LILLIAN GOLDMAN CHAR TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LILLIAN GOLDMAN CHAR TR (EIN 13-7048279)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-26
- IRS object ID
- 201613009349100006
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-26T12:09:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137048279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LILLIAN GOLDMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOLLAND & KNIGHT LLP | InCareOfNm |
| Business Name Control | LILL | BusinessNameControlTxt |
| Phone | 2125133200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 West 52nd Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | D GOLDSMITH | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2125133200 | PhoneNum |
| Signature | 2016-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,556,837 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $311,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $311,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,119,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,424,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,119,068 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,760 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,620 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,449,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,452,910 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $187,807 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,781 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $169,026 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,312 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,031 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,281 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,130 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4,838 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,838 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $38,884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,884 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $448,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $213,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $197,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,983,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,983,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,431,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $213,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,180,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,982,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,239,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $859,746 | CashBOYAmt |
| Cash EOY | $1,929,385 | CashEOYAmt |
| Cash EOYFMV | $1,929,385 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,564,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $259,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,175 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $371,681 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,090,071 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,072,342 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,457,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,758,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,949,912 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $112,104 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $326,191 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $326,191 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,185 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,832 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,832 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,366,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,383,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,556,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $18,366,187 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,383,497 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,366,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,383,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,366,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,383,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,366,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,982,690 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,383,497 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,383,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,060,815 | $2,082,323 | $1,978,492 | $1,978,492 |
| PUBLICLY TRADED SECURITIES | $5,357,768 | $5,223,193 | $134,575 | $134,575 |
| LT GAIN FROM LPS | $11 | -$11 | -$11 | |
| 1231 GAINS FROM LPS | $58 | -$58 | -$58 | |
| CAPITAL GAIN DISTRIBUTION | $6,070 | $6,070 | $6,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,119,068 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,173,838 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,234,263 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.277672 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,012,607 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,337,827 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.152351 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,602,312 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,852,343 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139342 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,396,852 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,506,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.115121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,904,774 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,912,991 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063677 | DistributionYr5Rt |
| Total Distribution | 0.748163 | TotalDistributionRt |
| Average Distribution | 0.149633 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,045,625 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,550,588 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,399 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,572,987 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,180,390 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $22,399 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,399 | SubtotalAmt |
| Tax Based On Investment Income | $22,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,521 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,521 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,122 | OverpaymentAmt |
| Applied To ES Tax | $10,122 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND & KNIGHT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125133200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WEST 52ND STREET | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| AMY GOLDMAN FOWLER | ||||||||
| 164 mountain view road | rhinebeck | NY | 12572 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| DONALD A GOLDSMITH ESQ | ||||||||
| 31 West 52nd Street | New York | NY | 10019 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| NEIL HAMILTON | ||||||||
| SUNSTEAD FARM | WAUKEE | IA | 50263 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| Cary Fowler | ||||||||
| 164 mountain view road | rhinebeck | NY | 12572 | trustee | 3.0 | $0 | $0 | $0 |
| Sara Goldman Arno | ||||||||
| 164 mountain view road | rhinebeck | NY | 12572 | trustee | 3.0 | $0 | $0 | $0 |
| Robin Kemper | ||||||||
| 1136 fifth avenue 3A | new york | NY | 10128 | trustee | 3.0 | $0 | $0 | $0 |
| Carroll Stevens | ||||||||
| 250 Perry street | Mill valley | CA | 94941 | trustee | 3.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| paul comstock partners | |||||
| 1120 avenue of the americas 4th fl | NEW YORK | NY | 10036 | INVESTMENT SERVICES | $162,130 |
| Holland & Knight LLP | |||||
| 31 west 52nd street | NEW YORK | NY | 10019 | legal services | $187,807 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,887,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,091,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $326,191 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,305,203 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,305,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,045,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $852,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $852,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,399 | TotalTaxAmt |
| Distributable Before Adj | $829,882 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $829,882 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $829,882 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,180,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,180,390 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,399 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,157,991 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $829,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $451,964 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,934,785 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,747,739 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,739,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,117,873 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,992,041 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,180,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $829,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,350,508 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,342,549 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $451,964 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,890,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,934,785 | ExcessFromYear4Amt |
| Excess From Year3 | $2,747,739 | ExcessFromYear3Amt |
| Excess From Year2 | $2,739,680 | ExcessFromYear2Amt |
| Excess From Year1 | $5,117,873 | ExcessFromYear1Amt |
| Excess From Current Year | $4,350,508 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Planned Parenthood Federation of America | |||||||||||||
| 434 West 33rd Street | New York | NY | 10001 | None | PC | charitable | $200,000 | ||||||
| Native SeedsSEARCH | |||||||||||||
| 3584 E River Rd | tucson | AZ | 85718 | None | PC | charitable | $100,000 | ||||||
| Kitchen Gardeners International | |||||||||||||
| 3 Powderhorn Drive | Scarborough | ME | 04074 | None | PC | charitable | $25,000 | ||||||
| United Community Centers Inc | |||||||||||||
| 1200 E Maddox Avenue | Fort Worth | TX | 76104 | None | PC | charitable | $25,000 | ||||||
| Animal Rescue League of Iowa | |||||||||||||
| 5452 NE 22nd Street | Des Moines | IA | 50313 | None | PC | Animal Rescue | $10,000 | ||||||
| Food Corps Inc | |||||||||||||
| 1201 Broadway Suite 411 | New York | NY | 10001 | None | PC | charitable | $110,000 | ||||||
| Des Moines Art Center | |||||||||||||
| 4700 Grand Avenue | Des Moines | IA | 50312 | None | PC | educational | $7,500 | ||||||
| Drake University Agricultural Law Center | |||||||||||||
| 2507 University Avenue | Des Moines | IA | 50311 | None | PC | educational | $27,500 | ||||||
| National Young Farmers Coalition | |||||||||||||
| po box 1074 | hudson | NY | 12534 | None | PC | charitable | $7,500 | ||||||
| Iowa Natural Heritage Foundation | |||||||||||||
| Insurance Exchange Building 505 5t | Des Moines | IA | 50309 | None | NC | charitable | $10,000 | ||||||
| The Redwoods | |||||||||||||
| 40 Camino Alto | Mill Valley | CA | 94941 | None | PC | charitable | $20,000 | ||||||
| University of Kentucky College of Law | |||||||||||||
| 620 S Limestone 209 | Lexington | KY | 40508 | None | PC | educational | $20,000 | ||||||
| Georgetown College | |||||||||||||
| 400 East College Street | Georgetown | KY | 40324 | None | PC | Educational | $30,000 | ||||||
| Americans for Oxford | |||||||||||||
| 500 Fifth Avenue 32nd Floor | New York | NY | 10110 | None | PC | educational | $10,000 | ||||||
| Rhodes College | |||||||||||||
| 2000 N Parkway | Memphis | TN | 38112 | None | PC | educational | $200,000 | ||||||
| WNET | |||||||||||||
| 825 Eighth Avenue 14th Floor | New York | NY | 10019 | None | PC | charitable | $150,000 | ||||||
| Purdue University | |||||||||||||
| Dauch Alumni Center 403 West Wood | West Lafayette | IN | 47907 | None | PC | educational | $10,000 | ||||||
| Democracy North Carolina | |||||||||||||
| 1821 Green Street | Durham | NC | 27705 | None | PC | charitable | $150,000 | ||||||
| Children's Hospital of Wisconsin Foundation | |||||||||||||
| PO box 1997 MSC 900 | Milwaukee | WI | 53201 | None | PC | charitable | $200,000 | ||||||
| New York Botanical Garden (Edible Academy) | |||||||||||||
| 2900 Southern Boulevard | Bronx | NY | 104585126 | None | PC | Charitable | $75,000 | ||||||
| Parkinson's Disease Foundation | |||||||||||||
| 1359 Broadway Suite 1509 | New York | NY | 10018 | None | PC | scientific | $50,000 | ||||||
| Yale School of Medicine | |||||||||||||
| 333 Cedar Street | New Haven | CT | 06510 | None | PC | educational | $200,000 | ||||||
| Bowdoin College | |||||||||||||
| 4100 College Station | Brunswick | ME | 04011 | None | PC | educational | $50,000 | ||||||
| Global Justice Center | |||||||||||||
| 25 East 21st Street 10th Floor | New York | NY | 10010 | None | PC | charitable | $200,000 | ||||||
| The New York Botanical Garden | |||||||||||||
| 200th Street and Kazimiroff Blvd | Bronx | NY | 10458 | None | PC | charitable | $233,333 | ||||||
| Trustees of Columbia University | |||||||||||||
| 127 W 127th Street | New York | NY | 10027 | None | PC | educational | $15,000 | ||||||
| ARM of Care | |||||||||||||
| 1839 Ygnacio Valley Road 216 | Walnut Creek | CA | 94598 | None | PC | charitable | $35,000 | ||||||
| PEN American Center | |||||||||||||
| 588 Broadway Room 303 | New York | NY | 10012 | None | PC | charitable | $100,000 | ||||||
| University of California - Santa Barbara | |||||||||||||
| 3201 Saasb Bldg Payroll Office | Santa Barbara | CA | 93106 | None | PC | educational | $200,000 | ||||||
| Planned Parenthood of the Mid Hudson Valley | |||||||||||||
| 178 Church Street | Poughkeepsie | NY | 12601 | None | PC | charitable | $50,000 | ||||||
| American Livestock Breeds Conservancy | |||||||||||||
| PO Box 477 | Pittsboro | NC | 27312 | None | PC | charitable | $75,000 | 33 Hillsborough Street | |||||
| The Center for Jewish History | |||||||||||||
| 15 West 16th Street | New York | NY | 10011 | None | PC | religious | $370,000 | ||||||
| Columbia University | |||||||||||||
| 622 West 113th Street | new york | NY | 10025 | None | PC | educational | $150,000 | Mail Code 4524 | |||||
| Seed Savers Exchange | |||||||||||||
| 3094 North Winn Road | Decorah | IA | 52101 | none | PC | charitable | $10,000 | ||||||
| PKD Foundation | |||||||||||||
| 1001 E 101st Terrace Suite 220 | Kansas City | MO | 64131 | NONE | PC | Charitable | $75,000 | ||||||
| Westover School | |||||||||||||
| 1237 Whittemore Road | Middlebury | CT | 06762 | none | PC | charitable | $100,000 | ||||||
| University of Arizona Foundation | |||||||||||||
| 1111 N Cherry Ave | Tucson | AZ | 85719 | none | PC | charitable | $25,000 | ||||||
| Practical Farmers of Iowa | |||||||||||||
| 600 5th Street | Ames | IA | 50010 | none | PC | charitable | $10,000 | ||||||
| Seeds of Diversity | |||||||||||||
| none | PC | charitable | $30,000 | 1-12 Dupont St West | Waterloo | ON | CA | N2L 2XS | |||||
| Kane Street Synagogue | |||||||||||||
| 236 Kane Street | Brooklyn | NY | 11231 | none | PC | charitable | $750,000 | ||||||
| Friends of ETC group | |||||||||||||
| 1003B Lamond Ave | Durham | NC | 27701 | none | PC | educational | $200,000 | ||||||
| International Documentary Association | |||||||||||||
| 3470 Wilshire BLVD Suite 980 | Los Angeles | CA | 90010 | none | PC | charitable | $7,500 | ||||||
| The Putney School | |||||||||||||
| 418 Houghton Brook Rd | Putney | VT | 05346 | none | PC | educational | $100,000 | ||||||
| Southern Poverty Law Center | |||||||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | none | PC | charitable | $100,000 | ||||||
| Mountain Play Association | |||||||||||||
| 1556 4th St Suite B | San Rafael | CA | 94901 | none | PC | charitable | $20,000 | ||||||
| Center for Reproductive Rights | |||||||||||||
| 199 Water Street | New York | NY | 10038 | none | PC | charitable | $100,000 | ||||||
| Rocky Mountain Seed Alliance | |||||||||||||
| PO Box 4736 | Ketchum | ID | 83340 | none | PC | charitable | $25,000 | ||||||
| William J Brennan Center for Justice | |||||||||||||
| 161 Avenue of the Americas 12th Fl | New York | NY | 10013 | none | PC | charitable | $100,000 | ||||||
| New York University | |||||||||||||
| The Margaret Sanger Papers NYU Di | New York | NY | 10003 | none | PC | Educational | $50,000 | 838 Broadway suite 504 | |||||
| Breast Cancer Research Foundation | |||||||||||||
| 60 East 56th Street 8th Floor | New York | NY | 10022 | none | PC | research | $100,000 | ||||||
| New Eyes for the Needy Inc | |||||||||||||
| 549 Millburn Avenue | Short Hills | NJ | 07078 | none | PC | charitable | $3,000 | PO Box 332 | |||||
| National Immigration Law Center | |||||||||||||
| PO Box 70067 | Los Angeles | CA | 90070 | none | PC | charitable | $5,000 | ||||||
| Books for Africa Inc | |||||||||||||
| 26 East Exchange Street Suite 411 | Saint Paul | MN | 55101 | none | PC | charitable | $7,000 | ||||||
| American Cancer Society | |||||||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | none | PC | charitable | $25,000 | ||||||
| America's Vet Dogs | |||||||||||||
| 371 East Jericho Turnpike | Smithtown | NY | 117872976 | none | PC | charitable | $15,000 | ||||||
| Vermont Law School | |||||||||||||
| PO Box 26 Chelsea Street | South Royalton | VT | 05068 | none | PC | educational | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,983,333 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $311,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,119,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME FROM INVESTMENT IN LP | -$3,860 | 01 | $101 |
| MISCELLANEOUS INCOME | 01 | $22,519 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,860 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,452,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,449,050 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON ACCOUNTING FEES | CategoryTxt |
| Amt | $30,312 | Amt |
| Net Investment Income | $3,031 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,281 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Seeds of Diversity-See federal footnotes | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| *PUBLICLY TRADED SECURITIES IN | ||
| ARISTOTLE | $1,987,794 | $2,556,204 |
| POLEN CAPITAL | $852,968 | $1,307,918 |
| RIVERBRIDGE | $988,800 | $1,252,838 |
| MUTUAL FUNDS | $3,711,449 | $2,310,275 |
| ITHAKA | $861,171 | $1,287,281 |
| TIETON | $1,356,661 | $1,235,396 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,090,071 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,072,342 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN LIMITED | ||
| PARTNERSHIP | $326,191 | $326,191 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $187,807 | LegalFeesAmt |
| Net Investment Income | $18,781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $169,026 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST/DIVIDEND | $1,185 | $19,832 | $19,832 |
| RECEIVABLE |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR SECURITIES FEES | $257 | $257 | |
| NYS FILING FEES | $750 | $750 | |
| OTHER LP EXPENSES | $20,931 | $18,612 | |
| MISCELLANEOUS EXPENSE | $2,498 | $2,498 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| other income from LP investments | -$3,759 | $101 |
| Miscellaneous income | $22,519 | $22,519 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $162,130 | Amt |
| Net Investment Income | $162,130 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $2,884 | $2,884 |
| FEDERAL EXCISE TAX | $36,000 |
Comments