C A L FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- C A L FOUNDATION INC (EIN 13-6083347)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-02-22
- IRS object ID
- 201730539349100513
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-22T15:52:37-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-02-01 | 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 | 2017-02-01 | 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 | 2017-02-01 | IPDt |
| IP Tm | 11:18:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 290DB47BEACBF3708ECA27CBA8CE4E99051E80E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 290DB47BEACBF3708ECA27CBA8CE4E99051E80E1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $4,976,231 | 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 | $34,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,595,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,799 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,359 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,359 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $349,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $349,607 | 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 | $30,968 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,968 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $23,359 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,712 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $287,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $250,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,664 | CashBOYAmt |
| Cash EOY | $101,335 | CashEOYAmt |
| Cash EOYFMV | $101,335 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,991,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,060,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,874,896 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,099,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,162,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,976,231 | 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 | $2,613,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,675,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,099,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,162,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,099,870 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,162,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,099,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,162,297 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,162,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (146 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| IHH INC COM CL A - 1693 SHS | P | 2012-09-26 | 2016-07-13 | $197,867 | $167,161 | $30,706 | $30,706 |
| IHS MARKIT LTD SHS ISIN#BMG475671050 -391 SHS | P | 2016-07-13 | 2016-11-11 | $13,858 | $12,856 | $1,002 | $1,002 |
| IHS MARKIT LTD SHS ISIN#BMG475671050 -196 SHS | P | 2016-07-13 | 2016-11-08 | $6,978 | $6,444 | $534 | $534 |
| IHS MARKIT LTD SHS ISIN#BMG475671050 -284 SHS | P | 2016-07-13 | 2016-11-07 | $10,138 | $9,338 | $800 | $800 |
| IHS MARKIT LTD SHS ISIN#BMG475671050 -50 SHS | P | 2016-07-13 | 2016-11-04 | $1,783 | $1,644 | $139 | $139 |
| ALLERGAN PLC COM SHS ISIN#IE00BY9D5467 -27 SHS | P | 2016-10-10 | 2016-11-11 | $5,618 | $6,570 | -$952 | -$952 |
| TWENTY-FIRST CENTY FOX INC CL A -313 SHS | P | 2014-08-08 | 2016-09-16 | $7,368 | $10,717 | -$3,349 | -$3,349 |
| TWENTY-FIRST CENTY FOX INC CL A -241 SHS | P | 2014-08-11 | 2016-09-15 | $5,730 | $8,370 | -$2,640 | -$2,640 |
| TWENTY-FIRST CENTY FOX INC CL A -150 SHS | P | 2014-08-08 | 2016-09-15 | $3,566 | $5,136 | -$1,570 | -$1,570 |
| TWENTY-FIRST CENTY FOX INC CL A -81 SHS | P | 2014-08-11 | 2016-09-15 | $1,917 | $2,813 | -$896 | -$896 |
| TWENTY-FIRST CENTY FOX INC CL A -311 SHS | P | 2014-08-12 | 2016-09-15 | $7,362 | $10,928 | -$3,566 | -$3,566 |
| TWENTY-FIRST CENTY FOX INC CL A -390 SHS | P | 2014-08-13 | 2016-09-14 | $9,258 | $13,780 | -$4,522 | -$4,522 |
| TWENTY-FIRST CENTY FOX INC CL A -2 SHS | P | 2014-08-14 | 2016-09-14 | $47 | $71 | -$24 | -$24 |
| TWENTY-FIRST CENTY FOX INC CL A -293 SHS | P | 2014-08-12 | 2016-09-14 | $6,937 | $10,288 | -$3,351 | -$3,351 |
| TWENTY-FIRST CENTY FOX INC CL A -13 SHS | P | 2014-08-13 | 2016-09-14 | $308 | $459 | -$151 | -$151 |
| TWENTY-FIRST CENTY FOX INC CL A -86 SHS | P | 2014-08-13 | 2016-09-14 | $2,036 | $3,035 | -$999 | -$999 |
| TWENTY-FIRST CENTY FOX INC CL A -196 SHS | P | 2014-08-14 | 2016-09-13 | $4,602 | $6,963 | -$2,361 | -$2,361 |
| TWENTY-FIRST CENTY FOX INC CL A -196 SHS | P | 2014-08-14 | 2016-09-13 | $4,623 | $6,963 | -$2,340 | -$2,340 |
| TWENTY-FIRST CENTY FOX INC CL A -333 SHS | P | 2014-08-15 | 2016-09-13 | $7,854 | $11,969 | -$4,115 | -$4,115 |
| TWENTY-FIRST CENTY FOX INC CL A -274 SHS | P | 2014-09-04 | 2016-09-12 | $6,506 | $9,974 | -$3,468 | -$3,468 |
| TWENTY-FIRST CENTY FOX INC CL A -391 SHS | P | 2014-12-19 | 2016-09-12 | $9,404 | $15,061 | -$5,657 | -$5,657 |
| TWENTY-FIRST CENTY FOX INC CL A -1 SHS | P | 2014-08-15 | 2016-09-12 | $24 | $36 | -$12 | -$12 |
| TWENTY-FIRST CENTY FOX INC CL A -230 SHS | P | 2014-09-04 | 2016-09-12 | $5,454 | $8,372 | -$2,918 | -$2,918 |
| TWENTY-FIRST CENTY FOX INC CL A -493 SHS | P | 2014-09-03 | 2016-09-12 | $11,691 | $17,852 | -$6,161 | -$6,161 |
| TWENTY-FIRST CENTY FOX INC CL A -58 SHS | P | 2014-08-15 | 2016-09-12 | $1,375 | $2,086 | -$711 | -$711 |
| TWENTY-FIRST CENTY FOX INC CL A -148 SHS | P | 2014-12-19 | 2016-09-12 | $3,547 | $5,701 | -$2,154 | -$2,154 |
| TWENTY-FIRST CENTY FOX INC CL A -40 SHS | P | 2014-09-04 | 2016-09-12 | $959 | $1,456 | -$497 | -$497 |
| TWENTY-FIRST CENTY FOX INC CL A -312 SHS | P | 2014-12-23 | 2016-09-09 | $7,432 | $12,183 | -$4,751 | -$4,751 |
| TWENTY-FIRST CENTY FOX INC CL A -135 SHS | P | 2014-12-23 | 2016-09-09 | $3,216 | $5,265 | -$2,049 | -$2,049 |
| TWENTY-FIRST CENTY FOX INC CL A -233 SHS | P | 2014-12-22 | 2016-09-09 | $5,550 | $9,023 | -$3,473 | -$3,473 |
| TWENTY-FIRST CENTY FOX INC CL A -116 SHS | P | 2015-12-11 | 2016-09-09 | $2,763 | $3,227 | -$464 | -$464 |
| TWENTY-FIRST CENTY FOX INC CL A -5 SHS | P | 2014-12-19 | 2016-09-09 | $119 | $193 | -$74 | -$74 |
| TWENTY-FIRST CENTY FOX INC CL A -64 SHS | P | 2015-12-09 | 2016-09-09 | $1,519 | $1,799 | -$280 | -$280 |
| TWENTY-FIRST CENTY FOX INC CL A -193 SHS | P | 2015-12-10 | 2016-09-09 | $4,581 | $5,467 | -$886 | -$886 |
| TWENTY-FIRST CENTY FOX INC CL A -109 SHS | P | 2015-12-11 | 2016-09-09 | $2,587 | $3,032 | -$445 | -$445 |
| TWENTY-FIRST CENTY FOX INC CL A -136 SHS | P | 2015-12-10 | 2016-09-09 | $3,228 | $3,847 | -$619 | -$619 |
| SCHWAB CHARLES CORP NEW COM -192 SHS | P | 2014-02-28 | 2016-11-11 | $6,862 | $5,095 | $1,767 | $1,767 |
| SCHWAB CHARLES CORP NEW COM -408 SHS | P | 2014-03-05 | 2016-06-29 | $10,172 | $10,926 | -$754 | -$754 |
| SCHWAB CHARLES CORP NEW COM -80 SHS | P | 2014-03-05 | 2016-06-29 | $2,016 | $2,142 | -$126 | -$126 |
| SCHWAB CHARLES CORP NEW COM -452 SHS | P | 2014-03-05 | 2016-06-29 | $11,390 | $12,146 | -$756 | -$756 |
| SCHWAB CHARLES CORP NEW COM -355 SHS | P | 2014-02-24 | 2016-06-29 | $8,884 | $9,449 | -$565 | -$565 |
| SCHWAB CHARLES CORP NEW COM -152 SHS | P | 2014-02-28 | 2016-06-29 | $3,804 | $4,034 | -$230 | -$230 |
| SCHWAB CHARLES CORP NEW COM -105 SHS | P | 2014-03-05 | 2016-06-29 | $2,628 | $2,812 | -$184 | -$184 |
| SCHWAB CHARLES CORP NEW COM -52 SHS | P | 2014-03-05 | 2016-06-23 | $1,505 | $1,397 | $108 | $108 |
| SCHWAB CHARLES CORP NEW COM -290 SHS | P | 2014-03-04 | 2016-06-23 | $8,395 | $7,796 | $599 | $599 |
| SCHWAB CHARLES CORP NEW COM -328 SHS | P | 2014-03-04 | 2016-06-22 | $9,332 | $8,817 | $515 | $515 |
| SCHWAB CHARLES CORP NEW COM -13 SHS | P | 2014-03-05 | 2016-06-22 | $370 | $350 | $20 | $20 |
| SCHWAB CHARLES CORP NEW COM -284 SHS | P | 2014-03-05 | 2016-06-21 | $8,065 | $7,649 | $416 | $416 |
| SCHWAB CHARLES CORP NEW COM -137 SHS | P | 2014-03-07 | 2016-06-21 | $3,891 | $3,695 | $196 | $196 |
| SCHWAB CHARLES CORP NEW COM -188 SHS | P | 2014-03-07 | 2016-06-21 | $5,339 | $5,073 | $266 | $266 |
| SCHWAB CHARLES CORP NEW COM -360 SHS | P | 2014-03-07 | 2016-06-20 | $10,347 | $9,715 | $632 | $632 |
| SCHWAB CHARLES CORP NEW COM -370 SHS | P | 2014-03-06 | 2016-06-20 | $10,634 | $9,997 | $637 | $637 |
| S&P GLOBAL INC COM -46 SHS | P | 2015-12-07 | 2016-11-11 | $5,736 | $4,454 | $1,282 | $1,282 |
| S&P GLOBAL INC COM -46 SHS | P | 2015-12-23 | 2016-11-11 | $5,736 | $4,484 | $1,252 | $1,252 |
| PRICELINE GRP INC COM NEW -4 SHS | P | 2015-02-25 | 2016-11-11 | $6,127 | $4,994 | $1,133 | $1,133 |
| PAYPAL HLDGS INC COM -78 SHS | P | 2016-03-21 | 2016-11-11 | $3,115 | $3,174 | -$59 | -$59 |
| PAYPAL HLDGS INC COM -120 SHS | P | 2016-03-22 | 2016-11-11 | $4,792 | $4,960 | -$168 | -$168 |
| NVIDIA CORP COM -53 SHS | P | 2016-09-13 | 2016-11-11 | $4,602 | $3,195 | $1,407 | $1,407 |
| NIKE INC CL B -120 SHS | P | 2016-06-29 | 2016-11-11 | $6,077 | $6,525 | -$448 | -$448 |
| NETFLIX INC COM -33 SHS | P | 2016-08-18 | 2016-11-11 | $3,749 | $3,185 | $564 | $564 |
| INTUITIVE SURGICAL INC COM NEW -22 SHS | P | 2013-08-02 | 2016-11-11 | $13,685 | $8,649 | $5,036 | $5,036 |
| GILEAD SCIENCES INC -451 SHS | P | 2012-11-15 | 2016-10-12 | $33,080 | $16,259 | $16,821 | $16,821 |
| GILEAD SCIENCES INC -216 SHS | P | 2012-11-16 | 2016-10-11 | $15,985 | $7,914 | $8,071 | $8,071 |
| GILEAD SCIENCES INC -399 SHS | P | 2012-11-15 | 2016-10-11 | $29,529 | $14,384 | $15,145 | $15,145 |
| GILEAD SCIENCES INC -262 SHS | P | 2012-11-16 | 2016-10-10 | $19,804 | $9,755 | $10,049 | $10,049 |
| GILEAD SCIENCES INC -46 SHS | P | 2012-11-16 | 2016-10-10 | $3,477 | $1,685 | $1,792 | $1,792 |
| GILEAD SCIENCES INC -285 SHS | P | 2013-02-04 | 2016-10-07 | $21,431 | $11,511 | $9,920 | $9,920 |
| GILEAD SCIENCES INC -53 SHS | P | 2012-11-16 | 2016-10-07 | $3,985 | $1,973 | $2,012 | $2,012 |
| GILEAD SCIENCES INC -94 SHS | P | 2015-01-07 | 2016-10-07 | $7,098 | $9,308 | -$2,210 | -$2,210 |
| GILEAD SCIENCES INC -35 SHS | P | 2015-01-08 | 2016-10-07 | $2,643 | $3,544 | -$901 | -$901 |
| GILEAD SCIENCES INC -142 SHS | P | 2013-02-04 | 2016-10-06 | $10,856 | $5,735 | $5,121 | $5,121 |
| GILEAD SCIENCES INC -2 SHS | P | 2015-01-07 | 2016-10-06 | $153 | $198 | -$45 | -$45 |
| GILEAD SCIENCES INC -64 SHS | P | 2015-01-08 | 2016-10-06 | $4,871 | $6,481 | -$1,610 | -$1,610 |
| FACEBOOK INC CL A -71 SHS | P | 2016-07-19 | 2016-11-11 | $8,408 | $8,576 | -$168 | -$168 |
| EQUINIX INC COM PAR $0 001 -23 SHS | P | 2015-11-10 | 2016-11-11 | $7,498 | $6,832 | $666 | $666 |
| ECOLAB INC -61 SHS | P | 2011-12-09 | 2016-11-11 | $7,044 | $3,405 | $3,639 | $3,639 |
| ECOLAB INC -52 SHS | P | 2012-03-16 | 2016-11-11 | $6,005 | $3,126 | $2,879 | $2,879 |
| ECOLAB INC -103 SHS | P | 2012-03-15 | 2016-11-11 | $11,894 | $6,159 | $5,735 | $5,735 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A -29 SHS | P | 2013-08-21 | 2016-11-11 | $1,560 | $1,052 | $508 | $508 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A -16 SHS | P | 2014-06-18 | 2016-11-11 | $861 | $778 | $83 | $83 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A -153 SHS | P | 2014-06-16 | 2016-11-11 | $8,233 | $7,280 | $953 | $953 |
| CELGENE CORP -61 SHS | P | 2015-06-12 | 2016-11-11 | $7,258 | $6,838 | $420 | $420 |
| CELGENE CORP -35 SHS | P | 2008-01-28 | 2016-11-11 | $4,165 | $933 | $3,232 | $3,232 |
| CELGENE CORP -168 SHS | P | 2015-06-11 | 2016-11-10 | $20,352 | $18,977 | $1,375 | $1,375 |
| CELGENE CORP -55 SHS | P | 2015-06-12 | 2016-11-10 | $6,663 | $6,166 | $497 | $497 |
| CME GROUP INC COM -82 SHS | P | 2015-07-20 | 2016-11-11 | $9,324 | $8,204 | $1,120 | $1,120 |
| ARM HLDGS PLC SPONSORED ADR | P | 2014-10-21 | 2016-08-10 | $13,457 | $7,956 | $5,501 | $5,501 |
| ARM HLDGS PLC SPONSORED ADR | P | 2014-10-21 | 2016-08-09 | $25,614 | $15,249 | $10,365 | $10,365 |
| ARM HLDGS PLC SPONSORED ADR | P | 2014-10-21 | 2016-08-09 | $3,546 | $2,106 | $1,440 | $1,440 |
| ARM HLDGS PLC SPONSORED ADR | P | 2014-10-30 | 2016-08-09 | $6,500 | $4,023 | $2,477 | $2,477 |
| ARM HLDGS PLC SPONSORED ADR-330 SHS | P | 2014-10-31 | 2016-08-08 | $21,729 | $13,798 | $7,931 | $7,931 |
| ARM HLDGS PLC SPONSORED ADR-178 SHS | P | 2014-08-05 | 2016-08-08 | $11,720 | $7,562 | $4,158 | $4,158 |
| ARM HLDGS PLC SPONSORED ADR-23 SHS | P | 2014-10-30 | 2016-08-08 | $1,514 | $935 | $579 | $579 |
| ARM HLDGS PLC SPONSORED ADR-62 SHS | P | 2014-10-31 | 2016-08-08 | $4,081 | $2,592 | $1,489 | $1,489 |
| ARM HLDGS PLC SPONSORED ADR-98 SHS | P | 2014-08-05 | 2016-08-05 | $6,468 | $4,163 | $2,305 | $2,305 |
| ARM HLDGS PLC SPONSORED ADR-128 SHS | P | 2014-10-31 | 2016-08-05 | $8,442 | $5,441 | $3,001 | $3,001 |
| ARM HLDGS PLC SPONSORED ADR-223 SHS | P | 2014-08-04 | 2016-08-05 | $14,708 | $9,545 | $5,163 | $5,163 |
| ARM HLDGS PLC SPONSORED ADR-58 SHS | P | 2014-08-01 | 2016-08-05 | $3,825 | $2,494 | $1,331 | $1,331 |
| ARM HLDGS PLC SPONSORED ADR-293 SHS | P | 2014-07-31 | 2016-08-05 | $19,325 | $12,563 | $6,762 | $6,762 |
| ARM HLDGS PLC SPONSORED ADR-21 SHS | P | 2014-07-30 | 2016-08-04 | $1,394 | $905 | $489 | $489 |
| ARM HLDGS PLC SPONSORED ADR-155 SHS | P | 2014-08-06 | 2016-08-04 | $10,290 | $6,698 | $3,592 | $3,592 |
| ARM HLDGS PLC SPONSORED ADR-114 SHS | P | 2014-08-01 | 2016-08-04 | $7,564 | $4,901 | $2,663 | $2,663 |
| ARM HLDGS PLC SPONSORED ADR-81 SHS | P | 2014-07-30 | 2016-08-04 | $5,374 | $3,490 | $1,884 | $1,884 |
| ARM HLDGS PLC SPONSORED ADR-92 SHS | P | 2014-07-30 | 2016-08-03 | $6,193 | $4,007 | $2,186 | $2,186 |
| ARM HLDGS PLC SPONSORED ADR-36 SHS | P | 2014-08-06 | 2016-08-03 | $2,423 | $1,556 | $867 | $867 |
| ARM HLDGS PLC SPONSORED ADR-57 SHS | P | 2014-08-07 | 2016-08-03 | $3,837 | $2,487 | $1,350 | $1,350 |
| ARM HLDGS PLC SPONSORED ADR-170 SHS | P | 2014-08-07 | 2016-08-03 | $11,443 | $7,506 | $3,937 | $3,937 |
| ARM HLDGS PLC SPONSORED ADR-118 SHS | P | 2014-08-07 | 2016-08-02 | $7,869 | $5,210 | $2,659 | $2,659 |
| ARM HLDGS PLC SPONSORED ADR-58 SHS | P | 2014-08-08 | 2016-08-02 | $3,868 | $2,593 | $1,275 | $1,275 |
| ARM HLDGS PLC SPONSORED ADR-28 SHS | P | 2014-08-08 | 2016-07-20 | $1,833 | $1,252 | $581 | $581 |
| ARM HLDGS PLC SPONSORED ADR-125 SHS | P | 2014-08-13 | 2016-07-20 | $8,185 | $5,622 | $2,563 | $2,563 |
| ARM HLDGS PLC SPONSORED ADR-87 SHS | P | 2014-08-11 | 2016-07-20 | $5,697 | $3,936 | $1,761 | $1,761 |
| ARM HLDGS PLC SPONSORED ADR-36 SHS | P | 2015-04-01 | 2016-07-19 | $2,360 | $1,778 | $582 | $582 |
| ARM HLDGS PLC SPONSORED ADR-130 SHS | P | 2015-03-31 | 2016-07-19 | $8,522 | $6,424 | $2,098 | $2,098 |
| ARM HLDGS PLC SPONSORED ADR-52 SHS | P | 2015-03-31 | 2016-07-19 | $3,409 | $2,571 | $838 | $838 |
| ARM HLDGS PLC SPONSORED ADR-90 SHS | P | 2015-03-30 | 2016-07-19 | $5,900 | $4,433 | $1,467 | $1,467 |
| ARM HLDGS PLC SPONSORED ADR-8 SHS | P | 2014-08-11 | 2016-07-19 | $524 | $362 | $162 | $162 |
| ARM HLDGS PLC SPONSORED ADR-96 SHS | P | 2014-08-19 | 2016-07-19 | $6,293 | $4,500 | $1,793 | $1,793 |
| ARM HLDGS PLC SPONSORED ADR-115 SHS | P | 2014-08-18 | 2016-07-19 | $7,538 | $5,387 | $2,151 | $2,151 |
| ARM HLDGS PLC SPONSORED ADR-110 SHS | P | 2014-08-15 | 2016-07-19 | $7,211 | $5,016 | $2,195 | $2,195 |
| ARM HLDGS PLC SPONSORED ADR-102 SHS | P | 2014-08-14 | 2016-07-19 | $6,686 | $4,627 | $2,059 | $2,059 |
| ARM HLDGS PLC SPONSORED ADR-100 SHS | P | 2014-08-12 | 2016-07-19 | $6,555 | $4,532 | $2,023 | $2,023 |
| AMERICAN TOWER REIT COM -22 SHS | P | 2013-07-05 | 2016-11-11 | $2,328 | $1,567 | $761 | $761 |
| AMERICAN TOWER REIT COM -35 SHS | P | 2013-08-26 | 2016-11-11 | $3,703 | $2,453 | $1,250 | $1,250 |
| AMERICAN TOWER REIT COM -77 SHS | P | 2013-07-08 | 2016-11-07 | $8,827 | $5,546 | $3,281 | $3,281 |
| AMERICAN TOWER REIT COM -28 SHS | P | 2013-07-03 | 2016-11-07 | $3,210 | $2,020 | $1,190 | $1,190 |
| AMERICAN TOWER REIT COM -16 SHS | P | 2013-07-02 | 2016-11-07 | $1,834 | $1,156 | $678 | $678 |
| AMERICAN TOWER REIT COM -58 SHS | P | 2013-07-05 | 2016-11-07 | $6,649 | $4,131 | $2,518 | $2,518 |
| AMERICAN TOWER REIT COM -46 SHS | P | 2013-07-09 | 2016-11-04 | $5,211 | $3,348 | $1,863 | $1,863 |
| AMERICAN TOWER REIT COM -54 SHS | P | 2013-07-10 | 2016-11-04 | $6,118 | $4,051 | $2,067 | $2,067 |
| AMERICAN TOWER REIT COM -31 SHS | P | 2013-07-02 | 2016-11-04 | $3,512 | $2,239 | $1,273 | $1,273 |
| AMERICAN TOWER REIT COM -62 SHS | P | 2013-07-01 | 2016-11-04 | $7,024 | $4,493 | $2,531 | $2,531 |
| AMAZON COM INC -22 SHS | P | 2014-09-03 | 2016-11-11 | $16,154 | $7,457 | $8,697 | $8,697 |
| ALPHABET INC CAP STK CL C -27.0769 SHS | P | 2011-07-11 | 2016-11-29 | $20,896 | $7,189 | $13,707 | $13,707 |
| ALPHABET INC CAP STK CL C -12.033 SHS | P | 2011-07-12 | 2016-11-29 | $9,286 | $3,198 | $6,088 | $6,088 |
| ALPHABET INC CAP STK CL C -4.8901 SHS | P | 2011-05-09 | 2016-11-29 | $3,774 | $1,311 | $2,463 | $2,463 |
| ALPHABET INC CAP STK CL C -105 SHS | P | 2011-05-09 | 2016-11-28 | $81,001 | $28,145 | $52,856 | $52,856 |
| ALPHABET INC CAP STK CL C -26 SHS | P | 2011-05-09 | 2016-11-18 | $19,847 | $6,969 | $12,878 | $12,878 |
| ALPHABET INC CAP STK CL C -11.5136 SHS | P | 2011-05-09 | 2016-11-17 | $8,869 | $3,086 | $5,783 | $5,783 |
| ALPHABET INC CAP STK CL C -27.4864 SHS | P | 2011-08-29 | 2016-11-17 | $21,174 | $7,376 | $13,798 | $13,798 |
| ALLIANCE DATA SYS CORP COM -29 SHS | P | 2015-07-31 | 2016-11-11 | $6,093 | $7,961 | -$1,868 | -$1,868 |
| ALLERGAN PLC-540 SHS | P | 2016-02-03 | $151,533 | $144,907 | $6,626 | $6,626 | |
| EQUINIX INC-168 SHS | P | 2013-08-26 | 2016-03-17 | $53,259 | $33,050 | $20,209 | $20,209 |
| ARM HLDGS PLC 1278 SHS | P | 2014-07-30 | 2016-03-23 | $55,668 | $61,369 | -$5,701 | -$5,701 |
| ALLIANCE DATA SYS CORP COM -249 SHS | P | 2014-02-10 | 2016-05-06 | $50,118 | $70,351 | -$20,233 | -$20,233 |
| IHS MARKIT LTD CASH IN LIEU | P | 2016-07-13 | $37 | $37 | $37 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $242,759 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,739,270 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051223 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $226,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,521,360 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049985 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $190,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,824,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049809 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,116,165 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052950 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $144,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,940,992 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048963 | DistributionYr5Rt |
| Total Distribution | 0.252930 | TotalDistributionRt |
| Average Distribution | 0.050586 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,926,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $249,229 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,891 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $252,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,781 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,781 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,781 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,381 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | $4,896,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,001,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,001,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,926,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,781 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,781 | TotalTaxAmt |
| Distributable Before Adj | $240,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $240,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $240,561 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $250,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,513 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,006 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,155 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,277 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $250,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,561 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,439 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $56,924 | 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 | $1,513 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,411 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,006 | ExcessFromYear4Amt |
| Excess From Year3 | $4,155 | ExcessFromYear3Amt |
| Excess From Year2 | $15,534 | ExcessFromYear2Amt |
| Excess From Year1 | $14,277 | ExcessFromYear1Amt |
| Excess From Current Year | $9,439 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 |
| ANIMAL RESCUE FUND | |||||||
| 1963 HOLLY BUSH ROAD | PELAHATCHIE | MS | 39145 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| 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 |
| 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 |
| 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 SOUTH FORK | |||||||
| PO BOX 569 | BRIDGEHAMPTON | NY | 11932 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HALCYON FOUNDATION | |||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $45,000 |
| 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 |
| 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 |
| 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 | $15,000 |
| 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 | $10,000 |
| 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 |
| 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 | $35,000 |
| 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 |
| BOTTOMLESS CLOSET | |||||||
| 16 EAST 52 ST | NEW YORK | NY | 10022 | 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 | $3,000 |
| HELP US FUND THEM FUND | |||||||
| PO BOX 787 | HOBE SOUND | FL | 33475 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HUMANE SOCIETY OF NY | |||||||
| 306 EAST 59 ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| PRATT INSTITUTE SCHOOL | |||||||
| 61 ST JAMES PL | BROOKLYN | NY | 11238 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| SPORTS AND ARTS IN SCHOOLS FDN | |||||||
| 58-12 QUEENS BLVD | WOODSIDE | NY | 11377 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | 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 | $34,449 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $23,359 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $349,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,607 | 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 -870 SHS | $197,615 | $182,709 |
| ALLIANCE DATA SYS CORP COM-865 SHS | $208,171 | $197,653 |
| ALPHABET INC CAP STK CL A-246 SHS | $82,597 | $194,943 |
| ALPHABET INC CAP STK CL C-1 SHS | $266 | $772 |
| AMAZON COM INC-440 SHS | $56,074 | $329,943 |
| CELGENE CORP-3119 SHS | $122,110 | $361,024 |
| CME GROUP INC COM-1854 SHS | $176,372 | $213,859 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A-4733 SHS | $135,990 | $265,190 |
| ECOLAB INC-1021 SHS | $56,475 | $119,682 |
| FACEBOOK INC CL A-2141 SHS | $204,255 | $246,322 |
| ILLUMINA INC COM-2191 SHS | $182,160 | $280,536 |
| INTUITIVE SURGICAL INC -208 SHS | $75,013 | $131,907 |
| NETFLIX INC-1273 SHS | $127,027 | $157,597 |
| NIKE INC CL B-3695 SHS | $170,541 | $187,817 |
| NVIDIA CORP -1609 SHS | $96,788 | $171,745 |
| PAYPAL HLDGS INC-5937 SHS | $221,244 | $234,333 |
| PRICELINE GRP INC-186 SHS | $230,234 | $272,687 |
| S&P GLOBAL INC-2021 SHS | $186,804 | $217,338 |
| SCHWAB CHARLES CORP NEW-6128 SHS | $169,392 | $241,872 |
| VISA INC COM CL A-3800 SHS | $51,197 | $296,476 |
| AMERICAN TOWER REIT COM-1871 SHS | $48,075 | $197,727 |
| EQUINIX INC COM PAR $0 001-538 SHS | $95,007 | $192,287 |
| HIS MARKIT LTD-5096.7672 SHS | $167,555 | $180,477 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $829 | $829 | $0 |
| CUSTODY FEE | $1,883 | $1,883 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2014 EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $23,359 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,359 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $30,968 | Amt |
| Net Investment Income | $30,968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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