C A L FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- C A L FOUNDATION INC (EIN 13-6083347)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-02-21
- IRS object ID
- 201400529349100510
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-02-21T15:45:44-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100161901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136083347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALF | BusinessNameControlTxt |
| Phone | 2126826640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SACKS PRESS LACHER 600 THIRD | AddressLine1 |
| Address Line2 | AVENU | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HACKETT | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 2126826640 | PhoneNum |
| Signature | 2014-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN L SACKS | PreparerPersonNm |
| PTIN | P00192737 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2014-02-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,407,029 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,198 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,198 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,322,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,893 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,091 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,394 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,394 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,858 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $580 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,832 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,832 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,719 | CashBOYAmt |
| Cash EOY | $15,522 | CashEOYAmt |
| Cash EOYFMV | $15,522 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,350,736 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,402,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,391,507 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,365,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,418,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,407,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $486,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $486,677 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,878,778 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,931,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,365,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,418,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,365,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,418,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,365,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,418,000 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,418,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (185 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SECURITIES LITIGATION SETTLEMENT | P | $202 | $202 | $202 | |||
| COACH INC -127 SHS | P | $6,511 | -$1,396 | -$1,396 | 2012-06-19 | 2013-01-23 | $7,907 |
| COACH INC -315 SHS | P | $16,149 | -$2,948 | -$2,948 | 2012-06-18 | 2013-01-23 | $19,097 |
| MEAD JOHNSON NUTRITION CO COM -65 SHS | P | $4,883 | -$145 | -$145 | 2012-07-11 | 2013-02-01 | $5,028 |
| MEAD JOHNSON NUTRITION CO COM -144 SHS | P | $10,800 | $139 | $139 | 2012-07-16 | 2013-02-04 | $10,661 |
| INTUITIVE SURGICAL INC -3 SHS | P | $1,707 | $175 | $175 | 2012-10-15 | 2013-02-15 | $1,532 |
| INTUITIVE SURGICAL INC -26 SHS | P | $14,805 | $1,529 | $1,529 | 2012-10-15 | 2013-02-15 | $13,276 |
| INTUITIVE SURGICAL INC -4 SHS | P | $2,305 | $263 | $263 | 2012-10-15 | 2013-02-19 | $2,042 |
| MEAD JOHNSON NUTRITION CO COM -93 SHS | P | $6,584 | -$301 | -$301 | 2012-07-16 | 2013-03-13 | $6,885 |
| MEAD JOHNSON NUTRITION CO COM -63 SHS | P | $4,505 | -$159 | -$159 | 2012-07-16 | 2013-03-14 | $4,664 |
| CHIPOTLE MEXICAN GRILL INC CL -59 SHS | P | $21,574 | $4,312 | $4,312 | 2012-10-15 | 2013-04-22 | $17,262 |
| CHIPOTLE MEXICAN GRILL INC CL -82 SHS | P | $29,590 | $5,599 | $5,599 | 2012-10-15 | 2013-04-23 | $23,991 |
| CHIPOTLE MEXICAN GRILL INC CL -80 SHS | P | $29,031 | $5,625 | $5,625 | 2012-10-15 | 2013-04-24 | $23,406 |
| APPLE INC -24 SHS | P | $10,028 | -$3,122 | -$3,122 | 2012-11-19 | 2013-04-26 | $13,150 |
| APPLE INC -43 SHS | P | $18,431 | -$5,129 | -$5,129 | 2012-11-19 | 2013-04-29 | $23,560 |
| APPLE INC -29 SHS | P | $12,680 | -$3,209 | -$3,209 | 2012-11-19 | 2013-04-30 | $15,889 |
| COGNIZANT TECHNOLOGY SOLUTIONS -127 SHS | P | $8,141 | $42 | $42 | 2013-04-30 | 2013-05-28 | $8,099 |
| COGNIZANT TECHNOLOGY SOLUTIONS -70 SHS | P | $4,448 | -$16 | -$16 | 2013-04-30 | 2013-06-13 | $4,464 |
| COGNIZANT TECHNOLOGY SOLUTIONS -172 SHS | P | $10,930 | $123 | $123 | 2013-04-29 | 2013-06-13 | $10,807 |
| COGNIZANT TECHNOLOGY SOLUTIONS -169 SHS | P | $10,644 | $25 | $25 | 2013-04-29 | 2013-06-14 | $10,619 |
| COGNIZANT TECHNOLOGY SOLUTIONS -24 SHS | P | $1,512 | $20 | $20 | 2013-04-26 | 2013-06-14 | $1,492 |
| COGNIZANT TECHNOLOGY SOLUTIONS -165 SHS | P | $10,510 | $249 | $249 | 2013-04-26 | 2013-06-17 | $10,261 |
| CHIPOTLE MEXICAN GRILL INC CL -17 SHS | P | $6,872 | $1,898 | $1,898 | 2012-10-15 | 2013-08-21 | $4,974 |
| CHIPOTLE MEXICAN GRILL INC CL -23 SHS | P | $9,339 | $2,610 | $2,610 | 2012-10-15 | 2013-08-22 | $6,729 |
| CHIPOTLE MEXICAN GRILL INC CL -26 SHS | P | $10,485 | $2,878 | $2,878 | 2012-10-15 | 2013-08-23 | $7,607 |
| CHIPOTLE MEXICAN GRILL INC CL -37 SHS | P | $14,949 | $4,124 | $4,124 | 2012-10-15 | 2013-08-26 | $10,825 |
| CHIPOTLE MEXICAN GRILL INC CL -10 SHS | P | $4,032 | $1,106 | $1,106 | 2012-10-15 | 2013-08-27 | $2,926 |
| MEAD JOHNSON NUTRITION CO COM -17 SHS | P | $1,295 | $145 | $145 | 2012-11-13 | 2013-09-16 | $1,150 |
| MEAD JOHNSON NUTRITION CO COM -246 SHS | P | $18,983 | $2,340 | $2,340 | 2012-11-13 | 2013-09-17 | $16,643 |
| MEAD JOHNSON NUTRITION CO COM -19 SHS | P | $1,466 | $191 | $191 | 2012-11-14 | 2013-09-17 | $1,275 |
| MEAD JOHNSON NUTRITION CO COM -111 SHS | P | $8,612 | $1,164 | $1,164 | 2012-11-14 | 2013-09-18 | $7,448 |
| MEAD JOHNSON NUTRITION CO COM -93 SHS | P | $7,228 | $988 | $988 | 2012-11-14 | 2013-09-19 | $6,240 |
| MEAD JOHNSON NUTRITION CO COM -87 SHS | P | $6,751 | $913 | $913 | 2012-11-14 | 2013-09-20 | $5,838 |
| YUM BRANDS INC -144 SHS | P | $9,491 | -$89 | -$89 | 2013-01-24 | 2013-10-10 | $9,580 |
| YUM BRANDS INC -43 SHS | P | $2,834 | $5 | $5 | 2013-01-23 | 2013-10-10 | $2,829 |
| YUM BRANDS INC -285 SHS | P | $19,003 | $250 | $250 | 2013-01-23 | 2013-10-11 | $18,753 |
| EQUINIX INC COM NEW -67 SHS | P | $10,870 | -$4,290 | -$4,290 | 2013-02-15 | 2013-11-05 | $15,160 |
| EQUINIX INC COM NEW -6 SHS | P | $972 | -$386 | -$386 | 2013-02-15 | 2013-11-06 | $1,358 |
| EQUINIX INC COM NEW -86 SHS | P | $13,938 | -$5,436 | -$5,436 | 2013-02-14 | 2013-11-06 | $19,374 |
| EQUINIX INC COM NEW -44 SHS | P | $7,131 | -$2,766 | -$2,766 | 2013-02-15 | 2013-11-06 | $9,897 |
| EQUINIX INC COM NEW -16 SHS | P | $2,590 | -$1,009 | -$1,009 | 2013-02-15 | 2013-11-07 | $3,599 |
| EQUINIX INC COM NEW -13 SHS | P | $2,104 | -$751 | -$751 | 2013-02-19 | 2013-11-07 | $2,855 |
| EQUINIX INC COM NEW -80 SHS | P | $12,485 | -$5,085 | -$5,085 | 2013-02-19 | 2013-11-08 | $17,570 |
| EQUINIX INC COM NEW -37 SHS | P | $5,774 | -$2,322 | -$2,322 | 2013-04-23 | 2013-11-08 | $8,096 |
| EQUINIX INC COM NEW -26 SHS | P | $4,065 | -$1,624 | -$1,624 | 2013-04-23 | 2013-11-08 | $5,689 |
| EQUINIX INC COM NEW -6 SHS | P | $938 | -$374 | -$374 | 2013-04-24 | 2013-11-08 | $1,312 |
| GILEAD SCIENCES INC -50 SHS | P | $3,548 | $499 | $499 | 2013-08-29 | 2013-11-20 | $3,049 |
| GILEAD SCIENCES INC -132 SHS | P | $9,368 | $1,358 | $1,358 | 2013-08-26 | 2013-11-20 | $8,010 |
| GILEAD SCIENCES INC -48 SHS | P | $3,407 | $543 | $543 | 2013-08-23 | 2013-11-20 | $2,864 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A -11 SHS | P | $856 | $230 | $230 | 2011-08-23 | 2013-01-22 | $626 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A -89 SHS | P | $6,929 | $1,963 | $1,963 | 2011-08-19 | 2013-01-22 | $4,966 |
| VISA INC COM CL A -116 SHS | P | $18,420 | $10,214 | $10,214 | 2010-05-18 | 2013-01-22 | $8,206 |
| VISA INC COM CL A -34 SHS | P | $5,399 | $2,994 | $2,994 | 2010-05-18 | 2013-01-22 | $2,405 |
| COACH INC -125 SHS | P | $6,408 | -$2,011 | -$2,011 | 2011-07-06 | 2013-01-23 | $8,419 |
| COACH INC -221 SHS | P | $11,330 | -$2,711 | -$2,711 | 2011-12-06 | 2013-01-23 | $14,041 |
| COACH INC -399 SHS | P | $20,455 | -$1,169 | -$1,169 | 2011-08-15 | 2013-01-23 | $21,624 |
| COACH INC -359 SHS | P | $18,405 | -$576 | -$576 | 2011-08-09 | 2013-01-23 | $18,981 |
| COACH INC -728 SHS | P | $37,322 | -$610 | -$610 | 2011-08-09 | 2013-01-23 | $37,932 |
| COACH INC -203 SHS | P | $10,368 | -$209 | -$209 | 2011-08-09 | 2013-01-24 | $10,577 |
| COACH INC -184 SHS | P | $9,383 | -$204 | -$204 | 2011-08-09 | 2013-01-24 | $9,587 |
| MEAD JOHNSON NUTRITION CO COM -16 SHS | P | $1,202 | $4 | $4 | 2011-12-07 | 2013-02-01 | $1,198 |
| MEAD JOHNSON NUTRITION CO COM -25 SHS | P | $1,878 | $8 | $8 | 2011-12-08 | 2013-02-01 | $1,870 |
| MEAD JOHNSON NUTRITION CO COM -69 SHS | P | $5,183 | $33 | $33 | 2011-11-30 | 2013-02-01 | $5,150 |
| MEAD JOHNSON NUTRITION CO COM -15 SHS | P | $1,127 | $13 | $13 | 2011-12-13 | 2013-02-01 | $1,114 |
| MEAD JOHNSON NUTRITION CO COM -6 SHS | P | $451 | $6 | $6 | 2011-12-08 | 2013-02-01 | $445 |
| MEAD JOHNSON NUTRITION CO COM -27 SHS | P | $2,028 | $27 | $27 | 2011-12-12 | 2013-02-01 | $2,001 |
| MEAD JOHNSON NUTRITION CO COM -3 SHS | P | $225 | $3 | $3 | 2011-12-12 | 2013-02-04 | $222 |
| MEAD JOHNSON NUTRITION CO COM -94 SHS | P | $7,050 | $132 | $132 | 2011-11-29 | 2013-02-04 | $6,918 |
| MEAD JOHNSON NUTRITION CO COM -36 SHS | P | $2,700 | $73 | $73 | 2011-12-14 | 2013-02-04 | $2,627 |
| PRAXAIR INC -31 SHS | P | $3,446 | $888 | $888 | 2010-03-30 | 2013-02-14 | $2,558 |
| PRAXAIR INC -75 SHS | P | $8,336 | $2,205 | $2,205 | 2010-03-29 | 2013-02-14 | $6,131 |
| PRAXAIR INC -38 SHS | P | $4,224 | $1,149 | $1,149 | 2009-09-21 | 2013-02-14 | $3,075 |
| CELGENE CORP -33 SHS | P | $3,261 | $1,408 | $1,408 | 2009-10-15 | 2013-02-15 | $1,853 |
| CELGENE CORP -71 SHS | P | $7,017 | $3,043 | $3,043 | 2009-10-20 | 2013-02-15 | $3,974 |
| PRAXAIR INC -115 SHS | P | $12,657 | $3,352 | $3,352 | 2009-09-21 | 2013-02-15 | $9,305 |
| PRAXAIR INC -46 SHS | P | $5,063 | $1,346 | $1,346 | 2009-09-18 | 2013-02-15 | $3,717 |
| CELGENE CORP -86 SHS | P | $8,523 | $3,709 | $3,709 | 2009-10-20 | 2013-02-19 | $4,814 |
| PRAXAIR INC -46 SHS | P | $5,085 | $1,368 | $1,368 | 2009-09-18 | 2013-02-19 | $3,717 |
| PRAXAIR INC -121 SHS | P | $13,376 | $3,614 | $3,614 | 2009-09-23 | 2013-02-19 | $9,762 |
| PRAXAIR INC -12 SHS | P | $1,328 | $360 | $360 | 2009-09-23 | 2013-02-20 | $968 |
| PRAXAIR INC -58 SHS | P | $6,421 | $1,755 | $1,755 | 2009-09-28 | 2013-02-20 | $4,666 |
| PRAXAIR INC -129 SHS | P | $14,281 | $3,953 | $3,953 | 2009-09-17 | 2013-02-20 | $10,328 |
| PRAXAIR INC -28 SHS | P | $3,082 | $840 | $840 | 2009-09-17 | 2013-02-21 | $2,242 |
| PRAXAIR INC -72 SHS | P | $7,924 | $2,187 | $2,187 | 2009-09-25 | 2013-02-21 | $5,737 |
| PRAXAIR INC -18 SHS | P | $1,993 | $559 | $559 | 2009-09-25 | 2013-02-22 | $1,434 |
| PRAXAIR INC -72 SHS | P | $7,970 | $2,243 | $2,243 | 2009-09-24 | 2013-02-22 | $5,727 |
| MEAD JOHNSON NUTRITION CO COM -36 SHS | P | $2,574 | -$41 | -$41 | 2011-12-15 | 2013-03-14 | $2,615 |
| MEAD JOHNSON NUTRITION CO COM -56 SHS | P | $4,005 | -$56 | -$56 | 2011-11-28 | 2013-03-14 | $4,061 |
| MEAD JOHNSON NUTRITION CO COM -94 SHS | P | $6,722 | $408 | $408 | 2011-12-22 | 2013-03-14 | $6,314 |
| QUALCOMM INC -239 SHS | P | $15,437 | $6,384 | $6,384 | 2005-01-21 | 2013-03-18 | $9,053 |
| T. ROWE PRICE GROUP INC -98 SHS | P | $7,329 | $1,029 | $1,029 | 2011-04-27 | 2013-03-18 | $6,300 |
| QUALCOMM INC -119 SHS | P | $7,696 | $3,188 | $3,188 | 2005-01-21 | 2013-03-19 | $4,508 |
| T. ROWE PRICE GROUP INC -30 SHS | P | $2,229 | $300 | $300 | 2011-04-27 | 2013-03-19 | $1,929 |
| T. ROWE PRICE GROUP INC -41 SHS | P | $3,046 | $837 | $837 | 2011-08-31 | 2013-03-19 | $2,209 |
| T. ROWE PRICE GROUP INC -25 SHS | P | $1,858 | $538 | $538 | 2011-08-30 | 2013-03-19 | $1,320 |
| CELGENE CORP -28 SHS | P | $3,508 | $1,941 | $1,941 | 2009-10-20 | 2013-05-28 | $1,567 |
| CELGENE CORP -109 SHS | P | $13,655 | $7,739 | $7,739 | 2008-01-29 | 2013-05-28 | $5,916 |
| GOOGLE INC CL A -10 SHS | P | $8,875 | $3,100 | $3,100 | 2012-01-30 | 2013-05-28 | $5,775 |
| T. ROWE PRICE GROUP -58 SHS | P | $4,531 | $1,468 | $1,468 | 2011-08-30 | 2013-05-28 | $3,063 |
| T. ROWE PRICE GROUP -48 SHS | P | $3,750 | $1,219 | $1,219 | 2011-08-29 | 2013-05-28 | $2,531 |
| VISA INC COM CL A -50 SHS | P | $9,042 | $5,505 | $5,505 | 2010-05-18 | 2013-05-28 | $3,537 |
| QUALCOMM INC -286 SHS | P | $17,690 | $6,856 | $6,856 | 2005-01-21 | 2013-06-07 | $10,834 |
| GOGGLE INC CL A -10 SHS | P | $8,881 | $3,106 | $3,106 | 2012-01-30 | 2013-06-10 | $5,775 |
| COGNIZANT TECHNOLOGY -363 SHS | P | $23,122 | $1,441 | $1,441 | 2012-05-08 | 2013-06-17 | $21,681 |
| COGNIZANT TECHNOLOGY -237 SHS | P | $15,166 | $1,011 | $1,011 | 2012-05-08 | 2013-06-18 | $14,155 |
| COGNIZANT TECHNOLOGY -100 SHS | P | $6,399 | $819 | $819 | 2011-08-19 | 2013-06-18 | $5,580 |
| COGNIZANT TECHNOLOGY -244 SHS | P | $15,614 | $9,321 | $9,321 | 2006-01-30 | 2013-06-18 | $6,293 |
| COGNIZANT TECHNOLOGY -326 SHS | P | $20,896 | $12,488 | $12,488 | 2006-01-30 | 2013-06-19 | $8,408 |
| ILLUMINA INC COM -25 SHS | P | $1,906 | $149 | $149 | 2011-01-18 | 2013-07-01 | $1,757 |
| ILLUMINA INC COM -15 SHS | P | $1,144 | $99 | $99 | 2011-01-24 | 2013-07-01 | $1,045 |
| ILLUMINA INC COM -22 SHS | P | $1,678 | $156 | $156 | 2011-01-25 | 2013-07-01 | $1,522 |
| ILLUMINA INC COM -77 SHS | P | $5,690 | $364 | $364 | 2011-01-25 | 2013-07-02 | $5,326 |
| ILLUMINA INC COM -25 SHS | P | $1,850 | $121 | $121 | 2011-01-25 | 2013-07-03 | $1,729 |
| ILLUMINA INC COM -15 SHS | P | $1,110 | $74 | $74 | 2011-01-21 | 2013-07-03 | $1,036 |
| ILLUMINA INC COM -95 SHS | P | $7,082 | $521 | $521 | 2011-01-21 | 2013-07-05 | $6,561 |
| ILLUMINA INC COM -16 SHS | P | $1,193 | $92 | $92 | 2011-01-20 | 2013-07-05 | $1,101 |
| ILLUMINA INC COM -19 SHS | P | $1,413 | $106 | $106 | 2011-01-20 | 2013-07-08 | $1,307 |
| ILLUMINA INC COM -55 SHS | P | $4,090 | $353 | $353 | 2011-01-13 | 2013-07-08 | $3,737 |
| ILLUMINA INC COM -17 SHS | P | $1,264 | $130 | $130 | 2011-01-12 | 2013-07-08 | $1,134 |
| ILLUMINA INC COM -70 SHS | P | $5,186 | $518 | $518 | 2011-01-12 | 2013-07-09 | $4,668 |
| ILLUMINA INC COM -49 SHS | P | $3,642 | $729 | $729 | 2011-07-28 | 2013-07-10 | $2,913 |
| ILLUMINA INC COM -101 SHS | P | $7,507 | $772 | $772 | 2011-01-12 | 2013-07-10 | $6,735 |
| ILLUMINA INC COM -40 SHS | P | $3,001 | $623 | $623 | 2011-07-28 | 2013-07-11 | $2,378 |
| CELGENE CORP -28 SHS | P | $4,109 | $2,589 | $2,589 | 2008-01-29 | 2013-08-02 | $1,520 |
| AMAZON COM INC -13 SHS | P | $3,709 | $1,244 | $1,244 | 2012-01-18 | 2013-08-21 | $2,465 |
| AMAZON COM INC -15 SHS | P | $4,279 | $1,476 | $1,476 | 2012-01-25 | 2013-08-21 | $2,803 |
| ILLUMINA INC COM -67 SHS | P | $5,252 | $1,269 | $1,269 | 2011-07-28 | 2013-08-21 | $3,983 |
| AMAZON COM INC -12 SHS | P | $3,440 | $1,197 | $1,197 | 2012-01-25 | 2013-08-22 | $2,243 |
| ILLUMINA INC COM -74 SHS | P | $5,875 | $1,476 | $1,476 | 2011-07-28 | 2013-08-22 | $4,399 |
| AMAZON COM INC -20 SHS | P | $5,793 | $2,055 | $2,055 | 2012-01-25 | 2013-08-23 | $3,738 |
| ILLUMINA INC COM -66 SHS | P | $5,246 | $1,323 | $1,323 | 2011-07-28 | 2013-08-23 | $3,923 |
| AMAZON COM INC -6 SHS | P | $1,721 | $600 | $600 | 2012-01-25 | 2013-08-26 | $1,121 |
| AMAZON COM INC -50 SHS | P | $14,344 | $7,982 | $7,982 | 2010-08-04 | 2013-08-26 | $6,362 |
| ECOLAB INC COM -138 SHS | P | $12,809 | $4,459 | $4,459 | 2012-03-20 | 2013-08-26 | $8,350 |
| ECOLAB INC COM -9 SHS | P | $835 | $293 | $293 | 2012-03-19 | 2013-08-26 | $542 |
| ILLUMINA INC COM -99 SHS | P | $7,921 | $2,036 | $2,036 | 2011-07-28 | 2013-08-26 | $5,885 |
| QUALCOMM INC -83 SHS | P | $5,565 | $2,421 | $2,421 | 2005-01-21 | 2013-08-26 | $3,144 |
| QUALCOMM INC -8 SHS | P | $536 | $239 | $239 | 2005-02-14 | 2013-08-26 | $297 |
| T. ROWE PRICE GROUP -12 SHS | P | $866 | $233 | $233 | 2011-08-29 | 2013-08-26 | $633 |
| T. ROWE PRICE GROUP -80 SHS | P | $5,773 | $1,773 | $1,773 | 2010-08-09 | 2013-08-26 | $4,000 |
| AMAZON COM INC -50 SHS | P | $14,035 | $7,673 | $7,673 | 2010-08-04 | 2013-08-27 | $6,362 |
| ILLUMINA INC COM -7 SHS | P | $546 | $130 | $130 | 2011-07-28 | 2013-08-27 | $416 |
| QUALCOMM INC -48 SHS | P | $3,177 | $1,397 | $1,397 | 2005-02-14 | 2013-08-27 | $1,780 |
| ECOLAB INC COM -23 SHS | P | $2,093 | $707 | $707 | 2012-03-19 | 2013-08-28 | $1,386 |
| ILLUMINA INC COM -13 SHS | P | $1,007 | $234 | $234 | 2011-07-28 | 2013-08-28 | $773 |
| QUALCOMM INC -200 SHS | P | $13,315 | $5,898 | $5,898 | 2005-02-14 | 2013-08-28 | $7,417 |
| T. ROWE PRICE GROUP INC -27 SHS | P | $1,907 | $558 | $558 | 2010-08-04 | 2013-08-28 | $1,349 |
| T. ROWE PRICE GROUP INC -53 SHS | P | $3,744 | $1,096 | $1,096 | 2010-08-04 | 2013-08-28 | $2,648 |
| T. ROWE PRICE GROUP INC -34 SHS | P | $2,402 | $702 | $702 | 2010-08-09 | 2013-08-28 | $1,700 |
| ECOLAB INC COM -81 SHS | P | $7,428 | $2,547 | $2,547 | 2012-03-19 | 2013-08-29 | $4,881 |
| ECOLAB INC COM -28 SHS | P | $2,568 | $885 | $885 | 2012-03-16 | 2013-08-29 | $1,683 |
| ILLUMINA INC COM -110 SHS | P | $8,590 | $2,051 | $2,051 | 2011-07-28 | 2013-08-29 | $6,539 |
| ILLUMINA INC COM -91 SHS | P | $7,106 | $2,356 | $2,356 | 2011-08-31 | 2013-08-29 | $4,750 |
| T. ROWE PRICE GROUP INC -22 SHS | P | $1,553 | $454 | $454 | 2010-08-04 | 2013-08-29 | $1,099 |
| ECOLAB INC COM -42 SHS | P | $3,850 | $1,325 | $1,325 | 2012-03-16 | 2013-08-30 | $2,525 |
| ECOLAB INC COM -45 SHS | P | $4,166 | $1,461 | $1,461 | 2012-03-16 | 2013-09-03 | $2,705 |
| ECOLAB INC COM -47 SHS | P | $4,382 | $1,556 | $1,556 | 2012-03-16 | 2013-09-04 | $2,826 |
| MEAD JOHNSON NUTRITION CO -102 SHS | P | $7,637 | $786 | $786 | 2011-12-22 | 2013-09-11 | $6,851 |
| MEAD JOHNSON NUTRITION CO -146 SHS | P | $10,915 | $1,109 | $1,109 | 2011-12-22 | 2013-09-12 | $9,806 |
| MEAD JOHNSON NUTRITION CO -137 SHS | P | $10,314 | $1,112 | $1,112 | 2011-12-22 | 2013-09-13 | $9,202 |
| MEAD JOHNSON NUTRITION CO -56 SHS | P | $4,267 | $506 | $506 | 2011-12-22 | 2013-09-16 | $3,761 |
| YUM BRANDS INC -12 SHS | P | $800 | $250 | $250 | 2010-09-16 | 2013-10-11 | $550 |
| YUM BRANDS INC -7 SHS | P | $467 | $169 | $169 | 2010-08-23 | 2013-10-11 | $298 |
| YUM BRANDS INC -204 SHS | P | $13,654 | $4,984 | $4,984 | 2010-08-23 | 2013-10-14 | $8,670 |
| YUM BRANDS INC -37 SHS | P | $2,477 | $906 | $906 | 2010-08-26 | 2013-10-14 | $1,571 |
| YUM BRANDS INC -99 SHS | P | $6,544 | $2,341 | $2,341 | 2010-08-26 | 2013-10-15 | $4,203 |
| YUM BRANDS INC -154 SHS | P | $10,179 | $3,655 | $3,655 | 2010-08-27 | 2013-10-15 | $6,524 |
| YUM BRANDS INC -87 SHS | P | $5,751 | $2,067 | $2,067 | 2010-08-25 | 2013-10-15 | $3,684 |
| YUM BRANDS INC -94 SHS | P | $6,213 | $2,242 | $2,242 | 2010-08-18 | 2013-10-15 | $3,971 |
| YUM BRANDS INC -115 SHS | P | $7,626 | $2,768 | $2,768 | 2010-08-18 | 2013-10-16 | $4,858 |
| YUM BRANDS INC -141 SHS | P | $9,351 | $3,403 | $3,403 | 2010-08-30 | 2013-10-16 | $5,948 |
| YUM BRANDS INC -105 SHS | P | $6,963 | $2,540 | $2,540 | 2010-08-20 | 2013-10-16 | $4,423 |
| YUM BRANDS INC -56 SHS | P | $3,750 | $1,391 | $1,391 | 2010-08-20 | 2013-10-17 | $2,359 |
| YUM BRANDS INC -153 SHS | P | $10,246 | $3,816 | $3,816 | 2010-08-17 | 2013-10-17 | $6,430 |
| YUM BRANDS INC -212 SHS | P | $14,197 | $5,337 | $5,337 | 2010-08-19 | 2013-10-17 | $8,860 |
| YUM BRANDS INC -13 SHS | P | $871 | $328 | $328 | 2010-08-19 | 2013-10-18 | $543 |
| YUM BRANDS INC -90 SHS | P | $6,031 | $2,338 | $2,338 | 2010-08-12 | 2013-10-18 | $3,693 |
| YUM BRANDS INC -113 SHS | P | $7,572 | $2,941 | $2,941 | 2010-08-13 | 2013-10-18 | $4,631 |
| YUM BRANDS INC -58 SHS | P | $3,887 | $1,516 | $1,516 | 2010-08-16 | 2013-10-18 | $2,371 |
| YUM BRANDS INC -50 SHS | P | $3,328 | $1,284 | $1,284 | 2010-08-16 | 2013-10-21 | $2,044 |
| QUALCOMM INC -144 SHS | P | $9,944 | $4,604 | $4,604 | 2005-02-14 | 2013-10-30 | $5,340 |
| QUALCOMM INC -60 SHS | P | $4,149 | $1,924 | $1,924 | 2005-02-14 | 2013-10-31 | $2,225 |
| OUALCOMM INC -38 SHS | P | $2,628 | $1,224 | $1,224 | 2006-09-18 | 2013-10-31 | $1,404 |
| QUALCOMM INC -92 SHS | P | $6,393 | $2,993 | $2,993 | 2006-09-18 | 2013-11-01 | $3,400 |
| CELGENE CORP -72 SHS | P | $11,217 | $7,309 | $7,309 | 2008-01-29 | 2013-11-20 | $3,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,893 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $165,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,116,165 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052950 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,940,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,864,510 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,489,471 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051015 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $166,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,426,056 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068424 | DistributionYr5Rt |
| Total Distribution | 0.267957 | TotalDistributionRt |
| Average Distribution | 0.053591 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,824,606 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $204,964 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,443 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $207,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,885 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,885 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,885 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,685 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SACKS PRESS LACHER PC | IndividualWithBooksNm |
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LINDA HACKETT | |||||||||
| C/O SACKS PRESS LACHER 600 THIRD | AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MONTAGUE H HACKETT JR | |||||||||
| C/O SACKS PRESS LACHER 600 THIRD | AVENUE | NEW YORK | NY | 10016 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MELINDA HACKETT | |||||||||
| C/O SACKS PRESS LACHER 600 THIRD | AVENUE | NEW YORK | NY | 10016 | VICE-PRES. | 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 |
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 | $3,867,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,882,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,882,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,824,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,885 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,885 | TotalTaxAmt |
| Distributable Before Adj | $186,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,345 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,697 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,691 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,513 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,907 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,155 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,062 | 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 | $44,697 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,365 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,691 | ExcessFromYear4Amt |
| Excess From Year2 | $1,513 | ExcessFromYear2Amt |
| Excess From Year1 | $12,006 | ExcessFromYear1Amt |
| Excess From Current Year | $4,155 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA HACKETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 564 PRESERVATION FOUNDATION | |||||||
| 564 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 |
| ANIMAL RESCUE FUND | |||||||
| 1963 HOLLY BUSH ROAD | PELAHATCHIE | MS | 39145 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ASSOCIATION OF COMMUNITY EMPLOYMENT | |||||||
| 598 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| BIDE A WEE ASSOCIATION | |||||||
| 410 EAST 38TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CHILDRENS AID SOCIETY | |||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| CITY & COUNTRY SCHOOL | |||||||
| 146 WEST 13TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CITY HARVEST | |||||||
| 575 8TH AVENUE 4TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| FOXCROFT SCHOOL | |||||||
| 22407 FOXHOUND LANE | MIDDLEBERG | VA | 20117 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| GAY MENS HEALTH CRISIS | |||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| GOD'S LOVE WE DELIVER | |||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| GROUP FOR SOUTH FORK | |||||||
| PO BOX 569 | BRIDGEHAMPTON | NY | 11932 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HALCYON FOUNDATION | |||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| HORTICULTURAL SOCIETY- NEW YORK | |||||||
| 148 WEST 37TH STREET 13TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HUMAN RESOURCES OF THE HAMPTONS | |||||||
| 100 HILL STREET | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 |
| INT'L CENTER FOR PHOTOGRAPHY | |||||||
| 1114 6TH AVENUE AT 43RD STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| INT'L PRIMATE PROTECTION LEAGUE | |||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| INTERFAITH CENTER OF NEW YORK | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| JOHN PB EDDY SCHOLARSHIP FUND | |||||||
| 12 BRADLEE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LCRF | |||||||
| 845 3RD AVENUE 6TH FL | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LREI | |||||||
| 272 SIXTH AVENUE | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER | |||||||
| 301 EAST 61ST STREET 2 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| BRONX RIVER PRWY AT FORDHAM ROAD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 WEST 31ST STREET 10 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| NEW YORK TIME NEEDIEST | |||||||
| 4 CHASE METROTECH CENTER 7TH FL | BROOKLYN | NY | 11245 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| PARRISH ART MUSEUM | |||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 |
| PET PARTNERS | |||||||
| 10 MOUNTAIN LEDGE | WILTON | CT | 12831 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| PINE MANOR COLLEGE | |||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| PLANNED PARENTHOOD OF NYC | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| PLANNED PARENTHOOD SUFFOLK | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| RSVP | |||||||
| 1201 NEW YORK AVENUE NW | WASHINGTON | DC | 20525 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| SALVATION ARMY | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| SOUTHAMPTON ANIMAL SHELTER | |||||||
| 102 OLD RIVERHEAD ROAD WEST | SOUTHAMPTON | NY | 11946 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| SOUTHAMPTON HOSPITAL | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| SOUTHHAMPTON FRESH AIR FUND | |||||||
| 38 MAIN STREET | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| ST ANDREWS DUNE CHURCH | |||||||
| PO BOX 1245 | SOUTHAMPTON | NY | 11969 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| TWO MAUDS | |||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 |
| VERMONT STUDIO SCHOOL | |||||||
| PO BOX 613 | JOHNSON | VT | 05656 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| AMERICAN SOCIETY OF BOTANICAL ARTISTS | |||||||
| 225 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| FRIENDS OF THE HIGHLAND | |||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,198 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $273,091 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,091 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $3,000 | $3,000 | $0 |
| CUSTODY FEE | $2,394 | $2,394 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITITES | StockNm |
| EOY Book Value | $2,402,478 | EOYBookValueAmt |
| EOYFMV | $4,391,507 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $580 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $22,858 | Amt |
| Net Investment Income | $22,858 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $1,214 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments