RODNEY L WHITE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RODNEY L WHITE FOUNDATION INC (EIN 13-6182934)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201831359349103303
- Schema version
- 2016v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T14:14:18-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136182934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODNEY L WHITE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODN | BusinessNameControlTxt |
| Phone | 2124556228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELBY WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124556228 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL WEIRETER | PreparerPersonNm |
| PTIN | P00140887 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,518,561 | 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 | $21,343,374 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $540 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,053 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,493,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,789,789 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,409,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,799,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $335 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,885 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,885 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,114,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,796,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $21,243,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,243,053 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,500 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $362,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $271,216 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $267,008 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $362,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,521,620 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,518,561 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $26,892 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,892 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $335,857 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,521,620 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $335,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,521,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,521,620 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $335,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,114,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71,104 | OtherIncreasesAmt |
| Subtotal | $21,521,620 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,521,620 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $252,467 | $103,684 | $148,783 | $148,783 | ||
| SALE OF DONATED ARTWORK | D | $21,240,000 | $5,600,000 | $15,640,000 | $15,640,000 | 2017-06-30 | 2017-06-30 |
| CAPITAL GAINS DIVIDENDS | P | $1,006 | $1,006 | $1,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,789,789 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $473,801 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.205572 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $272,482 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $677,200 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.402366 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $143,981 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $840,455 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.171313 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $292,942 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $968,354 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.302515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $255,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,113,845 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.229089 | DistributionYr5Rt |
| Total Distribution | 1.310855 | TotalDistributionRt |
| Average Distribution | 0.262171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,109,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $553,008 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $157,965 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $710,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $291,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $315,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $315,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $315,930 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $313,942 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2124556228 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202017 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| SHELBY WHITE | ||||||||
| 1 ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 100202017 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TRACY WHITE | ||||||||
| 1 ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 100202017 | TREAS/SEC'Y | 1.00 | $0 | $0 | $0 |
| LAKSHMAN ACHUTHAN | ||||||||
| 1 ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 100202017 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $358,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,782,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,141,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,141,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,109,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $315,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $315,930 | 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 | $291,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $291,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $291,650 | 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 | $200,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $245,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,508 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $240,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,129 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $864,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $291,650 | 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 | $291,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,155,841 | 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 | $200,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $955,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $245,906 | ExcessFromYear4Amt |
| Excess From Year3 | $103,508 | ExcessFromYear3Amt |
| Excess From Year2 | $240,024 | ExcessFromYear2Amt |
| Excess From Year1 | $74,129 | ExcessFromYear1Amt |
| Excess From Current Year | $291,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELBY WHITE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADIA FAMILY CENTER | |||||||
| 1 FERNALD STREET | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $10,000 |
| BASS HARBOR MEMORIAL LIBRARY | |||||||
| 89 BERNARD ROAD | BERNARD | ME | 04612 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $1,000 |
| BROOKLYN ANIMAL RESOURCE COALITION | |||||||
| 86 NORTH 1ST STREET | BROOKLYN | NY | 11249 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| CEBU HOPE CENTER | |||||||
| 3600 LEXINGTON AVE N SUITE 209 | SHOREVIEW | MN | 55126 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $10,000 |
| CHURCHILL SCHOOL AND CENTER | |||||||
| 301 E 29TH ST | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $3,000 |
| CITY AND COUNTRY SCHOOL | |||||||
| 146 WEST 13TH STREET | NEW YORK | NY | 10011 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $75,000 |
| COMMON GOOD SOUP KITCHEN | |||||||
| 566 SEAWALL ROAD | SOUTHWEST HARBOR | ME | 04660 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| FAIRFIELD THEATRE COMPANY | |||||||
| 70 SANFORD ST | FAIRFIELD | CT | 06824 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $2,500 |
| FAMILY EQUALITY COUNCIL | |||||||
| 475 PARK AVENUE SOUTH SUITE 2100 | NEW YORK | NY | 10016 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| GREATER WASHINGTONVILLE LIONS CLUB | |||||||
| 300 W 22ND ST | OAK BROOK | IL | 60523 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $2,500 |
| MARBLE HOUSE PROJECT | |||||||
| 1161 DORSET WEST ROAD | DORSET | VT | 05251 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $2,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| MEMPHIS INNER CITY RUGBY | |||||||
| 1591 COURT AVENUE | MEMPHIS | TN | 38104 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $4,000 |
| MUSEUM OF RECLAIMED URBAN SPACE | |||||||
| 155 AVENUE C | NEW YORK | NY | 10009 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| NEW AMSTERDAM EARLY CHILDHOOD CENTER | |||||||
| 1 AVENUE B AT HOUSTON STREET | NEW YORK | NY | 10009 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| PACKER COLLEGIATE INSTITUTE | |||||||
| 170 JORALEMON ST | BROOKLYN | NY | 11201 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $2,000 |
| PARENT PROJECT FOR MUSCULAR DYSTROPHY RESEARCH INC | |||||||
| 1052 NORTH UNIVERSITY BLVD | MIDDLETOWN | OH | 45042 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $2,500 |
| PETRUS FUND OF YONKERS | |||||||
| 204 HAWTHORNE AVENUE | YONKERS | NY | 10705 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $25,000 |
| PUTNEY SCHOOL | |||||||
| ELM LEA FARM | PUTNEY | VT | 05346 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $10,000 |
| REPRESENTUS EDUCATION FUND | |||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $20,000 |
| SAINT ADALBERT ROMAN CATHOLIC CHURCH | |||||||
| 5229 83RD ST | QUEENS | NY | 11373 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| SOUTHWEST HARBOR LIBRARY | |||||||
| 338 MAIN STREET | SOUTHWEST HARBOR | ME | 046790157 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $3,500 |
| SPCA OF WESTCHESTER | |||||||
| 590 N STATE RD | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $1,000 |
| STONE RIDGE LIBRARY FOUNDATION | |||||||
| 3700 MAIN STREET | STONE RIDGE | NY | 12484 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $1,000 |
| TAILS OF COURAGE INC | |||||||
| 39 SMITH STREET | DANBURY | CT | 06810 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $2,500 |
| THIRD STREET MUSIC SCHOOL SETTLEMENT | |||||||
| 235 E 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $10,000 |
| TISCH MS RESEARCH CENTER | |||||||
| 521 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $50,000 |
| URBAN COMMUNITY SCHOOL | |||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 44102 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| WRITERS ROOM | |||||||
| 740 BROADWAY 12TH FL | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,000 | 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 | $540 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,053 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,820 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SHELBY WHITE | ||||||
| 1 | 1 ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 100202017 | $103,374 | Yes (X) |
| SHELBY WHITE | ||||||
| 2 | 1 ROCKEFELLER PLAZA 20TH FLOOR | NEW YORK | NY | 100202017 | $21,240,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 900 SHARES INTUIT INC. | $103,374 | 2017-02-09 |
| 2 | VARIOUS ARTWORK | $21,240,000 | 2017-05-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US LLP | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $2,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,550 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 64 SHRS INTUIT INC | StockNm |
| EOY Book Value | $7,351 | EOYBookValueAmt |
| EOYFMV | $8,500 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD LONG TERM TREASURY FUND | AT COST | $28,289 | $36,093 |
| VANGUARD VALUE INDEX FUND | AT COST | $47,098 | $66,270 |
| VANGUARD ENERGY INDEX FUND | AT COST | $29,305 | $21,893 |
| VANGUARD EUROPEAN STOCK INDEX FUND | AT COST | $38,427 | $34,953 |
| VANGUARD EMERGING MKTS STK IDX | AT COST | $52,686 | $12,318 |
| VANGUARD PACIFIC STOCK INDEX | AT COST | $29,661 | $28,563 |
| VANGUARD 500 INDEX STOCK FUND | AT COST | $45,750 | $66,918 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT OF LAW | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $71,104 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $26,892 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELBY WHITE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER PLAZA 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100202017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $335 | Amt |
| Net Investment Income | $335 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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