CORINTHIAN INTERNATIONAL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CORINTHIAN INTERNATIONAL FOUNDATION (EIN 22-2701884)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201422279349100622
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T11:59:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133048744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOCK & BLOCK CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 EIGHTH AVENUE SUITE 2325 | 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 | 222701884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINTHIAN INTERNATIONAL FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O LARRY MILLER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORI | BusinessNameControlTxt |
| Phone | 2122795700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST 79TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY MILLER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2122795700 | PhoneNum |
| Signature | 2014-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BLOCK | PreparerPersonNm |
| PTIN | P01254670 | PTIN |
| Phone | 2125644682 | PhoneNum |
| Preparation | 2014-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,768,752 | 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 | $941,530 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,794 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,794 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,794 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $154,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,515 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $154,515 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$40,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,360,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,063,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,309 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $163,309 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $171 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $950,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $163,309 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,101,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,190 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $118,637 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,775,674 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,346,874 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,945,171 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,055 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $49,006 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,044 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,519 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,505,031 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,676,344 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,048,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,999,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,768,752 | 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 | $6,048,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,999,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,048,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,999,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,048,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,999,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,048,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $950,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,999,104 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,999,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO CAP XII | P | 2008-03-05 | 2013-03-15 | $250,000 | $250,000 | $0 | $0 |
| CREDIT SUISSE | P | 2008-03-25 | 2013-03-28 | $150,000 | $150,000 | $0 | $0 |
| JP MORGAN CHASE CAP X | P | 2011-08-11 | 2013-05-08 | $133,650 | $137,147 | -$3,497 | -$3,497 |
| CITIGROUP FDG INC | P | 2009-05-22 | 2013-05-28 | $250,000 | $250,000 | $0 | $0 |
| JP MORGAN CHASE | P | 2010-05-21 | 2013-09-03 | $250,000 | $268,650 | -$18,650 | -$18,650 |
| JP MORGAN CHASE | P | 2010-05-27 | 2013-09-03 | $145,000 | $156,998 | -$11,998 | -$11,998 |
| JP MORGAN CHASE | P | 2010-05-27 | 2013-09-03 | $27,500 | $29,730 | -$2,230 | -$2,230 |
| JP MORGAN CHASE | P | 2010-05-28 | 2013-09-03 | $35,000 | $37,764 | -$2,764 | -$2,764 |
| NEW YORK ST TWY AUTH | P | 2012-02-27 | 2013-02-28 | $119,233 | $121,024 | -$1,791 | -$1,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$40,930 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $458,156 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,601,362 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081794 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $228,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,153,519 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $303,886 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,294,892 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057392 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $218,454 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,052,511 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043237 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,656 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,817,566 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010100 | DistributionYr5Rt |
| Total Distribution | 0.236945 | TotalDistributionRt |
| Average Distribution | 0.047389 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,795,722 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $322,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,631 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $323,673 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,263 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,263 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,700 | TotalPaymentsAndCreditsAmt |
| Tax Due | $563 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BLOCK AND BLOCK CPA'S | IndividualWithBooksNm |
| Phone | 2125644682 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 8TH AVE SUITE 2325 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY MILLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WEST 79TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $6,891,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,899,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,899,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,795,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,263 | TotalTaxAmt |
| Distributable Before Adj | $336,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $336,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $336,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $336,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $20,182 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $183,376 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $203,558 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $203,558 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $22,565 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAM | ||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | 501 (C)3 | ARTS | $25,000 |
| AUSCHWITZ JEWISH CENTER | ||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | 501 (C)3 | RELIGIONS | $3,600 |
| COLUMBIA COLLEGE FUND | ||||||
| 2960 BROADWAY | NEW YORK | NY | 10027 | 501 (C)3 | EDUCATION | $17,500 |
| CONGREGATION BAIS TORAH U'TFILA - BTU CHARITABLE FUND | ||||||
| 1218 AYCRIGG AVE | PASSAIC | NJ | 07055 | 501 (C)3 | WELFARE | $1,800 |
| OHR SOMAYACH INTERNATIONAL | ||||||
| 1399 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | 501 (C)3 | RELIGIONS | $10,000 |
| MEOR HATORAH | ||||||
| 3050 W TOUHY AVENUE | CHICAGO | IL | 60645 | 501 (C)3 | RELIGION | $8,700 |
| MISHKAN ISRAEL DAY CAMP | ||||||
| PO BOX 11196 | GREENWICH | CT | 06831 | 501 (C)3 | RELIGION | $8,000 |
| BIKE & BUILD | ||||||
| 6153 RIDGE AVE | PHILADELPHIA | PA | 19128 | 501 (C)3 | WELFARE | $500 |
| OUTWARD BOUND | ||||||
| 29-46 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | 501 (C)3 | CHILD WELFARE | $3,000 |
| RACHEL COOPER FOUNDATION | ||||||
| 66-15 THORNTON PLACE SUITE 1N | REGO PARK | NY | 11374 | 501 (C)3 | WELFARE | $2,500 |
| LIBRARY OF AMERICA | ||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | 501 (C)3 | WELFARE | $25,000 |
| THE FIELD | ||||||
| 161 6TH AVENUE | NEW YORK | NY | 10013 | 501 (C)3 | ARTS | $2,500 |
| WESLEYAN UNIVERSITY | ||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | 501 (C)3 | EDUCATION | $500 |
| THE COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | 501 (C)3 | WELFARE | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,400 | 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 | $8,794 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,515 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$40,930 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,309 | ExclusionAmt |
| Related Or Exempt Function Incm | -$40,930 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,379 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LARRY MILLER | |||||||
| 1 | 101 W 79TH STREET | NEW YORK | NY | 10024 | $100,000 | Yes (X) | |
| LARRY MILLER | |||||||
| 2 | 101 W 79TH STREET | NEW YORK | NY | 10024 | $841,530 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | APPLE INC STOCK | NoncashPropertyDesc |
| Fair Market Value | $841,530 | FairMarketValueAmt |
| Received | 2013-12-17 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK AMER CORP | BondNm |
| EOY Book Value | $49,006 | EOYBookValueAmt |
| EOYFMV | $49,044 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| YAHOO INC | $610,705 | $1,044,039 |
| CITIGROUP 8.5% PFD | $199,995 | $304,635 |
| CREDIT SUISSE 7.9%TIER,CAP NOTES | $0 | $0 |
| DEUTSCHEBANK CONTIGENT | $250,000 | $267,000 |
| WELLS FARGO CAPITAL 7.875% | $0 | $0 |
| HSBC HLDGS PLC PERP NB CAP | $250,000 | $269,400 |
| JPMORGAN CHASE&CO DEP SHS REPSTG | $0 | $0 |
| JPMORGAN CHASE&CO CAP XXIV | $0 | $0 |
| APPLE INC | $1,092,293 | $1,046,302 |
| INTERNATIONAL BUSINESS MACHS CORP | $195,231 | $187,570 |
| BANK NEW YORK MELLON CORP DEP SHS | $250,000 | $207,500 |
| GLADSTONE COML CORP PFD SER C | $248,650 | $256,500 |
| CITIGROUP FDG INC MEDIUM TERM SR NTS | $0 | $0 |
| CITIGROUP FDG INC MEDIUM TERM NTS LASERS | $250,000 | $362,225 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESTERN ASSET LIQUID RESERVE A | AT COST | $5,031 | $5,031 |
| GARDNER RUSSO | AT COST | $500,000 | $510,868 |
| SEVEN BRIDGES MULTI-STRATEGY FUND | AT COST | $1,750,000 | $1,813,656 |
| SEVEN BRIDGES LONG/SHORT FUND LTD | AT COST | $750,000 | $803,050 |
| SEVEN BRIDGES STRATEGIC EQUITY FUND LP | AT COST | $500,000 | $543,739 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAXES PAID | Desc |
| Revenue And Expenses Per Books | $171 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEE | CategoryTxt |
| Amt | $337 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $2,744 | $0 | $0 | $0 |
| TAXES - DE | $25 | $0 | $0 | $0 |
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