NETTER FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NETTER FOUNDATION INC (EIN 13-6176542)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-29
IRS object ID
201521199349100737
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-29T12:22:56-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112950263PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KOFLER LEVENSTEIN ROMANOTTO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 MERRICK ROAD SUITE 210EAddressLine1Txt
CityROCKVILLE CENTRECityNm
State AbbreviationNYStateAbbreviationCd
ZIP115704881ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136176542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NETTER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNETTBusinessNameControlTxt
Phone9142712802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 FOX RUN ROADAddressLine1Txt
CityCROTON ON HUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10520ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD NETTERPersonNm
Person TitleOFFICERPersonTitleTxt
Phone9142712802PhoneNum
Signature2015-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD CEPLERPreparerPersonNm
PTINP00039158PTIN
Phone5165360300PhoneNum
Preparation2015-04-22PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,027,918FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$141,212DividendsRevAndExpnssAmt
Dividends Net Invst Incm$141,212DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,963NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$161,613GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,963CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$206,183TotalRevAndExpnssAmt
Total Net Invst Incm$156,183TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,960AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,040AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$51,917OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,917OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$1InterestRevAndExpnssAmt
Interest Net Invst Incm$1InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$21,299TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$26OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$80,243TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$53,879TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,040TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$192,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$192,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$272,243TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$53,879TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$197,040TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$66,060ExcessRevenueOverExpensesAmt
Net Investment Income$102,304NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,895CashBOYAmt
Sav And Temp Cash Invst BOY$71,344SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$113,891SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$113,891SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,252,711CorporateStockBOYAmt
Corporate Stock EOY$3,129,611CorporateStockEOYAmt
Corporate Stock EOYFMV$3,340,289CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,553,072CorporateBondsBOYAmt
Corporate Bonds EOY$1,579,460CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,573,738CorporateBondsEOYFMVAmt
Total Assets BOY$4,889,022TotalAssetsBOYAmt
Total Assets EOY$4,822,962TotalAssetsEOYAmt
Total Assets EOYFMV$5,027,918TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,900,454CapitalStockBOYAmt
Capital Stock EOY$3,900,454CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$988,568RetainedEarningBOYAmt
Retained Earning EOY$922,508RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,889,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,822,962TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,889,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,822,962TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,889,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$66,060ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,822,962SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,822,962TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
80 ISHARES CORE MSCIP2013-11-272014-03-07$4,912$4,787$125$125
100 ISHARES S&P 500 GROWTHP2013-11-272014-03-07$10,157$9,653$504$504
161 ISHARES S&P 500 GROWTHP2013-11-272014-03-07$16,673$15,541$1,132$1,132
200 ISHARES S&P 500 GROWTHP2013-11-272014-08-26$21,647$19,306$2,341$2,341
137 ISHARES S&P 500 GROWTHP2013-11-272014-11-06$15,097$13,224$1,873$1,873
174 ISHARES S& P 500 VALUEP2013-11-272014-06-04$15,520$14,660$860$860
163 ISHARES S&P 500 VALUEP2013-11-272014-11-06$15,053$13,733$1,320$1,320
79 ISHARES TRUST S&P MIDCAP 400 VALUEP2013-11-272014-06-04$9,722$9,004$718$718
1 PENNANT PARK FLOATING RATEP2013-12-022014-06-10$14$14$0$0
1184.834 PIMCO INCOME FUND CLASS AP2013-11-272014-06-04$15,000$14,585$415$415
394.945 PIMCO INCOME FUND CLASS PP2013-11-272014-11-06$5,000$4,862$138$138
3 ROYAL DUTCH SHELL PLCP2013-12-232014-06-10$238$200$38$38
70 VANGUARD REITP2013-11-272014-03-07$4,919$4,595$324$324
263 VANGUARD REITP2013-11-272014-06-04$19,667$17,265$2,402$2,402
65 VANGUARD SHORT TERM CORPORATE BDP2013-11-272014-04-30$5,212$5,221-$9-$9
CAPITAL GAINS DIVIDENDSP$2,782$2,782$2,782
FieldValueIRS element (for citing)
Capital Gain Net Income$14,963CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$233,412AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,700,865NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049653DistributionYr1Rt
Adjusted Qlfy Distri Yr2$221,021AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,458,471NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049573DistributionYr2Rt
Adjusted Qlfy Distri Yr3$209,780AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,466,518NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046967DistributionYr3Rt
Adjusted Qlfy Distri Yr4$197,680AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,255,816NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046449DistributionYr4Rt
Adjusted Qlfy Distri Yr5$223,362AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,960,010NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056404DistributionYr5Rt
Total Distribution0.249046TotalDistributionRt
Average Distribution0.049809AverageDistributionRt
Net Vl Noncharitable Assets$4,911,217NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$244,623AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,023NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$245,646AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$197,040QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,046InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,046SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,046TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$11,600TotalPaymentsAndCreditsAmt
Overpayment$9,554OverpaymentAmt
Applied To ES Tax$9,554AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKOFLER LEVENSTEIN ROMANOTTO CO PCIndividualWithBooksNm
Phone5165360300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 MERRICK RDAddressLine1Txt
CityROCKVILLE CENTRECityNm
State AbbreviationNYStateAbbreviationCd
ZIP115704881ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD NETTER
275 WINCHESTER AVENUENEW HAVENCT065112017PRESIDENT/TREASURER0.00$0$0$0
ALFRED NETTER
24 FOX RUN ROADCROTON ON HUDSONNY10520SECRETARY0.00$0$0$0
NADINE LEVY
315 SEASPRAY AVENUEPALM BEACHFL33480VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,971,255AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,752AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,986,007TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,986,007AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,790CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,911,217NetVlNoncharitableAssetsAmt
Minimum Investment Return$245,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$245,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,046TaxBasedOnInvestmentIncomeAmt
Total Tax$2,046TotalTaxAmt
Distributable Before Adj$243,515DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$243,515DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$243,515DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$197,040ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$197,040QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$197,040AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$243,515DistributableAsAdjustedAmt
Undistributed Income PY$191,104UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$197,040QualifyingDistributionsAmt
Applied To Year1$191,104AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,936AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$237,579UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL OUR KIN
414 CHAPEL STREET STE 100NEW HAVENCT06511NONENONECHARITY$500
AMERICAN CANCER SOCIETY
825 BROOK STROCKY HILLCT06067NONENONECHARITY$500
YALE UNIVERSITY
246 CHURCH STNEW HAVENCT06520NONENONECHARITY$3,000
AMERICAN FRIENDS OF ISRAEL PHILHARMONIC
122 E 42ND ST RM 4507NEW YORKNY10168NONENONECHARITY$1,000
YALE UNIVERSITY
246 CHURCH STNEW HAVENCT06520NONENONECHARITY$5,000
KIDS OF NYU LANGONE
550 FIRST AVENEUENEW YORKNY10016NONENONECHARITY$5,000
RIPPOWAM-CISQUA SCHOOL
325 W PATENT RDMOUNT KISCONY10549NONENONECHARITY$2,000
BIRTHRIGHT ISRAEL
33 E 33RD STREETNEW YORKNY10016NONENONECHARITY$1,000
ADIRONDACK SCHOLARSHIP FUND
PO BOX 97WILLSBORONY12996NONENONECHARITY$1,000
BREAST CANCER RESEARCH
60 E 66TH STNEW YORKNY10022NONENONECHARITY$500
AGAHOZO- SHALOM YOUTH VILLAGE
498 SEVENTH AVE 15TH FLOORNEW YORKNY10018NONENONECHARITY$1,500
CARAMOOR
149 GIRDLE RIDGE ROADKATONAHNY10536NONENONECHARITY$1,000
CARNEGIE HALL
881 7TH AVENEW YORKNY10019NONENONECHARITY$5,000
CHILDRENS AID SOCIETY
433 E 100TH STNEW YORKNY10029NONENONECHARITY$500
CHILDRENS CENTER OF HAMDEN
1400 WHITNEY AVEHAMDENCT06517NONENONECHARITY$2,500
CHILDRENS CENTER OF HAMDEN
1400 WHITNEY AVEHAMDENCT06517NONENONECHARITY$2,500
POWERPLAY
432 3RD AVEBROOKLYNNY11215NONENONECHARITY$250
COLUMBIA UNIVERSITY
116TH STREETNEW YORKNY10027NONENONECHARITY$100
C-CAP
505 EIGHTH AVENEUE STE 1400NEW YORKNY10018NONENONECHARITY$1,000
MOVEMBER
PO BOX 1595CULVER CITYCA90232NONENONECHARITY$500
QUEENS COLLEGE FOUNDATION
65-30 KISSENA BOULEVARDQUEENSNY11367NONENONECHARITY$1,250
CREATIVE ALTERNATIVES
225 W 99TH STNEW YORKNY10025NONENONECHARITY$500
MICHAEL J FOX FOUNDATION
PO BOX 4777NEW YORKNY10163NONENONECHARITY$500
NATIONAL ALLIANCE TO END HOMELESSNESS
1518 K STREET NW 2ND FLOORWASHINGTONDC20005NONENONECHARITY$500
CROTON CARING COMMITTEE
38 PENFIELD AVECROTON ON HUDSONNY10520NONENONECHARITY$1,000
THE SUMMER CAMP
8 CHURCH STREETBRIDGTONME04009NONENONECHARITY$500
DENAN PROJECT
PO BOX 543WOODBURYCT06798NONENONECHARITY$1,000
DOCTORS WITHOUT BORDERS
333 7TH AVENEW YORKNY10001NONENONECHARITY$250
EASTERN ADULT TENNIS FOUNDATION
4 W RED OAK LANEWHITE PLAINSNY10604NONENONECHARITY$2,500
FCNL EDUCATION FUND
245 SECOND STREETWASHINGTONDC20002NONENONECHARITY$2,000
AFRICA FOUNDATION
PO BOX 233FRIDAY HARBORWA98250NONENONECHARITY$500
FELLOWSHIP HOUSE
369 SPLIT ROCK RDSYOSSETNY11791NONENONECHARITY$5,000
FELLOWSHIP PLACE
441 ELM STREETNEW HAVENCT06511NONENONECHARITY$1,000
FELLOWSHIP PLACE
369 SPLIT ROCK RDSYOSSETNY11791NONENONECHARITY$2,000
FRIENDS CENTER FOR CHILDREN
225 E GRAND AVENEW HAVENCT06513NONENONECHARITY$5,000
FRIENDS CENTER FOR CHILDREN
225 E GRAND AVENEW HAVENCT06513NONENONECHARITY$5,000
FRIENDS CENTER FOR CHILDREN
225 E GRAND AVENEW HAVENCT06513NONENONECHARITY$5,000
FRIENDS CENTER FOR CHILDREN
225 E GRAND AVENEW HAVENCT06513NONENONECHARITY$5,000
GILDA'S CLUB
2816 SMALLMAN STPITTSBURGHPA15222NONENONECHARITY$2,000
GILDA'S CLUB
2816 SMALLMAN STPITTSBURGHPA15222NONENONECHARITY$1,000
GILDA'S CLUB
2816 SMALLMAN STPITTSBURGHPA15222NONENONECHARITY$500
HUMAN DEVELOPMENT SERVICES WESTCHESTER
930 MAMARONECK AVEMAMARONECKNY10543NONENONECHARITY$5,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND ST FL 12NEW YORKNY10168NONENONECHARITY$500
JACK AND JILL LATE STAGE CANCER FOUNDATION
3282 NORTHSIDE PARKWAY NW STE 100ATLANTAGA30327NONENONECHARITY$500
JULLIARD
60 LINCOLN CENTER PLZNEW YORKNY10023NONENONECHARITY$5,000
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE STE 310WHITE PLAINSNY10605NONENONECHARITY$2,500
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE STE 310WHITE PLAINSNY10605NONENONECHARITY$3,000
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE STE 310WHITE PLAINSNY10605NONENONECHARITY$4,000
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE STE 310WHITE PLAINSNY10605NONENONECHARITY$3,000
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVE STE 310WHITE PLAINSNY10605NONENONECHARITY$3,000
LINCOLN CENTER FOR THE ARTS
10 LINCOLN CENTER PLZNEW YORKNY10023NONENONECHARITY$3,000
LLS
1311 MAMARONECK AVE STE 310WHITE PLAINSNY10605NONENONECHARITY$1,000
LLS
1311 MAMARONECK AVE STE 310WHITE PLAINSNY10605NONENONECHARITY$1,500
MAZON
10495 SANTA MONICA BLVD STE 100LOS ANGELESCA90025NONENONECHARITY$500
MULTIPLE SCLEROSIS SOCIETY
733 3RD AVE FL 3NEW YORKNY10017NONENONECHARITY$500
NEW HAVEN FRIENDS MEETING
223 E GRAND AVENEW HAVENCT06513NONENONECHARITY$1,250
NY PHILHARMONIC
10 LINCOLN CENTER PLZNEW YORKNY10023NONENONECHARITY$15,000
ORT AMERICA
131 JERICHO TPKEJERICHONY11753NONENONECHARITY$500
RAMAPO FOR CHILDREN
49 WEST 38TH STREETNEW YORKNY10018NONENONECHARITY$1,000
SELFHELP
520 EIGHTH AVENEW YORKNY10018NONENONECHARITY$4,000
SELFHELP
520 EIGHTH AVENEW YORKNY10018NONENONECHARITY$1,000
SELFHELP
520 EIGHTH AVENEW YORKNY10018NONENONECHARITY$2,000
SELFHELP
520 EIGHTH AVENEW YORKNY10018NONENONECHARITY$2,000
SELFHELP
520 EIGHTH AVENEW YORKNY10018NONENONECHARITY$3,000
SELFHELP
520 EIGHTH AVENEW YORKNY10018NONENONECHARITY$10,000
SELFHELP
520 EIGHTH AVENEW YORKNY10018NONENONECHARITY$500
SELFHELP
520 EIGHTH AVENEW YORKNY10018NONENONECHARITY$500
SNARR
32 SMITH AVEWHITE PLAINSNY10605NONENONECHARITY$500
SOUND SHORE CHORALE
PO BOX 7NEW ROCHELLNY10804NONENONECHARITY$750
SPCA OF WESTCHESTER
590 N STATE RDBRIARCLIFF MANORNY10510NONENONECHARITY$50
SPCA OF WESTCHESTER
590 N STATE RDBRIARCLIFF MANORNY10510NONENONECHARITY$100
TANGLEWOOD
301 MASSACHUSETTS AVEBOSTONMA02115NONENONECHARITY$5,000
TEMPLE ISRAEL
14 COLEYTOWN RDWESTPORTCT06880NONENONECHARITY$2,500
THE METROPOLITAN OPERA
30 LINCOLN CENTER PLZNEW YORKNY10023NONENONECHARITY$15,000
THE TOWN OF NORTH ELBA
2693 MAIN STREETLAKE PLACIDNY12946NONENONECHARITY$2,500
THREE LAKES COUNCIL
PO BOX 241SOUTH SALEMNY10590NONENONECHARITY$2,500
THREE LAKES COUNCIL
PO BOX 241SOUTH SALEMNY10590NONENONECHARITY$2,500
UJA
701 WESTCHESTER AVE STE 203EWHITE PLAINSNY10604NONENONECHARITY$1,000
USC SHOAH FOUNDATION INSTITUTE
650 WEST 35TH STREET STE 114LOS ANGELESCA90089NONENONECHARITY$500
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460NONENONECHARITY$5,000
WNET
825 EIGHTH AVENEW YORKNY10019NONENONECHARITY$2,000
YALE SCHOOL OF MUSIC
435 COLLEGE STREETNEW HAVENCT06511NONENONECHARITY$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$192,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$141,212ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,963ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$156,183ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$156,183TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonALICE NETTER ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124 FOX RUN ROADAddressLine1Txt
CityCROTON ON HUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10520ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,000Amt
Net Investment Income$1,960NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,040DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD SHORT TERM CORPORATE BD ETF$721,673$715,476
PIMCO INCOME FUND$857,787$858,262

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PENNANT PARK FLOATING RATE$0$0
ROYAL DUTCH SHELL PLC CL A$0$0
ISHARES S&P 500 VALUE ETF$747,550$832,021
ISHARES S&P 500 GROWTH ETF$718,841$831,085
ISHARES TRUST S&P MIDCAP 400$233,203$261,540
ISHARES CORE MSCI EAFE ETF$966,416$893,418
VANGUARD REIT ETF$221,033$272,727
VANGUARD TOTAL WORLD STK INDEX$242,568$249,498

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$26RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$51,917Amt
Net Investment Income$51,917NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW$250$0$0
FOREIGH TAXES PAID 95060$1$1$0
2013 FEDERAL EXCISE TAX BALANCE DUE$9,448$0$0
2014 FORM 990-PF ESTIMATED TAXES$11,600$0$0

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