SULZBERGER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SULZBERGER FOUNDATION INC (EIN 13-6083166)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349100609
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T08:03:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136083166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SULZBERGER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SULZ | BusinessNameControlTxt |
| Phone | 2125561400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 EIGHTH AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marian Heiskell | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 2125561400 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE PERVEZ | PreparerPersonNm |
| PTIN | P01069236 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2017-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 08:49:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 60BF0225ED9631091DB686CFA622195BA7284DF5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,907,272 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $188,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,604 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $537,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,081,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $533,855 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $74,236 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,691 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $800,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $746,150 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,205 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $723 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $482 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $292,026 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $211,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,340 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,195 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,009 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $381,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,831 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $781,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,733 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,607,268 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,626,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,895,539 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,618,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,637,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,907,272 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $31,081,047 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,081,047 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$9,462,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$9,443,147 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,618,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,637,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,618,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,637,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,618,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,816 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,637,900 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,637,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Asia Investments LP K-1 passthrough | P | 2016-01-01 | 2016-12-31 | $53,639 | $53,639 | $53,639 | |
| Asia Investments LP K-1 passthrough | P | 2015-01-01 | 2016-12-31 | -$2,498 | -$2,498 | $2,498 | |
| Acquisition FD 2008 LP K-1 passthrough | P | 2016-01-01 | 2016-12-31 | -$2,753 | -$2,753 | $2,753 | |
| Acquisition FD 2008 LP K-1 passthrough | P | 2015-01-01 | 2016-12-31 | $82,613 | $82,613 | $82,613 | |
| Acquisition FD 2011 LP K-1 passthrough | P | 2016-01-01 | 2016-12-31 | $1,653 | $1,653 | $1,653 | |
| Acquisition FD 2011 LP K-1 passthrough | P | 2015-01-01 | 2016-12-31 | $44,620 | $44,620 | $44,620 | |
| Direct Lending Fund K-1 passthrough | P | 2016-01-01 | 2016-12-31 | $19 | $19 | $19 | |
| Direct Lending Fund K-1 passthrough | P | 2015-01-01 | 2016-12-31 | $5,462 | $5,462 | $5,462 | |
| Semper Vic Ptnrs K-1 passthrough | P | 2016-01-01 | 2016-12-31 | -$1,695 | -$1,695 | $1,695 | |
| Semper Vic Ptnrs K-1 passthrough | P | 2015-01-01 | 2016-12-31 | $103,674 | $103,674 | $103,674 | |
| Map 2006 LP K-1 passthrough | P | 2015-01-01 | 2016-12-31 | -$2,126 | -$2,126 | $2,126 | |
| Map 2009 LP K-1 passthrough | P | 2016-01-01 | 2016-12-31 | $50 | $50 | $50 | |
| Map 2009 LP K-1 passthrough | P | 2015-01-01 | 2016-12-31 | $3,037 | $3,037 | $3,037 | |
| publicly traded securities | P | 2016-01-01 | 2016-12-31 | $3,669,947 | -$34,587 | -$34,587 | $3,704,534 |
| publicly traded securities | P | 2015-01-01 | 2016-12-31 | $1,085,457 | $259,561 | $259,561 | $825,896 |
| Capital Gains Dividends | P | $23,186 | $23,186 | $23,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $533,855 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,016,639 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,969,651 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072101 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,957,278 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,563,102 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,547,487 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,718,241 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085721 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,752,459 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,343,539 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093801 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,291,247 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,558,013 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107705 | DistributionYr5Rt |
| Total Distribution | 0.459361 | TotalDistributionRt |
| Average Distribution | 0.091872 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,744,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,457,081 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,462,180 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $440,831 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,880 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,380 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $124 | EsPenaltyAmt |
| Overpayment | $5,058 | OverpaymentAmt |
| Applied To ES Tax | $5,058 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | aaron alpert CO MARUJUPU | IndividualWithBooksNm |
| Phone | 2125561400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 eighth avenue 16th floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARIAN S HEISKELL | |||||||||
| C/O THE SULZBERGER FOUNDATION INC | 620 eighth ave 16th floor | NEW YORK | NY | 10018 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| RUTH S HOLMBERG | |||||||||
| C/O THE SULZBERGER FOUNDATION INC | 620 eighth ave 16th floor | NEW YORK | NY | 10018 | V. PRESIDENT | 3.00 | $0 | $0 | $0 |
| Arthur Ochs Sulzberger jr | |||||||||
| C/O THE SULZBERGER FOUNDATION INC | 620 eighth ave 16th floor | NEW YORK | NY | 10018 | Trustee | 0.50 | $0 | $0 | $0 |
| james cohen | |||||||||
| C/O THE SULZBERGER FOUNDATION INC | 620 eighth ave 16th floor | NEW YORK | NY | 10018 | trustee | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARUJUPU LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 eighth ave 16th floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEE | ServiceTypeTxt |
| Compensation | $161,700 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $25,399,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,752,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,151,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,151,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,744,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,337,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,337,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,198 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $203 | IncomeTaxAmt |
| Total Tax | $10,401 | TotalTaxAmt |
| Distributable Before Adj | $1,326,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,326,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,326,830 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $440,831 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $440,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,326,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,776,996 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,299,897 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,081,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,499,627 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $631,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,289,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $440,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $885,999 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $885,999 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,403,116 | 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 | $890,997 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,512,119 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,299,897 | ExcessFromYear4Amt |
| Excess From Year3 | $1,081,231 | ExcessFromYear3Amt |
| Excess From Year2 | $1,499,627 | ExcessFromYear2Amt |
| Excess From Year1 | $631,364 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARIAN S HEISKELL | ContributingManagerNm |
| Contributing Manager | RUTH S HOLMBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY CHARITABLE GIFT FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 770001 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $296 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,604 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,873 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $533,855 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (13 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Acquisition FD 2008 LP K-1 Passthrough | 523000 | -$13,858 | 14 | -$7,514 |
| Acquisition FD 2011 LP K-1 Passthrough | 523000 | -$1,310 | 14 | -$12,692 |
| Asia Investments LP K-1 Passthrough | 523000 | -$177 | 14 | -$34,691 |
| Direct Lending Fund K-1 Passthrough | 523000 | $67,237 | 14 | -$6,591 |
| Map 2004 LP K-1 Passthrough | 14 | $10,481 | ||
| Map 2006 LP K-1 Passthrough | 14 | $12,963 | ||
| Map 2009 LP K-1 Passthrough | 14 | $31,376 | ||
| Semper Vic Ptnrs K-1 Passthrough | 14 | -$827 | ||
| Genesis Energy LP | 523000 | -$5,881 | 14 | -$45 |
| Other income through MSF B | 14 | $837 | ||
| tax refund | 14 | $4,754 | ||
| other income through MSF B | 14 | $30,406 | ||
| EQT | 523000 | -$220 | 14 | -$12 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $49,960 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $750,904 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $800,864 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|---|
| Asia Investments LP K-1 passthrough | 2016-01 | Purchased | 2016-12 | $2,160 | $0 | $2,160 | |
| Acquisition FD 2008 LP K-1 passthrough | 2016-01 | Purchased | 2016-12 | $0 | -$383 | $383 | |
| Acquisition FD 2008 LP K-1 passthrough | 2015-01 | Purchased | 2016-12 | $0 | -$4,203 | $4,203 | |
| Acquisition FD 2011 LP K-1 passthrough | 2016-01 | Purchased | 2016-12 | $1,240 | $0 | $1,240 | |
| Acquisition FD 2011 LP K-1 passthrough | 2015-01 | Purchased | 2016-12 | $5,059 | $0 | $5,059 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, LINE 1A(4): | Marujupu LLC [the Sulzberger family office] provides certain services to the Foundation. These services include cash mananagement, investment monitoring,preparation of financial reports, and coordination of outside professional services. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT PREPARED. |
| form 990-PF, PART VII-A, LINE 12: | THE FOUNDATION'S MANAGERS HAVE ADVISORY AUTHORITY OVER THE DONOR ADVISED FUNDS, AND WILL ENSURE THAT ALL FUNDS ARE DISTRIBUTED TO QUALIFIED SECTION 501(C)(3) ORGANIZATIONS. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARUJUPU SPECIAL FD CL B, LLC | StockNm |
| EOY Book Value | $21,626,167 | EOYBookValueAmt |
| EOYFMV | $27,895,539 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Carter Leydard | CategoryTxt |
| Legal Fees | $1,205 | LegalFeesAmt |
| Net Investment Income | $723 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $482 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office expenses | $16,989 | $10,139 | $6,759 |
| filing fees | $1,250 | $0 | $1,250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Acquisition FD 2008 LP K-1 Passthrough | -$21,372 | -$7,514 | -$21,372 |
| Acquisition FD 2011 LP K-1 Passthrough | -$14,002 | -$12,692 | -$14,002 |
| Asia Investments LP K-1 Passthrough | -$34,868 | -$34,691 | -$34,868 |
| Direct Lending Fund K-1 Passthrough | $60,646 | -$6,591 | $60,646 |
| Map 2004 LP K-1 Passthrough | $10,481 | $10,481 | $10,481 |
| Map 2006 LP K-1 Passthrough | $12,963 | $12,963 | $12,963 |
| Map 2009 LP K-1 Passthrough | $31,376 | $31,376 | $31,376 |
| Semper Vic Ptnrs K-1 Passthrough | -$827 | -$827 | -$827 |
| Genesis Energy LP | -$5,926 | -$45 | -$5,926 |
| Other income through MSF B | $837 | $837 | $837 |
| tax refund | $4,754 | $4,754 | |
| other income through MSF B | $30,406 | $30,406 | $30,406 |
| EQT | -$232 | -$12 | -$232 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| investment advisory fee - ehrenkranz | $49,743 | $49,743 | $0 |
| investment advisory fee - cannell | $47,639 | $47,639 | $0 |
| management fee - Marujupu LLC | $161,700 | $80,850 | $32,340 |
| investment adv and custody fee - northern trust | $32,944 | $32,944 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Taxes | $52,946 | $0 | $0 |
| State UBTI TAXES | $2,437 | $0 | $0 |
| Foreign Taxes | $14,195 | $14,195 | $0 |
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