HILDA MULLEN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HILDA MULLEN FOUNDATION (EIN 13-7120449)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201611339349102426
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T14:53:33-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | 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 | 137120449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILDA MULLEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MILBANK TWEED HADLEY & MCCLOY LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILD | BusinessNameControlTxt |
| Phone | 2128367314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHASE MANHATTAN PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN J WHITMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128367314 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN GREIF | PreparerPersonNm |
| PTIN | P00029738 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,154,550 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $987,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,997 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $294,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $854,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $854,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $860,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $857,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$566,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,395 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,398 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,662,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,115,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,135,152 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,701,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,135,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,154,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,701,643 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,135,392 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,701,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,135,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,701,643 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,135,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,701,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$566,251 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,135,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,135,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2007-12-20 | 2015-12-31 | $849,985 | $773,297 | $76,688 | $76,688 | |
| CAPITAL GAINS DIVIDENDS | $137,309 | $137,309 | $137,309 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,997 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,294,540 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,802,110 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.165922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,825,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,567,936 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.190845 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,411,581 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,781,477 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.144312 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $978,238 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,852,643 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,548,685 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,461,123 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135125 | DistributionYr5Rt |
| Total Distribution | 0.726342 | TotalDistributionRt |
| Average Distribution | 0.145268 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,436,660 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $935,041 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,914 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $937,955 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $857,646 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,069 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,069 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,759 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MILBANKTWEEDHADLEY MCCLOY LLP | IndividualWithBooksNm |
| Phone | 2129060269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHASE MANHATTAN PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN J WHITMAN | ||||||||
| C/O MILBANKTWEEDHADLEY MCCLOY LLP | CHASE MANHATTAN PLAZA | NY | 10005 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LOIS Q WHITMAN | ||||||||
| C/O MILBANKTWEEDHADLEY MCCLOY LLP | CHASE MANHATTAN PLAZA | NY | 10005 | TRUSTEE | 1.00 | $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 | $6,476,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,534,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,534,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,436,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $321,833 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $321,833 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,828 | TotalTaxAmt |
| Distributable Before Adj | $316,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $316,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $857,646 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $857,646 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $857,646 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $981,075 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $440,211 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $958,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,349,909 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $831,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,561,364 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $857,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $316,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $541,641 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,103,005 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $981,075 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,121,930 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $440,211 | ExcessFromYear4Amt |
| Excess From Year3 | $958,249 | ExcessFromYear3Amt |
| Excess From Year2 | $1,349,909 | ExcessFromYear2Amt |
| Excess From Year1 | $831,920 | ExcessFromYear1Amt |
| Excess From Current Year | $541,641 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN J WHITMAN | ContributingManagerNm |
| Contributing Manager | LOIS Q WHITMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARON T BECK CENTER | ||||||||
| 3535 MARKET STREET ROOM 2034 | PHILADELPHIA | PA | 19104 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |
| ACLU | ||||||||
| 125 BOARD STREET 18TH FL | NEW YORK | NY | 100042400 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200,000 | |
| ADVOCATES FOR CHILDREN | ||||||||
| 151 WEST 30TH STREET 5TH FL | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $20,000 | |
| AMERICAN ASSOCIATION OF BEN-GURION UNIVERSITY OF THE NEGEV | ||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | FLOOR |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||
| 39 BROADWAY 1510 | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| AMERICAN IRELAND FUND | ||||||||
| 205 W W1400ACKER DR | CHICAGO | IL | 60606 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $30,000 | |
| BECK INSTITUTE | ||||||||
| ONE BELMONT AVENUE SUITE 700 | BALA CYNWYD | PA | 190041610 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $50,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $50,000 | |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | ||||||||
| 1220 L STREET NW SUITE 300 | WASHINGTON | DC | 200054053 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $30,000 | |
| CHESTER CHILDREN'S CHORUS | ||||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $12,500 | |
| CHESTER FUND | ||||||||
| 200 COMMERCE DRIVE | ASTON | PA | 19014 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $12,500 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 100657001 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |
| CITY UNIVERSITY OF NEW YORK OF LAW | ||||||||
| 2 COURT SQUARE | LONG ISLAND | NY | 111014356 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150,000 | |
| COLUMBIA BUSINESS SCHOOL | ||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| COLUMBIA SCHOOL OF THE ARTS | ||||||||
| 2960 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| ISRAEL POLICY FORUM | ||||||||
| 140 WEST 57TH STREET SUITE 6C | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| KBFUS - LA CONSCIENCE AMERICAN FUND | ||||||||
| 10 ROCKFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $24,000 | |
| LE MOYNE COLLEGE | ||||||||
| 1419 SALT SPRINGS RD | SYRACUSE | NY | 13214 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| MUSEUM OF JEWISH HERITAGE | ||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| NEW YORK COMMUNITY TRUST - FUND FOR NEW CITIZENS | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |
| NY METHODIST HOSPITAL | ||||||||
| 506 SIXTH STREET | BROOKLYN | NY | 11215 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| PHYSICIANS FOR HUMAN RIGHTS | ||||||||
| 256 WEST 38TH STREET 9TH FL | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,696 | |
| PLAY GROUP THEATRE | ||||||||
| 1 NORTH BROADWAY SUITE 111 | WHITE PLAINS | NY | 10601 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| RAMAPO FOR CHILDREN | ||||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| SAY YES TO EDUCATION | ||||||||
| ONE STATE STREET 20TH FLOOR | HARTFORD | CT | 06103 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| SELF HELP AFRICA | ||||||||
| 41 UNION SQUARE WEST SUITE 1027 | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $20,000 | |
| THE EXONERATION INITATIVE | ||||||||
| 233 BROADWAY SUITE 2370 | NEW YORK | NY | 10279 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |
| THEATER TECTONIC PROJECT | ||||||||
| 520 EIGHTH AVENUE 313 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 295 JOHN MORGAN BUILDING | PHILADELPHIA | PA | 191046055 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| UNIVERSITY OF CHICAGO - MOMIGILANO FUND | ||||||||
| 5235 SOUTH HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $20,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| WEAVERS WAY COMMUNTIY PROGRAMS | ||||||||
| 559 CARPENTER LANE | PHILADELPHIA | PA | 19119 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |
| WORLDWIDE ORPHANS FOUNDATION | ||||||||
| 515 VALLEY STREET SUITE 201 | MAPLEWOOD | NJ | 07040 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $40,000 | |
| YALE - INCLUSION BODY MYOSITIS FUND | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 063212308 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $854,196 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
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 | $80,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $213,997 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $294,680 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,680 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US LLP | CategoryTxt |
| Amt | $6,400 | Amt |
| Net Investment Income | $3,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4,864.520 SHS THIRD AVENUE VALUE FUND | FMV | $192,343 | $233,740 |
| 92.687.302 SHS THIRD AVENUE REAL ESTATE FUND | FMV | $2,502,865 | $2,662,905 |
| 143,831,073 SHS LAI SUN DEVELOPMENT CO. NPV | FMV | $4,420,786 | $2,238,507 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS DEPT OF LAW | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |