367 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,754 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,962,362 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,599,978 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,450,652 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,121,621 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,113,620 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,248,233 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,829,925 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,779,171 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,027,404 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,962,362 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,065,042 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,599,978 | ExcessFromYear4Amt |
| Excess From Year3 | $1,450,652 | ExcessFromYear3Amt |
| Excess From Year2 | $2,121,621 | ExcessFromYear2Amt |
| Excess From Year1 | $2,113,620 | ExcessFromYear1Amt |
| Excess From Current Year | $1,779,171 | 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 | $1,827,060 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,827,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,891 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $472 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $170,672 | ExclusionAmt |
| Related Or Exempt Function Incm | $472 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,144 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROSALIND P WALTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,001,910 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 14,680 SHS MAGELLAN MIDSTEAM PARTNERS LP | NoncashPropertyDesc |
| Fair Market Value | $1,001,910 | FairMarketValueAmt |
| Received | 2018-08-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRINSTER & BERGMAN, LLP | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADR FEES | $115 | $115 |
| NYS DEPARTMENT OF LAW - FEE | $250 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN/LOSS ON DISPOSITION OF ASSETS FROM K-1 | Desc |
| Amt | $471 | Amt |
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 | $12,822 | $12,822 | $0 | $0 |
| OTHER CHARGES (NET) | $4 | -$4 | $0 | $0 |
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