EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-02-13
- IRS object ID
- 201930449349100008
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-13T11:31:52-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131833422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH & PARSONT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET SUITE 1507 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101681599 | 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 | 133980754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY L AND ROBERT E SMITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMIL | BusinessNameControlTxt |
| Phone | 2129408850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET NO 6C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129408850 | PhoneNum |
| Signature | 2019-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL ASH | PreparerPersonNm |
| PTIN | P00110546 | PTIN |
| Phone | 2129531250 | PhoneNum |
| Preparation | 2019-02-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.105.175.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-04 | IPDt |
| IP Tm | 15:23:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CA349C1E793B0730A8B7AA99460AD1DA819FDEA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CA349C1E793B0730A8B7AA99460AD1DA819FDEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $172,073 | 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 | $97,418 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,794 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $196,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,455 | 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 |
| Taxes Rev And Expnss | $14 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $655 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,378 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $104,721 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $104,807 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,888 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $78,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,073 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $78,560 | UnrestrictedBOYAmt |
| Unrestricted EOY | $173,191 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $173,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $173,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $257,264 | SubtotalAmt |
| Other Decreases | $84,073 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $173,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 125 HRG GROUP | P | 2017-07-06 | 2018-02-01 | $2,264 | $2,264 | $0 | $0 |
| 100 MATCH GROUP | P | 2017-06-21 | 2018-02-01 | $3,442 | $1,761 | $1,681 | $1,681 |
| 75 MATCH GROUP | P | 2017-06-21 | 2018-05-24 | $2,994 | $1,321 | $1,673 | $1,673 |
| 75 ONEX | P | 2003-11-14 | 2018-07-16 | $5,525 | $873 | $4,652 | $4,652 |
| .22 SPECTRUM BRANDS | P | 2017-07-06 | 2018-07-16 | $18 | $24 | -$6 | -$6 |
| 75 NEWELL BRANDS | P | 2017-07-17 | 2018-08-31 | $1,680 | $4,072 | -$2,392 | -$2,392 |
| 75 PFIZER | P | 2018-02-07 | 2018-10-12 | $3,354 | $2,649 | $705 | $705 |
| 100 VORNADO REAL ESTATE | P | 2009-09-16 | 2018-11-12 | $7,021 | $2,546 | $4,475 | $4,475 |
| 10 AMERCO | P | 2017-07-17 | 2018-11-19 | $3,367 | $3,663 | -$296 | -$296 |
| 150 ISHARES SMALL CAP | P | 2018-11-12 | 2018-11-28 | $11,793 | $11,983 | -$190 | -$190 |
| 25 VANGUARD S&P | P | 2018-11-12 | 2018-11-28 | $6,252 | $6,325 | -$73 | -$73 |
| 3319.74 DWS INTERNATIONAL GROWTH | D | 2009-12-23 | 2018-12-20 | $97,791 | $13,734 | $84,057 | $84,057 |
| MERCK CLASS ACTION SETTLEMENT | P | 2015-10-01 | 2018-11-07 | $115 | $115 | $115 | |
| 400 RECKITT BENCKISER | P | 2011-11-02 | 2018-10-03 | $7,431 | $4,038 | $3,393 | $3,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,794 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,524 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $101,568 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.280836 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,962 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $118,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.202378 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,725 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $142,704 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.187276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,390 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $161,643 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.138515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $170,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.240821 | DistributionYr5Rt |
| Total Distribution | 1.049826 | TotalDistributionRt |
| Average Distribution | 0.209965 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $96,092 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,176 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $988 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,164 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,576 | TaxDueAmt |
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 | Yes (1) | 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 | ROBERT E SMITH | IndividualWithBooksNm |
| Phone | 2129408850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| EMILY L SMITH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT E SMITH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | DIRECTOR/SECRETARY/TREAS. | 0.00 | $0 | $0 | $0 |
| AMY LYNN SMITH | ||||||||
| 838 WEST END AVENUE 10D | NEW YORK | NY | 10025 | DIRECTOR/VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAREN GAIL SMITH | ||||||||
| 373 MAECK FARM ROAD | SHELBURNE | VT | 05482 | DIRECTOR/VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| VICTORIA ANN SMITH | ||||||||
| 154 LOCUST TERRACE | BURLINGTON | VT | 05401 | DIRECTOR/VICE-PRESIDENT | 0.00 | $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 | $68,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,976 | TotalTaxAmt |
| Distributable Before Adj | $2,829 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,829 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,829 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,829 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,495 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,330 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,068 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,198 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,671 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $132,997 | 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 | $41,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,495 | ExcessFromYear4Amt |
| Excess From Year3 | $20,330 | ExcessFromYear3Amt |
| Excess From Year2 | $18,068 | ExcessFromYear2Amt |
| Excess From Year1 | $24,198 | ExcessFromYear1Amt |
| Excess From Current Year | $14,671 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMILY L SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $50 |
| FORTUNE SOCIETY | |||||||
| 625 WEST 140 STREET | NEW YORK | NY | 10031 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $500 |
| HARVARD LAW SCHOOL | |||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $500 |
| KAUFMAN MUSIC CENTER | |||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $500 |
| METROPOLITAN OPERA | |||||||
| 1915 BROADWAY | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $600 |
| MORRISTOWN BEARD SCHOOL | |||||||
| 70 WHIPPANY ROAD | MORRISTOWN | NJ | 07960 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $1,100 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $3,150 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $900 |
| SMITH COLLEGE | |||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $150 |
| THE BROOKINGS INSTITUTE | |||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $97,794 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,455 | 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 |
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 | EMILY SMITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $97,418 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,319.74 DWS INTERNATIONAL GROWTH | NoncashPropertyDesc |
| Fair Market Value | $97,418 | FairMarketValueAmt |
| Received | 2018-12-20 | ReceivedDt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2009 AMOUNT $7,895 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 ONEX | $582 | $2,722 |
| 50 ORACLE | $1,308 | $2,258 |
| 25 BERKSHIRE HATHAWAY B | $3,408 | $5,105 |
| 75 WR GRACE | $5,335 | $4,868 |
| 100 MACK CALI REALTY | $2,149 | $1,959 |
| 50 DUNKIN DONUTS | $2,626 | $3,206 |
| 28 SPECTRUM BRANDS | $3,048 | $1,183 |
| 100 TANGER FACTORY OUTLET CENTERS | $2,701 | $2,022 |
| 3 ALPHABET | $3,203 | $3,135 |
| 75 ARAMARK | $2,947 | $2,173 |
| 40 CARMAX | $2,882 | $2,509 |
| 80 EBAY | $3,034 | $2,246 |
| 10 FEDEX | $2,358 | $1,613 |
| 25 HOWARD HUGHES | $2,917 | $2,440 |
| 25 JOHNSON & JOHNSON | $3,217 | $3,226 |
| 75 MONDELEZ | $3,356 | $3,002 |
| 80 SERVICE CORP INTERNATIONAL | $3,021 | $3,221 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $104,721 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $104,807 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FAIR MARKET VALUE OVER THE BASIS OF DONATED SECURITIES | $83,684 |
| FEDERAL TAX PAYMENTS | $389 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $655 | $655 | $0 |
| FILING FEES | $50 | $0 | $50 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT SMITH | |||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 |
| EMILY SMITH | |||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $14 | Amt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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