RAYMOND DEBBANE FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND DEBBANE FAMILY FOUNDATION (EIN 13-4053653)
- Tax period
- 2012-03-01 to 2013-02-28
- Filed
- 2014-01-15
- IRS object ID
- 201420159349100607
- Schema version
- 2012v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-15T17:21:51-06:00 | Timestamp |
| Tax Period End Date | 2013-02-28 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134053653 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAYMOND DEBBANE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RAYMOND DEBBANE | InCareOfName |
| Name Control | RAYM | NameControl |
| Phone | 2123711717 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o the Invus Group LLC | AddressLine1 |
| Address Line2 | 750 Lexington Avenue Suite | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND DEBBANE | Name |
| Title | TRUSTEE | Title |
| Phone | 2123711717 | Phone |
| Date Signed | 2013-12-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6464712363 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 23980972 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 18078456 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 27499 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 27499 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 43902 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 43902 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 373048 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1462538 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 373048 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1929 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1929 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 18524834 | TotalRevenueAndExpenses |
| Total Net Investment Income | 446378 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 9850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4925 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4925 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 18923 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 18923 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 3225 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3225 | TaxesNetInvstIncm |
| Printing And Pub Rev And Expnss | 130 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 130 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 733 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 733 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 32861 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27806 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5055 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1504000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1504000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1536861 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27806 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1509055 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16987973 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 418572 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 224386 | CashBOY |
| Cash EOY | 75509 | CashEOY |
| Cash EOYFMV | 75509 | CashEOYFMV |
| Investments Govt Oblig BOY | 2018770 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 968615 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1162219 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1260931 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1260931 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1633499 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 3699408 | InvestmentsOtherBOY |
| Investments Other EOY | 13510286 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 21109745 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 7203495 | TotalAssetsBOY |
| Total Assets EOY | 15815341 | TotalAssetsEOY |
| Total Assets EOYFMV | 23980972 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 7203495 | CapitalStockBOY |
| Capital Stock EOY | 15815341 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 7203495 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15815341 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7203495 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15815341 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7203495 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16987973 | ExcessOfRevenueOverExpenses |
| Other Increases | 39334 | OtherIncreases |
| Subtotal | 24230802 | Subtotal |
| Other Decreases | 8415461 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15815341 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| US TREASURY NOTE 10 YR INFLATION INDEXED 1.375 | 2011-01-01 | 2012-12-31 | 1327898 | 1089490 | 238408 | 238408 |
| CALEDONIAN (CIM DIVIDEND INCOME FUND) | 2011-01-01 | 2012-12-31 | 134640 | 134640 | 134640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 373048 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1874731 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8308020 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.225653 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1402002 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8979751 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.156129 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 989240 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9665855 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.102344 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 837017 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13537280 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.061831 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 936560 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16379875 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057177 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.603134 | TotalDistributionRatio |
| Average Distribution Ratio | 0.120627 | AverageDistributionRatio |
| Net Noncharitable Assets | 11542517 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1392339 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4186 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1396525 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1509055 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4186 | InvestmentIncomeExciseTax |
| Subtotal | 4186 | Subtotal |
| Tax Based On Investment Income | 4186 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7048 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 17048 | TotalCreditsAndPayments |
| Overpayment | 12862 | Overpayment |
| Amount Credited To Next Year | 12862 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND DEBBANE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2123711717 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE INVUS GROUP LLC 750 LEX AV | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RAYMOND DEBBANE | ||||||||
| c/o the Invus Group LLC | New York | NY | 10022 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| SACHA LAINOVIC | ||||||||
| c/o the Invus Group LLC | New York | NY | 10022 | TREASURER | 1.0 | 0 | 0 | 0 |
| JESSICA PACKER | ||||||||
| c/o the Invus Group LLC | New York | NY | 10022 | SECRETARY | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS (PUBLIC CHARITIES). | Description1 |
| Expenses1 | 0 | Expenses1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8381964 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 158417 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3177910 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11718291 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11718291 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 175774 | CashDeemedCharitable |
| Net Noncharitable Assets | 11542517 | NetNoncharitableAssets |
| Minimum Investment Return | 577126 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 577126 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4186 | TaxBasedOnInvestmentIncome |
| Total Tax | 4186 | TotalTax |
| Distributable Amount Before Adj | 572940 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 572940 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 572940 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1509055 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1509055 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4186 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1504869 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 572940 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 448374 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 958386 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1464618 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2871378 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1509055 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 572940 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 936115 | RemainingDistriFromCorpus |
| Total Corpus | 3807493 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 3807493 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 448374 | ExcessFromYear3 |
| Excess From Year2 | 958386 | ExcessFromYear2 |
| Excess From Year1 | 1464618 | ExcessFromYear1 |
| Excess From Current Year | 936115 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND DEBBANE CO THE INVUS GROU | ContributingManager |
| Contributing Manager | 750 LEXINGTON AVENUE | ContributingManager |
| Contributing Manager | NEW YORK NY 10022-2050 | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHOLIC SCHOOLS ASSISTANCE FUND | |||||||||||
| 111 SOUTH CHURCH AVENUE | TUCSON | AZ | 85701 | NONE | 501(C)(3) | EDUCATIONAL AND RELIGIOUS BENEFITS FOR CHILDREN | $250,000 | ||||
| LEBANESE AMERICAN UNIVERSITY | |||||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | 501(C)(3) | EDUCATIONAL ENRICHMENT | $5,000 | SUITE 1846 | |||
| AMER FDN FOR ST GEORGE HOSPITAL INC | |||||||||||
| PO BOX 2285 | FAIRFAX | VA | 220312285 | NONE | 501(C)(3) | ENRICHMENT OF STUDENTS IN THE MEDICAL FIELD | $15,000 | ||||
| RONALD MCDONALD HOUSE CHARITIES | |||||||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | NONE | 501(C)(3) | SUPPORT OF CHILDHOOD WELFARE | $10,000 | ||||
| UNIVERSITY OF THE MIDDLE EAST | |||||||||||
| 191 HIGHLAND AVENUE | SOMERVILLE | MA | 02143 | NONE | 501(C)(3) | EDUCATION | $7,500 | ||||
| LYCEE FRANCAIS DE NEW YORK | |||||||||||
| 505 EAST 75TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | EDUCATIONAL ENRICHMENT | $20,000 | ||||
| CONNECTICUT COLLEGE | |||||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | 501(C)(3) | EDUCATIONAL ENRICHMENT | $200,000 | ||||
| ACTION AGAINST HUNGER USA | |||||||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | 501(C)(3) | FURTHER THE IDEAS OF SAVING THE LIVES OF MALNOURISHED CHILDREN AND THEIR FAMILIES WHILE ENSURING ACCESS TO SAFE WATER AND SUSTAINABLE SOLUTIONS TO HUNGER. | $60,000 | 10TH FLOOR | |||
| STANFORD UNIVERSITY | |||||||||||
| 518 MEMORIAL WAY | STANDFORD | CA | 943055009 | NONE | 501(C)(3) | EDUCATION | $20,000 | ||||
| FRENCH INSTITUTE - ALLIANCE FRANCAISE | |||||||||||
| 222 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) | SUPPORT OF AND PROMOTION OF THE FRENCH LANGUAGE AND CULTURE | $15,000 | ||||
| TFL US INC | |||||||||||
| 14 EAST 4TH ST | NEW YORK | NY | 10012 | NONE | 501(C)(3) | Carry out fundraising activities in the US in support of improved local education in Lebanon, for the purpose of providing grants to Teach For Lebanon. | $30,000 | APT 807 | |||
| LEBANESE AMERICAN RENAISSANCE PARTNERSHIP | |||||||||||
| 4804 S 30TH STREET | ARLINGTON | VA | 22206 | NONE | 501(C)(3) | SUPPORT OF THE PROGRAMS OF THE UNITED STATES AGENCY FOR INTERNATIONAL DEVELOPMENT. | $3,500 | ||||
| EPARCHY OF SAINT MARON OF BROOKLYN | |||||||||||
| 109 REMSEN STREET | BROOKLYN | NY | 112014212 | NONE | 501(C)(3) | RELIGIOUS SUPPORT | $10,000 | ||||
| CATO INSTITUTE | |||||||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | To broaden the parameters of public policy debate to allow consideration of more options that are consistent with the traditional American principles of limited government, individual liberty, and peace. | $50,000 | ||||
| ST JOSEPH'S UNIVERSITY | |||||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | 501(C)(3) | SUPPORT OF BOTH RELIGIOUS AND HIGHER EDUCATION | $10,000 | ||||
| CEMEDE (CENTER FOR EURO-MED DEVELOPMENT) | |||||||||||
| NONE | 501(C)(3) | PROMOTION OF SUSTAINABLE DEVELOPMENT, URBAN PLANNING, ENVIRONMENTAL PROTECTION AND OTHER AREAS. | $700,000 | 186 AVENUE FLOREAL 1180 | BRUSSELS | BE | |||||
| NAVY SEAL FOUNDATION | |||||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | 501(C)(3) | SUPPORT NAVY SEALS, OTHER PERSONNEL AND THEIR FAMILIES | $15,000 | BUILDING 5326 | |||
| RENE MOAWAD FOUNDATION | |||||||||||
| 3231 STREET NW | WASHINGTON | DC | 20007 | NONE | 501(C)(3) | PROMOTE SUSTAINABLE HUMAN DEVELOPMENT | $20,000 | 2ND FLOOR | |||
| ATLAS ECONOMIC RESEARCH FOUNDATION | |||||||||||
| 1201 L STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | TO PROMOTE THE VISION OF THE RULE OF LAW, PRIVATE PROPERTY, AND FREE MARKETS | $43,000 | ||||
| ALLIANCE FRANCAISE OF GREENWICH | |||||||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | DEVELOP KNOWLEDGE OF THE FRENCH LANGUAGE AND FRANCOPHONE CULTURES | $15,000 | ||||
| NATIONAL RIGHT TO WORK FOUNDATION | |||||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | 501(C)(3) | ELIMINATE COMPULSIVE UNION POWER AND COMPULSORY UNIONISM ABUSES THROUGH STRATEGIC LITIGATION, PUBLIC INFORMATION, AND EDUCATION PROGRAMS. | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1504000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,499 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43,902 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $373,048 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FX GAIN | Description |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,929 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $446,378 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 446378 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RAYMOND DEBBANE CO THE INVUS GROU | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 LEXINGTON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100222050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 18078456 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 112,800 SHARES SPDR GOLD TRUST (GLD) | NoncashPropertyDescription |
| Fair Market Value | 18078456 | FairMarketValue |
| Date Received | 2012-12-21 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $9,850 | Amount |
| Net Investment Income | 4925 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4925 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HSBC HOLDINGS | 370 | 56 |
| CB CAPITAL ADVISORS LLC (SEC.) | 1260561 | 1633443 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 968615 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1162219 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FMC STRUCTURED INCOME FUND LP | AT COST | 1365372 | 290925 |
| CHELVERTON DIVIDEND INCOME FD | AT COST | 2212855 | 3196480 |
| FMC REIT FUNDING LLC | AT COST | 1000 | 1000 |
| CB CAPITAL SWISS ACCOUNT | AT COST | 88199 | 126882 |
| CB CAPITAL EURO ACCOUNT | AT COST | 179865 | 236058 |
| SDTR TRUST - GLD | AT COST | 9662995 | 17258400 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BASIS ADJUSTMENT FOR CONTRIBUTED SPDR | $8,415,461 |
| TRUST GLD SHARES | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| BANK FEES - INTERAUDI BANK | 90 | 90 |
| FMC STRUCTURED INCOME FUND LP | 598 | 598 |
| BANK FEES - CB CAPITAL ADV. | 45 | 45 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EURO FX GAIN | 1723 | 1723 |
| SWISS FRANC FX GAIN | 206 | 206 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CURRENT PERIOD COST BASIS ADJUSTMENT | Description |
| Amount | $39,334 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES (CB CAPITAL) | Category |
| Amount | $18,923 | Amount |
| Net Investment Income | 18923 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CB CAPITAL ADVISORS (FTC) | Category |
| Amount | $3,225 | Amount |
| Net Investment Income | 3225 | NetInvestmentIncome |
Comments