THE@DURST FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE@DURST FAMILY FOUNDATION (EIN 52-2262647)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349100146
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T10:57:42-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | 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 | 522262647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DURST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE DURST FAMILY FOUNDATION | InCareOfNm |
| Business Name Control | DURS | BusinessNameControlTxt |
| Phone | 2128631454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRYANT PARK | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY DURST KREEGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2016-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY BOWDEN | PreparerPersonNm |
| PTIN | P01205425 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2016-11-03 | PreparationDt |
| 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 | $8,140,893 | 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 |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $167,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,671,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $167,332 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,517 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $55,544 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $243,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,859 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $8,470 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,470 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $147,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $147,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $35,856 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $34,023 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $1,833 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $573 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $47,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,394 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $243,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $158,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $737,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $737,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $981,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $895,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$737,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,140,893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,140,893 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,866,199 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,875,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,140,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,140,893 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $326,859 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $330,290 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $326,859 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $330,290 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,548,260 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,810,603 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,548,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,810,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,875,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,140,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,548,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$737,657 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,810,603 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,810,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM GAIN FROM MT. TAM PARTNERS, L.P. | P | 2015-01-01 | 2015-12-31 | $215,736 | $215,736 | $215,736 | |
| LONG TERM GAIN FROM MT. TAM PARTNERS, L.P. | P | 2014-01-01 | 2015-12-31 | $426,797 | $426,797 | $426,797 | |
| LONG TERM LOSS FROM DISPOSITION OF MT. TAM PARTNERS | P | 2012-01-01 | 2015-12-31 | $9,028,820 | -$475,201 | -$475,201 | $9,504,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $167,332 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $765,023 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,373,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081613 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $891,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,885,828 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $788,012 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,494,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105146 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $749,269 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,319,745 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066191 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $820,184 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,199,130 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113928 | DistributionYr5Rt |
| Total Distribution | 0.457077 | TotalDistributionRt |
| Average Distribution | 0.091415 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,108,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $832,694 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,619 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $834,313 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $895,553 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,237 | SubtotalAmt |
| Tax Based On Investment Income | $3,237 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,763 | OverpaymentAmt |
| Applied To ES Tax | $1,763 | 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 | THE DURST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128631454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRYANT PARK | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY DURST KREEGER | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | PRESIDENT & DIRECTOR | 10.0 | $0 | $0 | $0 |
| LAUREL DURST STRONG | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | VICE PRESIDENT & DIRECTOR | 10.0 | $0 | $0 | $0 |
| NAN ROTHSCHILD COOPER | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | SEC'Y & DIRECTOR | 10.0 | $0 | $0 | $0 |
| IRA MARX | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | TREASURER | 10.0 | $0 | $0 | $0 |
| SARAH MOORE | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| ANITA DURST | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| KEITH KREEGER | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| LESLIE B DURST | ||||||||
| ONE BRYANT PARK | NEW YORK | NY | 10036 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,107,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,140,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,247,655 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,247,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,108,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,237 | TotalTaxAmt |
| Distributable Before Adj | $452,210 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $452,210 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $452,210 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $895,553 | 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 | $895,553 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $895,553 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,210 | 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 | $466,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $193,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $422,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $397,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $303,380 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,783,546 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $895,553 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $452,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $443,343 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,226,889 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $466,789 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,760,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $193,453 | ExcessFromYear4Amt |
| Excess From Year3 | $422,521 | ExcessFromYear3Amt |
| Excess From Year2 | $397,403 | ExcessFromYear2Amt |
| Excess From Year1 | $303,380 | ExcessFromYear1Amt |
| Excess From Current Year | $443,343 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | N/A - PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| CAMBA | |||||||
| 1720 CHURCH AVENUE | BROOKLYN | NY | 11226 | N/A - PUBLIC CHARITY | GENERAL FUND | $100,000 | 2ND FLOOR |
| CENTER FOR FAMILY LIFE | |||||||
| 443 39TH STREET | BROOKLYN | NY | 11232 | N/A - PUBLIC CHARITY | GENERAL FUND | $75,000 | |
| MID-BRONX SENIOR CIT | |||||||
| 900 GRAND CONCOURSE | BRONX | NY | 10452 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| THE OSBORNE ASSOCIATION | |||||||
| 809 WESTCHESTER AVE | BRONX | NY | 10455 | N/A - PUBLIC CHARITY | GENERAL FUND | $100,000 | |
| SANDY HOOK PROMISE | |||||||
| PO BOX 3489 | NEWTON | CT | 06470 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | N/A - PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | N/A - PUBLIC CHARITY | GENERAL FUND | $37,500 | 5TH FLOOR |
| COMMUNITY ACCESS | |||||||
| 2 WASHINGTON STREET | NEW YORK | NY | 10004 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | 9TH FLOOR |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A - PUBLIC CHARITY | GENERAL FUND | $37,500 | 10TH FLOOR |
| THE BLOOMINGDALE FAMILY | |||||||
| 125 WEST 109TH STREET | NEW YORK | NY | 10025 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| WOMEN'S HOUSING AND ECONOMIC DEVELOPMENT | |||||||
| 50 E 168TH STREET | BRONX | NY | 10452 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| CENTER FOR HEARING | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | 6TH FLOOR |
| LITERACY INC | |||||||
| 5030 BROADWAY | NEW YORK | NY | 10034 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | SUITE 641 |
| CENTER FOR COMMUNITY | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | SUITE 230 |
| START SMALL THINK BIG | |||||||
| 1231 LAFAYETTE AVENUE | BRONX | NY | 10474 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | 2ND FLOOR |
| ROOM TO GROW | |||||||
| 54 WEST 21ST STREET | NEW YORK | NY | 10010 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | 401 |
| ART CREATES US | |||||||
| 601 WEST 26TH STREET | NEW YORK | NY | 10001 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | SUITE 325-408 |
| VOLUNTEERS OF LEGAL | |||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | SUITE 820 |
| THE BROOKLYN KINDERGARDEN | |||||||
| 57 WILLOUGHBY ST | BROOKLYN | NY | 11201 | N/A - PUBLIC CHARITY | GENERAL FUND | $25,000 | 4TH FLOOR |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET | NEW YORK | NY | 10016 | N/A - PUBLIC CHARITY | GENERAL FUND | $37,500 | 5TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $737,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,982 | 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) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,963 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,369 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON INVESTMENT IN MT TAM PARTNERS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$27 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,544 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,936 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,832 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MT TAM PARTNERS LP | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES IN CONNECTION WITH | ||
| VARIOUS FOUNDATION MATTERS | $8,470 | $8,470 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $250 | $250 | |
| MISC EXPENSES | $779 | $779 | |
| PORTFOLIO DEDUCTIONS MT TAM | $29,484 | $29,484 | |
| OTHER DEDUCTIONS MT TAM | $16,991 | $16,991 | |
| SECTION 59E EXPEND MT TAM | $140 | $140 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY BUSINESS INCOME FROM MT TAM INV | -$121 | -$94 |
| IRC SECTION 988 GAIN FROM MT TAM INV | $44,075 | $44,075 |
| ROYALTIES FROM MT TAM INVESTMENT | $213 | $213 |
| IRC SECTION 1231 LOSS FROM MT TAM INV | $2,161 | $2,161 |
| OTHER INCOME (LOSS) FROM MT TAM INV | $7,888 | $7,888 |
| OTHER PORTFOLIO INCOME(LOSS)- MT TAM INV | $7 | $7 |
| SWAP INCOME (LOSS)- FROM MT TAM INV | $1,294 | $1,294 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AGENCY | Desc |
| BOY Book Value | $326,859 | BOYBookValueAmt |
| EOY Book Value | $330,290 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT CONSULTATION FEE | CategoryTxt |
| Amt | $147,500 | Amt |
| Disbursements Charitable Prps | $147,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID ON MT TAM | $573 | $573 |
| FEDERAL UNRELATED BUS INC TAX | $3,946 |
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