RODNEY L WHITE FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
RODNEY L WHITE FOUNDATION INC (EIN 13-6182934)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201531349349102478
Schema version
2013v4.0
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)
Return2015-05-14T15:02:55-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11185 AVENUE OF THE AMERICASAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100362602ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136182934EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RODNEY L WHITE FOUNDATION INCBusinessNameLine1
Business Name Line2C/O N RIFKIN MCGLADREY LLPBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlRODNBusinessNameControlTxt
Phone2123721000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11185 AVENUE OF THE AMERICASAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100362602ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHELBY WHITEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2123721000PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL WEIRETERPreparerPersonNm
PTINP00140887PTIN
Phone2123721000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$805,805FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,786DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,786DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,695NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$280,567GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,695CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$82,487TotalRevAndExpnssAmt
Total Net Invst Incm$82,487TotalNetInvstIncmAmt
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$4,647AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,324AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,323AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,676OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,676OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,423TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,423TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$142,333ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$142,333ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$149,756TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$144,756TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$67,269ExcessRevenueOverExpensesAmt
Net Investment Income$77,487NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,676SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$122,549SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$122,549SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$690,314OtherInvestmentsBOYAmt
Other Investments EOY$492,796OtherInvestmentsEOYAmt
Other Investments EOYFMV$683,256OtherInvestmentsEOYFMVAmt
Total Assets BOY$692,990TotalAssetsBOYAmt
Total Assets EOY$615,345TotalAssetsEOYAmt
Total Assets EOYFMV$805,805TotalAssetsEOYFMVAmt
Other Liabilities BOY$10,376OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,376TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$682,614CapitalStockBOYAmt
Capital Stock EOY$615,345CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$682,614TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$615,345TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$692,990TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$615,345TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$682,614TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$67,269ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$615,345SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$615,345TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD VALUE INDEX FUNDP2014-06-302014-06-30$60,000$38,746$21,254$21,254
VANGUARD LONG TERM TREASURY FUNDP2014-06-302014-06-30$45,000$43,517$1,483$1,483
VANGUARD ENERGY INDEX FUNDP2014-06-302014-06-30$30,000$19,685$10,315$10,315
VANGUARD EMERGING MARKETS STOCK INDEXP2014-06-302014-06-30$30,000$28,781$1,219$1,219
VANGUARD EUROPEAN STOCK INDEXP2014-06-302014-06-30$30,000$23,333$6,667$6,667
VANGUARD 500 INDEX FUNDP2014-06-302014-06-30$35,000$20,493$14,507$14,507
VANGUARD PACIFIC STOCK INDEXP2014-06-302014-06-30$50,000$44,317$5,683$5,683
CAPITAL GAINS DIVIDENDSP$567$567$567
FieldValueIRS element (for citing)
Capital Gain Net Income$61,695CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$292,942AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$968,354NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.302515DistributionYr1Rt
Adjusted Qlfy Distri Yr2$255,170AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,113,845NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.229089DistributionYr2Rt
Adjusted Qlfy Distri Yr3$117,045AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,174,544NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.099651DistributionYr3Rt
Adjusted Qlfy Distri Yr4$117,742AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,220,345NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.096483DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,139,362NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.003686DistributionYr5Rt
Total Distribution0.731424TotalDistributionRt
Average Distribution0.146285AverageDistributionRt
Net Vl Noncharitable Assets$840,455NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$122,946AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$775NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$123,721AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$144,756QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$775InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$775SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$775TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,592EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,592TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$817OverpaymentAmt
Applied To ES Tax$817AppliedToESTaxAmt
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 BooksMCGLADREY LLPIndividualWithBooksNm
Phone2123721000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11185 AVENUE OF THE AMERICASAddressLine1
CityNYCity
StateNYState
ZIP Code100362602ZIPCode
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHELBY WHITE
C/O MCGLADREY LLP 1185 6TH AVENEW YORKNY10036PRESIDENT1.00$0$0$0
TRACY WHITE
C/O MCGLADREY LLP 1185 6TH AVENEW YORKNY10036TREAS/SEC'Y1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$833,870AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,384AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$853,254TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$853,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,799CashDeemedCharitableAmt
Net Vl Noncharitable Assets$840,455NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,023MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,023MinimumInvestmentReturnAmt
Tax Based On Investment Income$775TaxBasedOnInvestmentIncomeAmt
Total Tax$775TotalTaxAmt
Distributable Before Adj$41,248DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,248DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,248DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$144,756ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$144,756QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$775PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$143,981AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,248DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$60,653ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$59,278ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$200,624ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$245,906ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$566,461TotalExcessDistributionCyovAmt
Qualifying Distributions$144,756QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,248AppliedToCurrentYearAmt
Remaining Distri From Corpus$103,508RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$669,969TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$669,969ExcessDistriCyovToNextYrAmt
Excess From Year4$60,653ExcessFromYear4Amt
Excess From Year3$59,278ExcessFromYear3Amt
Excess From Year2$200,624ExcessFromYear2Amt
Excess From Year1$245,906ExcessFromYear1Amt
Excess From Current Year$103,508ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BASS HARBOR MEMORIAL LIBRARY
89 BERNARD ROADBERNARDME04612NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$2,000
CITY & COUNTRY SCHOOL
146 WEST 13TH STREETNEW YORKNY10011NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$25,000
COMMON GOOD SOUP KITCHEN
566 SEAWALL ROADSOUTHWEST HARBORME04660NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$1,000
EYEBEAM
34 35TH STREETBROOKLYNNY11232NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$20,000
GREEN GUERILLAS CO NBHD PRESERVATION CENTER
232 EAST 11TH STREETNEW YORKNY10003NONE501(C)(3) PUBLIC CHACHARITABLE - PROJECT SUPPORT$5,000
NEW AMSTERDAM EARLY CHILDHOOD CENTER
1 AVENUE B AT HOUSTON STREETNEW YORKNY10009NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$25,000
PUTNEY SCHOOL - ELM LEA FARM
418 HOUGHTON BROOK ROADPUTNEYVT053468675NONE501(C)(3) PUBLIC CHACHARITABLE - PROJECT SUPPORT$33,333
PUTNEY SCHOOL - ELM LEA FARM
418 HOUGHTON BROOK ROADPUTNEYVT053468675NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$10,000
RIVERKEEPER
20 SECOR ROADOSSININGNY10562NONE501(C)(3) PUBLIC CHACHARITABLE - PROJECT SUPPORT$1,000
SOUTHWEST LIBRARY
338 MAIN STREETSOUTHWEST HARBORME046790157NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$5,000
STONE RIDGE LIBRARY FOUNDATION
3700 MAIN STREETSTONE RIDGENY12484NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$1,000
THIRD STREET MUSIC SCHOOL SETTLEMENT
235 EAST 11TH STREETNEW YORKNY10003NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$13,000
UNITED STATES HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NONE501(C)(3) PUBLIC CHACHARITABLE - GENERAL OPERATING SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$142,333TotalGrantOrContriPdDurYrAmt
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$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,786ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,695ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$82,487ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,487TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMCGLADREY LLPCategoryTxt
Amt$4,647Amt
Net Investment Income$2,324NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,323DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNOT APPLICABLEDesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD LONG TERM TREASURY FUNDAT COST$40,247$41,844
VANGUARD VALUE INDEX FUNDAT COST$96,530$154,009
VANGUARD ENERGY INDEX FUNDAT COST$49,071$81,542
VANGUARD EUROPEAN STOCK INDEX FUNDAT COST$80,675$101,620
VANGUARD EMERGING MKTS STK IDXAT COST$69,632$73,375
VANGUARD PACIFIC STOCK INDEXAT COST$62,338$73,056
VANGUARD 500 INDEX STOCK FUNDAT COST$94,303$157,810

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS ANNUAL FEEDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc
BOY Book Value$10,376BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOPENHEIMER FUNDSCategoryTxt
Amt$2,676Amt
Net Investment Income$2,676NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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