EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-02-28
IRS object ID
201410599349100011
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-02-28T16:08:08-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131833422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASH & PARSONT LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1122 EAST 42ND STREET SUITE 1507AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code101681599ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133980754EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMILY L AND ROBERT E SMITH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlEMILBusinessNameControlTxt
Phone2129408850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 EAST 70TH STREET NO 6CAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10021ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E SMITHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2129408850PhoneNum
Signature2014-01-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL ASHPreparerPersonNm
PTINP00110546PTIN
Phone2129531250PhoneNum
Preparation2014-01-29PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$165,165FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,628DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,628DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,910NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,333GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,910CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,538TotalRevAndExpnssAmt
Total Net Invst Incm$12,538TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$168TaxesRevAndExpnssAmt
Taxes Net Invst Incm$168TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,023OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,838OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$185OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,191TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,006TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$185TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,241TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,006TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,235TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,703ExcessRevenueOverExpensesAmt
Net Investment Income$10,532NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,725SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,525SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,525SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$103,985CorporateStockBOYAmt
Corporate Stock EOY$80,482CorporateStockEOYAmt
Corporate Stock EOYFMV$150,640CorporateStockEOYFMVAmt
Total Assets BOY$125,710TotalAssetsBOYAmt
Total Assets EOY$95,007TotalAssetsEOYAmt
Total Assets EOYFMV$165,165TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$125,710UnrestrictedBOYAmt
Unrestricted EOY$95,007UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$125,710TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$95,007TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$125,710TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$95,007TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$125,710TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,703ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$95,007SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$95,007TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
440 NORTHWESTERNP2008-07-302013-02-08$16,540$11,440$5,100$5,100
300 STAPLESP2012-04-122013-06-24$4,581$4,742-$161-$161
250 MICROSOFTP2012-09-062013-08-26$8,545$7,667$878$878
150 ADOBE SYSTEMSP2011-01-112013-08-27$6,785$4,947$1,838$1,838
50 PROCTER & GAMBLEP2009-08-072013-08-27$3,882$2,627$1,255$1,255
FieldValueIRS element (for citing)
Capital Gain Net Income$8,910CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,481AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$180,371NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.146814DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,860AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$198,001NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.115454DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,856AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$203,077NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.127321DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,118AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$212,168NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.226792DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,633AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$288,047NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.102876DistributionYr5Rt
Total Distribution0.719257TotalDistributionRt
Average Distribution0.143851AverageDistributionRt
Net Vl Noncharitable Assets$170,791NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,568AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$105NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,673AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,235QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$105InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$105SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$105TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$171EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$171TotalPaymentsAndCreditsAmt
Overpayment$66OverpaymentAmt
Applied To ES Tax$66AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT E SMITHIndividualWithBooksNm
Phone2129408850PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line133 EAST 70TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10021ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EMILY L SMITH
33 EAST 70TH STREETNEW YORKNY10021DIRECTOR/PRESIDENT0.00$0$0$0
ROBERT E SMITH
33 EAST 70TH STREETNEW YORKNY10021DIRECTOR/SECRETARY/TREAS.0.00$0$0$0
AMY LYNN SMITH
838 WEST END AVENUE 10DNEW YORKNY10025DIRECTOR/VICE-PRESIDENT0.00$0$0$0
KAREN GAIL SMITH
373 MAECK FARM ROADSHELBURNEVT05482DIRECTOR/VICE-PRESIDENT0.00$0$0$0
VICTORIA ANN SMITH
154 LOCUST TERRACEBURLINGTONVT05401DIRECTOR/VICE-PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$148,003AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,389AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$173,392TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$173,392AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,601CashDeemedCharitableAmt
Net Vl Noncharitable Assets$170,791NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,540MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,540MinimumInvestmentReturnAmt
Tax Based On Investment Income$105TaxBasedOnInvestmentIncomeAmt
Total Tax$105TotalTaxAmt
Distributable Before Adj$8,435DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,435DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,435DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,235ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,235QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$105PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,130AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,435DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$29,910ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$48,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,875ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,860ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,505ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$153,300TotalExcessDistributionCyovAmt
Qualifying Distributions$41,235QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$41,235TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$8,435ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,435ExcessDistributionCyovAppCYAmt
Total Corpus$186,100TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$21,475ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$164,625ExcessDistriCyovToNextYrAmt
Excess From Year4$48,150ExcessFromYear4Amt
Excess From Year3$25,875ExcessFromYear3Amt
Excess From Year2$22,860ExcessFromYear2Amt
Excess From Year1$26,505ExcessFromYear1Amt
Excess From Current Year$41,235ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEMILY L SMITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARD STREETALEXANDRIAVA22311NONEPUBLIC CHARITYFOR OPERATIONS$100
COMMON CAUSE EDUCATIONAL FUND
1133 19TH STREET NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$2,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEEDUCATION INSTITUTEFOR OPERATIONS$2,000
FORTUNE SOCIETY
625 WEST 140 STREETNEW YORKNY10031NONEPUBLIC CHARITYFOR OPERATIONS$500
FORDHAM UNIVERSITY
140 WEST 62ND STREETNEW YORKNY10023NONEEDUCATIONAL INSTITUTFOR OPERATIONS$2,500
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEEDUCATION INSTITUTEFOR OPERATIONS$500
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028NONEPUBLIC CHARITYFOR OPERATIONS$750
MORRISTOWN BEARD SCHOOL
70 WHIPPANY ROADMORRISTOWNNJ07960NONEEDUCATION INSTITUTEFOR OPERATIONS$500
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYFOR OPERATIONS$3,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$450
RONALD MC DONALD HOUSE
405 EAST 73RD STREETNEW YORKNY10021NONEPUBLIC CHARITYFOR OPERATIONS$15,000
SMITH COLLEGE
84 GREEN STREETNORTHAMPTONMA01063NONEEDUCATION INSTITUTEFOR OPERATIONS$500
SPECIAL MUSIC SCHOOL
129 WEST 67TH STREETNEW YORKNY10023NONEPUBLIC CHARITYFOR OPERATIONS$550
EMMILY & ROBT SMITH FORDHAM UNIVERSITY SCHOLARSHIP FUND
140 WEST 62ND STREETNEW YORKNY10023NONEEDUCATIONAL INSTITUTEDUCATIONAL SCHOLARSHIPS$2,500
THE BROOKINGS INSTITUTE
1775 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPUBLIC CHARITYFOR OPERATIONS$10,000
WESTPORT PUBLIC LIBRARY
20 JESSUP ROADWESTPORTCT06880NONEPUBLIC CHARITYFOR OPERATIONS$75
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065NONEPUBLIC CHARITYFOR OPERATIONS$75
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPUBLIC CHARITYFOR OPERATIONS$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,628ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,910ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,538ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,538TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2008 AMOUNT $8,435ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
700 GENERAL ELECTRIC$22,630$19,621
80 IBM$6,946$15,006
500 NESTLE$11,188$36,712
440 NORTHWESTERN$0$0
300 ONEX$3,478$16,196
50 PROCTER & GAMBLE$0$0
150 TIME WARNER$5,278$10,458
37 TIME WARNER CABLE$1,866$5,013
234 VORNADO REALTY$7,707$20,777
200 DOUGLAS EMMITT$3,658$4,658
150 ADOBE SYSTEMS$0$0
100 ORACLE$2,616$3,826
400 RECKITT BENCKISER$4,152$6,351
150 ALLISON TRANSMISSION$3,043$4,142
250 MICROSOFT$0$0
300 STAPLES$0$0
200 SYMANTEC$4,729$4,716
50 TARGET$3,191$3,164

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$1,838$1,838$0
FILING FEES$185$0$185

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$168Amt
Net Investment Income$168NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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