ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION (EIN 13-3566723)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-02-15
- IRS object ID
- 201420499349100107
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-02-15T11:06:29-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341883473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133566723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 2127905700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CBIZ MHM LLC 111 WEST 40TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MILLARD | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2127905700 | PhoneNum |
| Signature | 2014-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY DUBOFF | PreparerPersonNm |
| PTIN | P00481803 | PTIN |
| Phone | 2127905700 | 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 | $20,752,046 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,266,990 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $282,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,116,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $927,655 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,628,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,210,548 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,637 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,718 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,693 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,522,594 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,522,594 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,551,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,542,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,076,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,203,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,836,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,684,038 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,684,038 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,649,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,878,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,068,008 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,485,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,562,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,752,046 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,485,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,562,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,485,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,562,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,485,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,562,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,485,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,076,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,562,387 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,562,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9,978 SHS OF WEATHERFORD INTERNATIONAL | D | 2002-06-26 | 2013-11-05 | $167,123 | $114,398 | $52,725 | $52,725 |
| 8,844 SHS OF CAMERON INT'L CORP | D | 2006-03-27 | 2013-10-31 | $492,612 | $45,547 | $447,065 | $447,065 |
| 11,100 SHS OF SHAWCOR LTD | D | 1995-09-19 | 2013-10-31 | $456,725 | $28,860 | $427,865 | $427,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $927,655 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,573,428 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,883,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.144568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,779,448 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,534,001 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.141970 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,819,640 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,365,489 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126667 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,882,048 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,457,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,168,436 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,291,730 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.156144 | DistributionYr5Rt |
| Total Distribution | 0.691102 | TotalDistributionRt |
| Average Distribution | 0.138220 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,872,527 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,055,681 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,031 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,067,712 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,542,037 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,063 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,063 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,110 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,110 | TotalPaymentsAndCreditsAmt |
| Tax Due | $19,953 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CBIZ MHM LLC | IndividualWithBooksNm |
| Phone | 2127905700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST 40TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT B MILLARD | ||||||||
| 9 EAST 88TH STREET | NEW YORK | NY | 10128 | OFFICER | 10.00 | $0 | $0 | $0 |
| BETHANY MILLARD | ||||||||
| 9 EAST 88TH STREET | NEW YORK | NY | 10128 | OFFICER | 25.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,810,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,288,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,099,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,099,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,872,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $743,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $743,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,063 | TotalTaxAmt |
| Distributable Before Adj | $719,563 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $719,563 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $719,563 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,542,037 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,542,037 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,542,037 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $719,563 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,158,140 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,109,252 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,112,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,779,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,573,428 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,733,070 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,542,037 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $719,563 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $822,474 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,555,544 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,158,140 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,397,404 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,109,252 | ExcessFromYear4Amt |
| Excess From Year3 | $1,112,802 | ExcessFromYear3Amt |
| Excess From Year2 | $1,779,448 | ExcessFromYear2Amt |
| Excess From Year1 | $1,573,428 | ExcessFromYear1Amt |
| Excess From Current Year | $822,474 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT B MILLARD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AFTAU | ||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| AMNH DEVELOPMENT | ||||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $3,500 | |
| APOLLO THEATER | ||||||||
| 253 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $350 | |
| BROOKLYN BOTANIC GARDEN | ||||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $50 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $10,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE 500 | ALINGTON | VA | 22202 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 | |
| ELEVATOR REPAIR SERVICE | ||||||||
| 138 SOUTH OXFORD ST 2D | BROOKLYN | NY | 11217 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| FAIRCHILD TROPICAL BOTANIC GARDEN | ||||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $225 | |
| FOUNTAIN HOUSE | ||||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| HAYMAKERS FOR HOPE | ||||||||
| 281 SUMMER STREET 5TH FLOOR | BOSTON | MA | 02210 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| HISTORIC DOWNSTREET | ||||||||
| PO BOX 209 | VINALHAVEN | ME | 04863 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $2,000 | |
| HURRICANE ISLAND FOUNDATION | ||||||||
| PO BOX 1280 | ROCKLAND | ME | 04841 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| HYDE SCHOOL | ||||||||
| 616 HIGH STREET | BATH | ME | 04530 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 | |
| IRISH REPERTORY THEATRE | ||||||||
| 132 W 22ND ST | NEW YORK | NY | 10011 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 | |
| ISLANDS COMMUNITY MEDICAL SERVICE (ICMS) | ||||||||
| 15 MEDICAL CENTER LOOP | VINALHAVEN | ME | 04863 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $15,000 | |
| LINCOLN CENTER THEATER | ||||||||
| 150 WEST 65TH ST | NEW YORK | NY | 10023 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $2,500 | |
| KAUFMAN CENTER | ||||||||
| 129 WEST 67TH ST | NEW YORK | NY | 10023 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $102,000 | |
| MAINE COAST HERITAGE | ||||||||
| 1 BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $250 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD STREET 8TH FL | NEW YORK | NY | 10036 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $75,000 | |
| MANNES COLLEGE THE NEW SCHOOL OF MUSIC | ||||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $4,000 | |
| METROPOLITAN MUSEUM OF MODERN ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $26,261 | |
| MIT | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,002,896 | |
| NY BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | NEW YORK | NY | 10458 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| NEW VISIONS FOR PUBLIC SCHOOLS | ||||||||
| 320 W 13TH ST 6 | NEW YORK | NY | 10014 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $10,000 | |
| NEW WORLD SYMPHONY INC | ||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $2,500 | |
| NEW YORK GENOME CENTER | ||||||||
| 101 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $10,000 | |
| PLANNED PARENTHOOD | ||||||||
| 4401 W 109TH STREET SUITE 100 | OVERLAND PARK | KS | 66211 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 | |
| POLICE CONFERENCE OF NEW YORK | ||||||||
| 1120 STATE STREET | ALBANY | NY | 12207 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $700 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| RIOULT | ||||||||
| 246 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $1,000 | |
| SEASHORE TROLLEY MUSEUM | ||||||||
| 195 LOG CABIN RD | KENNEBUNKPORT | ME | 04046 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $2,000 | |
| TEACHING MATTERS INC | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1270 | NEW YORK | NY | 10115 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $500 | |
| THE DALTON SCHOOL | ||||||||
| 108 E 89TH ST | NEW YORK | NY | 10128 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $50,000 | |
| TMANIA | ||||||||
| 1156 AVENUE OF THE AMERICAS 5TH | NEW YORK | NY | 10036 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $2,500 | FLOOR |
| VINALHAVEN LAND TRUST | ||||||||
| 12 SKOOG PARK RD | VINALHAVEN | ME | 04863 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,000 | |
| VINEYARD GOLF CLUB FOUNDATION | ||||||||
| PO BOX 9 | EDGARTOWN | MA | 02539 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $500 | |
| VLADIMIR & HAEWON FELTSMAN PIANO FOUNDATION | ||||||||
| 18 HAWK HILL ROAD | NEW PALTZ | NY | 12561 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $10,000 | |
| NEW YORK PUBLIC RADIOWNYC | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $150,000 | |
| FROM THE TOP | ||||||||
| 295 HUNTINGTON AVENUE SUITE 201 | BOSTON | MA | 02115 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $5,762 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | EXEMPT ORGANIZATION | CHARITABLE CONTRIBUTION | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,522,594 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,893 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $361,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,607 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT MILLARD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CBIZ 111 W 40TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,266,990 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 291,790 SHARES OF WEATHERFORD INT'L LTD | NoncashPropertyDesc |
| Fair Market Value | $4,266,990 | FairMarketValueAmt |
| Received | 2013-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THIS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS: TAX YEAR 2008 IN THE AMOUNT OF $719,563 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,847 SHS GULFMARK OFFSHORE INC. | $10,814 | $369,829 |
| 291,760 SHS WEATHERFORD INTERNATIONAL INC. | $4,266,990 | $4,519,362 |
| 96,770 SHS L-3 COMMUNICATIONS HOLDINGS CORP. | $382,727 | $10,340,842 |
| 16,128 SHS ENGILITY HOLDINGS INC | $16,118 | $538,675 |
| 10,000 SHS ANALOG DEVICES INC | $419,900 | $509,300 |
| 8,844 SHS OF CAMERON INTL CORP | $0 | $0 |
| 40,000 SHS OF KIMCO REALTY CORP | $781,800 | $790,000 |
| 11,100 SHS OF SHAWCOR LTD | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY LAW JOURNAL | $135 | $0 | $135 |
| TRAVEL AND MEALS | $14,808 | $0 | $14,808 |
| NY ANNUAL FILING FEE | $750 | $0 | $750 |
| BANK SERVICE CHARGE | $25 | $25 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B MILLARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 EAST 88TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,500 | $0 | $0 |
| FOREIGN TAXES | $3,637 | $3,637 | $0 |
Comments