NORTHLIGHT FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NORTHLIGHT FOUNDATION INC (EIN 45-0612382)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349100348
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:00:10-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 LUDLOW STREET PO BOX 10098 | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 069042098 | 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 | 450612382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN AND SHERYL TISHMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 2123993600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL TISHMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2123993600 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNETTE REPACI | PreparerPersonNm |
| Phone | 2037084000 | 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 | $383,278 | 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 | $3,015,384 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,673,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,006,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,673,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,690,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,674,937 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Taxes Rev And Expnss | $19,962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,425 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,847,917 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,847,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,877,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,857,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,813,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,674,697 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $168,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $299,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $299,125 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,021 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,021 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,153 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $195,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $383,278 | 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 | $195,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | $326,146 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $195,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $326,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $195,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $195,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,813,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,008,156 | SubtotalAmt |
| Other Decreases | $1,682,010 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $326,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $425,381 | $188,515 | $236,866 | $236,866 |
| PUBLICLY TRADED SECURITIES | $2,581,118 | $1,144,858 | $1,436,260 | $1,436,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,673,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $236,866 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,103,038 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $161,937 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 12.986766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,153,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $474,989 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.428328 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 15.415094 | TotalDistributionRt |
| Average Distribution | 5.138365 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $220,326 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,132,115 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,747 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,148,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,857,102 | 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 | $16,747 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,747 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $22,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $5,235 | OverpaymentAmt |
| Applied To ES Tax | $5,235 | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL TISHMAN | IndividualWithBooksNm |
| Phone | 2123993600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL R TISHMAN | ||||||||
| 100 PARK AVENUE | NEW YORK | NY | 10017 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHERYL C TISHMAN | ||||||||
| 17 EAST MIDDLE PATENT ROAD | BEDFORD | NY | 10506 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FRANCIS W BECK | ||||||||
| 603 FIR COURT | NORWOOD | NJ | 07648 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| PAMELA FRIEDLANDER | ||||||||
| 865 WEST END AVENUE APT 14E | NEW YORK | NY | 10025 | OFFICER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $70,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $223,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $223,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $220,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,016 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,747 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,857,102 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,857,102 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,747 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,840,355 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $129,688 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,113,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,242,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,857,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,857,102 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,099,790 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,099,790 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $129,688 | ExcessFromYear2Amt |
| Excess From Year1 | $2,113,000 | ExcessFromYear1Amt |
| Excess From Current Year | $2,857,102 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R TISHMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE OF YESHIVA UNIVERSITY | ||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10333 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $475,000 |
| BANKSVILLE INDEPENDENT FIRE CO INC | ||||||
| 33 BEDFORD-GREENWICH ROAD | BEDFORD | NY | 10506 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $500 |
| CARNEGIE HALL CORPORATION | ||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $116,667 |
| EAGLE HILL FOUNDATION INC | ||||||
| 45 GLENVILLE ROAD | GREENWICH | CT | 06831 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $5,000 |
| FRIENDS OF BAXTER STATE PARK | ||||||
| PO BOX 609 | UNION | ME | 04862 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $250 |
| GREENS FARMS ACADEMY | ||||||
| 35 BEACHSIDE AVENUE PO BOX 998 | GREENS FARMS | CT | 06838 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $25,000 |
| HURRICANE ISLAND FOUNDATION | ||||||
| PO BOX 1280 | ROCKLAND | ME | 04841 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $2,500 |
| ISLAND INSTITUTE | ||||||
| 386 MAIN STREET PO BOX 648 | ROCKLAND | ME | 04841 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $10,000 |
| JACKSON LABORATORY | ||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $10,000 |
| JACKSON MEMORIAL LIBRARY | ||||||
| 71 MAIN STREET | TENANTS HARBOR | ME | 04860 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $500 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||
| 1920 L STREET NW SUITE 800 | WASHINGTON | DC | 20036 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $24,000 |
| LIFE FLIGHT FOUNDATION | ||||||
| PO BOX 899 | CAMDEN | ME | 04843 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $5,000 |
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION | ||||||
| 294 CROSBY BROOK ROAD | UNITY | ME | 04988 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $1,000 |
| MIANUS RIVER GORGE | ||||||
| MIANUS RIVER ROAD | BEDFORD | NY | 10506 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $5,000 |
| NATURAL RESOURCES COUNCIL INC | ||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $15,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $600,000 |
| SENATOR GEORGE J MITCHELL SCHOLARSHIP RESEARCH INSTITUTE | ||||||
| 22 MONUMENT WAY | PORTLAND | ME | 04101 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $100,000 |
| TELLURIDE FOUNDATION | ||||||
| 220 EAST COLORADO AVENUE SUITE 106 | TELLURIDE | CO | 81435 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $35,000 |
| THE EVERGREEN STATE COLLEGE FOUNDATION | ||||||
| 2700 EVERGREEN PKWY NW | OLYMPIA | WA | 98505 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $100,000 |
| THE NEW SCHOOL | ||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $250,000 |
| THE PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||
| 5 COURT STREET | MIDDLEBURY | VT | 05753 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $25,000 |
| THE SAN MIGUEL EDUCATIONAL FUND KOTO COMMUNITY RADIO | ||||||
| PO BOX 1069 207 N PINE STREET | TELLURIDE | CO | 81435 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $5,000 |
| THE TVRC EDUCATION FOUNDATION INC | ||||||
| PO BOX 4915 | JACKSON | WY | 83001 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $200,000 |
| TRUST FOR PUBLIC LAND | ||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $825,000 |
| WILD SALMON CENTER | ||||||
| 721 NW NINTH AVENUE SUITE 300 | PORTLAND | OR | 97209 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $10,000 |
| WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC | ||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | PC | SUPPORT ORGANIZATION'S PROGRAMS & ACTIVITIES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,847,917 | 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 | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,673,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,674,937 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,674,937 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DAN TISHMAN | ||||||
| 1 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $202,650 | Yes (X) |
| DAN TISHMAN | ||||||
| 2 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $161,038 | Yes (X) |
| DAN TISHMAN | ||||||
| 3 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $130,083 | Yes (X) |
| DAN TISHMAN | ||||||
| 4 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $36,921 | Yes (X) |
| DAN TISHMAN | ||||||
| 5 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $676,160 | Yes (X) |
| DAN TISHMAN | ||||||
| 6 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $1,747,440 | Yes (X) |
| DAN TISHMAN | ||||||
| 7 | 100 PARK AVENUE | NEW YORK | NY | 10017 | $61,092 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,000 SHS PHILLIPS 66 | $202,650 | 2013-03-22 |
| 2 | 2,723 SHS WALT DISNEY | $161,038 | 2013-04-09 |
| 3 | 1,534 SHS MARATHON PETROLEUM | $130,083 | 2013-04-09 |
| 4 | 571 SHS PHILLIPS 66 | $36,921 | 2013-04-09 |
| 5 | 8,000 SHS DECKERS OUTDOORS | $676,160 | 2013-12-13 |
| 6 | 36,000 SHARES OSHKOSH | $1,747,440 | 2013-12-13 |
| 7 | 334 SHARES PPG INDUSTRIES | $61,092 | 2013-12-13 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE DAN AND SHERYL TISHMAN FAMILY FOUNDATION HEREBY ELECTS TO TREAT THE CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 150 SHS APPLE INC. | StockNm |
| EOY Book Value | $27,021 | EOYBookValueAmt |
| EOYFMV | $84,153 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX DIFFERENCE ON STOCK CONTRIBUTION | Description |
| Amount | $1,682,010 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH ANNUAL FEE | $150 | $150 | $0 | $0 |
| NEW YORK STATE DEPARTMENT OF LAW | $50 | $0 | $0 | $50 |
| MERRILL LYNCH TRANSACTION FEE | $90 | $90 | $0 | $0 |
| ACCOUNTING FEES - DELOITTE | $9,000 | $0 | $0 | $9,000 |
| ALM FEE | $135 | $0 | $0 | $135 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| DANIEL R TISHMAN | |||
| 100 PARK AVENUE | NEW YORK | NY | 10017 |
| JOHN DAN TISHMAN FAMILY FUND | |||
| 100 PARK AVENUE | NEW YORK | NY | 10017 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES 2012 | $9,962 | $0 | $0 | $0 |
| FEDERAL TAXES 2013 | $10,000 | $0 | $0 | $0 |
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