MAGNA CARTA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MAGNA CARTA FOUNDATION (EIN 22-3875602)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-08
- IRS object ID
- 201730679349100003
- Schema version
- 2015v3.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-08T09:47:28-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 SUMMER STREET 5TH FL EAST | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223875602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGNA CARTA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAGN | BusinessNameControlTxt |
| Phone | 2125919393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HILL II | PersonNm |
| Person Title | SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 2125919393 | PhoneNum |
| Signature | 2017-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Preparation | 2017-02-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,939,697 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $32,289 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,975 | 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 |
| Other Prof Fees Rev And Expnss | $594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $594 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,106 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $6,106 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,381 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,209 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,209 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,135 | CashBOYAmt |
| Cash EOY | $67,092 | CashEOYAmt |
| Cash EOYFMV | $67,092 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $278,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,403 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,403 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,276,258 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,443,776 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,443,776 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $261,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $266,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $266,951 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,475 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,475 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,839,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,939,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,939,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,839,692 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,939,697 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,839,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,939,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,839,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,939,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,839,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,925 | OtherIncreasesAmt |
| Subtotal | $1,939,697 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,939,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,031 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,879 | CostOrOtherBasisAmt |
| Gain Or Loss | $152 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $152 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,651 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,823,451 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061779 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,303 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,827,278 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041210 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,499 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,827,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060466 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,811,816 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041091 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,740,217 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047997 | DistributionYr5Rt |
| Total Distribution | 0.252543 | TotalDistributionRt |
| Average Distribution | 0.050509 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,791,219 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,473 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $91,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,590 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $899 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $899 | TotalPaymentsAndCreditsAmt |
| Tax Due | $349 | 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 |
| Org Report Or Register State | DE | 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 | JOHN T HILL II | IndividualWithBooksNm |
| Phone | 2125919500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW L FURGATCH | ||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DAVID A LAWLESS | ||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOHN T HILL II | ||||||||
| ONE PARK AVENUE | NEW YORK | NY | 10016 | SECRETARY & TREASURER | 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 | $1,568,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,818,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,818,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,791,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,248 | TotalTaxAmt |
| Distributable Before Adj | $88,313 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,313 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,313 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,590 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,590 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,120 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,120 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $58,843 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS NEW YORK CITY INC | |||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $50 |
| AMERICAN CANCER SOCIETY | |||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | N/A | PC | GENERAL SUPPORT | $100 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUEGARD STREET | ALEXANDRIA | VA | 22311 | N/A | PC | GENERAL SUPPORT | $50 |
| ANIMAL REFUGE LEAGUE OF GREATER PORTLAND | |||||||
| 449 STROUDWATER STREET | WESTBROOK | ME | 04092 | N/A | PC | GENERAL SUPPORT | $100 |
| ASIAN AMERICAN CIVIC ASSOCIATION | |||||||
| 87 TYLER STREET 5TH FLR | BOSTON | MA | 02111 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $500 |
| B'NAI B'RITH INT'L | |||||||
| 2020 K STREET NW 7TH FLR | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $25 |
| BIG TREE BOATING ASSOCIATION | |||||||
| PO BOC 116 | ISLESBORO | ME | 04848 | N/A | PC | GENERAL SUPPORT | $100 |
| CAIA INC | |||||||
| 115 BOWERY 3FLR | NEW YORK | NY | 10002 | N/A | PC | GENERAL SUPPORT | $4,000 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTER PLAZA DRIVE SUITE 100 | MONTEREY PARK | CA | 91754 | N/A | PC | GENERAL SUPPORT | $600 |
| CATHOLIC FOUNDATION FOR BROOKLYN AND QUEENS | |||||||
| 243 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | N/A | PC | GENERAL SUPPORT | $200 |
| CHILD SUCCESS FOUNDATION | |||||||
| 165 WEST IRONWOOD HILL DRIVE | TUSCON | AZ | 85745 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CHINATOWN MANPOWER PROJECT | |||||||
| 70 MULBERRY STREET | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHINATOWN PARTNERSHIP LDC | |||||||
| 60 SAINT JAMES PLACE | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CITY CHARTER SCHOOL | |||||||
| 4041 HILLCREST | LOS ANGELES | CA | 90008 | N/A | PC | GENERAL SUPPORT | $200 |
| FOOTHILLS CARING CORPS INC | |||||||
| PO BOX 831 | CAREFREE | AZ | 85377 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GEORGETOWN UNIVERSITY LOMBARDI COMPREHENSIVE CANCER CENTER | |||||||
| 3300 WHITEHAVEN ST NW SUITE 4000 | WASHINGTON | DC | 20007 | N/A | PC | GENERAL SUPPORT | $5,000 |
| GIRL SCOUTS OF THE HUDSON | |||||||
| 2 GREAT OAKLANE | PLEASANTVILLE | NY | 10570 | N/A | PC | GENERAL SUPPORT | $1,800 |
| GRIFFITH FOUNDATION FOR INSURANCE EDUCATION | |||||||
| 720 PROVIDENCE ROAD | MALVERN | PA | 19355 | N/A | PC | GENERAL SUPPORT | $2,000 |
| INNER CITY SCHOLARSHIP FUND | |||||||
| 1011 1ST AVENUE SUITE 1400 | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW | |||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 61 BROADWAY SUITE 400 | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $2,005 |
| LURIE CHILDREN'S HOSPITAL | |||||||
| 225 E CHICAGO AVENUE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | GENERAL SUPPORT | $500 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $100 |
| MAHAIWE PERFORMING ARTS CENTER | |||||||
| 14 CASTLE STREET | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $250 |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | N/A | PC | GENERAL SUPPORT | $50 |
| NEW YORK CITY RESCUE MISSION | |||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $25 |
| PARENTS ASSOCIATION OF STUYVESANT HIGH SCHOOL | |||||||
| 345 CHAMBERS STREET ROOM 271 | NEW YORK | NY | 10282 | N/A | PC | GENERAL SUPPORT | $200 |
| PHILABUNDANCE | |||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | N/A | PC | GENERAL SUPPORT | $200 |
| PAN-MASSACHUSETTS CHALLENGE TRUST (KIMMY FUND) | |||||||
| 77TH 4TH AVE | NEEDHAM HIEGHTS | MA | 02393 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PTA NEW YORK CONGRESS | |||||||
| 478 ROUND HILL RD PO BOX 757 | FLORIDA | NY | 10921 | N/A | PC | GENERAL SUPPORT | $250 |
| RABBINICAL COLLEGE OF TEISHE | |||||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44095 | N/A | PC | GENERAL SUPPORT | $104 |
| SEMINOLE BOOSTERS INC | |||||||
| PO BOX 1393 | TALLAHASSE | FL | 32302 | N/A | PC | GENERAL SUPPORT | $650 |
| SPECIAL OLYMPICS NEBRASKA | |||||||
| 9427 F STREET | OMAHA | NE | 68127 | N/A | PC | GENERAL SUPPORT | $500 |
| SPECTRUM INC | |||||||
| 31 ELWOOD AVENUE | BURLINGTON | VT | 05401 | N/A | PC | GENERAL SUPPORT | $3,000 |
| ST MARY'S SCHOOL | |||||||
| 380 MAPLE STREET | SAULT STE MARIE | MI | 49783 | N/A | PC | GENERAL SUPPORT | $900 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 MAYFLOWER AVENUE 400 | MONORBIA | CA | 91016 | N/A | PC | GENERAL SUPPORT | $500 |
| THE SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 5005 LBJ FREEWAY SUITE 520 | DALLAS | TX | 75244 | N/A | PC | GENERAL SUPPORT | $100 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59 STREET SUITE 9298 | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $5,000 |
| VALERIE FUND | |||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | N/A | PC | GENERAL SUPPORT | $50 |
| VIEWPOINT SCHOOL | |||||||
| 23620 MULHOLLAND HIGHWAY | CABASAS | CA | 91302 | N/A | PC | GENERAL SUPPORT | $1,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,209 | 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 | $62,823 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,975 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,975 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PUBLIC SERVICE MUTUAL INSURANCE COM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK AVENUE SOUTH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $32,289 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T | $159,770 | $159,770 |
| CELGENE TECHNOLOGY | $103,558 | $103,558 |
| CISCO SYSTEMS, INC. | $134,471 | $134,471 |
| EXELON CORP. | $25,834 | $25,834 |
| FG | $143,262 | $143,262 |
| FHLMC | $6,389 | $6,389 |
| FOUR TIMES SQUARE (FTST) | $197,622 | $197,622 |
| GEORGE WASHINGTON UNIVERSITY | $270,285 | $270,285 |
| HARLEY DAVIDSON | $78,453 | $78,453 |
| HOME DEPOT INC | $31,439 | $31,439 |
| SAN BRUNO CA PENSION OBLIGATION | $106,166 | $106,166 |
| SYMANTEC TECHNOLOGY | $104,266 | $104,266 |
| SCHLUMBERGER HOLDINGS CO | $26,383 | $26,383 |
| JPMCC | $55,878 | $55,878 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERKSHIRE HATHAWAY | FMV | $139,252 | $139,252 |
| VENTAS REALTY LP/CAP CRP | FMV | $127,699 | $127,699 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| EOY Book Value | $15,475 | EOYBookValueAmt |
| EOYFMV | $15,475 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $275 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $55,925 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND MGMT FEES | CategoryTxt |
| Amt | $594 | Amt |
| Net Investment Income | $594 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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