RIGGIO FOUNDATION TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RIGGIO FOUNDATION TR (EIN 13-7039631)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-07-15
- IRS object ID
- 201621979349100302
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-15T09:03:46-05:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137039631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RIGGIO FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARIA FLOREZLR ENTERPRISES MANAGEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C/O BDO USA LLP | InCareOfNm |
| Business Name Control | RIGG | BusinessNameControlTxt |
| Phone | 2126333375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE RIGGIO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126333375 | PhoneNum |
| Signature | 2016-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | I P Dimsuyu | PreparerPersonNm |
| PTIN | P00321193 | PTIN |
| Phone | 2128858000 | PhoneNum |
| Preparation | 2016-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $78,568,857 | 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 | $1,638 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,638 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $652,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $652,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $211,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,171 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $865,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $865,368 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $157,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $46,546 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $50,636 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50,636 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,330 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,330 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,911 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,279 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $267,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,880,411 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,880,411 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,148,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,880,411 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,282,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $804,123 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,191,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,192,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,192,886 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $102,215 | AcctRcvblAmt |
| Acct Rcvbl BOY | $25,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $102,215 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $102,215 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $30,620,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,834,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,720,990 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $328,096 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $328,096 | LandBOYAmt |
| Land EOY | $328,096 | LandEOYAmt |
| Land EOYFMV | $328,096 | LandEOYFMVAmt |
| Other Assets BOY | $11,800,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,224,670 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,224,670 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $58,964,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,681,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,568,857 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $58,963,862 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,680,896 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,964,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,681,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,964,862 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,681,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,964,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,282,966 | ExcessRevenueOverExpensesAmt |
| Subtotal | $56,681,896 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $56,681,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 25,488.148 SHS BARON INVESTMENT FUNDS | P | 2014-12-04 | $99,703 | $99,703 | $99,703 |
| 36,124.764 SHS BARON INVESTMENT FUNDS | P | 2014-12-04 | $111,468 | $111,468 | $111,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,171 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,357,311 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $61,604,671 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07073 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,783,891 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $61,667,345 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028928 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,048,280 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $57,669,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052858 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,481,954 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,185,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.185247 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,258,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,708,168 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.224438 | DistributionYr5Rt |
| Total Distribution | 0.562201 | TotalDistributionRt |
| Average Distribution | 0.11244 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,458,409 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,472,584 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,041 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,480,625 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,880,411 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,082 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,082 | SubtotalAmt |
| Tax Based On Investment Income | $16,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,264 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $27,264 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,182 | OverpaymentAmt |
| Applied To ES Tax | $11,182 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | CO BDO USA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124045546 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| leonard riggio | ||||||
| 720 park avenue | new york | NY | 10021 | trustee | 10.0 | $0 |
| louise riggio | ||||||
| 720 park avenue | new york | NY | 10021 | trustee | 10.0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR JOAN S PARROTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 670 DOWNEY GREEN 347 | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $157,500 | CompensationAmt |
| Employee Benefits | $46,546 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $50,636 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,807,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,662,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,470,466 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,470,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,012,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,458,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,322,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,322,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,082 | TotalTaxAmt |
| Distributable Before Adj | $3,306,838 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,306,838 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,306,838 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,880,411 | 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 | $2,880,411 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,880,411 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,306,838 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,104,042 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,447,573 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $406,115 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,283,690 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,241,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,880,411 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,880,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $426,427 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $426,427 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,814,993 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,677,615 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,137,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,447,573 | ExcessFromYear4Amt |
| Excess From Year3 | $406,115 | ExcessFromYear3Amt |
| Excess From Year1 | $1,283,690 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEONARD RIGGIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE FUND OF THE HAMPTONS | ||||||||||||
| 90 DANIELS HOLE RD | EAST HAMPTON | NY | 11937 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $15,000 | ||||||
| ASPCA | ||||||||||||
| 424 E 92ND STREET | NEW YORK | NY | 101286804 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $10,000 | ||||||
| BACKSTREET EMPLOYEE SERVICE TEAM | ||||||||||||
| 2150 HEMPSTEAD TURNPIKE GATE 6 CO | ELMONT | NY | 11003 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $16,000 | ||||||
| BE A STUDENT'S FRIEND - INNER-CITY SCHOLARSHIP FD | ||||||||||||
| 1011 FIRST AVENUE 14TH FLOOR | NEW YORK | NY | 10022 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $6,300 | ||||||
| BRIDGEHAMPTON FIRE DEPARTMENT | ||||||||||||
| PO BOX 1280 | BRIDGE HAMPTON | NY | 11932 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $600 | ||||||
| THE BUONICONTI FUND | ||||||||||||
| 1095 NW 14TH TERRACE LOIS POPE LIF | MIAMI | FL | 33136 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $100,000 | ||||||
| CHILDREN'S AID SOCIETY | ||||||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $3,000 | ||||||
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||||||
| 116TH ST AND BROADWAY | NEW YORK | NY | 10027 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $7,000 | ||||||
| DANNY & RON'S RESCUE | ||||||||||||
| PO BOX 604 | CAMDEN | SC | 29020 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,500 | ||||||
| EQUINE ADVOCATES | ||||||||||||
| PO BOX 354 | CHATHAM | NY | 12037 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| EQUESTRIAN AID FOUNDATION | ||||||||||||
| 11924 WEST FOREST HILL BLVD SUITE | WELLINGTON | FL | 33414 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $110,000 | ||||||
| EXPLORING THE ARTS | ||||||||||||
| 50 WEST 23RD STREET | NEW YORK | NY | 10010 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $100,000 | ||||||
| goddard riverside community center | ||||||||||||
| 593 columbus avenue | new york | NY | 10024 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $200,000 | ||||||
| HAMPTON CLASSIC HORSE SHOW INC | ||||||||||||
| 240 Snake Hollow Rd | BRIDGEHAMPTON | NY | 11932 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $35,000 | ||||||
| ICF | ||||||||||||
| 2365 HARRODSBURG RD SUITE A325 | LEXINGTON | KY | 40504 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $1,300 | ||||||
| KEEPERS OF THE WILD | ||||||||||||
| 13441 E HIGHWAY 66 | VALENTINE | AZ | 86437 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| KENTUCKY HORSE PARK FOUNDATION | ||||||||||||
| 4089 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $15,000 | ||||||
| kids dream | ||||||||||||
| 508 east 12th street | los angeles | CA | 90015 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| NATIONAL MUSEUM OF RACING INC | ||||||||||||
| UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,000 | ||||||
| NEW YORK CITY RESCUE MISSION | ||||||||||||
| 90 LAFAYETTE STREET | NEW YORK | NY | 10013 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $7,500 | ||||||
| NORTH SEA FIRE DEPARTMENT | ||||||||||||
| 149 NOYACK RD | SOUTHAMPTON | NY | 11968 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $750 | ||||||
| OMEGA HORSE RESCUE | ||||||||||||
| 8272 WOODBINE ROAD | AIRVILLE | PA | 17302 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| PENNSYLVANIA NATIONAL HORSE SHOW FOUNDATION | ||||||||||||
| 720 LIMEKLIN RD | NEW CUMBERLAND | PA | 17070 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,500 | ||||||
| PALM BEACH COUNTY COUNCIL | ||||||||||||
| 4152 WEST BLUE HERON BLVD SUITE 11 | RIVIERA BEACH | FL | 33404 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $150 | ||||||
| SAVE THE CHILDREN | ||||||||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $888 | ||||||
| THE BELMONT CHILD CARE ASSOCIATION | ||||||||||||
| 2150 HEMPSTEAD TURNPIKE | ELMONT | NY | 11003 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| THE ELLEN P HERMANSON FOUNDATION | ||||||||||||
| 200 WEST END AVENUE SUITE 12G | NEW YORK | NY | 10023 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| THE FUND FOR PARK AVENUE | ||||||||||||
| 445 PARK AVENUE SUITE 1000 | NEW YORK | NY | 10022 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,000 | ||||||
| THE MARTY LYONS FOUNDATION | ||||||||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $15,000 | ||||||
| THE NEW YORK PUBLIC LIBRARY | ||||||||||||
| 5TH AVENUE 42ND STREET RM 73 | NEW YORK | NY | 10018 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $15,250 | ||||||
| THE SPENCE SCHOOL | ||||||||||||
| 22 E 91ST STREET | NEW YORK | NY | 10128 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 444 NORTH CAPITAL ST NW | WASHINGTON | DC | 20001 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $10,000 | ||||||
| wildlife rescue center | ||||||||||||
| 1128 new ballwin road | ballwin | MO | 63021 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $3,000 | ||||||
| BOSTON University | ||||||||||||
| BOSTON University | boston | MA | 02215 | NONE | FOR EXEMPT PURPOSES OF ORGANIZATION | $500,000 | ||||||
| MAKER'S MARK SECRETARIAT CENTER | ||||||||||||
| THE KENNEDY HORSE PARK - 4089 IRON | LEXINGTON | KY | 40511 | NONE | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| agahozo-shaalom youth village | ||||||||||||
| 498 Seventh Avenue 15th Floor | New York | NY | 10018 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $10,000 | ||||||
| columbus citizen foundation | ||||||||||||
| 8 E 69th St | New York | NY | 10021 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,000 | ||||||
| birdies for breast cancer | ||||||||||||
| 8367 SW 137 AVE | MIAMI | FL | 33183 | FOR EXEMPT PURPOSES OF ORGANIZATION | $10,000 | |||||||
| socrates scrulpture park | ||||||||||||
| 32-01 vernon blvd | long island city | NY | 11106 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $50,000 | ||||||
| project ALS | ||||||||||||
| 801 riverside dr 6G | new york | NY | 10032 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| the jackson gabriel silver foudnation | ||||||||||||
| 132 east 43rd street | new york | NY | 10017 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $3,000 | suite 432 | |||||
| show jumping hall of fame | ||||||||||||
| 38 mechanic street suite 101 | foxboro | MA | 02035 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| st jude shrine | ||||||||||||
| 512 wsaratoga street | baltimore | MD | 21201 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $1,000 | ||||||
| african environmental film foundation | ||||||||||||
| 116 La Patera Dr | Camarillo | CA | 93010 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| caridad center | ||||||||||||
| 8645 W Boynton Beach Blvd | Boynton Beach | FL | 33472 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $10,000 | ||||||
| the breast cancer society | ||||||||||||
| 859 E Rembrandt Ave 128 | mesa | AZ | 85212 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $100 | ||||||
| Thoroughbred horse show association | ||||||||||||
| PO Box 8002 | Lexington | KY | 40533 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,000 | ||||||
| Amsterdam news educational foundation inc | ||||||||||||
| 276 fifth avenue suite 703 | New York | NY | 10001 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| Heifer international | ||||||||||||
| 1 World Ave | Little Rock | AR | 72202 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $3,000 | ||||||
| Southampton hospital foundation | ||||||||||||
| 240 Meeting House Ln | Southampton | NY | 11968 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| Rerun Inc | ||||||||||||
| 901 beacontree court | virginia beach | VA | 23462 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| The race for education | ||||||||||||
| 1818 Versailles Rd | Lexington | KY | 40504 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $5,000 | ||||||
| operation respect | ||||||||||||
| 2 Pennsylvania Plaza | new york | NY | 10121 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| Tusculum college | ||||||||||||
| po box 5048 | Greeneville | TN | 37743 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $100,000 | ||||||
| Solomon R guggenheim foundation | ||||||||||||
| 1071 5th Ave | new york | NY | 10128 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $50,000 | ||||||
| Vinceremos Therapeutic riding center inc | ||||||||||||
| 13300 6th Ct N | Loxahatchee | FL | 33470 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,500 | ||||||
| Riverview Rehabilitation Center | ||||||||||||
| 1 Riverview Plaza | Red Bank | NJ | 07701 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,500 | ||||||
| The Humane society of the United States | ||||||||||||
| 2100 L Street NW | Washington | DC | 20037 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,500 | ||||||
| Parrish art museum | ||||||||||||
| 279 Montauk Hwy | Water Mill | NY | 11976 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| St Jude children's research hospital | ||||||||||||
| 262 Danny Thomas Pl | Memphis | TN | 38105 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $25,000 | ||||||
| Jazz at Lincoln center | ||||||||||||
| 2 3 Columbus Cir | new york | NY | 10019 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $1,000,000 | ||||||
| Greater New Orleans Foundation | ||||||||||||
| 1055 St Charles Ave | New Orleans | LA | 70130 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $15,000 | ||||||
| weill Cornell Medical College | ||||||||||||
| 1300 York Ave | New York | NY | 10065 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $3,573 | ||||||
| Gallop NYC | ||||||||||||
| 3rd Floor 540 President St | Brooklyn | NY | 11218 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $2,500 | ||||||
| The Rory Foundation | ||||||||||||
| none | FOR EXEMPT PURPOSES OF ORGANIZATION | $40,000 | 1 St Helens Business Park | Holywood | County Down | EI | BT18 9HQ | |||||
| Sisters foundation | ||||||||||||
| 2300 adams avenue | scranton | PA | 18509 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $10,000 | ||||||
| Fund for Public School | ||||||||||||
| 52 Chambers St | new york | NY | 10007 | none | FOR EXEMPT PURPOSES OF ORGANIZATION | $100,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,880,411 | 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 | $1,638 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $652,559 | 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 | $211,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $865,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $865,368 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $50,636 | Amt |
| Net Investment Income | $50,636 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $30,834,029 | EOYBookValueAmt |
| EOYFMV | $52,720,990 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM OTHERS-PROJECT HOME A | $11,800,000 | $8,200,000 | $8,200,000 |
| DUE FROM LEONARD AND LOUISE RI | $0 | $24,670 | $24,670 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PAYROLL PROCESSING FEES | $2,632 | |
| LICENSES AND FEES | $634 | $634 |
| FILING FEES | $1,500 | $1,500 |
| LEGAL ADVERTISING | $145 | $145 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $8,330 | Amt |
| Net Investment Income | $8,330 | NetInvestmentIncomeAmt |