FOUNDATION FOR A JUST SOCIETY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A JUST SOCIETY (EIN 27-3345774)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-23
- IRS object ID
- 201432969349100703
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-23T15:53:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174057 | 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 | 273345774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for a Just Society | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FANG HAN | InCareOfNm |
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 6466540066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 5TH AVENUE 7TH FLOOR | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | audrey simons | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6466540066 | PhoneNum |
| Signature | 2014-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 6466540066 | 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 | $172,663,785 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,306,584 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,875,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,579,739 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,535,723 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$643,883 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $61,187,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,896,545 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $389,058 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $281,657 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,924 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,924 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,055 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $41,653 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $65,253 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $131,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,821 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $48,368 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $47,001 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $149,739 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150,609 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $62,929 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $911,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $656,026 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,185,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,013,449 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,097,466 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,669,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,089,842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,880,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,806,970 | CashBOYAmt |
| Cash EOY | $39,281,734 | CashEOYAmt |
| Cash EOYFMV | $39,281,734 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,548,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,553,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,553,406 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,267 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,713,710 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,713,710 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $89,099,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,141,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,141,658 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $443,097 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,973,277 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,973,277 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $98,899,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,663,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,663,785 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $96,978 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $280,975 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,392,979 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,565,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $211,674 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $284,055 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,701,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,130,030 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $97,197,843 | UnrestrictedBOYAmt |
| Unrestricted EOY | $168,533,755 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,197,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $168,533,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,899,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $172,663,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,197,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,089,842 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,246,070 | OtherIncreasesAmt |
| Subtotal | $168,533,755 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $168,533,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| L-T REALIZED GAIN FROM LPS | $1,427,125 |
| S-T REALIZED LOSS FORM LPS | -$1,745,692 |
| SALE ON INVESTMENT FUND | $6,854,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,535,723 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,869,892 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $66,850,426 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,113,166 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,535,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035299 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,662,343 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.078229 | TotalDistributionRt |
| Average Distribution | 0.026076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $135,493,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,533,128 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58,807 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,591,935 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,669,475 | 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 | $58,807 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $58,807 | SubtotalAmt |
| Tax Based On Investment Income | $58,807 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $88,618 | AppliedToEsTaxAmt |
| Total Payments And Credits | $88,618 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $869 | EsPenaltyAmt |
| Overpayment | $28,942 | OverpaymentAmt |
| Applied To ES Tax | $28,942 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FANG HAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6466540066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FIFTH AVENUE 7TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| AUDREY SIMONS | ||||||||
| 160 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| JESSICA HAWRYS | ||||||||
| 160 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | VICE PRESIDENT | 2.5 | $0 | $0 | $0 |
| KYLA BARKIN | ||||||||
| 160 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | SECRETARY/TREASURER | 2.5 | $0 | $0 | $0 |
| KADY SAFAR | ||||||||
| 160 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 2.5 | $0 | $0 | $0 |
| ELIZABETH SIMONS | ||||||||
| 160 5TH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | DIRECTOR | 2.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $95,054,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,528,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,973,130 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,556,835 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,556,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,063,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,493,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,774,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,774,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,807 | TotalTaxAmt |
| Distributable Before Adj | $6,715,867 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,715,867 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,715,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,669,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,669,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $58,807 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,610,668 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,715,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,053,560 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,669,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,053,560 | AppliedToYear1Amt |
| Applied To Current Year | $3,615,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,099,952 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AUDREY SIMONS | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment 12 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | see attachment 12 | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | see attachment 12 | GrantOrContributionPurposeTxt |
| Amt | $4,013,449 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,013,449 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment 13 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See attachment 13 | AddressLine1 |
| City | New york | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | See attachment 13 | GrantOrContributionPurposeTxt |
| Amt | $2,345,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,345,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,850,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,854,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,854,927 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 |
|---|---|---|---|---|---|---|
| Audrey Simons Delaware Trust II | ||||||
| 1 | 500 STANTON C RD | NEWARK | DE | 19713 | $32,673,439 | Yes (X) |
| Audrey Simons Delaware Trust | ||||||
| 2 | 500 STANTON C RD | NEWARK | DE | 19713 | $22,633,145 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON, LLP | CategoryTxt |
| Amt | $34,055 | Amt |
| Disbursements Charitable Prps | $41,653 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $86,641,658 | $86,641,658 |
| PENDING INVESTMENTS | AT COST | $28,500,000 | $28,500,000 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB, BLOCK & PARTNERS, LLP | CategoryTxt |
| Legal Fees | $26,924 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,924 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT RECEIVABLES | $443,097 | $10,973,130 | $10,973,130 |
| DUE FROM THIRD PARTIES | $147 | $147 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES (POSTAGE ETC) | $16,882 | $28,302 |
| INSURANCE | $5,178 | $5,451 |
| MEMBERSHIP & SUBSCRIPTION | $11,275 | $11,275 |
| COMMUNICATION EXPENSE | $24,317 | $10,613 |
| BOARD DEVELOPMENT EXPENSES | $3,409 | $3,125 |
| HONORARIUM - BOARD DEVELOPMENT | $4,000 | $4,000 |
| MISCELLANEOUS EXPENSES | $136 | $163 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| Portfolio Income from Investments in | ||
| Limited Partnerships | -$644,014 | |
| other | $131 | $131 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $17,246,070 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $211,674 | BOYBookValueAmt |
| EOY Book Value | $284,055 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TRANSLATION SERVICES | $196 | $196 |
| PROGRAM DEVELOPMENT CONSULTING | $13,310 | $6,708 |
| BOARD DEVELOPMENT CONSULTING | $53,961 | $58,349 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX EXPENSE | $131,188 | |
| FOREIGN TAXES | $15,821 |
Comments