ROSALIND P WALTER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROSALIND P WALTER FOUNDATION (EIN 13-6177284)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201801359349102535
- Schema version
- 2017v2.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T11:06:36-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY F BRINSTER | PreparerPersonNm |
| PTIN | P00238178 | PTIN |
| Phone | 5167664800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,260,648 | 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 | $2,934,922 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,744,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,048,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,710 | TotalNetInvstIncmAmt |
| 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 | $18,943 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,943 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $208 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $405 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,200,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,200,585 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,225,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,203,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $823,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $590,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $590,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $872,321 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,196,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,317,778 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $1,352,841 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $963,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,786,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,260,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $963,376 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,786,815 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $963,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,786,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $963,376 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,786,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $963,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $823,439 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,786,815 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,786,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,853 SHS PROCTER & GAMBLE | D | 2017-01-24 | 2017-01-25 | $939,223 | $953,545 | -$14,322 | -$14,322 |
| 22,000 SHS ENBRIDGE ENERGY PARTNERS LP | D | 2017-01-24 | 2017-01-25 | $556,139 | $557,040 | -$901 | -$901 |
| 18,500 SHS VERIZON COMMUNICATIONS | D | 2017-10-20 | 2017-10-23 | $900,557 | $916,305 | -$15,748 | -$15,748 |
| 14,400 SHS WEYERHAEUSER CO | D | 2017-10-20 | 2017-10-23 | $497,496 | $508,032 | -$10,536 | -$10,536 |
| SCHEDULE ATTACHED - A/C 654-022127-263 | P | 2017-01-01 | 2017-12-01 | $1,164,750 | $1,105,506 | $59,244 | $59,244 |
| SCHEDULE ATTACHED - A/C 654-022127-263 | P | 2001-01-01 | 2017-12-31 | $685,883 | $617,350 | $68,533 | $68,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,270 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,737 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,200,709 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,589,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.38410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,570,460 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,397,851 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.65495 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,699,913 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,048,742 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.31784 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,066,777 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,123,629 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.97323 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,941,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,290,604 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.84747 | DistributionYr5Rt |
| Total Distribution | 5.177581 | TotalDistributionRt |
| Average Distribution | 1.035516 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,815,868 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,880,360 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $923 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,881,283 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,203,490 | 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 | $923 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $923 | SubtotalAmt |
| Tax Based On Investment Income | $923 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $929 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
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 | $1,493,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $350,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,843,521 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,843,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,815,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $923 | TotalTaxAmt |
| Distributable Before Adj | $89,870 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,870 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,870 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,203,490 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,203,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $923 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,202,567 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,870 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,829,290 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,962,362 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,599,978 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,450,652 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,121,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,963,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,203,490 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,870 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,113,620 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,077,523 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,829,290 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,248,233 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,962,362 | ExcessFromYear4Amt |
| Excess From Year3 | $2,599,978 | ExcessFromYear3Amt |
| Excess From Year2 | $1,450,652 | ExcessFromYear2Amt |
| Excess From Year1 | $2,121,621 | ExcessFromYear1Amt |
| Excess From Current Year | $2,113,620 | 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 | $2,200,585 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,200,585 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,440 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $86,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,710 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROSALIND P WALTER | ||||||
| 1 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $557,040 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 2 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $953,545 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 3 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $916,305 | Yes (X) |
| ROSALIND P WALTER | ||||||
| 4 | 435 EAST 52ND STREET | NEW YORK | NY | 10022 | $508,032 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 22,000 shs ENBRIDGE ENERGY PRNS LP | $557,040 | 2017-01-24 |
| 2 | 10,853 SHARES PROCTER & GAMBLE | $953,545 | 2017-01-24 |
| 3 | 18,500 SHARES VERIZON COMMUNICATIONS | $916,305 | 2017-10-25 |
| 4 | 14,400 SHARES WEYERHAEUSER CO | $508,032 | 2017-10-25 |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY A/C 654-022127 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| EOYFMV | $1,352,841 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ALM - ADVERTISING | $155 | $155 |
| MISCELLANEOUS | $52 | |
| NYS DEPARTMENT OF LAW - FEE | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $20,663 | $20,663 | $0 | $0 |
| OTHER CHARGES (NET) | $1,720 | -$1,720 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $208 | Amt |
Comments