MAGNA CARTA FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MAGNA CARTA FOUNDATION (EIN 22-3875602)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-11
IRS object ID
201400429349100500
Schema version
2012v2.1
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)
Timestamp2014-02-11T08:06:06-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN271728945EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR DAVIES LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE STAMFORD LANDINGAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06902ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN223875602EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MAGNA CARTA FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMAGNNameControl
Phone2125919393Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PARK AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN HILL IIName
TitleVICE PRESIDENTTitle
Phone2125919393Phone
Date Signed2014-02-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
PTINP01325852PTIN
Phone2033232400Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1847464FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss41550ContriReceivedRevAndExpnss
Dividends Rev And Expnss60997DividendsRevAndExpnss
Dividends Net Invst Incm60997DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-8442NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses94105TotalRevenueAndExpenses
Total Net Investment Income60997TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1250AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1250AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss9742OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm9742OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss260TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps260TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss85OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps85OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss12587TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm10992TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1595TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss109404ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps109404ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss121991TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm10992TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps110999TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-27886ExcessOfRevenueOverExpenses
Net Investment Income50005NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY619013CashBOY
Cash EOY51932CashEOY
Cash EOYFMV51932CashEOYFMV
Savings And Temp Cash Invst EOY19015SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV19015SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY181580InvestmentsCorpStockBOY
Investments Corp Stock EOY0InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV0InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY1062512InvestmentsCorpBondsBOY
Investments Corp Bonds EOY1491310InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV1491310InvestmentsCorpBondsEOYFMV
Investments Other BOY0InvestmentsOtherBOY
Investments Other EOY285207InvestmentsOtherEOY
Investments Other EOYFMV285207InvestmentsOtherEOYFMV
Total Assets BOY1863105TotalAssetsBOY
Total Assets EOY1847464TotalAssetsEOY
Total Assets EOYFMV1847464TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1863105UnrestrictedBOY
Unrestricted EOY1847464UnrestrictedEOY
Total Net Assets BOY1863105TotalNetAssetsBOY
Total Net Assets EOY1847464TotalNetAssetsEOY
Total Liabilities Net Assets BOY1863105TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1847464TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1863105TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-27886ExcessOfRevenueOverExpenses
Other Increases12245OtherIncreases
Subtotal1847464Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1847464TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
ABFCP-1788-1788
WFMBSP-74-74
EQUITY RESIDENTIALP-6580-6580
FieldValueIRS element (for citing)
Capital Gain Net Income-8442CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year174450QualifyingDistributionsYear1
Noncharitable Assets Year11811816NoncharitableAssetsYear1
Distribution Ratio Year10.041091DistributionRatioYear1
Qualifying Distributions Year283525QualifyingDistributionsYear2
Noncharitable Assets Year21740217NoncharitableAssetsYear2
Distribution Ratio Year20.047997DistributionRatioYear2
Qualifying Distributions Year3113034QualifyingDistributionsYear3
Noncharitable Assets Year31639729NoncharitableAssetsYear3
Distribution Ratio Year30.068935DistributionRatioYear3
Qualifying Distributions Year490428QualifyingDistributionsYear4
Noncharitable Assets Year41634357NoncharitableAssetsYear4
Distribution Ratio Year40.055329DistributionRatioYear4
Qualifying Distributions Year592035QualifyingDistributionsYear5
Noncharitable Assets Year51720197NoncharitableAssetsYear5
Distribution Ratio Year50.053503DistributionRatioYear5
Total Distribution Ratio0.266855TotalDistributionRatio
Average Distribution Ratio0.053371AverageDistributionRatio
Net Noncharitable Assets1827456NetNoncharitableAssets
Adjusted Noncharitable Assets97533AdjustedNoncharitableAssets
One Percent Net Investment Income500OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One98033AdjNonchrtblAssetsAndOnePct
Qualifying Distributions110999QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax500InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal500Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income500TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment168EstTaxPaymentsAndOverpayment
Tax Paid With Extension858TaxPaidWithExtension
Total Credits And Payments1026TotalCreditsAndPayments
Penalty For Underpayment6PenaltyForUnderpayment
Overpayment520Overpayment
Amount Credited To Next Year520AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMAGNA CARTA FOUNDATIONBooksInCareOfPersonName
Books In Care Of Phone Number2125919500BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PARK AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ANDREW L FURGATCH
ONE PARK AVENUENEW YORKNY10016PRESIDENT2.00000
DAVID A LAWLESS
ONE PARK AVENUENEW YORKNY10016VICE PRESIDENT2.00000
JOHN T HILL II
ONE PARK AVENUENEW YORKNY10016SECRETARY & TREASURER2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1367701AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances487584AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1855285TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1855285AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable27829CashDeemedCharitable
Net Noncharitable Assets1827456NetNoncharitableAssets
Minimum Investment Return91373MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return91373MinimumInvestmentReturn
Tax Based On Investment Income500TaxBasedOnInvestmentIncome
Total Tax500TotalTax
Distributable Amount Before Adj90873DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded90873DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted90873DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions110999ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions110999QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm500OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions110499AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted90873DistributableAmountAsAdjusted
Undistributed Income Prior Year49165UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions110999QualifyingDistributions
Applied To Year149165AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year61834AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY29039UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (108 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1Province Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/Country
ADELPHI UNIVERSITY
ONE SOUTH AVENUE ROOM 207GARDEN CITYNY11530NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
AID FOR CANCER RESEARCH
ONE GOULD STREETNEEDHAMMA02494NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
ALZHEIMER'S ASSOCIATION NYC CHAPTER
360 LEXINGTON AVENUENEW YORKNY10017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
ALZHEIMER'S ASSOCIATION NYC CHAPTER
360 LEXINGTON AVENUENEW YORKNY10017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARD STREETALEXANDRIAVA22311NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
COMMUNITY PARTNERS-DETERMINED TO SUCCEED
PO BOX 5363SANTA MONICA CACA90409NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
AVON WALK FOR BREAST CANCER-NY
PO BOX 1073RYENY10580NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
NAMI WALKS
941 WESTWOOD BLVD SUITE 236LOS ANGELESCA90024NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$595
ASPCA
11434 BELLAGIO RDLOS ANGELESCA90049NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
THE RAPE FOUNDATIONSTUART HOUSE
1223 WILSHIRE BLVD NO 410SANTA MONICA CACA90403NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
AMERICAN RED CROSS
PO BOX 37295WASHINGTONDC20013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
AMERICAN RED CROSS
PO BOX 37295WASHINGTONDC20013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
ANDERSON HOUSE INC
PO BOX 134WHITEHOUSE STATIONNJ08889NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
ASIAN AMERICAN CIVIC ASSOCIATION
87 TYLER STREET 5TH FLRBOSTONMA02111NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
AUTISM SPEAKS
1060 STATE ROAD 2ND FLRPRINCETONNJ08540NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
BELMAR FIRST AID & RESERVE
414 9TH AVEBELMARNJ07719NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
B'NAI B'RITH INT'L
2020 K STREET NW 7TH FLRWASHINGTONDC20006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
CAIA INC
115 BOWERY 3FLRNEW YORKNY10002NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,500
CATHEDRAL PREPARATORY SEMINARY
56-25 92 STREETELMHURSTNY11373NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
CHINATOWN MANPOWER PROJECT
70 MULBERRY STREETNEW YORKNY10013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$10,000
CHINATOWN PARTNERSHIP-SANDY RELIEF FUND
60 ST JAMES PLACENEW YORKNY10038NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$10,000
CHINATOWN YMCA
273 BOWERY NYNY 10002NEW YORKNY10002NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,750
COMMUNITY MEDICAL CENTER FOUNDATION
99 HIGHWAY 37 WESTTOMS RIVERNJ08755NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
COOLEY'S ANEMIA FOUNDATION
330 7TH AVE SUITE 900NEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
COVENANT HOUSE
5 PENN PLAZA 2ND FLRNEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
COVENANT HOUSE
5 PENN PLAZA 2ND FLRNEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
CROHN'S & COLITIS FOUNDATION OF AMERICA
9 LAKE BELLEVUE DRIVE SUITE 203BELEVUEWA98005NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
CSH FOUNDATION
150 PROVIDENCE ROADMOUNTAINSIDENJ07092NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
DAYTOP VILLAGE FOUNDATION INC
104 WEST 40TH STREETNEW YORKNY10018NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,000
DEVELOPMENTAL DISABILITIES INSTITUTE FOUNDATION
99 HOLLYWOOD DRIVESMITHTOWNNY11787NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
FEED THE CHILDREN INC
333 N MERIDAN AVENUEOKLAHOMA CITYOK73107NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
FOUNDATION FOR STUDENT COMMUNICATION INC
48 UNIVERSITY PLACE RM 305PRINCETONNJ08540NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
FRED'S TEAM MSKCC
633 3RD AVENUE 28TH FLRNEW YORKNY10017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
GEORGETOWN UNIVERSITY
GIFT PROCESSING DEPT 0734WASHINGTONDC20073NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
GIRL SCOUTS HEART OF THE HUDSON
2 GREAT OAKLANEPLEASANTVILLENY10570NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,500
HUNTINGTON'S DISEASE SOCIETY OF AMERICA
505 8TH AVENUE SUITE 902NEW YORKNY10018NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
INNER CITY SCHOLARSHIP FUND
1011 1ST AVENUE SUITE 1400NEW YORKNY10022NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
JCC ROCKLAND
450 WEST NYACK ROADNEW YORKNY10994NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
JEWISH FEDERATION OF GREATER MIDDLESEX COUNTY
230 OLD BRIDGE TURNPIKESOUTHRIVERNJ08880NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
JUNIATA COLLEGE
1700 MOORE STREETHUNTINGTONPA16652NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,500
LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1401 NEW YORK AVENUE NW SUITE 400WASHINGTONDC20005NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
MADD
1511 E JOHN CARPENTER FRWY 700IRVINGTX75062NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
MARCH OF DIMES
975 EASTWIND DRIVE SUITE 150WESTERVILLEOH43081NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$275
MID VALLEY JEOPARDY
888 VENTURA BLVD STE ACAMARILLOCA03021NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
MOVEMBER INC
1518 ABBOT KINNY BLVDVENICECA90294NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$30
MSKCC-TEAM MUNCHKINS
633 3RD AVENUE 28TH FLRNEW YORKNY10017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
MSKCC
633 3RD AVENUE 28TH FLRNEW YORKNY10017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
MULTIPLE SCLEROSIS FOUNDATION
6520 N ANDREWS AVENUE FTLAUDERDALEFL33309NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
NAMI WESTSIDE LA
941 WESTWOOD BLVD SUITE 236LOS ANGELESCA90024NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$45
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVENUE 3FLOORNEW YORKNY10007NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVENUE 3FLOORNEW YORKNY10007NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVENUE 3FLOORNEW YORKNY10007NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$35
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVENUE 3FLOORNEW YORKNY10007NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
NEW YORK CITY CAT COALITION INC
PO BOX 243PORTCHESTERNY10573NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
NEW YORK CITY CAT COALITION INC
PO BOX 243PORTCHESTERNY10573NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
NEW YORK CITY CAT COALITION INC
PO BOX 243PORTCHESTERNY10573NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
NEW YORK CITY RESCUE MISSION
90 LAFAYETTE STREETNEW YORKNY10013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
NEW YORK CITY RESCUE MISSION
90 LAFAYETTE STREETNEW YORKNY10013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
PADRES FOUNDATION
PO BOX 122000SAN DIEGOCA92112NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
PHILABUNDANCE
3616 SOUTH GALLOWAY STREETPHILADELPHIAPA19148NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
PMC JIMMY FUND
79 DRAPER ROAD WAYLANDWAYLANDMA01778NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
PROJECT HOPE
PO BOX 250MILLWOODVA22646NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
SALVATION ARMY
4 GARY ROADUNIONNY07063NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
SALVATION ARMY
4 GARY ROADUNIONNY07063NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
SCARSDALE VOLUNTEER AMBULANCE
PO BOX 92SCARSDALENY10583NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
SEMINOLE BOOSTERS INC
PO BOX 1393TALLAHASSEFL32302NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$600
SERVITE HIGH SCHOOL
1952 WEST LA PALMA AVENUEANAHEIMCA92801NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,500
SPECIAL OLYMPICS INC
PO BOX 768SCHENECTADYNY12301NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
SPECTRUM INC
31 ELWOOD AVENUEBURLINGTONVT05401NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,000
ST BALDRICK'S FOUNDATION
1333 MAYFLOWER AVENUE 400MONORBIACA91016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
ST BALDRICK'S FOUNDATION
1333 MAYFLOWER AVENUE 400MONORBIACA91016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
ST FRANCIS MISSION FOUNDATION
350 S OAK STREET STFRANCISSD57572NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
ST JOSEPH'S INDIAN SCHOOL
1301 NORTH MAIN STREETCHAMBERLAINSD57326NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
ST JOSEPH'S INDIAN SCHOOL (09)
1301 NORTH MAIN STREETCHAMBERLAINSD57326NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
ST JUDE CHILDREN'S RESEARCH HOSPITAL FOUNDATION INC
501 ST JUDE PLACEMEMPHISTN38105NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
ST LABRE INDIAN SCHOOL
1000 TONGUE RIVER ROADASHLANDMT59003NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
ST THOMAS AQUINAS HIGH SCHOOL
11411 PFLUMM ROADOVERLAND PARKKS66215NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
SUSAN G KOMEN FOR THE CURE
5005 LBJ FREEWAYDALLASTX75244NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
THE ALS ASSOCCENTRAL & SOUTHERN OH CHAPTER
1170 OLD HENDERSON ROAD STE 221COLUMBUSOH43220NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
THE DOUGY CENTER
PO BOX 86852PORTLANDOR97286NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
THE GRIFFITH FOUNDATION FOR INSURANCE EDUCATION
623 HIGH STREETWORTHINGTONOH43085NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,000
THE LAW LIBRARY OF CONGRESS
101 INDEPENDENCE AVENUE SEWASHINGTONDC20540NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$5,000
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$955
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$175
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$35
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$425
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
THE LEUKEMIA & LYMPHOMA SOCIETY
61 BROADWAY SUITE 400 NY NY 10006NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
THE VALERIE FUND
2101 MELBOURNE AVENUEMAPLEWOODNJ07040NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$280
THE VALERIE FUND
2101 MELBOURNE AVENUEMAPLEWOODNJ07040NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$375
UJA FEDERATION OF NEW YORK
130 59TH STREET SUITE 922NEW YORKNY10022NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$5,000
UJA FEDERATION OF NEW YORK (LONG ISLAND)
6900 JERICHO TURNPIKE STE 302SYOSSETTNY11791NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,360
UNITED NEGRO COLLEGE FUND
8260 WILLOW OAKS CORPORATE DRIVEFAIRFAXVA22031NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
UNITED WAY OF WESTERN CT INC
39 MAIN STREETNEWTOWNCT06470NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
US HOLOCAUST MEMORIAL MUSEUM
100 ROAUL WALLENBERG PLACE SWWASHINGTONDC20024NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
WESTMARK SCHOOL
5461 LOUISE AVENUEENCINOCA91316NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$17,000
WESTMARK SCHOOL
5461 LOUISE AVENUEENCINOCA91316NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,515
YESHIVA TORAS CHAIM AT SOUTH SHORE
1170 WILLIAM STHEWLETTNY11557NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
YES SOLUTIONS INC
PO BOX 9001MT VERNONNY10552NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,000
ST MARY'S SCHOOL
380 MAPLE STREETSAULT STE MARIEMI49783NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$900
FRIENDS OF THE BRITISH LIBRARY
NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$92996 EUSTON ROADLONDONUK
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year109404TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$60,997ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$8,442ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$52,555ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA52555TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualPUBLIC SERVICE MUTUAL INSURANCE COMContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1ONE PARK AVENUE SOUTHAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions41550AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,500Amount
Net Investment Income1250NetInvestmentIncome
Disbursements Charitable Prps1250DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (13 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
ABFC BOND00
AT&T171563171563
CITIGROUP INC275395275395
FHLMC96649664
GEORGE WASHINGTON UNIVERSITY275255275255
WELLS FARGO7679376793
FOUR TIMES SQUARE (FTST)194846194846
CELGENE TECHNOLOGY9484294842
SINOCEANIC II AS9860198601
SYMANTEC TECHNOLOGY102506102506
ASSET BACK FDG CORP.11281128
HENDERSON NEVADE9713197131
SAN BRUNO CA PENSION OBLIGATION9358693586

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockEQUITY RESIDENTIAL - PFDNameOfStock
EOY Book Value0EOYBookValue
EOYFMV0EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or Item300 NORTH CAPITAL GLOBAL MACRO FUNDCategoryOrItem
Listed At Cost Or FMVFMVListedAtCostOrFMV
Book Value285207BookValue
EOYFMV285207EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books85RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps85DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTSDescription
Amount$12,245Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
CUSTODY FEES$5325320
INVESTMENT AND MGMT FEES$9,21092100

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategorySTATE FILING FEECategory
Amount$260Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps260DisbursementsCharitablePrps

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