NAIDA S WHARTON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NAIDA S WHARTON FOUNDATION (EIN 22-3692830)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201411289349101856
- 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
- Compensation Explanation
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T15:20:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESS SCHONIG ROSENTHAL & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BI-COUNTY BLVD SUITE 201 | AddressLine1 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | 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 | 223692830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAIDA S WHARTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAID | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PSR LLP 500 BI-COUNTY BLVD | AddressLine1 |
| Address Line2 | ROOM/SUITE 201 | AddressLine2 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAIDA S WHARTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ROSENTHAL CPA | PreparerPersonNm |
| PTIN | P00081296 | PTIN |
| Phone | 6317536300 | PhoneNum |
| Preparation | 2014-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,163,763 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,317 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,688 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $28,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$313,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $216,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,369 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,059,291 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,119,394 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,416,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,103,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,163,763 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,416,781 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,103,660 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,416,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,103,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,416,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,103,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,416,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$313,121 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,103,660 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,103,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 140.7092 SHRS SB MULTI STRATEGY FD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-01-31 | AcquiredDt |
| Sold | 2013-09-30 | SoldDt |
| Gross Sales Price | $150,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $140,709 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,291 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,291 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,291 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $416,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,968,859 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052222 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $338,254 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,967,981 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042452 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $187,826 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,869,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $300,744 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,414,029 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040564 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $166,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,652,749 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019254 | DistributionYr5Rt |
| Total Distribution | 0.178358 | TotalDistributionRt |
| Average Distribution | 0.035672 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,830,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $279,347 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $93 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $279,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $293,600 | 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 | $93 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $93 | SubtotalAmt |
| Tax Based On Investment Income | $93 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $907 | OverpaymentAmt |
| Applied To ES Tax | $907 | 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 |
| 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 |
| Individual With Books | PRESS SCHONIG ROSENTHAL CO | IndividualWithBooksNm |
| Phone | 6317536300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BI-COUNTY BLVD | AddressLine1 |
| Address Line2 | SUITE 201 | AddressLine2 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAIDA S WHARTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PRESS SCHONIG ROSENTHAL CO | AddressLine1 |
| Address Line2 | 500 BI-COUNTY BLVD | AddressLine2 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $7,747,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,950,249 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,950,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,830,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $391,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $391,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93 | TotalTaxAmt |
| Distributable Before Adj | $391,457 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $391,457 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $391,457 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $293,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $93 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $293,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $391,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $285,550 | UndistributedIncomePYAmt |
| Qualifying Distributions | $293,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $285,550 | AppliedToYear1Amt |
| Applied To Current Year | $8,050 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $383,407 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN BALLET THEATRE | |||||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,500 | ||
| BERGEN FAMILY CENTER | |||||||||
| 44 ARMORY STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| BERGEN PERFORMING ARTS CENTER | |||||||||
| 30 NORTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| BRONX PREPARATORY SCHOOL | |||||||||
| 3872 THIRD AVENUE | BRONX | NY | 10457 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $3,500 | ||
| CARING AT COLUMBIA | |||||||||
| 1051 RIVERSIDE DRIVE | NEW YORK | NY | 10032 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $7,500 | ||
| CARLETON COLLEGE | |||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $20,000 | ||
| CARLETON COLLEGE PARENTS FUND | |||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $10,000 | ||
| CENTER FOR FOOD ACTION | |||||||||
| 192A WEST DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $3,000 | ||
| COMMUNITY CHEST OF ENGLEWOOD | |||||||||
| 97 ENGLE STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $3,500 | ||
| DOCTORS WITHOUT BORDERS | |||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $5,000 | ||
| DWIGHT ENGLEWOOD SCHOOL | |||||||||
| 315 EAST PALISADE AVENUE | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,000 | ||
| ELISABETH MORROW SCHOOL | |||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $3,000 | ||
| EMS SUMMER STRING FESTIVAL | |||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $5,000 | ||
| FLAT ROCK BROOK NATURE ASSOCIATION | |||||||||
| 443 NORSTRAND AVENUE | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,500 | ||
| FRESH AIR FUND | |||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | ||
| FRIENDS OF LINCOLN CENTER | |||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,500 | ||
| FRIENDS OF THE ACADEMY LIBRARY | |||||||||
| 20 MAIN STREET | EXETER | NH | 03833 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $200 | ||
| HARVARD COLLEGE | |||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $10,200 | ||
| HARVARD COLLEGE PARENTS FUND | |||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| HASHOMER HATZAIR INC | |||||||||
| 114 WEST 26TH STREET | NEW YORK | NY | 10001 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,000 | SUITE 1001 | |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||||
| PO BOX 199 | INTERLOCHEN | MI | 496430199 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $200 | ||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $7,500 | ||
| JAZZ AT LINCOLN CENTER | |||||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 100237999 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,200 | ||
| KID'S KICKING CANCER | |||||||||
| 645 GRISWOLD ST | DETRIOT | MI | 48226 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $10,000 | SUITE 444 | |
| MARCH OF DIMES | |||||||||
| PO BOX 8972 | TOPEKA | KS | 666088972 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | ||
| MEMORIAL SLOAN KETTERING CANCER | |||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | CENTER | |
| METROPOLITAN MUSEUM OF ART | |||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $550 | ||
| NATHANIEL WHARTON FUND | |||||||||
| 1070 PARK AVENUE | NEW YORK | NY | 10128 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $80,000 | SUITE 1D | C/O RALPH N WHARTON MD |
| NEW YORK BOTANCICAL GARDEN | |||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 104585126 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,000 | ||
| PARTNERS FOR PROGRESSIVE ISRAEL | |||||||||
| 114 WEST 26TH STREET | NEW YORK | NY | 10001 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $5,000 | SUITE 1002 | |
| PHILLIPS EXETER ACADEMY | |||||||||
| 20 MAIN STREET | EXETER | NH | 03833 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $11,800 | ||
| PLANNED PARENTHOOD OF NJ | |||||||||
| 196 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $54,000 | ||
| PREP FOR PREP | |||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| PRESIDENT & FELLOWS OF HARVARD | |||||||||
| 124 MOUNT AUBURN STREER | CAMBRIDGE | MA | 02138 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $8,000 | COLLEGE | |
| PROPUBLICA | |||||||||
| ONE EXCHANGE PLAZA | NEW YORK | NY | 10006 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,000 | 23RD FLOOR | |
| SALON DE VIRTUOSI | |||||||||
| 160 EAST 88TH STREET | NEW YORK | NY | 10128 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $750 | APT 7F | |
| TEMPLE SINAI OF BERGEN COUNTY | |||||||||
| 1 ENGLE ST | TENAFLY | NJ | 07670 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $5,000 | ||
| THE HERTZBERG PALLIATIVE CARE | |||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 100296574 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $8,000 | BOX 1070 | INSTITUTE |
| THE JUDITH G WHARTON MUSIC CENTER | |||||||||
| 60 LOCUST AVENUE | BERKLEY HEIGHTS | NJ | 07922 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $750 | ||
| THIRTEENWNET | |||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 100197435 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,500 | THE PATRON NETWORK | |
| WNYC | |||||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,000 | ||
| WELLESLEY CENTERS FOR WOMEN | |||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $750 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,317 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAIDA S WHARTON | PersonNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SB MULTI-STRATEGY FUND LTD | AT COST | $4,591,291 | $5,073,312 |
| SB LONG/SHORT EQUITY FUND | AT COST | $2,468,000 | $3,046,082 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| DUES | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $28,688 | Amt |
Comments