WALLACE FOX FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE FOX FOUNDATION (EIN 27-1136617)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201401289349100110
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T08:59:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135549855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON DAWSON & CLARK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET 38th FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101653897 | 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 | 271136617 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wallace Fox Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 2125577700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Davidson Dawson 60 E 42nd St No | AddressLine1 |
| Address Line2 | 38 Fl | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10165 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gloria S Neuwirth | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9143290993 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gloria S Neuwirth | PreparerPersonNm |
| PTIN | P00458869 | PTIN |
| Phone | 2125577700 | PhoneNum |
| 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 | $3,587,682 | 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 |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,149,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $153,074 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $366 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,660 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $236,699 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,637 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,883 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $195 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,860 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,405 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,554 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,796 | CashBOYAmt |
| Cash EOY | $58,226 | CashEOYAmt |
| Cash EOYFMV | $58,226 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $727,747 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,214 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,092,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,152,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,594,928 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $600,129 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $162,598 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $163,830 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $415,598 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,649 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $687,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $709,835 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,100,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,122,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,587,682 | 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 | $3,100,727 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,122,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,100,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,122,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,100,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,122,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,100,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,554 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,122,281 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,122,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMorgan Acct ending 4-00-7--Covered | P | $841,321 | $820,698 | $20,623 | $20,623 |
| JPMorgan Acct ending 4-00-7--Non-covered | P | $274,248 | $253,417 | $20,831 | $20,831 |
| JPMorgan Acct ending 4-00-7--Covered | P | $204,931 | $181,665 | $23,266 | $23,266 |
| JPMorgan Acct ending 4-00-7--Non-Covered | P | $468,488 | $447,254 | $21,234 | $21,234 |
| JPMorgan Acct ending 4-00-7--Unknown basis | P | $360,358 | $293,535 | $66,823 | $66,823 |
| Capital Gains Dividends | P | $297 | $297 | $297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,074 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $169,034 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,259,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $150,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,454,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043417 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,897,002 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051778 | DistributionYr3Rt |
| Total Distribution | 0.147053 | TotalDistributionRt |
| Average Distribution | 0.049018 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,292,821 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,407 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $163,600 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $170,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $901 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $901 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,295 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gloria S Neuwirth | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125577700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Davidson Dawson 60 E 42nd St | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10165 | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Gail H Roman | ||||||||
| c/o Davidson Dawson 60 E 42nd St | New York | NY | 10165 | Trustee | 2.00 | $5,735 | $0 | $0 |
| Gloria S Neuwirth | ||||||||
| c/o Davidson Dawson 60 E 42nd St | New York | NY | 10165 | Trustee | 2.00 | $5,735 | $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 | $2,831,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $432,692 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,342,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,342,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,292,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,193 | TotalTaxAmt |
| Distributable Before Adj | $162,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $170,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,193 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,807 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $15,675 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $8,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,552 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,642 | 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 | $31,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $15,675 | ExcessFromYear3Amt |
| Excess From Year1 | $8,415 | ExcessFromYear1Amt |
| Excess From Current Year | $7,552 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Celiac Disease Center at Columbia University Medical Center | ||||||
| 180 Fort Washington Avenue Suite | 934 | New York | NY | 10032 | General support | $30,000 |
| Center for Transformative Action | ||||||
| 117 Anabel Taylor Hall Cornell | University | Ithaca | NY | 14853 | ERA Coalition Project | $10,000 |
| Donor Direct Action | ||||||
| 250 West 57th St Suite 1527 | New York | NY | 10017 | Synergie des Femmes-Congo, WCLAC, Hawea Humanitarian Assistance for Women & Children and general support | $40,000 | |
| Equality Now Inc | ||||||
| 250 West 57th St Suite 1527 | New York | NY | 10017 | Women's human rights organizations | $10,000 | |
| Friends of Bronx Preparatory Charter School | ||||||
| 3872 Third Avenue | Bronx | NY | 10457 | The Phillips Exeter Academy Summer Program and support for the work of the Bronx Prep Council in honor of David H. Roman | $12,500 | |
| Girls Educational and Mentoring Services | ||||||
| 201 West 148th Street | New York | NY | 10039 | End the commercial exploitation and trafficking of children | $10,000 | |
| Helen Keller International | ||||||
| 325 Park Ave South-12th Fl | New York | NY | 10010 | In honor of Mary Burton to celebrate World Sight Day | $500 | |
| The Boys and Girls Club of Greenwich | ||||||
| 4 Horseneck Lane | Greenwich | CT | 06830 | Family services | $500 | |
| The Bronx Opera Company | ||||||
| 5 Minerva Place 2J | Bronx | NY | 10468 | 2013-2014 season | $5,000 | |
| The New Rochelle Humane Society | ||||||
| 70 Portman Road | New Rochelle | NY | 10801 | General bequest | $1,000 | |
| The Optometric Center of New York (SUNY College of Optometry) | ||||||
| 33 West 42nd Street | New York | NY | 10036 | Bowery mission in Manhattan | $5,000 | |
| The Rye Arts Center | ||||||
| 51 Milton Road | Rye | NY | 10580 | General support | $30,500 | |
| Trustees of Columbia University | ||||||
| 180 Fort Washington Avenue Suite | 934 | New York | NY | 10032 | Fund-a-Need Program | $10,000 |
| Women for Afghan Women | ||||||
| 158-24 73rd Avenue | Fresh Meadows | NY | 113661024 | General support | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $21 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83,238 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $366 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $153,074 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $236,699 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,699 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Not applicable other than by providing funds for such purposes |
| 8 | Not applicable other than by providing funds for such purposes |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Davidson Dawson & Clark | CategoryTxt |
| Amt | $3,883 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $162,598 | EOYBookValueAmt |
| EOYFMV | $163,830 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $2,152,365 | EOYBookValueAmt |
| EOYFMV | $2,594,928 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $42,378 | BookValueAmt |
| EOYFMV | $41,649 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Davidson Dawson & Clark | CategoryTxt |
| Legal Fees | $8,637 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYLIAC (NY Life and Annuity Corporation) | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $687,500 | EOYBookValueAmt |
| EOYFMV | $709,835 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALM -Publication notice | $135 | $0 | $0 |
| JPMorgan - custody fee | $3,405 | $3,405 | $0 |
| New York State Dept of Law filing fee | $250 | $0 | $0 |
| Harvard Club luncheon | $70 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NY Life Insurance & Annuity | $3,294 | ||
| NY Life Insurance & Annuity tax refunds | $366 | $366 | $366 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wright Investors Service | CategoryTxt |
| Amt | $17,100 | Amt |
| Net Investment Income | $17,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign withholding taxes | CategoryTxt |
| Amt | $195 | Amt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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