EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-02-15
IRS object ID
201720469349100227
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-15T14:10:08-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-01-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL ASHPreparerPersonNm
PTINP00110546PTIN
Phone2129531250PhoneNum
Preparation2017-01-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.105.175.147IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-01-24IPDt
IP Tm14:54:25IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1132668306B7430A5818D255DF7DFC28B6AA916DAtSubmissionCreationDeviceId
At Submission Filing Device Id643A8A3D7CA95886E6DFAD83794E83576CCE9B80AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$112,242FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,754DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,754DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,062NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,287GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$692TotalRevAndExpnssAmt
Total Net Invst Incm$2,754TotalNetInvstIncmAmt
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$500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,432OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,382OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,932TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,482TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,925ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,925ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,857TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,482TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,165ExcessRevenueOverExpensesAmt
Net Investment Income$1,272NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,468SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,377SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,377SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$77,119CorporateStockBOYAmt
Corporate Stock EOY$53,710CorporateStockEOYAmt
Corporate Stock EOYFMV$99,530CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$8,335OtherAssetsEOYAmt
Other Assets EOYFMV$8,335OtherAssetsEOYFMVAmt
Total Assets BOY$91,587TotalAssetsBOYAmt
Total Assets EOY$66,422TotalAssetsEOYAmt
Total Assets EOYFMV$112,242TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$91,587UnrestrictedBOYAmt
Unrestricted EOY$66,422UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$91,587TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$66,422TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$91,587TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$66,422TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$91,587TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,165ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$66,422SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$66,422TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
125 PFIZERP2016-03-172016-04-05$3,831$3,654$177$177
75 H&R BLOCKP2014-11-282016-04-14$1,787$2,541-$754-$754
100 H&R BLOCKP2015-03-302016-06-27$2,161$3,230-$1,069-$1,069
300 DANONEP2015-01-212016-06-27$3,976$3,970$6$6
350 ROUSE PPTYSP2014-12-182016-07-06$6,388$6,167$221$221
200 GENERAL ELECTRICP2002-03-182016-10-19$5,809$8,148-$2,339-$2,339
130 GENERAL ELECTRICP2002-03-182016-12-28$4,108$5,296-$1,188-$1,188
60 NESTLEP2002-03-182016-12-28$4,227$1,343$2,884$2,884
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,062CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,725AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$142,704NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.187276DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,390AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$161,643NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.138515DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,130AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$170,791NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.240821DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,481AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$180,371NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.146814DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,860AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$198,001NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.115454DistributionYr5Rt
Total Distribution0.828880TotalDistributionRt
Average Distribution0.165776AverageDistributionRt
Net Vl Noncharitable Assets$118,402NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,628AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,641AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,975QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$13InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Overpayment$387OverpaymentAmt
Applied To ES Tax$387AppliedToESTaxAmt
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 Contributors0NewSubstantialContributorsInd
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$110,765AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$120,205TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$120,205AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,803CashDeemedCharitableAmt
Net Vl Noncharitable Assets$118,402NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,920MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,920MinimumInvestmentReturnAmt
Tax Based On Investment Income$13TaxBasedOnInvestmentIncomeAmt
Total Tax$13TotalTaxAmt
Distributable Before Adj$5,907DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,907DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,907DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,975ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,975QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$13PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$23,962AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,907DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,860ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,505ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$41,235ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,495ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,330ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$125,425TotalExcessDistributionCyovAmt
Qualifying Distributions$23,975QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,907AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,068RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$143,493TotalCorpusAmt
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$22,860ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$120,633ExcessDistriCyovToNextYrAmt
Excess From Year4$26,505ExcessFromYear4Amt
Excess From Year3$41,235ExcessFromYear3Amt
Excess From Year2$14,495ExcessFromYear2Amt
Excess From Year1$20,330ExcessFromYear1Amt
Excess From Current Year$18,068ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALM
120 BROADWAYNEW YORKNY10271NONEPUBLIC CHARITYFOR OPERATIONS$150
DARTMOUTH COLLEGE
207 PARKHURST HALLHANOVERNH03755NONEEDUCATIONAL INSTITUTFOR OPERATIONS$500
EMILY & ROBT SMITH FORDHAM UNIVERSITY SCHOLARSHIP FUND
140 WEST 62ND STREETNEW YORKNY10023NONEEDUCATIONAL INSTITUTEDUCATIONAL SCHOLARSHIPS$5,000
FORTUNE SOCIETY
625 WEST 140 STREETNEW YORKNY10031NONEPUBLIC CHARITYFOR OPERATIONS$500
FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY10021NONEPUBLIC CHARITYFOR OPERATIONS$125
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEEDUCATION INSTITUTEFOR OPERATIONS$500
LINCOLN CENTER
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$1,000
MCC THEATER
231 WEST 29TH STREETNEW YORKNY10001NONEPUBLIC CHARITYFOR OPERATIONS$200
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPUBLIC CHARITYFOR OPERATIONS$650
METROPOLITAN OPERA
1915 BROADWAYNEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$150
MORRISTOWN BEARD SCHOOL
70 WHIPPANY ROADMORRISTOWNNJ07960NONEEDUCATION INSTITUTEFOR OPERATIONS$750
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYFOR OPERATIONS$3,600
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$400
OMEGA ENSEMBLE
340 EAST 93RD STREETNEW YORKNY10128NONEPUBLIC CHARITYFOR OPERATIONS$400
THE BROOKINGS INSTITUTE
1775 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,925TotalGrantOrContriPdDurYrAmt
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$2,754ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,062ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$692ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$692TotalIncomeProducingActyAmt

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

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 (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
370 GENERAL ELECTRIC$9,186$11,692
80 IBM$6,946$13,279
170 NESTLE$3,804$12,196
125 ONEX$1,455$8,519
150 TIME WARNER$5,064$14,479
100 VORNADO REALTY$3,157$10,437
100 ORACLE$2,616$3,845
400 RECKITT BENCKISER$4,038$6,720
175 H&R BLOCK$0$0
350 ROUSE PROPERTIES$0$0
25 BERKSHIRE HATHAWAY B$3,408$4,075
300 DANONE$0$0
75 WR GRACE$5,335$5,073
100 MACK CALI REALTY$2,209$2,902
80 COTY$1,890$1,465
100 VIACOM B$3,697$3,510
50 GCP APPLIED TECHNOLOGIES$905$1,338

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$0BOYBookValueAmt
EOY Book Value$8,335EOYBookValueAmt
EOYFMV$8,335EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$1,382$1,382$0
FILING FEES$50$0$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$100$100$0
FEDERAL TAX$400$0$0

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