C A L FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- C A L FOUNDATION INC (EIN 13-6083347)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-28
- IRS object ID
- 201830599349100213
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-28T15:25:38-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | 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 | 136083347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALF | BusinessNameControlTxt |
| Phone | 2126826640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SACKS 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HACKETT | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 2126826640 | PhoneNum |
| Signature | 2018-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN L SACKS | PreparerPersonNm |
| PTIN | P00192737 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2018-02-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.224.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-01 | IPDt |
| IP Tm | 16:43:54 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 832D00FE438388DCA9934B5DA914816B222F7BE2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 832D00FE438388DCA9934B5DA914816B222F7BE2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,416,585 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $378,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $792,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $378,714 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $419,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,236 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,892 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,892 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,381 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,608 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $343,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $377,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,335 | CashBOYAmt |
| Cash EOY | $32,612 | CashEOYAmt |
| Cash EOYFMV | $32,612 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,060,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,205,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,383,973 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,162,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,238,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,416,585 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $486,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $486,677 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,675,620 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,751,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,162,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,238,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,162,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,238,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,162,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,238,152 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,238,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC COM NEW-10 SHS | P | 2013-08-21 | 2017-11-20 | $3,926 | $1,292 | $2,634 | $2,634 |
| INTUITIVE SURGICAL INC COM NEW-11 SHS | P | 2013-08-21 | 2017-11-17 | $4,315 | $1,421 | $2,894 | $2,894 |
| INTUITIVE SURGICAL INC COM NEW-20 SHS | P | 2013-08-22 | 2017-11-16 | $7,872 | $2,595 | $5,277 | $5,277 |
| INTUITIVE SURGICAL INC COM NEW-16 SHS | P | 2013-08-21 | 2017-11-16 | $6,298 | $2,067 | $4,231 | $4,231 |
| INTUITIVE SURGICAL INC COM NEW-9 SHS | P | 2013-08-22 | 2017-11-15 | $3,512 | $1,168 | $2,344 | $2,344 |
| INTUITIVE SURGICAL INC COM NEW-7 SHS | P | 2013-08-22 | 2017-11-14 | $2,744 | $908 | $1,836 | $1,836 |
| INTUITIVE SURGICAL INC COM NEW-39 SHS | P | 2013-08-23 | 2017-11-13 | $15,183 | $5,077 | $10,106 | $10,106 |
| INTUITIVE SURGICAL INC COM NEW-7 SHS | P | 2013-08-26 | 2017-11-13 | $2,725 | $916 | $1,809 | $1,809 |
| INTUITIVE SURGICAL INC COM NEW-32 SHS | P | 2013-08-26 | 2017-11-10 | $12,434 | $4,186 | $8,248 | $8,248 |
| INTUITIVE SURGICAL INC COM NEW-33 SHS | P | 2013-08-26 | 2017-11-09 | $12,869 | $4,317 | $8,552 | $8,552 |
| IHS MARKIT LTD SHS ISIN#BMG475671050-93 SHS | P | 2016-07-13 | 2017-10-24 | $4,046 | $3,058 | $988 | $988 |
| IHS MARKIT LTD SHS ISIN#BMG475671050-50 SHS | P | 2016-07-13 | 2017-10-24 | $2,175 | $1,644 | $531 | $531 |
| ALLERGAN PLC COM SHS ISIN#IE00BY9D5467-37 SHS | P | 2017-08-03 | 2017-10-24 | $6,765 | $9,270 | -$2,505 | -$2,505 |
| VISA INC COM CL A-43 SHS | P | 2008-10-30 | 2017-10-24 | $4,643 | $576 | $4,067 | $4,067 |
| VISA INC COM CL A-76 SHS | P | 2011-01-21 | 2017-10-24 | $8,207 | $1,334 | $6,873 | $6,873 |
| SCHWAB CHARLES CORP NEW COM-167 SHS | P | 2016-08-09 | 2017-10-24 | $7,509 | $5,029 | $2,480 | $2,480 |
| S&P GLOBAL INC COM-39 SHS | P | 2015-12-16 | 2017-10-24 | $6,307 | $3,744 | $2,563 | $2,563 |
| S&P GLOBAL INC COM-11 SHS | P | 2015-12-08 | 2017-10-24 | $1,779 | $1,060 | $719 | $719 |
| PRICELINE GRP INC COM NEW-5 SHS | P | 2015-02-25 | 2017-10-24 | $9,655 | $6,243 | $3,412 | $3,412 |
| PAYPAL HLDGS INC COM-127 SHS | P | 2016-07-19 | 2017-10-24 | $8,872 | $5,005 | $3,867 | $3,867 |
| NVIDIA CORP COM-38 SHS | P | 2016-09-09 | 2017-10-24 | $7,544 | $2,283 | $5,261 | $5,261 |
| NIKE INC CL B-50 SHS | P | 2017-08-02 | 2017-10-24 | $2,660 | $2,987 | -$327 | -$327 |
| NIKE INC CL B-67 SHS | P | 2017-08-03 | 2017-10-24 | $3,564 | $4,035 | -$471 | -$471 |
| NETFLIX INC COM-2 SHS | P | 2016-08-17 | 2017-10-24 | $393 | $193 | $200 | $200 |
| NETFLIX INC COM-22 SHS | P | 2016-08-19 | 2017-10-24 | $4,321 | $2,120 | $2,201 | $2,201 |
| INTUITIVE SURGICAL INC COM NEW-21 SHS | P | 2013-08-02 | 2017-10-24 | $7,807 | $2,752 | $5,055 | $5,055 |
| INTUITIVE SURGICAL INC COM NEW-3 SHS | P | 2013-08-26 | 2017-10-24 | $1,115 | $392 | $723 | $723 |
| ILLUMINA INC COM ISIN#US4523271090-42 SHS | P | 2012-04-18 | 2017-10-24 | $8,833 | $1,797 | $7,036 | $7,036 |
| FACEBOOK INC CL A-29 SHS | P | 2016-07-19 | 2017-10-24 | $4,996 | $3,490 | $1,506 | $1,506 |
| FACEBOOK INC CL A-33 SHS | P | 2016-07-19 | 2017-10-24 | $5,685 | $3,986 | $1,699 | $1,699 |
| EQUINIX INC COM PAR $0 001-9.0742 SHS | P | 2014-05-07 | 2017-10-24 | $4,208 | $1,690 | $2,518 | $2,518 |
| EQUINIX INC COM PAR $0 001-5.9258 SHS | P | 2015-11-10 | 2017-10-24 | $2,748 | $1,760 | $988 | $988 |
| ECOLAB INC COM-25 SHS | P | 2011-12-06 | 2017-10-24 | $3,310 | $1,389 | $1,921 | $1,921 |
| ECOLAB INC COM-3 SHS | P | 2011-12-09 | 2017-10-24 | $397 | $167 | $230 | $230 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A-146 SHS | P | 2013-08-21 | 2017-10-24 | $10,877 | $5,296 | $5,581 | $5,581 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A-4 SHS | P | 2013-08-27 | 2017-10-24 | $298 | $145 | $153 | $153 |
| CELGENE CORP-97 SHS | P | 2017-10-10 | 2017-10-24 | $11,675 | $13,546 | -$1,871 | -$1,871 |
| CME GROUP INC COM-41 SHS | P | 2015-07-17 | 2017-10-24 | $5,494 | $4,086 | $1,408 | $1,408 |
| CME GROUP INC COM-23 SHS | P | 2015-07-20 | 2017-10-24 | $3,082 | $2,301 | $781 | $781 |
| AMERICAN TOWER REIT COM-52 SHS | P | 2013-08-26 | 2017-10-24 | $7,187 | $3,645 | $3,542 | $3,542 |
| AMAZON COM INC-9 SHS | P | 2010-07-28 | 2017-10-24 | $8,795 | $1,053 | $7,742 | $7,742 |
| ALPHABET INC CL A-9 SHS | P | 2011-08-29 | 2017-10-24 | $8,884 | $2,416 | $6,468 | $6,468 |
| ALLIANCE DATA SYS CORP COM-18 SHS | P | 2014-02-11 | 2017-10-24 | $4,316 | $4,914 | -$598 | -$598 |
| ALLIANCE DATA SYS CORP COM-6 SHS | P | 2015-07-29 | 2017-10-24 | $1,439 | $1,637 | -$198 | -$198 |
| NETFLIX INC COM-89 SHS | P | 2016-08-17 | 2017-10-10 | $17,320 | $8,582 | $8,738 | $8,738 |
| NETFLIX INC COM-25 SHS | P | 2016-08-18 | 2017-10-10 | $4,871 | $2,413 | $2,458 | $2,458 |
| NETFLIX INC COM-8 SHS | P | 2016-08-17 | 2017-10-10 | $1,559 | $771 | $788 | $788 |
| NETFLIX INC COM-8 SHS | P | 2016-08-18 | 2017-10-09 | $1,575 | $772 | $803 | $803 |
| NETFLIX INC COM-23 SHS | P | 2016-08-18 | 2017-10-09 | $4,544 | $2,220 | $2,324 | $2,324 |
| NETFLIX INC COM-17 SHS | P | 2016-08-18 | 2017-09-20 | $3,162 | $1,641 | $1,521 | $1,521 |
| ILLUMINA INC COM ISIN#US4523271090-35 SHS | P | 2012-04-18 | 2017-09-20 | $7,081 | $1,497 | $5,584 | $5,584 |
| PAYPAL HLDGS INC COM-56 SHS | P | 2016-03-18 | 2017-09-19 | $3,559 | $2,207 | $1,352 | $1,352 |
| PAYPAL HLDGS INC COM-188 SHS | P | 2016-07-19 | 2017-09-19 | $11,947 | $7,408 | $4,539 | $4,539 |
| NVIDIA CORP COM-63 SHS | P | 2016-09-09 | 2017-09-19 | $11,846 | $3,785 | $8,061 | $8,061 |
| NVIDIA CORP COM-30 SHS | P | 2016-09-13 | 2017-09-19 | $5,641 | $1,804 | $3,837 | $3,837 |
| NETFLIX INC COM-168 SHS | P | 2016-08-18 | 2017-09-19 | $31,166 | $16,215 | $14,951 | $14,951 |
| NETFLIX INC COM-53 SHS | P | 2016-08-18 | 2017-09-19 | $9,834 | $5,115 | $4,719 | $4,719 |
| ILLUMINA INC COM ISIN#US4523271090-33 SHS | P | 2012-04-18 | 2017-09-19 | $6,811 | $1,412 | $5,399 | $5,399 |
| AMAZON COM INC-5 SHS | P | 2010-07-26 | 2017-09-19 | $4,853 | $585 | $4,268 | $4,268 |
| AMAZON COM INC-17 SHS | P | 2010-07-28 | 2017-09-19 | $16,501 | $1,990 | $14,511 | $14,511 |
| PAYPAL HLDGS INC COM-317 SHS | P | 2016-03-18 | 2017-08-04 | $18,586 | $12,495 | $6,091 | $6,091 |
| AMAZON COM INC-15 SHS | P | 2010-07-26 | 2017-08-04 | $14,822 | $1,756 | $13,066 | $13,066 |
| PAYPAL HLDGS INC COM-181 SHS | P | 2016-03-17 | 2017-08-03 | $10,609 | $7,210 | $3,399 | $3,399 |
| PAYPAL HLDGS INC COM-24 SHS | P | 2016-03-18 | 2017-08-03 | $1,407 | $946 | $461 | $461 |
| AMAZON COM INC-16 SHS | P | 2010-07-26 | 2017-08-03 | $15,822 | $1,873 | $13,949 | $13,949 |
| PAYPAL HLDGS INC COM-105 SHS | P | 2016-03-17 | 2017-08-02 | $6,202 | $4,182 | $2,020 | $2,020 |
| PAYPAL HLDGS INC COM-49 SHS | P | 2016-03-17 | 2017-08-01 | $2,895 | $1,952 | $943 | $943 |
| PAYPAL HLDGS INC COM-290 SHS | P | 2016-07-20 | 2017-08-01 | $17,132 | $11,637 | $5,495 | $5,495 |
| PAYPAL HLDGS INC COM-25 SHS | P | 2016-07-20 | 2017-08-01 | $1,477 | $1,008 | $469 | $469 |
| PAYPAL HLDGS INC COM-112 SHS | P | 2016-07-20 | 2017-07-31 | $6,575 | $4,518 | $2,057 | $2,057 |
| PAYPAL HLDGS INC COM-65 SHS | P | 2016-03-21 | 2017-07-31 | $3,816 | $2,645 | $1,171 | $1,171 |
| AMAZON COM INC-17 SHS | P | 2010-07-26 | 2017-07-31 | $16,833 | $1,991 | $14,842 | $14,842 |
| AMAZON COM INC-22 SHS | P | 2014-09-03 | 2017-07-31 | $21,784 | $7,457 | $14,327 | $14,327 |
| AMAZON COM INC-1 SHS | P | 2010-07-26 | 2017-07-31 | $990 | $117 | $873 | $873 |
| NVIDIA CORP COM-156 SHS | P | 2016-09-13 | 2017-06-09 | $25,199 | $9,380 | $15,819 | $15,819 |
| NVIDIA CORP COM-83 SHS | P | 2017-02-24 | 2017-06-09 | $13,407 | $8,384 | $5,023 | $5,023 |
| NVIDIA CORP COM-177 SHS | P | 2017-02-27 | 2017-06-09 | $28,592 | $18,489 | $10,103 | $10,103 |
| ILLUMINA INC COM ISIN#US4523271090-31 SHS | P | 2014-05-01 | 2017-04-26 | $5,712 | $4,348 | $1,364 | $1,364 |
| ILLUMINA INC COM ISIN#US4523271090-160 SHS | P | 2014-04-30 | 2017-04-26 | $29,482 | $21,451 | $8,031 | $8,031 |
| ILLUMINA INC COM ISIN#US4523271090-143 SHS | P | 2012-04-18 | 2017-04-26 | $26,350 | $6,118 | $20,232 | $20,232 |
| S&P GLOBAL INC COM-81 SHS | P | 2015-12-08 | 2017-03-01 | $10,553 | $7,802 | $2,751 | $2,751 |
| S&P GLOBAL INC COM-72 SHS | P | 2015-12-08 | 2017-02-28 | $9,327 | $6,935 | $2,392 | $2,392 |
| S&P GLOBAL INC COM-12 SHS | P | 2015-12-08 | 2017-02-27 | $1,560 | $1,156 | $404 | $404 |
| S&P GLOBAL INC COM-54 SHS | P | 2015-12-07 | 2017-02-27 | $7,020 | $5,228 | $1,792 | $1,792 |
| SCHWAB CHARLES CORP NEW COM-104 SHS | P | 2014-02-21 | 2017-02-01 | $4,323 | $2,737 | $1,586 | $1,586 |
| SCHWAB CHARLES CORP NEW COM-30 SHS | P | 2014-02-26 | 2017-02-01 | $1,250 | $791 | $459 | $459 |
| SCHWAB CHARLES CORP NEW COM-95 SHS | P | 2014-02-21 | 2017-02-01 | $3,959 | $2,501 | $1,458 | $1,458 |
| SCHWAB CHARLES CORP NEW COM-89 SHS | P | 2014-02-26 | 2017-01-31 | $3,680 | $2,346 | $1,334 | $1,334 |
| ILLUMINA INC COM ISIN#US4523271090-62 SHS | P | 2015-10-06 | 2017-01-31 | $9,916 | $8,954 | $962 | $962 |
| ILLUMINA INC COM ISIN#US4523271090-3 SHS | P | 2014-05-01 | 2017-01-31 | $480 | $421 | $59 | $59 |
| SCHWAB CHARLES CORP NEW COM-4 SHS | P | 2014-02-27 | 2017-01-30 | $167 | $106 | $61 | $61 |
| SCHWAB CHARLES CORP NEW COM-190 SHS | P | 2014-02-26 | 2017-01-30 | $7,919 | $5,008 | $2,911 | $2,911 |
| SCHWAB CHARLES CORP NEW COM-196 SHS | P | 2014-02-27 | 2017-01-27 | $8,296 | $5,172 | $3,124 | $3,124 |
| ILLUMINA INC COM ISIN#US4523271090-98 SHS | P | 2015-10-06 | 2017-01-27 | $15,755 | $14,153 | $1,602 | $1,602 |
| SCHWAB CHARLES CORP NEW COM-131 SHS | P | 2014-02-28 | 2017-01-26 | $5,551 | $3,476 | $2,075 | $2,075 |
| SCHWAB CHARLES CORP NEW COM-38 SHS | P | 2014-02-25 | 2017-01-26 | $1,610 | $1,004 | $606 | $606 |
| ILLUMINA INC COM ISIN#US4523271090-14 SHS | P | 2015-10-06 | 2017-01-26 | $2,251 | $2,022 | $229 | $229 |
| SCHWAB CHARLES CORP NEW COM-342 SHS | P | 2014-02-25 | 2017-01-25 | $14,417 | $9,036 | $5,381 | $5,381 |
| SCHWAB CHARLES CORP NEW COM-96 SHS | P | 2014-02-27 | 2017-01-25 | $4,047 | $2,533 | $1,514 | $1,514 |
| ILLUMINA INC COM ISIN#US4523271090-89 SHS | P | 2015-10-06 | 2017-01-25 | $14,329 | $12,853 | $1,476 | $1,476 |
| ILLUMINA INC COM ISIN#US4523271090-16 SHS | P | 2015-10-06 | 2017-01-17 | $2,591 | $2,311 | $280 | $280 |
| ILLUMINA INC COM ISIN#US4523271090-10 SHS | P | 2015-10-06 | 2017-01-11 | $1,623 | $1,444 | $179 | $179 |
| CASH IN LIEU | P | 2017-12-31 | $15 | $15 | $15 | ||
| IHS MARKIT LTD SHS ISIN#BMG475671050-0.7672 SHS | P | 2016-07-13 | 2017-01-01 | $28 | $26 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $378,714 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $250,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,926,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $242,759 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,739,270 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $226,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,521,360 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049985 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,824,606 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049809 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,116,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052950 | DistributionYr5Rt |
| Total Distribution | 0.254710 | TotalDistributionRt |
| Average Distribution | 0.050942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,610,961 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $285,834 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,772 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $289,606 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $294,000 | 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 | $3,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,228 | OverpaymentAmt |
| Applied To ES Tax | $2,228 | 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 | NY | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SACKS PRESS LACHER PC | IndividualWithBooksNm |
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA HACKETT | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MONTAGUE H HACKETT JR | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MELINDA HACKETT | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | VICE-PRES. | 2.00 | $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 | $5,629,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,696,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,696,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,610,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,772 | TotalTaxAmt |
| Distributable Before Adj | $276,776 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,776 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,776 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $294,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,772 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $290,228 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,776 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,006 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,155 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,534 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,439 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,411 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,224 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $72,635 | 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 | $12,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,155 | ExcessFromYear4Amt |
| Excess From Year3 | $15,534 | ExcessFromYear3Amt |
| Excess From Year2 | $14,277 | ExcessFromYear2Amt |
| Excess From Year1 | $9,439 | ExcessFromYear1Amt |
| Excess From Current Year | $17,224 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA HACKETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL MEDICAL CENTER | ||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| ANIMAL RESCUE FUND | ||||||||
| 1963 HOLLY BUSH ROAD | PELAHATCHIE | MS | 39145 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $7,000 | |
| ASPCA | ||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| ASSSOCIATION FOR COMMUNITY EMPLOYMENT | ||||||||
| 598 BROADWAR | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| BIDE A WEE ASSOCIATION | ||||||||
| 410 EAST 38TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| BOTTOMLESS CLOSET | ||||||||
| 16 EAST 52 ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| CHILDRENS AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| CITY HARVEST | ||||||||
| 575 8TH AVENUE 4TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| EVELYN ALEXANDER WILDLIFE RESCUE CENTER | ||||||||
| 228 W MONTAUK HIGHWAY | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| FOXCROFT SCHOOL | ||||||||
| 22407 FOXHOUND LANE | MIDDLEBERG | VA | 20117 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| GAY MENS HEALTH CRISIS | ||||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| GOD'S LOVE WE DELIVER | ||||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| GROUP FOR THE EAST | ||||||||
| 54895 NY-25 | SOUTHOLD | NY | 11971 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| HALCYON FOUNDATION | ||||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 | |
| HIGH MOUNTAIN INSTITUTE | ||||||||
| 531 COUNTY ROAD 5A | LEADVILLE | CO | 80461 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| HORTICULTURAL SOCIETY- NEW YORK | ||||||||
| 148 WEST 37TH STREET 13TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| HUMAN RESOURCES OF THE HAMPTONS | ||||||||
| 100 HILL STREET | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $7,000 | |
| HUMANE SOCIETY OF NY | ||||||||
| 306 EAST 59 ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| INT'L CENTER FOR PHOTOGRAPHY | ||||||||
| 1114 6TH AVENUE AT 43RD STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| INT'L PRIMATE PROTECTION LEAGUE | ||||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| INTERFAITH CENTER OF NEW YORK | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| JOHN PB EDDY SCHOLARSHIP FUND | ||||||||
| 12 BRADLEE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| NEUBERGER BERMAN LUNG CANCER RESEARCH CENTER | ||||||||
| 525 EAST 68TH STREET BOX 110 SUITE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | M 404 |
| LREI | ||||||||
| 272 SIXTH AVENUE | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER | ||||||||
| 301 EAST 61ST STREET 2 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| BRONX RIVER PRWY AT FORDHAM ROAD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET 10 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 | |
| NEW YORK TIME NEEDIEST | ||||||||
| 4 CHASE METROTECH CENTER 7TH FL | BROOKLYN | NY | 11245 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| PARRISH ART MUSEUM | ||||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $17,000 | |
| PET PARTNERS | ||||||||
| 10 MOUNTAIN LEDGE | WILTON | CT | 12831 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| PLANNED PARENTHOOD OF NYC | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| PLANNED PARENTHOOD SUFFOLK | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| PARK AVENUE PRESERVATION | ||||||||
| 564 PARK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $4,000 | |
| SALVATION ARMY | ||||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| SOUTHAMPTON ASSOCIATION | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| SOUTHAMPTON HOSPITAL | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| SOUTHHAMPTON FRESH AIR FUND | ||||||||
| 38 MAIN STREET | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| SPORTS AND ARTS IN SCHOOLS FDN | ||||||||
| 58-12 QUEENS BLVD | WOODSIDE | NY | 11377 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $7,000 | |
| ST ANDREWS DUNE CHURCH | ||||||||
| PO BOX 1245 | SOUTHAMPTON | NY | 11969 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| TWO MAUDS | ||||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $45,000 | |
| VERMONT STUDIO SCHOOL | ||||||||
| PO BOX 613 | JOHNSON | VT | 05656 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $378,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $419,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,236 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN PLC COM -1285 SHS | $296,166 | $210,200 |
| ALLIANCE DATA SYS CORP COM-841 SHS | $201,619 | $213,177 |
| ALPHABET INC CAP STK CL A-320 SHS | $158,355 | $337,088 |
| ALPHABET INC CAP STK CL C-1 SHS | $266 | $1,046 |
| AMAZON COM INC-338 SHS | $39,251 | $395,281 |
| CELGENE CORP-3196 SHS | $132,825 | $333,535 |
| CME GROUP INC COM-2237 SHS | $223,791 | $326,714 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A-4943 SHS | $155,877 | $351,052 |
| ECOLAB INC-1452 SHS | $115,145 | $194,829 |
| FACEBOOK INC CL A-2079 SHS | $196,780 | $366,860 |
| ILLUMINA INC COM-1455 SHS | $103,380 | $317,903 |
| INTUITIVE SURGICAL INC -644 SHS | $101,165 | $235,021 |
| NETFLIX INC-858 SHS | $86,985 | $164,702 |
| NIKE INC CL B-4065 SHS | $192,537 | $254,266 |
| NVIDIA CORP -1322 SHS | $79,290 | $255,807 |
| PAYPAL HLDGS INC-4398 SHS | $160,030 | $323,781 |
| PRICELINE GRP INC-197 SHS | $251,541 | $342,335 |
| S&P GLOBAL INC-1752 SHS | $160,879 | $296,789 |
| SCHWAB CHARLES CORP NEW-5762 SHS | $175,902 | $295,994 |
| VISA INC COM CL A-3924 SHS | $74,941 | $447,414 |
| AMERICAN TOWER REIT COM-1819 SHS | $44,430 | $259,517 |
| EQUINIX INC COM PAR $0 001-523 SHS | $91,557 | $237,034 |
| IHS MARKIT LTD-4953 SHS | $162,828 | $223,628 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEE | $2,358 | $2,358 | $0 |
| FILING FEE | $250 | $250 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $35,892 | Amt |
| Net Investment Income | $35,892 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $7,381 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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