QUARRY HILL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- QUARRY HILL FOUNDATION (EIN 13-4129864)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101830
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- 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 | 2014-05-13T12:59:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | 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 | 134129864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUARRY HILL FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O WITHUMSMITHBROWN PC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WITHUMSMITHBROWN PC | InCareOfNm |
| Business Name Control | QUAR | BusinessNameControlTxt |
| Phone | 2127519100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H MARSHALL SCHWARZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127519100 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL STALLONE CPA | PreparerPersonNm |
| Phone | 2127519100 | 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 | $1,202,853 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $615,454 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,553 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,923 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,923 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $133,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,515 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,147 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,147 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $128 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $114,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,294 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $441,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $544,689 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $784,715 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $387,340 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $392,001 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $392,842 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $848 | OtherAssetsBOYAmt |
| Other Assets EOY | $2 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $944,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,202,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $944,648 | CapitalStockBOYAmt |
| Capital Stock EOY | $961,986 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $944,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $944,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $944,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,338 | ExcessRevenueOverExpensesAmt |
| Subtotal | $961,986 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $961,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CLASS ACTION SETTLEMENTS | $322 | $322 | $322 | |||
| 200 SHS ENBRIDGE ENERGY PARTNERS LP | $6,048 | $4,826 | $4,826 | 2001-06-01 | 2013-10-17 | $1,222 |
| 1,000 SHS ENBRIDGE ENERGY PARTNERS LP | $30,239 | $26,593 | $26,593 | 2001-12-27 | 2013-10-17 | $3,646 |
| US TRUST - SEE ATTACHED | $578,845 | $67,812 | $67,812 | $511,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,553 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,144,722 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020311 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,089,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021337 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $284,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,031,860 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.275473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $273,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,060,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.258232 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,979,203 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,925,787 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.027737 | DistributionYr5Rt |
| Total Distribution | 1.60309 | TotalDistributionRt |
| Average Distribution | 0.320618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,155,832 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $370,581 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,202 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $371,783 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,825 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,405 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,405 | SubtotalAmt |
| Tax Based On Investment Income | $2,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $875 | OverpaymentAmt |
| Applied To ES Tax | $875 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127519100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 BROADWAY 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| H MARSHALL SCHWARZ | ||||||||
| C/O WITHUMSMITHBROWN PC | NEW YORK | NY | 10018 | TRUSTEE | 10.0 | $0 | $0 | $0 |
| RAE PAIGE SCHWARZ | ||||||||
| C/O WITHUMSMITHBROWN PC | NEW YORK | NY | 10018 | TRUSTEE | 10.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,130,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $425 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,173,433 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,173,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,155,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,405 | TotalTaxAmt |
| Distributable Before Adj | $55,387 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,387 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $97,825 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $97,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,890,438 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $220,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $234,531 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,345,384 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $55,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,438 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,387,822 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,890,438 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $497,384 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $220,415 | ExcessFromYear4Amt |
| Excess From Year3 | $234,531 | ExcessFromYear3Amt |
| Excess From Current Year | $42,438 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H MARSHALL SCHWARZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| THE CHURCHILL SCHOOL AND CENTER | |||||||
| 301 E 29TH STREET | NEW YORK | NY | 10016 | N/A | UNRESTRICTED | $5,000 | |
| PRESIDENT AND FELLOWS OF HARVARD | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | N/A | UNRESTRICTED | $5,000 | PUBLIC |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | N/A | UNRESTRICTED | $50,000 | PUBLIC |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | N/A | UNRESTRICTED | $25,000 | |
| TRI ARTS | |||||||
| 49 AMENIA ROAD | SHARON | CT | 06069 | N/A | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,553 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $133,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,515 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,575 | Amt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE SCHEDULE ATTACHED | BondNm |
| EOY Book Value | $392,001 | EOYBookValueAmt |
| EOYFMV | $392,842 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $544,689 | EOYBookValueAmt |
| EOYFMV | $784,715 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $848 | BOYBookValueAmt |
| EOY Book Value | $2 | EOYBookValueAmt |
| EOYFMV | $2 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THROUGH ENBRIDGE ENERGY PARTNERS, L.P. | Desc |
| Revenue And Expenses Per Books | $13,923 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,923 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA, N.A.: TRUSTEE | CategoryTxt |
| Amt | $13,147 | Amt |
| Net Investment Income | $13,147 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $128 | $128 |
| FEDERAL EXCISE TAXES | $1,797 | |
| FEDERAL EXCISE TAXES | $3,280 |
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