TOPFIELD FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TOPFIELD FOUNDATION INC (EIN 46-1048017)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-24
- IRS object ID
- 201942059349100604
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-24T10:59:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CAMPUS DRIVE 4TH FLOOR | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | 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 | 461048017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOPFIELD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPF | BusinessNameControlTxt |
| Phone | 9142866370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7154 SANBORN ROAD | AddressLine1Txt |
| City | LOUDON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F COLIN CABOT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9142866370 | PhoneNum |
| Signature | 2019-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | METH JACOB | PreparerPersonNm |
| PTIN | P00104046 | PTIN |
| Phone | 9732671400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.112.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-14 | IPDt |
| IP Tm | 10:27:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 242D03C1016E50D181DC83AA168740EEA20BF46F | 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 | $7,111 | 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 | $720,205 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $511 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $653,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $641,813 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $704,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $642,324 | 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 |
| Legal Fees Rev And Expnss | $2,016 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,008 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,008 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,208 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,104 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,104 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,920 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $18 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $18 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $669,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $669,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $702,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $675,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $637,212 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,338 | CashBOYAmt |
| Cash EOY | $7,111 | CashEOYAmt |
| Cash EOYFMV | $7,111 | CashEOYFMVAmt |
| Total Assets BOY | $4,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,111 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,111 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,800 SHS MERCK & CO. | D | 2018-12-26 | 2018-12-26 | $204,040 | $4,132 | $199,908 | $199,908 |
| 7,258 SHS MERCK & CO. | D | 2018-06-04 | 2018-06-04 | $449,872 | $7,967 | $441,905 | $441,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $641,813 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,230,667 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,650 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 49.925639 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $631,892 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,209 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 8.750876 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,044,927 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $205,768 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.078180 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,270,640 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $293,101 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.335161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,260,934 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $468,282 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.692681 | DistributionYr5Rt |
| Total Distribution | 70.782537 | TotalDistributionRt |
| Average Distribution | 14.156507 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,644 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $249,777 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,372 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $256,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $675,182 | 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 | $6,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,828 | OverpaymentAmt |
| Applied To ES Tax | $4,828 | 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 | DE | 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 | WWW.FOUNDATIONCENTER.ORG | WebsiteAddressTxt |
| Individual With Books | JESSICA GALLIGAN GOLDSMITH ESQ | IndividualWithBooksNm |
| Phone | 9142866370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH BROADWAY | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| F COLIN CABOT | ||||||||
| 7097 SANBORN ROAD | LOUDON | NH | 03307 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| ANNE P CABOT | ||||||||
| 7154 SANBORN ROAD | LOUDON | NH | 03307 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARGARET GORDON | ||||||||
| PO BOX 22 | COLD SPRING | NY | 10516 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,372 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $675,182 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $675,182 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,372 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $668,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,237,768 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,255,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,054,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $628,282 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,241,656 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,417,792 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $675,182 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $675,182 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,092,974 | 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 | $1,237,768 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,855,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,255,985 | ExcessFromYear4Amt |
| Excess From Year3 | $1,054,101 | ExcessFromYear3Amt |
| Excess From Year2 | $628,282 | ExcessFromYear2Amt |
| Excess From Year1 | $1,241,656 | ExcessFromYear1Amt |
| Excess From Current Year | $675,182 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE P CABOT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 564 PARK AVENUE PRESERVATION FOUNDATION | ||||||
| 564 PARK AVE | NEW YORK | NY | 10065 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| 15 WEST 77TH ST | NEW YORK | NY | 10132 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| AMERICAN RED CROSS | ||||||
| PO BOX 40025018 | DES MOINES | IA | 50540 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| BARNARD FUND | ||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $200 |
| BREARLEY SCHOOL | ||||||
| 610 E 83RD ST | NEW YORK | NY | 10028 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $200 |
| CHATHAM HALL | ||||||
| 800 CHATHAM HALL CIR | CHATHAM | VA | 24531 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $200 |
| CONSTITUTION MARSH AUDOBON CENTER | ||||||
| PO BOX 174 | COLD SPRING | NY | 10516 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| DESMOND FISH LIBRARY | ||||||
| 472 ROUTE 403 | GARRISON | NY | 10524 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| DETROIT PUBLIC TV | ||||||
| 1 CLOVER COURT | WIXOM | MI | 48393 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $200 |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||
| 353 HAMILTON STREET | ALBANY | NY | 12210 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| HIGHLANDS CURRENT INC | ||||||
| 161 MAIN ST | COLD SPRING | NY | 105162818 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100 |
| HUDSON HIGHLANDS LAND TRUST | ||||||
| PO BOX 226 | GARRISON | NY | 10524 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| HUDSON HIGHLANDS NATURE MUSEUM | ||||||
| 120 MUSER DR | CORNWALL | NY | 12518 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| INTERSCHOOL ORCHESTRAS OF NY | ||||||
| 121 W 27TH ST | NEW YORK | NY | 10001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100 |
| MERCK FOREST & FARMLAND CENTER | ||||||
| PO BOX 86 | RUPERT | VT | 05768 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $2,500 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||
| 777 6TH ST NW 700 | WASHINGTON | DC | 20001 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| NATIONAL WILDLIFE FEDERATION | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 22042 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $100 |
| NATURE CONSERVANCY | ||||||
| PO BOX 6016 | ALBERT LEA | MN | 56007 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| NEW YORK PRESBYTERIAN FUND | ||||||
| 654 WEST 170TH ST | NEW YORK | NY | 10032 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| NEW YORK-NEW JERSEY TRAIL CONFERENCE | ||||||
| 156 RAMAPO VALLEY ROAD | MAHWAH | NJ | 07430 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| OPEN SPACE INSTITUTE | ||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $455,000 |
| PALISADES PARK CONSERVANCY INC | ||||||
| 1 PALISADES PARK CONSERVANCY | BEAR MOUNTAIN | NY | 10911 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $15,000 |
| PARKS & TRAILS NEW YORK | ||||||
| 29 ELK STREET | ALBANY | NY | 12207 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $7,500 |
| PLANNED PARENTHOOD HUDSON PECONIC CHAPTER | ||||||
| 4 SKYLINE DRIVE | HAWTHORNE | NY | 10532 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| PUTNAM HISTORY MUSEUM | ||||||
| 63 CHESTNUT STREET | COLD SPRING | NY | 10516 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| SANBORN MILLS INC | ||||||
| 7097 SANBORN ROAD | LOUDON | NH | 03307 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $150,000 |
| SCENIC HUDSON | ||||||
| 1 CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| ST PHILIPS CHURCH | ||||||
| PO BOX 158 | GARRISON | NY | 10524 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 |
| WAVE HILL GARDENS | ||||||
| 675 WEST 252ND ST | BRONX | NY | 10471 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $10,000 |
| WLIW21 | ||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| WMHT PUBLIC SERVICE MEDIA FOR EASTERN NEW YORK | ||||||
| 4 GLOBAL VIEW | TROY | NY | 121808368 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $500 |
| WNET CHANNEL 13 | ||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $5,000 |
| WQXR | ||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | PC | TO FURTHER DONEES EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $669,600 | 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 | $511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,829 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 03 | ExclusionCd |
| Related Or Exempt Function Incm | $3,100 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$18,318 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,100 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$15,218 | 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 | 11A | LineNumberTxt |
| Relationship Statement | TAX REFUND | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE CABOT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7154 SANBORN ROAD | AddressLine1Txt |
| City | LOUDON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $720,205 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,258 SHARES MERCK & CO. | $450,141 | 2018-06-04 |
| 1 | 2,800 SHARES MERCK & CO. | $211,064 | 2018-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKS PANETH LLP | $7,570 | $3,785 | $3,785 |
| DA CAPO AL FINE LTD | $638 | $319 | $319 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KURZMAN EISENBERG CORBIN & LEVER LLP | CategoryTxt |
| Legal Fees | $2,016 | LegalFeesAmt |
| Net Investment Income | $1,008 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,008 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE FEES | Desc |
| Revenue And Expenses Per Books | $452 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $452 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,100 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,100 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $21,920 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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