CONSTANCE GOULANDRIS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CONSTANCE GOULANDRIS FOUNDATION INC (EIN 32-0367583)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201513169349101236
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T13:45:30-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260221653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUSSBAUM YATES BERG KLEIN & WOLPOW LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 BROAD HOLLOW ROAD STE 319 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 320367583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSTANCE GOULANDRIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 6318455252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NYBKW445 BROADHOLLOW NO 319 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER GOULANDRIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6318455252 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS R KLEIN CPA | PreparerPersonNm |
| PTIN | P00000429 | PTIN |
| Phone | 6318455252 | PhoneNum |
| Preparation | 2015-11-12 | PreparationDt |
| 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 | $9,860,822 | 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 | $142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $344,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $344,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$133,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,663,058 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $210,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,428 | 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 |
| Legal Fees Rev And Expnss | $339 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $339 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,461 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,461 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $61 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $61 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,145 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,827 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $889 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $612,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$402,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,287,129 | CashBOYAmt |
| Cash EOY | $217,100 | CashEOYAmt |
| Cash EOYFMV | $217,100 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $2,014 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $3,998,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,738,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,285,711 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,207,063 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,889,902 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,809,791 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,455,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,692,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,548,220 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,950,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,537,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,860,822 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $9,950,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,537,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,950,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,537,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,950,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,537,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,950,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$402,129 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,548,691 | SubtotalAmt |
| Other Decreases | $11,134 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,537,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| UBS #59693 CAPITAL GAIN DIVIDENDS | P | 2013-01-01 | 2014-12-31 | $20,699 | $20,699 | $20,699 | |
| UBS TS 74210 FORM 1099 CODE A | 2014-01-01 | 2014-12-31 | $595,930 | -$10,403 | -$10,403 | $606,333 | |
| UBS #74210 CAPITAL GAIN DIVIDENDS | P | 2013-01-01 | 2014-12-31 | $407 | $407 | $407 | |
| CANADA GOVT 3.0% | 2012-04-30 | 2014-06-01 | $668,334 | -$95,538 | -$95,538 | $763,872 | |
| PROCTER & GAMBLE 3.5% | 2012-04-30 | 2014-12-15 | $331,508 | -$23,176 | -$23,176 | $354,684 | |
| VODAPHONE 3.375% | 2012-04-30 | 2014-03-26 | $1,046,180 | -$25,810 | -$25,810 | $1,071,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$133,821 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $384,329 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,271,391 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037417 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,472,822 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001338 | DistributionYr2Rt |
| Total Distribution | 0.038755 | TotalDistributionRt |
| Average Distribution | 0.019378 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,160,334 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $196,887 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,196 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $485,889 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,196 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,196 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,014 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,014 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $184 | 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 | DE | 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 | NUSSBAUM YATES ETAL LLP | IndividualWithBooksNm |
| Phone | 6318455252 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 BROADHOLLOW RD STE 319 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | PETER GOULANDRIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NUSSBAUM ETAL LLP 445 BROADHOLL | AddressLine1Txt |
| Address Line2 | W RD 319 | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | 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 | $8,602,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,713,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,315,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,315,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,160,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $508,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $508,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,196 | TotalTaxAmt |
| Distributable Before Adj | $505,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $505,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $505,821 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,889 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $485,889 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,196 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $483,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $505,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $484,808 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $484,808 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $504,740 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||
| 630 W 168TH STREET | NEW YORK | NY | 10032 | NONE | EXEMPT | TO AID IN THE ORGANIZATION'S CHARITABLE PURPOSE | $120,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | EXEMPT | TO AID IN THE ORGANIZATION'S CHARITABLE PURPOSE | $50,000 |
| METROPOLITAN MUSEUM OF ART - BENEFIT TEEN PROGRAM | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | EXEMPT | TO AID IN THE ORGANIZATION'S CHARITABLE PURPOSE | $30,000 |
| RONALD MCDONALD HOUSE NEW YORK GREEK DIVISION | |||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | EXEMPT | TO AID IN THE ORGANIZATION'S CHARITABLE PURPOSE | $20,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | TO AID IN THE ORGANIZATION'S CHARITABLE PURPOSE | $110,000 |
| ST METHODIAS FAITH AND HERITAGE CENTER | |||||||
| 162 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | EXEMPT | TO AID IN THE ORGANIZATION'S CHARITABLE PURPOSE | $20,000 |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | EXEMPT | TO AID IN THE ORGANIZATION'S CHARITABLE PURPOSE | $100,000 |
| LYFORD CAY FOUNDATION INC | |||||||
| 521 FIFTH AVENUE 10TH FLOOR | NEW YORK | NY | 10175 | NONE | EXEMPT | TO AID IN THE ORGANIZATION'S CHARITABLE PURPOSE | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,000 | 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 | $142 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $344,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$133,821 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $210,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,607 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $6,461 | Amt |
| Net Investment Income | $6,461 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 330000 PROCTER & GAMBLE CO NTS CALL | $0 | $0 |
| 670000 PROCTER & GAMBLE CO NTS CALL | $720,116 | $672,439 |
| 1000000 VODAFONE GROUP PLC CALL | $0 | $0 |
| 56000 EUROPEAN INVT BANK NOTE | $60,273 | $58,534 |
| 1289 ISHARES IBOXX $ GRADE | $153,611 | $153,919 |
| 1243 ISHARES MBS | $134,554 | $135,885 |
| 1124 JP MORGAN BOND | $129,839 | $123,314 |
| 12831 BARCLAYS SPDR HY | $395,314 | $370,944 |
| 1513 BARCLAYS SPDR CAPITAL | $59,340 | $58,417 |
| 1289 BARCLAYS SHORT TERM CORP BD | $39,699 | $39,411 |
| 154 ISHARES 20+ | $19,179 | $19,392 |
| 1585 ISHARES TIPS | $177,977 | $177,536 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10000000 ALTRIA GROUP INC | $322,100 | $492,700 |
| 10000000 BANK OF NOVA SCOTIA CANADA | $554,600 | $570,800 |
| 3000000 BP PLC SPON ADR | $130,230 | $114,360 |
| 12890000 COCA COLA CO | $983,765 | $1,088,432 |
| 1020000 DU PONT | $54,529 | $75,419 |
| 9040000 EXXON MOBIL CORP | $780,514 | $835,748 |
| 11540000 GENL ELECTRIC CO | $225,953 | $291,616 |
| 6800000 GLAXO SMITHKLINE PLC | $314,364 | $290,632 |
| 870 JOHNSON & JOHNSONS | $56,637 | $90,976 |
| 2000 JPMORGAN CHASE | $85,960 | $125,160 |
| 8000 NESTLE | $490,056 | $587,520 |
| 3714 ISHARES INTL SELECT DIVID EFT | $147,178 | $125,125 |
| 2192 ISHARES INTL DEVELOPED REAL EST EFT | $70,130 | $65,848 |
| 965 SPDR S&P 500 EFT TR | $192,457 | $198,346 |
| 939 VANGUARD REIT EFT | $69,857 | $76,059 |
| 3157 VANGUARD HIGH DIVID YIELD EFT | $210,985 | $217,044 |
| 947 WISDOMTREE EMERGING MARKETS | $49,206 | $39,926 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 730000 CANADA GOVT B/E | FMV | $0 | $0 |
| 594000 QUEBEC PROV CDA NTS | FMV | $692,034 | $654,095 |
| 86132 BLACKROCK MULTI-ASSET INC FUND | FMV | $1,000,000 | $967,281 |
| 61996.28 LORD ABBETT MULTI ASSET INC FD | FMV | $1,000,000 | $926,844 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $339 | LegalFeesAmt |
| Net Investment Income | $339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME PER 1099 RECEIVED IN FOLLOWING YEAR | Desc |
| Amt | $11,134 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $104,827 | $104,827 | $0 |
| CORPORATE FILING FEES | $159 | $0 | $159 |
| NYS DEPT OF LAW FILING FEES | $730 | $0 | $730 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $13,145 | $13,145 | $0 |
| EXCISE TAX | $2,014 | $0 | $0 |
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