KNOTT FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION (EIN 20-0495479)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-27
- IRS object ID
- 201503009349100560
- Schema version
- 2014v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-27T15:33:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133471755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFER & INFIELD CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 PARK AVENUE SOUTH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100168012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200495479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOTT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOT | BusinessNameControlTxt |
| Phone | 5163640303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD NO 205 | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117913434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KNOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5163640303 | PhoneNum |
| Signature | 2015-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN RUFER | PreparerPersonNm |
| PTIN | P00359993 | PTIN |
| Phone | 9173510700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,421,623 | 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 | $346,187 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,005 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,005 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $104 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $423,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,380 | 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 |
| Other Expenses Rev And Expnss | $11,858 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $491,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $491,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $503,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $491,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,610 | CashBOYAmt |
| US Government Obligations BOY | $509,318 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $509,318 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $459,362 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,532,662 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,530,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,934,666 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,915 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,680 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,680 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,680 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,109,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,065,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,421,623 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,021 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,021 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,109,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,029,829 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,109,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,029,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,109,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,065,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,109,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,029,904 | SubtotalAmt |
| Other Decreases | $75 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,029,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 80 SHS STARWOOD WAYPOINT | P | 2013-05-21 | 2014-06-06 | $2,116 | $2,207 | -$91 | -$91 |
| 3000 SHS ANADARKO | D | 2014-12-04 | 2014-12-11 | $232,253 | $242,265 | -$10,012 | -$10,012 |
| 1300 SHS ANADARKO | D | 2014-12-18 | 2014-12-18 | $107,974 | $103,922 | $4,052 | $4,052 |
| CLASS ACTION SETTLEMENT | P | $972 | $972 | $972 | |||
| THRU ALLIANCE BERNSTEIN | P | $13 | $13 | $13 | |||
| THRU ALLIANCE BERNSTEIN | P | $37 | $37 | $37 | |||
| CAPITAL GAINS DIVIDENDS | P | $67 | $67 | $67 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $576,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,459,299 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.234470 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $641,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,365,944 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.271162 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $583,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,144,499 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.272078 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $652,998 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,087,264 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.600588 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $290,594 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,261,369 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.230380 | DistributionYr5Rt |
| Total Distribution | 1.608678 | TotalDistributionRt |
| Average Distribution | 0.321736 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,501,741 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $804,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $824 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $805,724 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $491,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,632 | OverpaymentAmt |
| Applied To ES Tax | $4,632 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | DAVID KNOTT | IndividualWithBooksNm |
| Phone | 5163640303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M KNOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117913434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT AND DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,493,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,472 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,539,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,539,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,501,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,648 | TotalTaxAmt |
| Distributable Before Adj | $123,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,439 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $491,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $491,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $491,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $227,648 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $599,289 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $479,703 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $527,548 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $459,936 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,294,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $491,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $368,011 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,662,135 | 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 | $227,648 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,434,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $599,289 | ExcessFromYear4Amt |
| Excess From Year3 | $479,703 | ExcessFromYear3Amt |
| Excess From Year2 | $527,548 | ExcessFromYear2Amt |
| Excess From Year1 | $459,936 | ExcessFromYear1Amt |
| Excess From Current Year | $368,011 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M KNOTT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOY'S AND GIRL'S HARBOR | |||||||||||
| 1230 FIFTH AVE | NEW YORK | NY | 10029 | NONE | GENERAL CHARITABLE PURPOSESGENERAL CHARITABLE PURPOSES | $98,400 | |||||
| COLD SPRING HARBOR LAB | |||||||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | GENERAL CHARITABLE PURPOSES | $174,500 | |||||
| COMMUNITY FOUNDATION OF NJ | |||||||||||
| 35 KNOX HILL ROAD | MORRISTOWN | NJ | 07963 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| HARBORING HEARTS | |||||||||||
| 70 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| WAYNE FOO CHARITY | |||||||||||
| NONE | GENERAL CHARITABLE PURPOSES | $1,000 | 250 SECOND ST SW | CALGARY | ALBERTA | CA | T2P0C1 | ||||
| FOUNTAIN HOUSE | |||||||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | GENERAL CHARITABLE PURPOSES | $23,900 | |||||
| GREEN VALE SCHOOL | |||||||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | NONE | GENERAL CHARITABLE PURPOSE | $500 | |||||
| LOCUST VALLEY CHAMBER OF COMMERCE | |||||||||||
| PO BOX 178 | LOCUST VALLEY | NY | 11560 | NONE | GENERAL CHARITABLE PURPOSES | $200 | |||||
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||||||
| 1311 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| MULTIPLE MYELOMA RESEARCH | |||||||||||
| 51 LOCUST STREET | NEW CANAAN | CT | 06840 | NONE | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| YFCA | |||||||||||
| 193-A SOUTH ST | OYSTER BAY | NY | 11771 | NONE | GENERAL CHARITABLE PURPOSES | $250 | |||||
| MED SHARE | |||||||||||
| 3240 CLIFTON SPRINGS RD | DECATUR | GA | 30034 | NONE | GENERAL CHARITABLE PURPOSES | $52,500 | |||||
| NORTH SHORE LIJ HOSPITAL | |||||||||||
| 125 COMMUNITY DRIVE | GREAT NECK | NY | 11021 | NONE | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| SECOND STAGE | |||||||||||
| 305 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| ST PAUL'S SCHOOL | |||||||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | NONE | GENERAL CHARITABLE PURPOSES | $75,000 | |||||
| BUKIDNON KAAMULLAN IN AMERICA | |||||||||||
| 92-29 QUEENS BLVD | REGO PARK | NY | 11374 | NONE | GENERAL CHARITABLE PURPOSES | $200 | |||||
| NATIONAL MS | |||||||||||
| 950 EAST PACES FERRY RD | ATLANTA | GA | 30326 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| WESTMINSTER SCHOOL | |||||||||||
| 1424 WEST PACES FERRY RD | ATLANTA | GA | 30327 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| ST JOHN'S OF LATTINGTOWN | |||||||||||
| PO BOX 448 | LOCUST VALLEY | NY | 11560 | NONE | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| YOUNG PEOPLE'S CHORUS | |||||||||||
| 1995 BROADWAY | NEW YORK | NY | 10023 | NONE | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| OPERATION DEMOCRACY | |||||||||||
| PO BOX 493 | LOCUST VALLEY | NY | 11560 | NONE | GENERAL CHARITABLE PURPOSES | $12,000 | |||||
| GLEN COVE BOY'S CLUB | |||||||||||
| 113 GLEN COVE AVE | GLEN COVE | NY | 11542 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| YOUNG ADULT INSTITUTE | |||||||||||
| 460 WEST 34TH STREET | NEW YORK | NY | 10001 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| OLD BROOKVILLE PBA | |||||||||||
| PO BOX 344 | GLEN HEAD | NY | 11545 | NONE | GENERAL CHARITABLE PURPOSES | $250 | |||||
| LOCUST VALLEY FIRE DEPT | |||||||||||
| 228 BUCKRAM ROAD | LOCUST VALLEY | NY | 11560 | NONE | GENERAL CHARITABLE PURPOSES | $250 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $491,450 | 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 | $35,005 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,271 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$4,962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,418 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID KNOTT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11791 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $346,187 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,300 SHARES ANADARKO PETROLEUM | NoncashPropertyDesc |
| Fair Market Value | $346,187 | FairMarketValueAmt |
| Received | 2014-12-18 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RUBICON LTD | $65,129 | $33,850 |
| PFIZER | $554,282 | $934,500 |
| KRAFT FOODS | $83,517 | $129,456 |
| PARAMOUNT RESOURCES | $572,243 | $484,040 |
| JPMORGAN CHASE | $45,651 | $75,096 |
| JOHNSON & JOHNSON | $104,596 | $167,312 |
| TOTAL SA | $65,296 | $61,440 |
| MICROSOFT | $13,734 | $18,580 |
| RYMAN HOSPITALITY PROP | $17,214 | $21,096 |
| STARWOOD PROPERTY TRUST | $8,791 | $9,296 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $509,318 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $459,362 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALLIANCE BERNSTEIN HOLDINGS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,399 | BookValueAmt |
| EOYFMV | $12,915 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE ON BONDS | Desc |
| BOY Book Value | $14,680 | BOYBookValueAmt |
| EOY Book Value | $14,680 | EOYBookValueAmt |
| EOYFMV | $14,680 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON INCOME ITEMS THRU ALLIANCE BERNSTEIN | Desc |
| Amt | $75 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $0 |
| CHARITY PUBLICATION NOTICE | $140 | $0 | $0 |
| FEDERAL EXCISE TAX | $10,399 | $0 | $0 |
| INTEREST | $780 | $0 | $0 |
| DELAWARE REP FEE | $284 | $0 | $0 |
| THRU ALLIANCE BERNSTEIN | $5 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THRU ALLIANCE BERNSTEIN | Desc |
| Revenue And Expenses Per Books | $104 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $36,021 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KNOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1Txt |
| City | SYOSSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117913434 | ZIPCd |