EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-03-09
IRS object ID
201810689349100101
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-03-09T08:33:57-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131833422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASH & PARSONT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 EAST 42ND STREET SUITE 1507AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101681599ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133980754EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMILY L AND ROBERT E SMITH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMILBusinessNameControlTxt
Phone2129408850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 EAST 70TH STREET NO 6CAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E SMITHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2129408850PhoneNum
Signature2018-01-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL ASHPreparerPersonNm
PTINP00110546PTIN
Phone2129531250PhoneNum
Preparation2018-01-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.105.175.147IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-01-24IPDt
IP Tm11:00:42IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCC4ECAE10F122A99701D144E62854D4804B5E541AtSubmissionCreationDeviceId
At Submission Filing Device IdCC4ECAE10F122A99701D144E62854D4804B5E541AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$98,731FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,346ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,962DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,962DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$36,593NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,433GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,593CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,901TotalRevAndExpnssAmt
Total Net Invst Incm$38,555TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$112TaxesRevAndExpnssAmt
Taxes Net Invst Incm$62TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$884OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$884OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$996TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$946TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$946TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,055ExcessRevenueOverExpensesAmt
Net Investment Income$37,609NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,377SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,840SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,840SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$53,710CorporateStockBOYAmt
Corporate Stock EOY$41,720CorporateStockEOYAmt
Corporate Stock EOYFMV$61,891CorporateStockEOYFMVAmt
Other Assets BOY$8,335OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$66,422TotalAssetsBOYAmt
Total Assets EOY$78,560TotalAssetsEOYAmt
Total Assets EOYFMV$98,731TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$66,422UnrestrictedBOYAmt
Unrestricted EOY$78,560UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$66,422TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$78,560TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,422TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$78,560TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$66,422TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,055ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$85,477SubtotalAmt
Other Decreases$6,917OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$78,560TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 TIME WARNERP2006-08-232017-01-06$9,467$3,571$5,896$5,896
50 GCP APPLIED TECHP2016-01-212017-03-03$1,597$905$692$692
50 TIME WARNERP2008-04-072017-04-03$4,877$1,493$3,384$3,384
80 IBMP2006-09-212017-04-10$13,700$6,946$6,754$6,754
80 COTYP2016-10-182017-04-26$1,428$1,890-$462-$462
170 NESTLEP2002-03-182017-06-07$14,547$3,804$10,743$10,743
370 GENERAL ELECTRICP2008-12-022017-06-16$10,726$9,186$1,540$1,540
50 ORACLEP2011-12-232017-09-14$2,611$1,308$1,303$1,303
50 JBG PROPERTIESP1998-12-222017-10-11$1,624$611$1,013$1,013
100 TIME WARNERP2012-05-142017-10-11$10,346$3,429$6,917$6,917
100 VIACOMP2016-09-292017-10-11$2,510$3,697-$1,187-$1,187
FieldValueIRS element (for citing)
Capital Gain Net Income$36,593CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,962AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$118,402NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.202378DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,725AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$142,704NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.187276DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,390AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$161,643NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.138515DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,130AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$170,791NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.240821DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,481AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$180,371NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.146814DistributionYr5Rt
Total Distribution0.915804TotalDistributionRt
Average Distribution0.183161AverageDistributionRt
Net Vl Noncharitable Assets$101,568NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,603AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$376NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,979AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$376InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$376SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$376TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$387EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$387TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11OverpaymentAmt
Applied To ES Tax$11AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT E SMITHIndividualWithBooksNm
Phone2129408850PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line133 EAST 70TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EMILY L SMITH
33 EAST 70TH STREETNEW YORKNY10021DIRECTOR/PRESIDENT0.00$0$0$0
ROBERT E SMITH
33 EAST 70TH STREETNEW YORKNY10021DIRECTOR/SECRETARY/TREAS.0.00$0$0$0
AMY LYNN SMITH
838 WEST END AVENUE 10DNEW YORKNY10025DIRECTOR/VICE-PRESIDENT0.00$0$0$0
KAREN GAIL SMITH
373 MAECK FARM ROADSHELBURNEVT05482DIRECTOR/VICE-PRESIDENT0.00$0$0$0
VICTORIA ANN SMITH
154 LOCUST TERRACEBURLINGTONVT05401DIRECTOR/VICE-PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$74,504AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,611AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$103,115TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$103,115AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,547CashDeemedCharitableAmt
Net Vl Noncharitable Assets$101,568NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,078MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,078MinimumInvestmentReturnAmt
Tax Based On Investment Income$376TaxBasedOnInvestmentIncomeAmt
Total Tax$376TotalTaxAmt
Distributable Before Adj$4,702DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,702DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,702DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,900QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$376PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,524AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,702DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$26,505ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$41,235ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,495ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,330ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,068ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$120,633TotalExcessDistributionCyovAmt
Qualifying Distributions$28,900QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,702AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,198RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$144,831TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$26,505ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$118,326ExcessDistriCyovToNextYrAmt
Excess From Year4$41,235ExcessFromYear4Amt
Excess From Year3$14,495ExcessFromYear3Amt
Excess From Year2$20,330ExcessFromYear2Amt
Excess From Year1$18,068ExcessFromYear1Amt
Excess From Current Year$24,198ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEMILY L SMITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVEARLINGTONVA22202NONEPUBLIC CHARITYFOR OPERATIONS$75
EMILY & ROBT SMITH FORDHAM UNIVERSITY SCHOLARSHIP FUND
140 WEST 62ND STREETNEW YORKNY10023NONEEDUCATIONAL INSTITUTEDUCATIONAL SCHOLARSHIPS$7,500
FORTUNE SOCIETY
625 WEST 140 STREETNEW YORKNY10031NONEPUBLIC CHARITYFOR OPERATIONS$500
SMITH COLLEGE
7 COLLEGE LANENORTHAMPTONMA01063NONEEDUCATION INSTITUTEFOR OPERATIONS$350
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEEDUCATION INSTITUTEFOR OPERATIONS$500
KAUFMAN MUSIC CENTER
129 WEST 67TH STREETNEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$1,000
WESTPORT PUBLIC LIBRARY
20 JESSUP ROADWESTPORTCT06880NONEPUBLIC CHARITYFOR OPERATIONS$75
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPUBLIC CHARITYFOR OPERATIONS$1,200
METROPOLITAN OPERA
1915 BROADWAYNEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$300
MORRISTOWN BEARD SCHOOL
70 WHIPPANY ROADMORRISTOWNNJ07960NONEEDUCATION INSTITUTEFOR OPERATIONS$750
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYFOR OPERATIONS$6,150
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$450
THE BROOKINGS INSTITUTE
1775 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,962ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$36,593ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,555ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,555TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEMILY SMITHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line133 EAST 70TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,346TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property100 SHARES TIME WARNERNoncashPropertyDesc
Fair Market Value$10,346FairMarketValueAmt
Received2017-10-11ReceivedDt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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 $7,895ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
125 ONEX$1,455$9,198
100 VORNADO REALTY$2,546$7,818
50 ORACLE$1,308$2,364
400 RECKITT BENCKISER$4,038$7,604
25 BERKSHIRE HATHAWAY B$3,408$4,956
75 WR GRACE$5,335$5,260
100 MACK CALI REALTY$2,209$2,156
10 AMERCO$3,663$3,779
50 DUNKIN DONUTS$2,626$3,223
300 HRG GROUP$5,267$5,085
175 MATCH GROUP$3,082$5,479
75 NEWELL BRANDS$4,072$2,318
100 TANGER FACTORY OUTLET CENTERS$2,711$2,651

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM SECURITIES BROKER-SALES SETTLED POST 12/31/16Desc
BOY Book Value$8,335BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS OF FAIR MARKET VALUE OVER THE BASIS OF DONATED SECURITIESDesc
Amt$6,917Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$884RevenueAndExpensesPerBooksAmt
Net Investment Income$884NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROBERT SMITHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 EAST 70TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$62$62$0
FILING FEES$50$0$50

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