LIZ CLAIBORNE & ART ORTENBERG FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LIZ CLAIBORNE & ART ORTENBERG FOUNDATION (EIN 13-3200329)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-02
- IRS object ID
- 201421839349100607
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-02T12:07:37-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134038080 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGI REPETTI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIFTH AVENUE - 5TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10110 | 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 | 133200329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIZ CLAIBORNE & ART ORTENBERG | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION C/O MGI REPETTI LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIZC | BusinessNameControlTxt |
| Phone | 2123023300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIFTH AVENUE 5TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR ORTENBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123023300 | PhoneNum |
| Signature | 2014-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R REPETTI | PreparerPersonNm |
| PTIN | P00163823 | PTIN |
| Phone | 2123023300 | 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 | $42,861,726 | 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 | $3,793,312 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,829,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,829,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$116,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,565,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,506,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,829,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $224,084 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $224,084 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,921 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,921 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,628 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,628 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,083 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,753 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $138,343 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $138,343 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $86,952 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $86,952 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,727 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $8,727 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,680 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,543 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,137 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $859,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $792,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,946,577 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,946,577 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,806,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,738,852 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,796,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $572,325 | CashBOYAmt |
| Cash EOY | $273,848 | CashEOYAmt |
| Cash EOYFMV | $273,848 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,147,803 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,959,099 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,621,377 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,258,454 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,394,999 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,772,619 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $502,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $318,766 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $133,831 | LandBOYAmt |
| Land EOY | $184,158 | LandEOYAmt |
| Land EOYFMV | $184,158 | LandEOYFMVAmt |
| Other Assets BOY | $9,724 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,724 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,724 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,122,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,821,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,861,726 | 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 | $41,122,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,821,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,122,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,821,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,122,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,821,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,122,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,821,828 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,821,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BANK ONE CORP SUB NOTES 5 1/4% | P | 2013-01-30 | $1,500,000 | $1,497,030 | $2,970 | $2,970 |
| FORD MOTOR COMPANY 7 1/2%PFD | P | 2013-02-04 | $250,000 | $248,000 | $2,000 | $2,000 |
| CITIGROUP CAPITAL XV G 1/2% PFD | P | 2013-04-16 | $2,000,000 | $2,016,000 | -$16,000 | -$16,000 |
| JP MORGAN CHASE CAPITAL X 7% PFD | P | 2013-05-08 | $604,025 | $612,481 | -$8,456 | -$8,456 |
| ALLIANZ SE 8 3/8% PFD | P | 2013-06-17 | $2,211,075 | $2,308,223 | -$97,148 | -$97,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$116,634 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,163,552 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,624,142 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.160531 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,999,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,504,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.188193 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,408,864 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $40,204,362 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109661 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,865,296 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,804,330 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090091 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,407,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,574,807 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101499 | DistributionYr5Rt |
| Total Distribution | 0.649975 | TotalDistributionRt |
| Average Distribution | 0.129995 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,358,585 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,636,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,966 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,664,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,738,852 | 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 | $27,966 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,966 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,034 | OverpaymentAmt |
| Applied To ES Tax | $12,034 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LCAOF.ORG | WebsiteAddressTxt |
| Individual With Books | MGI REPETTI LLP | IndividualWithBooksNm |
| Phone | 2123023300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIFTH AVENUE 5TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10110 | 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 (11 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 | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Address Line2ForeignAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR ORTENBERG | |||||||||||||
| 312 PENNANT WALK | SALTAIRE | NY | 11734 | DIRECTOR/TRUSTEE | 0.01 | $0 | $0 | $0 | |||||
| DR DAVID WESTERN | |||||||||||||
| DIRECTOR | 0.01 | $25,000 | $0 | $0 | PO BOX 62844 | NAIROBI | NAIROBI | KE | |||||
| ROBERT DEWAR | |||||||||||||
| 22 KNOWLES ROAD | MIDDLE HADDAM | CT | 06456 | DIRECTOR | 0.01 | $0 | $0 | $0 | |||||
| ALISON RICHARD | |||||||||||||
| 22 KNOWLES ROAD | MIDDLE HADDAM | CT | 06456 | DIRECTOR | 0.01 | $25,000 | $0 | $0 | |||||
| WILLIAM CONWAY | |||||||||||||
| 59 ECHO BAY DRIVE | NEW ROCHELLE | NY | 10805 | DIRECTOR | 0.01 | $25,000 | $0 | $0 | |||||
| WILLIAM DEBUYS | |||||||||||||
| 1511 DON GASPAR | SANTA FE | NM | 87501 | DIRECTOR | 0.01 | $25,000 | $0 | $0 | |||||
| GRANT PARKER | |||||||||||||
| 655 E BECKWITH AVE | MISSOULA | MT | 59801 | DIRECTOR | 0.01 | $15,000 | $0 | $0 | |||||
| GEORGE SCHALLER | |||||||||||||
| 90 SENTRY HILL RD | ROXBURY | CT | 06783 | DIRECTOR | 0.01 | $25,000 | $0 | $0 | |||||
| DOUGLAS CHADWICK | |||||||||||||
| 230 MISSY LANE | WHITEFISH | MT | 59937 | DIRECTOR | 0.01 | $25,000 | $0 | $0 | |||||
| ULLAS KARANTH | |||||||||||||
| DIRECTOR | 0.01 | $25,000 | $0 | $0 | 1669 31ST CROSS 16TH MAIN BANASHANK | BENGALURU | BENGALURU | IN | RI 2ND STAGE | ||||
| VICTOR KOVNER | |||||||||||||
| 1633 BROADWAY 27TH FL | NEW YORK | NY | 10019 | TRUSTEE | 0.01 | $0 | $0 | $0 | |||||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MURTAUGH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 GREENWICH STREET APT 1R | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $150,000 | CompensationAmt |
| Employee Benefits | $23,000 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,588,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,430,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,018,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,018,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $660,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,358,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,167,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,167,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,966 | TotalTaxAmt |
| Distributable Before Adj | $2,139,963 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,139,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,139,963 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,738,852 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,738,852 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $27,966 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,710,886 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,139,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,784,288 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,329,864 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,454,320 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,939,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,988,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,496,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,738,852 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,139,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,598,889 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,095,636 | 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 | $1,784,288 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,311,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,329,864 | ExcessFromYear4Amt |
| Excess From Year3 | $2,454,320 | ExcessFromYear3Amt |
| Excess From Year2 | $5,939,926 | ExcessFromYear2Amt |
| Excess From Year1 | $4,988,349 | ExcessFromYear1Amt |
| Excess From Current Year | $4,598,889 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR ORTENBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LIZ CLAIBORNE ART ORTENBERG FOUNDAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 FIFTH AVENUE-15TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2123332536 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CountryRecipientForeignAddress/Country | Address Line2RecipientForeignAddress/AddressLine2 | Province Or StateRecipientForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN CONSERVATION FUND | |||||||||||
| 4800 BASELINE ROAD STE E-104 PMB | 404 | BOULDER | CO | 80303 | PUBLIC CHARITY | EAST AFRICA: COMMUNITY BASED CONSERVATION | $175,000 | ||||
| AFRICAN CONSERVATION FUND | |||||||||||
| 4800 BASELINE ROAD STE E-104 PMB | 404 | BOULDER | CO | 80303 | PUBLIC CHARITY | KENYA/TANZANIA: ACC-SORALO TRANSBORDER ELEPHANT INITIATIVE | $244,000 | ||||
| AFRICAN CONSERVATION FUND | |||||||||||
| 4800 BASELINE ROAD STE E-104 PMB | 404 | BOULDER | CO | 80303 | PUBLIC CHARITY | KENYA/TANZANIA: TRANSBORDER ELEPHANT MEETING | $10,000 | ||||
| AFRICAN CONSERVATION FUND | |||||||||||
| 4800 BASELINE ROAD STE E-104 PMB | 404 | BOULDER | CO | 80303 | PUBLIC CHARITY | KENYA: AMBOSELI RESEARCH & CONSERVATION PROGRAM | $175,000 | ||||
| AFRICAN CONSERVATION FUND | |||||||||||
| 4800 BASELINE ROAD STE E-104 PMB | 404 | BOULDER | CO | 80303 | PUBLIC CHARITY | ACF-SORALO LOITA ANTI-POACHING | $30,000 | ||||
| ARTEMIS COMMON GROUND | |||||||||||
| PO BOX 748 | HELENA | MT | 59624 | PUBLIC CHARITY | GENERAL SUPPORT | $53,500 | |||||
| CARING AT COLUMBIA | |||||||||||
| 1051 RIVERSIDE DRIVE - UNIT 74 | NEW YORK | NY | 10032 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| CLARK FORK COALITION | |||||||||||
| PO BOX 7593 | MISSOULA | MT | 59807 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| COLEMAN FOUNDATION | |||||||||||
| 313 S CHURCH ST | HUDSON | MI | 49247 | PUBLIC CHARITY | IN MEMORY OF ROBERT DEWAR | $10,000 | |||||
| CORNELL LABORATORY OF ORNITHOLOGY | |||||||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |||||
| DIVISION OF GERIATRIC MEDICINE | |||||||||||
| NEW YORK PRESBYTERIAN HOSPITAL 525 | EAST 68TH STREET BOX 39 | NEW YORK | NY | 10065 | PUBLIC CHARITY | NYPH LIZ CLAIBORNE CENTER FOR MEDICAL HUMANISM | $308,395 | ||||
| ELEPHANTVOICES | |||||||||||
| 23 WOLFBACK RIDGE ROAD | SAUSALITO | CA | 94965 | PUBLIC CHARITY | KENYA: MARA ELEPHANT PROGRAM | $30,000 | |||||
| FIVE VALLEYS LAND TRUST | |||||||||||
| POST OFFICE BOX 8953 | MISSOULA | MT | 59807 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| FRIENDS OF THE WEINBERG NATURE CENTER | |||||||||||
| CENTER 455 MAMARONECK ROAD | SCARSDALE | NY | 10583 | PUBLIC CHARITY | IRVING J. SLOAN EDUCATION FUND | $1,000 | |||||
| GLOBAL WILDLIFE CONSERVATION | |||||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | PUBLIC CHARITY | LAOS: SAOLA PROJECT | $12,304 | |||||
| GREAT BURN STUDY GROUP | |||||||||||
| GREAT BURN STUDY GROUP 1434 JACKSON | MISSOULA | MT | 59802 | PUBLIC CHARITY | RACNAC | $17,000 | |||||
| GREAT BURN STUDY GROUP | |||||||||||
| GREAT BURN STUDY GROUP 1434 JACKSON | MISSOULA | MT | 59802 | PUBLIC CHARITY | GENERAL SUPPORT | $29,500 | |||||
| INTERNATIONAL CRANE FOUNDATION | |||||||||||
| E-11376 SHADY LANE ROAD | BARABOO | WI | 539130447 | PUBLIC CHARITY | CHINA: CRANES, COMMUNITIES AND CLIMATE CHANGE | $28,000 | |||||
| INT'L PLANNED PARENTHOOD FEDERATION | |||||||||||
| 120 WALL STREET 9TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| MONTANA ASSOCIATION OF LAND TRUSTS | |||||||||||
| BOX 675 | WHITEHALL | MT | 59759 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |||||
| MONTANA LAND RELIANCE | |||||||||||
| PO BOX 355 | HELENA | MT | 59624 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| MONTANA WILDERNESS ASSOCIATION | |||||||||||
| 30 SOUTH EWING | HELENA | MT | 59601 | PUBLIC CHARITY | QUIET TRAILS / WILD PUBLIC LANDS | $105,000 | |||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| NORTHERN ROCKIES OFFICE 240 NORTH | HIGGINS SUITE 2 | MISSOULA | MT | 59802 | PUBLIC CHARITY | GRAZING ALLOTMENT RETIREMENT PROGRAM | $40,000 | ||||
| NEW YORK BOTANICAL GARDEN | |||||||||||
| BRONX | NEW YORK | NY | 10458 | PUBLIC CHARITY | GENERAL SUPPORT FOR SCIENCE PROGRAMS | $5,000 | |||||
| NORTHERN PLAINS RESOURCE COUNCIL | |||||||||||
| 220 S 27TH STREET SUITE A | BILLINGS | MT | 59101 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| NORTHWEST CONNECTIONS | |||||||||||
| PO BOX 1309 | SWAN VALLEY | MT | 59826 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| PANTHERA CORPORATION | |||||||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | LATIN AMERICA: JAGUAR CORRIDOR INITIATIVE | $272,950 | |||||
| PANTHERA CORPORATION | |||||||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | LATIN AMERICA: JAGUAR RESEARCH GRANT PROGRAM | $75,000 | |||||
| PANTHERA CORPORATION | |||||||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | TANZANIA: LION GUARDIANS | $76,286 | |||||
| POLICE ATHLETIC LEAGUE INC | |||||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |||||
| ROUND RIVER CONSERVATION STUDIES | |||||||||||
| 284 WEST 400 NORTH | SALT LAKE CITY | UT | 84103 | PUBLIC CHARITY | WOLVERINE RESEARCH PROJECT | $58,000 | |||||
| SCARSDALE EDGEMONT FAMILY COUNSELING | |||||||||||
| 405 HARDWOOD BUILDING | SCARSDALE | NY | 10583 | PUBLIC CHARITY | IRVING J. SLOAN EDUCATION FUND | $5,000 | |||||
| SCARSDALE PUBLIC LIBRARY | |||||||||||
| OLMSTEAD AND POST ROADS | SCARSDALE | NY | 10583 | PUBLIC CHARITY | IRVING J. SLOAN EDUCATION FUND | $5,000 | |||||
| SCARSDALE TEEN CENTER | |||||||||||
| 862 SCARSDALE AVE | SCARSDALE | NY | 10583 | PUBLIC CHARITY | IRVING J. SLOAN EDUCATION FUND | $1,000 | |||||
| SEELEY LAKE ELEMENTARY SCHOOL | |||||||||||
| SCHOOL DISTRICT 34 PO BOX 840 - | SCHOOL LANE | SEELEY LAKE | MT | 59868 | PUBLIC CHARITY | BRIDGE TO KINDERGARTEN 2013-2014 | $10,000 | ||||
| SEELEY LAKE ELEMENTARY SCHOOL | |||||||||||
| SCHOOL DISTRICT 34 PO BOX 840 - | SCHOOL LANE | SEELEY LAKE | MT | 59868 | PUBLIC CHARITY | PRE-SCHOOL PROGRAM 2013-2014 | $85,410 | ||||
| SEELEY LAKE ELEMENTARY SCHOOL | |||||||||||
| SCHOOL DISTRICT 34 PO BOX 840 - | SCHOOL LANE | SEELEY LAKE | MT | 59868 | PUBLIC CHARITY | SCHOOL LUNCH PROGRAM 2013-2014 | $12,000 | ||||
| SHAN SHUI CONSERVATION CENTER | |||||||||||
| PUBLIC CHARITY | CHINA: SHAN SHUI CONSERVATION CENTER | $147,200 | BEIGING | CH | |||||||
| SWAN ECOSYSTEM CENTER | |||||||||||
| 6887 HIGHWAY 83 | CONDON | MT | 59826 | PUBLIC CHARITY | GENERAL SUPPORT | $22,000 | |||||
| SWAN VALLEY ELEMENTARY SCHOOL | |||||||||||
| DISTRICT 33 6423 HIGHWAY 83 | CONDON | MT | 59826 | PUBLIC CHARITY | MUSIC PROGRAM 2013-2014 | $18,857 | |||||
| TANY MEVA FOUNDATION | |||||||||||
| PUBLIC CHARITY | MADAGASCAR - BEZA MAHAFALY PROJECT | $50,400 | BP 175 ESSA-FORTS UNIVERSIT | MA | DANTANANARIVO 101 | ANTANANARIVO | |||||
| THE WILDERNESS SOCIETY | |||||||||||
| WILLIAM H MEADOWS 1615 M STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | NEW MODELS FOR COLLABORATION | $50,000 | |||||
| TOWN & VILLAGE CIVIC CLUB EDUCATION FORUM | |||||||||||
| 24 EAST PARKWAY | SCARSDALE | NY | 10583 | PUBLIC CHARITY | IRVING J. SLOAN EDUCATION FUND | $5,000 | |||||
| UNIVERSITY OF ALASKA FOUNDATION | |||||||||||
| 910 YUKON DRIVE PO BOX 755080 | FAIRBANKS | AK | 99775 | PUBLIC CHARITY | GEORGE SCHALLER FELLOWSHIP | $41,710 | |||||
| UNIVERSITY OF MONTANA | |||||||||||
| UNIVERSITY HALL ROOM 309 | MISSOULA | MT | 59812 | PUBLIC CHARITY | TRANS-BOUNDARY GRIZZLY BEAR RECOVERY | $25,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | ARCTIC ALASKA PROGRAM | $45,775 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | WCS SPRING GALA 2013 | $25,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | ARGENTINA: COUNTRY PROGRAM | $180,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | CHINA: WILDLIFE TRADE PROGRAM | $118,670 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | CHINA: AMUR TIGER | $96,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | INDIA: TIGER PROGRAM | $500,323 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | INDIA: GRADUATE PROGRAM | $40,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | KENYA: SAMBURU ELEPHANT POACHING CRISIS | $159,374 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | LATIN AMERICA: JAGUAR PROGRAM | $118,877 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | MALAYSIA: TIGER PROGRAM | $273,500 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | RUSSIA: TIGER SOURCE SITE PROGRAM | $281,250 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | PATAGONIA: RANGELANDS | $90,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | SUMATRA: TIGER PROGRAM | $307,500 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | TANZANIA: ELEPHANT PROGRAM | $224,796 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | TANZANIA: PAMS RUVUMA ELEPHANTS PROGRAM | $350,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | THAILAND: WEFCOM TIGER PROGRAM | $227,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | THAILAND: KKNP & WEFCOM TIGERS | $148,500 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PUBLIC CHARITY | THAILAND: WEFCOM PROGRAM | $200,000 | |||||
| WORLD WILDLIFE FUND | |||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | CONGO BASIN: WOMEN IN CONSERVATION | $100,000 | |||||
| YAAK VALLEY FOREST COUNCIL | |||||||||||
| ROBYN KING 155 RIVER VIEW DRIVE | TROY | MT | 59935 | PUBLIC CHARITY | GENERAL SUPPORT | $27,500 | |||||
| YAAK VALLEY FOREST COUNCIL | |||||||||||
| ROBYN KING 155 RIVER VIEW DRIVE | TROY | MT | 59935 | PUBLIC CHARITY | HEADWATERS RESTORATION | $25,000 | |||||
| YELLOWSTONE PUBLIC RADIO | |||||||||||
| 1500 UNIVERSITY DRIVE | BILLINGS | MT | 59101 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,946,577 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,829,539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$116,634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,712,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,712,929 | 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 | ARTHUR ORTENBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 PENNANT WALK | AddressLine1 |
| City | SALTAIRE | City |
| State | NY | State |
| ZIP Code | 11734 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,793,312 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,800 | Amt |
| Net Investment Income | $11,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENT | 2000-01-03 | $96,590 | $32,097 | SL | 39.000000000000 | $2,477 | $0 |
| LEASEHOLD IMPROVEMENT | 2000-02-01 | $98,533 | $32,524 | SL | 39.000000000000 | $2,526 | $0 |
| LEASEHOLD IMPROVEMENT | 2001-12-01 | $2,679 | $814 | SL | 39.000000000000 | $69 | $0 |
| EQUIPMENT - PRE 1997 | 2006-12-31 | $47,461 | $47,461 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 1998-01-01 | $8,112 | $8,112 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 1999-01-01 | $7,729 | $7,729 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 2000-01-01 | $5,350 | $5,350 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 2001-02-01 | $6,566 | $6,566 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 2001-12-01 | $3,110 | $3,110 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 2002-01-01 | $7,677 | $7,677 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 2003-01-01 | $1,502 | $1,502 | SL | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE - PRIOR TO 1998 | 2007-12-31 | $42,209 | $42,209 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 1998-01-03 | $4,330 | $4,330 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2000-01-31 | $89,067 | $89,067 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2001-12-01 | $1,201 | $1,201 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2003-01-01 | $15,864 | $15,864 | SL | 7.000000000000 | $0 | $0 |
| EQUIPMENT | 2007-01-03 | $2,319 | $2,319 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 2007-02-13 | $1,875 | $1,875 | SL | 5.000000000000 | $0 | $0 |
| EQUIPMENT | 2008-03-14 | $689 | $667 | SL | 5.000000000000 | $22 | $0 |
| EQUIPMENT | 2009-08-13 | $1,299 | $888 | SL | 5.000000000000 | $260 | $0 |
| EQUIPMENT | 2010-07-02 | $945 | $473 | SL | 5.000000000000 | $189 | $0 |
| EQUIPMENT | 2011-07-01 | $526 | $158 | SL | 5.000000000000 | $105 | $0 |
| EQUIPMENT | 2012-07-01 | $210 | $21 | SL | 5.000000000000 | $42 | $0 |
| OFFICE IMPROVEMENT | 2013-07-01 | $52,695 | SL | 39.000000000000 | $676 | $0 | |
| OFFICE FURNITURE | 2013-07-01 | $1,814 | SL | 7.000000000000 | $130 | $0 | |
| EQUIPMENT | 2013-07-01 | $2,571 | SL | 5.000000000000 | $257 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,500,000 BANK ONE CORP. DUE 01/30/13, 5.25% | $0 | $0 |
| 1,500,000 GOLDMAN SACHS GROUP INC. DUE 01/15/15, 5.125% | $1,465,515 | $1,567,155 |
| 1,000,000 ARCELORMITTAL DUE 6/1/19, 9.85% | $1,167,330 | $1,266,570 |
| 1,000,000 GENWORTH FINANCIAL INC DUE 06/15/20, 7.70% | $968,750 | $1,188,070 |
| 1,620,000 MORGAN STANLEY DUE 01/25/21, 5.75% | $1,547,100 | $1,831,329 |
| 300,000 GENERAL ELECTRIC CAPITAL CORP. DUE 03/15/32, 6.75% | $243,750 | $370,881 |
| 4,150,000 GENERAL ELECTRIC CAPITAL CORP. DUE 08/07/37, 6.15% | $4,271,388 | $4,819,395 |
| 500,000 FORD MOTOR CO. DUE 01/15/22, 8.875% | $495,625 | $627,740 |
| 1,000,000 FORD MOTOR CO. DUE 07/16/31, 7.45% | $865,000 | $1,224,070 |
| 750,000 FORD MOTOR CO. DUE 01/15/20, 8.125% | $760,313 | $941,588 |
| 1,500,000 TIME WARNER COMPANIES INC. DUE 02/01/23, 9.15% | $1,490,636 | $1,988,910 |
| 1,370,000 HJ HEINZ FINANCE CO. DUE 03/15/32, 6.75% | $1,376,767 | $1,403,127 |
| 2,000,000 AMERICA MOVIL SA DE DUE 03/01/35, 6.375% | $1,960,000 | $2,154,280 |
| 1,700,000 SLM CORP | $1,997,500 | $1,922,547 |
| 300,000 SUN AMERICA INC | $390,000 | $364,626 |
| 1,420,000 VERIZON NEW YORK INC | $1,794,000 | $1,595,611 |
| 1,500,000 KOHLS CORP DEB | $1,601,325 | $1,506,720 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 72,950 SHS. AEGON NV 6.5% | $1,849,283 | $1,720,891 |
| 88,443 SHS. ALLIANZ SE 8.375% | $0 | $0 |
| 50,000 SHS. BARCLAYS BANK PLC, 6.625% | $1,237,790 | $1,207,000 |
| 80,000 SHS. CITIGROUP CAPITAL XV, 6.50% | $0 | $0 |
| 80,000 SHS. COUNTRYWIDE CAPITAL V, 7% | $2,006,968 | $2,028,000 |
| 10,000 SHS. FORD MOTOR CO. 7.50% | $0 | $0 |
| 27,500 SHS. GOLDMAN SACHS GROUP INC. 6.50% | $679,905 | $693,825 |
| 60,000 SHS. HSBC HOLDING PLC. | $1,630,640 | $1,616,400 |
| 24,161 SHS. JP MORGAN CHASE 7.00% | $0 | $0 |
| 34,000 SHS. NEXTERA ENERGY CAPITAL 5.62% | $897,503 | $685,440 |
| 16,500 SHS. SANTANDER FIN PFD SA, 10.50% | $430,433 | $435,105 |
| 48,600 SHS. PUBLIC STORAGE INC 6.35% | $1,311,184 | $1,134,810 |
| 10,000 SHS. PUBLIC STORAGE INC 5.375% | $250,000 | $195,300 |
| 50,000 SHS. US BANCORP 6% | $1,279,800 | $1,368,500 |
| 61,000 SHS. ML CAPITAL TRUST V 7.28% | $1,389,593 | $1,534,760 |
| 10,000 SHS. JP MORGAN CHASE & CO | $250,000 | $202,800 |
| 4,570 SHS. SANTANDER FIN PFD SA UNIPERSN GTD | $4,746,000 | $4,798,546 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENT | $96,590 | $34,574 | $62,016 |
| LEASEHOLD IMPROVEMENT | $98,533 | $35,050 | $63,483 |
| LEASEHOLD IMPROVEMENT | $2,679 | $883 | $1,796 |
| EQUIPMENT - PRE 1997 | $47,461 | $47,461 | $0 |
| EQUIPMENT | $8,112 | $8,112 | $0 |
| EQUIPMENT | $7,729 | $7,729 | $0 |
| EQUIPMENT | $5,350 | $5,350 | $0 |
| EQUIPMENT | $6,566 | $6,566 | $0 |
| EQUIPMENT | $3,110 | $3,110 | $0 |
| EQUIPMENT | $7,677 | $7,677 | $0 |
| EQUIPMENT | $1,502 | $1,502 | $0 |
| OFFICE FURNITURE - PRIOR TO 1998 | $42,209 | $42,209 | $0 |
| OFFICE FURNITURE | $4,330 | $4,330 | $0 |
| OFFICE FURNITURE | $89,067 | $89,067 | $0 |
| OFFICE FURNITURE | $1,201 | $1,201 | $0 |
| OFFICE FURNITURE | $15,864 | $15,864 | $0 |
| EQUIPMENT | $2,319 | $2,319 | $0 |
| EQUIPMENT | $1,875 | $1,875 | $0 |
| EQUIPMENT | $689 | $689 | $0 |
| EQUIPMENT | $1,299 | $1,148 | $151 |
| EQUIPMENT | $945 | $662 | $283 |
| EQUIPMENT | $526 | $263 | $263 |
| EQUIPMENT | $210 | $63 | $147 |
| OFFICE IMPROVEMENT | $52,695 | $676 | $52,019 |
| OFFICE FURNITURE | $1,814 | $130 | $1,684 |
| EQUIPMENT | $2,571 | $257 | $2,314 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,628 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,628 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $9,724 | BOYBookValueAmt |
| EOY Book Value | $9,724 | EOYBookValueAmt |
| EOYFMV | $9,724 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | $6,403 | $0 | $6,403 |
| EQUIPMENT LEASE | $3,613 | $0 | $3,613 |
| FILING FEES | $750 | $0 | $750 |
| TELEPHONE & INTERNET SERVICE | $6,678 | $0 | $6,678 |
| OUTSIDE SERVICES | $39,758 | $0 | $39,758 |
| CUSTODIAL & INVESTMENT MGMT FEES - JPMORGAN CHASE | $21,543 | $21,543 | $0 |
| POSTAGE, FREIGHT & MESSENGER SERVICES | $6,598 | $0 | $6,598 |
| INSURANCE | $4,337 | $0 | $4,337 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,083 | $0 | $4,083 |
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $28,002 | $0 | $0 |
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