EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-02-24
IRS object ID
201610559349100011
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-02-24T13:59:46-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131833422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASH & PARSONT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 EAST 42ND STREET SUITE 1507AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101681599ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133980754EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMILY L AND ROBERT E SMITH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMILBusinessNameControlTxt
Phone2129408850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 EAST 70TH STREET NO 6CAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E SMITHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2129408850PhoneNum
Signature2016-01-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL ASHPreparerPersonNm
PTINP00110546PTIN
Phone2129531250PhoneNum
Preparation2016-01-30PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$128,401FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,045DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,045DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,803NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,650GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,803CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,848TotalRevAndExpnssAmt
Total Net Invst Incm$38,848TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$124TaxesRevAndExpnssAmt
Taxes Net Invst Incm$124TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,737OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,687OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,861TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,811TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,045ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,045ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,906TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,811TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,095TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,942ExcessRevenueOverExpensesAmt
Net Investment Income$37,037NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,146SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,468SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,468SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$77,766CorporateStockBOYAmt
Corporate Stock EOY$77,119CorporateStockEOYAmt
Corporate Stock EOYFMV$113,933CorporateStockEOYFMVAmt
Total Assets BOY$81,912TotalAssetsBOYAmt
Total Assets EOY$91,587TotalAssetsEOYAmt
Total Assets EOYFMV$128,401TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$81,912UnrestrictedBOYAmt
Unrestricted EOY$91,587UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$81,912TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$91,587TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$81,912TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$91,587TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$81,912TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,942ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$91,854SubtotalAmt
Other Decreases$267OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$91,587TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
150 ARAMARKP2015-01-212015-08-21$4,840$4,842-$2-$2
16 INDIVIOR PLCP2011-11-022015-01-05$178$114$64$64
200 NESTLEP2002-03-182015-01-21$15,302$4,475$10,827$10,827
92 URBAN EDGE PROPERTIESP2009-09-162015-03-03$2,186$204$1,982$1,982
84 VORNADO REALTYP1998-12-222015-04-07$9,388$2,622$6,766$6,766
200 DOUGLAS EMMETTP2011-12-072015-06-16$5,665$3,658$2,007$2,007
150 ALLISON TRANSMISSIONP2012-12-192015-08-04$4,295$3,043$1,252$1,252
37 TIME WARNER CABLEP2008-04-072015-08-05$7,019$1,866$5,153$5,153
175 ONEXP2003-11-142015-08-24$9,777$2,023$7,754$7,754
FieldValueIRS element (for citing)
Capital Gain Net Income$35,803CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,390AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$161,643NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.138515DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,130AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$170,791NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.240821DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,481AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$180,371NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.146814DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,860AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$198,001NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.115454DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,856AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$203,077NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.127321DistributionYr5Rt
Total Distribution0.768925TotalDistributionRt
Average Distribution0.153785AverageDistributionRt
Net Vl Noncharitable Assets$142,704NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,946AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$370NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,316AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,095QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$370InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$370SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$370TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Tax Due$170TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT E SMITHIndividualWithBooksNm
Phone2129408850PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line133 EAST 70TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EMILY L SMITH
33 EAST 70TH STREETNEW YORKNY10021DIRECTOR/PRESIDENT0.00$0$0$0
ROBERT E SMITH
33 EAST 70TH STREETNEW YORKNY10021DIRECTOR/SECRETARY/TREAS.0.00$0$0$0
AMY LYNN SMITH
838 WEST END AVENUE 10DNEW YORKNY10025DIRECTOR/VICE-PRESIDENT0.00$0$0$0
KAREN GAIL SMITH
373 MAECK FARM ROADSHELBURNEVT05482DIRECTOR/VICE-PRESIDENT0.00$0$0$0
VICTORIA ANN SMITH
154 LOCUST TERRACEBURLINGTONVT05401DIRECTOR/VICE-PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$130,812AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,065AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$144,877TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$144,877AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,173CashDeemedCharitableAmt
Net Vl Noncharitable Assets$142,704NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,135MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,135MinimumInvestmentReturnAmt
Tax Based On Investment Income$370TaxBasedOnInvestmentIncomeAmt
Total Tax$370TotalTaxAmt
Distributable Before Adj$6,765DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,765DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,765DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,095ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$27,095QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$370PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,725AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,765DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$25,875ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$22,860ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,505ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$41,235ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,495ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$130,970TotalExcessDistributionCyovAmt
Qualifying Distributions$27,095QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,765AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,330RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$151,300TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$25,875ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$125,425ExcessDistriCyovToNextYrAmt
Excess From Year4$22,860ExcessFromYear4Amt
Excess From Year3$26,505ExcessFromYear3Amt
Excess From Year2$41,235ExcessFromYear2Amt
Excess From Year1$14,495ExcessFromYear1Amt
Excess From Current Year$20,330ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALM
120 BROADWAYNEW YORKNY10271NONEPUBLIC CHARITYFOR OPERATIONS$145
COMMON CAUSE EDUCATIONAL FUND
1133 19TH STREET NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$250
EMILY & ROBT SMITH FORDHAM UNIVERSITY SCHOLARSHIP FUND
140 WEST 62ND STREETNEW YORKNY10023NONEEDUCATIONAL INSTITUTEDUCATIONAL SCHOLARSHIPS$2,500
FORTUNE SOCIETY
625 WEST 140 STREETNEW YORKNY10031NONEPUBLIC CHARITYFOR OPERATIONS$500
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEEDUCATION INSTITUTEFOR OPERATIONS$500
METROPOLITAN OPERA
1915 BROADWAYNEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$100
MORRISTOWN BEARD SCHOOL
70 WHIPPANY ROADMORRISTOWNNJ07960NONEEDUCATION INSTITUTEFOR OPERATIONS$100
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYFOR OPERATIONS$4,200
NEW YORK PRESBYTERIAN HOSPITAL
161 FT WASHINGTON AVENUENEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$100
SMITH COLLEGE
84 GREEN STREETNORTHHAMPTONMA01063NONEEDUCATION INSTITUTEFOR OPERATIONS$2,000
THE BROOKINGS INSTITUTE
1775 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$10,000
THIRTEEN
825 EIGTH AVENUENEW YORKNY10019NONEPUBLIC CHARITYFOR OPERATIONS$75
WESTPORT PUBLIC LIBRARY
20 JESSUP ROADWESTPORTCT06880NONEPUBLIC CHARITYFOR OPERATIONS$75
DARTMOUTH COLLEGE
207 PARKHURST HALLHANOVERNH03755NONEEDUCATION INSTITUTIOFOR OPERATIONS$1,000
FLYNN CENTER FOR PERFORMING ARTS
153 MAIN STREETBURLINGTONVT05401NONEPUBLIC CHARITYFOR OPERATIONS$200
COLUMBIA UNIVERSITY
116 STREET BROADWAYNEW YORKNY10027NONEEDUCATION INSTITUTIOOPERATIONS$5,000
AMERICAN DIABETES ASSOCIATION
1701 NORTH BEAUREGARD STREETALEXANDRIAVA22311NONEPUBLIC CHARITYOPERATIONS$200
INTERNATIONAL PRINT CENTER
508 WEST 26 STREETNEW YORKNY10001NONEPUBLIC CHARITYOPERATIONS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,045TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,045ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,803ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,848ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,848TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2009 AMOUNT $7,895ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
700 GENERAL ELECTRIC$22,630$21,804
80 IBM$6,946$11,010
230 NESTLE$5,147$17,129
125 ONEX$1,455$7,634
150 TIME WARNER$5,064$9,701
100 VORNADO REALTY$3,157$9,996
100 ORACLE$2,616$3,653
400 RECKITT BENCKISER$4,038$7,406
175 H&R BLOCK$5,771$5,829
350 ROUSE PROPERTIES$6,167$5,096
25 BERKSHIRE HATHAWAY B$3,408$3,301
300 DANONE$3,970$4,059
50 WR GRACE$4,541$4,980
100 MACK CALI REALTY$2,209$2,335

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$267Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$1,687$1,687$0
FILING FEES$50$0$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$124Amt
Net Investment Income$124NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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