NATIONAL GRID FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL GRID FOUNDATION (EIN 11-3466416)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349101655
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T15:14:30-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | 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 | 113466416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL GRID FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NATIONAL GRID FOUNDATION | InCareOfNm |
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5165456100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 EAST OLD COUNTRY ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HICKSVILLE | City |
| State | NY | State |
| ZIP Code | 11801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G KELLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165456100 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN M FULLER | PreparerPersonNm |
| PTIN | P00753803 | PTIN |
| Phone | 5165456100 | 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 | $35,281,901 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $476,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $849,867 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,112,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,593,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,712,360 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58,438 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,589,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,620,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $166,375 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $220,214 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,177 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $230,214 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $131,661 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,070 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $75,595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,562 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $593,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $396,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,213,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,213,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,807,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,609,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $782,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,568,856 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $435,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $354,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $354,026 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $34,575 | AcctRcvblAmt |
| Acct Rcvbl BOY | $45,122 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $34,575 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $34,575 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,641,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $487,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $487,717 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,093,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,392,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,392,427 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,409 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,156 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,156 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,230,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,281,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,281,901 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,172 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $32,187 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $176,704 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $287,022 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $183,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $319,209 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $31,047,035 | UnrestrictedBOYAmt |
| Unrestricted EOY | $34,962,692 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,047,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,962,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,230,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,281,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,047,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $782,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,133,048 | OtherIncreasesAmt |
| Subtotal | $34,962,692 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,962,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHMENT 17 | PropertyDesc |
| Gross Sales Price | $20,593,196 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,727,243 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,865,953 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,865,953 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,712,360 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,673,591 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,648,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054605 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,197,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,753,150 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,283,234 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,190,377 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053047 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $776,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,342,637 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,418,122 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,320,427 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05831 | DistributionYr5Rt |
| Total Distribution | 0.242613 | TotalDistributionRt |
| Average Distribution | 0.048523 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,193,829 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,610,664 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,689 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,646,353 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,609,789 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,377 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71,377 | SubtotalAmt |
| Tax Based On Investment Income | $71,377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,501 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $70,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $95,501 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,124 | OverpaymentAmt |
| Applied To ES Tax | $24,124 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | http://nationalgridfoundation.com/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL GRID FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5165456100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 EAST OLD COUNTRY ROAD | AddressLine1 |
| City | HICKSVILLE | City |
| State | NY | State |
| ZIP Code | 11801 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT C WILTSHIRE | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | VICE CHAIRMAN | 0.3 | $0 | $0 | $0 |
| ROBERT B CATELL | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | DIRECTOR | 0.3 | $0 | $0 | $0 |
| CARMEN FIELDS | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | DIRECTOR | 0.23 | $0 | $0 | $0 |
| BASIL A PATERSON | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | CHAIRMAN | 0.42 | $0 | $0 | $0 |
| DONALD H ELLIOTT | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | VICE CHAIRMAN | 0.38 | $0 | $0 | $0 |
| EILEEN R COHEN | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | TREASURER | 1.0 | $0 | $0 | $0 |
| REV GARY V SIMPSON | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | DIRECTOR | 0.23 | $0 | $0 | $0 |
| STEPHEN W MCCAFFREY | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | CHIEF COUNSEL | 3.3 | $0 | ||
| GEORGE MAYHEW | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | DIRECTOR | 0.23 | $0 | $0 | $0 |
| ROBERT G KELLER | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | PRESIDENT | 40.0 | $166,375 | $0 | $0 |
| JEAN T TESORIERO | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | SECRETARY & VICE PRESIDENT | 40.0 | $0 | $0 | $0 |
| Melanie W Littlejohn | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.23 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL TEMPORARY INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 FRANKLIN AVENUE SUITE 106 | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING SERVICE | ServiceTypeTxt |
| Compensation | $138,320 | CompensationAmt |
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 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,363,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $336,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,699,319 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,699,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,193,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,659,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,659,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,377 | TotalTaxAmt |
| Distributable Before Adj | $1,588,314 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,588,314 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,588,314 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,609,789 | 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 | $1,609,789 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,609,789 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,588,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $222,003 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $167,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $483,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,609,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,588,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,475 | RemainingDistriFromCorpusAmt |
| Total Corpus | $504,787 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $222,003 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $282,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $93,555 | ExcessFromYear3Amt |
| Excess From Year1 | $167,754 | ExcessFromYear1Amt |
| Excess From Current Year | $21,475 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert G Keller President | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Old Country Rd | AddressLine1 |
| City | Hicksville | City |
| State | NY | State |
| ZIP Code | 11801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5165456100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE ACCEPTED THROUGH THE ON-LINE APPLICATION SYSTEM VIA CYBERGRANTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION ACCEPTS APPLICATIONS THROUGH OCTOBER 31 OF EACH CALENDAR YEAR. HOWEVER IF NECESSARY, | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY GRANTS ARE AWARDED ON A COMPETITIVE BASIS FROM INSTITUTIONS EITHER LOCATED IN, OR PROVIDING SERVICES WITHIN THE NATIONAL GRID FOUNDATION GRANT MAKING AREA. FURTHER, THE NATIONAL GRID FOUNDATION TYPICALLY PROVIDES GRANTS TO SUPPORT ORGANIZATIONS THAT ENGAGE IN ENVIRONMENTAL AND EDUCATIONAL PROGRAMMING AS WELL AS EMERGENCY FUEL NEUTRAL HEATING FUNDS WITHIN ITS GRANT MAKING TERRITORY ACROSS THE NORTHEAST. ON OCCASION, THE BOARD OF DIRECTORS MAY CHOOSE TO SUPPORT ORGANIZATIONS AND EFFORTS THAT FALL OUTSIDE THESE PARAMETERS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 16 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 16 | AddressLine1 |
| City | Broad Channel | City |
| State | NY | State |
| ZIP Code | 11693 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | See Statement 16 | GrantOrContributionPurposeTxt |
| Amt | $1,213,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,213,200 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $476,703 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,112,951 | 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 | $2,589,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,589,654 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $487,717 | EOYBookValueAmt |
| EOYFMV | $487,717 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LIMITED PARTNERSHIPS | $1,890,386 | $1,890,386 |
| COMMINGLED FUNDS | $10,997,092 | $10,997,092 |
| FUND OF FUNDS | $3,232,630 | $3,232,630 |
| FIXED INCOME FUNDS | $3,377,137 | $3,377,137 |
| MUTUAL FUNDS | $14,895,182 | $14,895,182 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $16,409 | BOYBookValueAmt |
| EOY Book Value | $13,156 | EOYBookValueAmt |
| EOYFMV | $13,156 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GENERAL & ADMINISTRATIVE EXP | $75,595 | |
| OTHER EXP FROM PARTNERSHIPS | $0 | $3,562 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income from partnerships | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58,438 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED (LOSSES) GAINS | Description |
| Amount | $3,133,048 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYABLE TO NATIONAL GRID CORP | $86,371 | $85,028 |
| EXCISE TAX PAYABLE | $13,900 | $62,900 |
| DEFERRED EXCISE TAX PAYABLE | $76,433 | $139,094 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $69,000 | |
| DEFERRED EXCISE TAX | $62,661 | |
| FOREIGN TAXES PAID-PARTNERSHIP | $0 | $5,070 |
Comments