NORTHLIGHT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NORTHLIGHT FOUNDATION INC (EIN 45-0612382)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201541359349101629
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T12:56:20-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 EAST MAIN STREET PO BOX 10098 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 | 450612382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN AND SHERYL TISHMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 2123993600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL TISHMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2123993600 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNETTE REPACI | PreparerPersonNm |
| PTIN | P00358101 | PTIN |
| Phone | 2037084000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,791,871 | 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 | $4,754,240 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,795,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,761 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,378 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $299,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $299,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,218 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,472,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $299,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,632,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,632,980 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,021 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,690,094 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,158,891 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $326,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,323,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,791,871 | 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 | $326,146 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,323,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $326,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,323,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $326,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,323,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $326,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,472,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,798,929 | SubtotalAmt |
| Other Decreases | $1,475,855 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,323,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $54,668 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,312 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,356 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,356 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,356 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,840,355 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $220,326 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 12.891602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,103,038 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $161,937 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 12.986766 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,153,429 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $474,989 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.428328 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 28.306696 | TotalDistributionRt |
| Average Distribution | 7.076674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $343,309 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,429,486 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,429,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $305,978 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,235 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,235 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,425 | OverpaymentAmt |
| Applied To ES Tax | $8,425 | 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 | DANIEL TISHMAN | IndividualWithBooksNm |
| Phone | 2123993600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL R TISHMAN | ||||||||
| 100 PARK AVENUE | NEW YORK | NY | 10017 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHERYL C TISHMAN | ||||||||
| 17 EAST MIDDLE PATENT ROAD | BEDFORD | NY | 10506 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FRANCIS W BECK | ||||||||
| 603 FIR COURT | NORWOOD | NJ | 07648 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| PAMELA FRIEDLANDER | ||||||||
| 865 WEST END AVENUE APT 14E | NEW YORK | NY | 10025 | OFFICER | 2.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $192,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,645 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $348,537 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $348,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $343,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $810 | TotalTaxAmt |
| Distributable Before Adj | $16,355 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,355 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,355 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,978 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,978 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $305,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,355 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $129,688 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,113,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,857,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,099,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,978 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,355 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $289,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,389,413 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,389,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $129,688 | ExcessFromYear3Amt |
| Excess From Year2 | $2,113,000 | ExcessFromYear2Amt |
| Excess From Year1 | $2,857,102 | ExcessFromYear1Amt |
| Excess From Current Year | $289,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R TISHMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| HANNAH SENESH COMMUNITY DAY SCHOOL | |||||||
| 342 SMITH STREET | BROOKLYN | NY | 11231 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $5,000 | |
| HIDDEN VALLEY NATURE CENTER | |||||||
| 131 EGYPT ROAD | JEFFERSON | ME | 04348 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $12,000 | |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET | KENTS HILL | ME | 04349 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $5,000 | |
| MAINE PEOPLE'S RESOURCE CENTER | |||||||
| MAINE VOICES NETWORK 565 CONGRESS | PORTLAND | ME | 04101 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $10,000 | STREET SUITE 200 |
| MAYOR'S FUND TO ADVANCE NYC | |||||||
| 253 BROADWAY | NEW YORK | NY | 10007 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $7,500 | |
| TELLURIDE FOUNDATION | |||||||
| 220 EAST COLORADO AVE SUITE 106 | TELLURIDE | CO | 81435 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $10,000 | |
| THE NEW SCHOOL | |||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $299,500 | 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 | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,379 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,761 | 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 (27 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAN TISHMAN | |||||||
| 1 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $101,183 | Yes (X) | |
| DAN TISHMAN | |||||||
| 2 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $94,329 | Yes (X) | |
| DAN TISHMAN | |||||||
| 3 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $102,780 | Yes (X) | |
| DAN TISHMAN | |||||||
| 4 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $102,170 | Yes (X) | |
| DAN TISHMAN | |||||||
| 5 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $103,199 | Yes (X) | |
| DAN TISHMAN | |||||||
| 6 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $106,365 | Yes (X) | |
| DAN TISHMAN | |||||||
| 7 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $105,753 | Yes (X) | |
| DAN TISHMAN | |||||||
| 8 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $109,921 | Yes (X) | |
| DAN TISHMAN | |||||||
| 9 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $113,087 | Yes (X) | |
| DAN TISHMAN | |||||||
| 10 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $114,923 | Yes (X) | |
| DAN TISHMAN | |||||||
| 11 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $118,199 | Yes (X) | |
| DAN TISHMAN | |||||||
| 12 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $119,592 | Yes (X) | |
| DAN TISHMAN | |||||||
| 13 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $121,527 | Yes (X) | |
| DAN TISHMAN | |||||||
| 14 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $118,969 | Yes (X) | |
| DAN TISHMAN | |||||||
| 15 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $129,412 | Yes (X) | |
| DAN TISHMAN | |||||||
| 16 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $133,407 | Yes (X) | |
| DAN TISHMAN | |||||||
| 17 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $135,833 | Yes (X) | |
| DAN TISHMAN | |||||||
| 18 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $139,689 | Yes (X) | |
| DAN TISHMAN | |||||||
| 19 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $143,266 | Yes (X) | |
| DAN TISHMAN | |||||||
| 20 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $148,872 | Yes (X) | |
| DAN TISHMAN | |||||||
| 21 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $150,547 | Yes (X) | |
| DAN TISHMAN | |||||||
| 22 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $157,414 | Yes (X) | |
| DAN TISHMAN | |||||||
| 23 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $137,192 | Yes (X) | |
| DAN TISHMAN | |||||||
| 24 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $100,122 | Yes (X) | |
| DAN TISHMAN | |||||||
| 25 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $140,867 | Yes (X) | |
| DAN TISHMAN | |||||||
| 26 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $105,624 | Yes (X) | |
| DAN TISHMAN | |||||||
| 27 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $1,600,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (26 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 681 SHS AIR PRODUCTS & CHEM | $101,183 | 2014-12-23 |
| 2 | 6,000 SHS ALCOA INC | $94,329 | 2014-12-23 |
| 3 | 4,568 SHS AMERICAN AXLE & MFG | $102,780 | 2014-12-23 |
| 4 | 1,089 SHS AMERICAN EXPRESS CO | $102,170 | 2014-12-23 |
| 5 | 917 SHS APPLE INC | $103,199 | 2014-12-23 |
| 6 | 818 SHS BOEING CO | $106,365 | 2014-12-23 |
| 7 | 364 SHS BOSTER BEER COMPANY | $105,753 | 2014-12-23 |
| 8 | 3,891 SHS CISCO SYS INC COM | $109,921 | 2014-12-23 |
| 9 | 2,492 SHS COLUMBIA SPORTSWEAR | $113,087 | 2014-12-23 |
| 10 | 1,543 SHS DOVER CORP | $114,923 | 2014-12-23 |
| 11 | 1,572 SHS DU PONT E I DE NEMOURS & CO | $118,199 | 2014-12-23 |
| 12 | 1,113 SHS ECOLAB INC | $119,592 | 2014-12-23 |
| 13 | 860 SHS GENERAL DYNAMICS CRP | $121,527 | 2014-12-23 |
| 14 | 1,330 SHS GILEAD SCIENCES | $118,969 | 2014-12-23 |
| 15 | 3,063 SHS HARTFORD FINL SVCS | $129,412 | 2014-12-23 |
| 16 | 1,251 SHS HERSHEY CO | $133,407 | 2014-12-23 |
| 17 | 3,629 SHS INTEL CORP | $135,833 | 2014-12-23 |
| 18 | 1,349 SHS INTL FLAVORS & FRAGRANCES INC | $139,689 | 2014-12-23 |
| 19 | 2,940 SHS JOHNSON CTLS INC | $143,266 | 2014-12-23 |
| 20 | 1,512 SHS LEAR CORP NEW COM | $148,872 | 2014-12-23 |
| 21 | 769 SHS LOCKHEED MARTIN CORP | $150,547 | 2014-12-23 |
| 22 | 3,249 SHS MICROSOFT CORP | $157,414 | 2014-12-23 |
| 23 | 1,500 SHS PRUDENTIAL FINL INC | $137,192 | 2014-12-23 |
| 24 | 600 SHS 3M COMPANY | $100,122 | 2014-12-23 |
| 25 | 1,200 SHS UNITED TECHNOLOGIES CORP | $140,867 | 2014-12-23 |
| 26 | 1,766 SHS BRISTOL MYERS SQUIBB | $105,624 | 2014-12-29 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE DAN AND SHERYL TISHMAN FAMILY FOUNDATION HEREBY ELECTS TO TREAT THE CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 65 SHS APPLE INC. | $11,709 | $50,223 |
| 681 SHARES AIR PRODUCTS & CHEM | $47,137 | $98,221 |
| 6,000 SHARES ALCOA INC | $144,130 | $94,740 |
| 4,568 SHARES AMERICAN AXLE & MFG | $54,390 | $103,191 |
| 1,089 SHARES AMERICAN EXPRESS CO | $43,559 | $101,320 |
| 917 SHARES APPLE INC | $23,599 | $101,218 |
| 818 SHARES BOEING CO | $81,673 | $106,324 |
| 364 SHARES BOSTON BEER COMPANY | $39,275 | $105,393 |
| 3,891 SHARES CISCO SYS INC COM | $64,493 | $108,228 |
| 2,492 SHARES COLUMBIA SPORTSWEAR | $75,620 | $110,994 |
| 1,543 SHARES DOVER CORP | $64,714 | $110,664 |
| 1,572 SHARES DU PONT E I DENEMOURS & CO | $67,217 | $116,234 |
| 1,113 SHARES ECOLAB INC | $56,807 | $116,331 |
| 860 SHARES GENERAL DYNAMICS CRP | $76,249 | $118,353 |
| 1,330 SHARES GILEAD SCIENCES | $23,353 | $125,366 |
| 3,063 SHARES HARTFORD FINL SVCS | $57,819 | $127,696 |
| 1,251 SHARES HERSHEY CO | $58,503 | $130,016 |
| 3,629 SHARES INTEL CORP | $70,868 | $131,696 |
| 1,349 SHARES INTL FLAVORS & FRAGRANCES INC | $56,615 | $136,735 |
| 2,940 SHARES JOHNSON CTLS INC | $96,234 | $142,120 |
| 1,512 SHARES LEAR CORP NEW COM | $66,180 | $148,297 |
| 769 SHARES LOCKHEED MARTIN CORP | $58,144 | $148,086 |
| 3,249 SHARES MICROSOFT CORP | $69,672 | $150,916 |
| 1,500 SHARES PRUDENTIAL FINL INC | $110,119 | $135,690 |
| 600 SHARES 3M COMPANY | $36,380 | $98,592 |
| 1,200 SHARES UNITED TECHNOLOGIES CORP | $88,775 | $138,000 |
| 1,766 SHARES BRISTOL MYERS SCUIBB | $46,860 | $104,247 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $1,378 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,378 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON STOCK CONTRIBUTION | Desc |
| Amt | $1,475,855 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH ANNUAL FEE | $150 | $150 | $0 | $0 |
| NEW YORK STATE DEPARTMENT OF LAW | $100 | $0 | $0 | $100 |
| MERRILL LYNCH TRANSACTION FEE | $90 | $90 | $0 | $0 |
| ACCOUNTING FEES - DELOITTE | $5,000 | $0 | $0 | $5,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R TISHMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES 2013 | $12,000 | $0 | $0 | $0 |
| FEDERAL TAXES 2014 | $4,000 | $0 | $0 | $0 |
Comments