C A L FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- C A L FOUNDATION INC (EIN 13-6083347)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-04
- IRS object ID
- 201300359349100455
- Schema version
- 2012v2.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-04T16:24:18-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133050313 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100161901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136083347 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALF | NameControl |
| Phone | 2126826640 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SACKS PRESS LACHER 600 THIRD | AddressLine1 |
| Address Line2 | AVENU | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA HACKETT | Name |
| Title | MANAGING DIRECTOR | Title |
| Phone | 2126826640 | Phone |
| Date Signed | 2013-02-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN L SACKS | Name |
| PTIN | P00192737 | PTIN |
| Phone | 2126826640 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3358667 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 40887 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40887 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 128130 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1156022 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 128130 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 169017 | TotalRevenueAndExpenses |
| Total Net Investment Income | 169017 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6037 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6037 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 20281 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 20281 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5763 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 250 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 250 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 32331 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 26568 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 165000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 165000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 197331 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 26568 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 165000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -28314 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 142449 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14720 | CashBOY |
| Cash EOY | 14719 | CashEOY |
| Cash EOYFMV | 14719 | CashEOYFMV |
| Investments Corp Stock BOY | 2379049 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2350736 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3343948 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2393769 | TotalAssetsBOY |
| Total Assets EOY | 2365455 | TotalAssetsEOY |
| Total Assets EOYFMV | 3358667 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 486677 | CapitalStockBOY |
| Capital Stock EOY | 486677 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1907092 | RetainedEarningsBOY |
| Retained Earnings EOY | 1878778 | RetainedEarningsEOY |
| Total Net Assets BOY | 2393769 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2365455 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2393769 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2365455 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2393769 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -28314 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2365455 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2365455 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (188 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SOUTHWESTERN ENERGY CO - 166 SHS | P | 2011-08-09 | 2012-01-11 | 5036 | 5943 | -907 | -907 |
| AMERICAN TOWER CORPORATION - 77 SHS | P | 2011-03-29 | 2012-01-12 | 4757 | 3873 | 884 | 884 |
| SOUTHWESTERN ENERGY CO - 169 SHS | P | 2011-08-09 | 2012-01-12 | 4908 | 6050 | -1142 | -1142 |
| SOUTHWESTERN ENERGY CO - 53 SHS | P | 2011-08-09 | 2012-01-12 | 1558 | 1897 | -339 | -339 |
| ILLUMINA INC COM - 56 SHS | P | 2011-01-27 | 2012-01-26 | 2974 | 3940 | -966 | -966 |
| ILLUMINA INC COM - 55 SHS | P | 2011-01-26 | 2012-01-26 | 2921 | 3866 | -945 | -945 |
| ILLUMINA INC COM - 17 SHS | P | 2011-01-26 | 2012-01-26 | 903 | 1194 | -291 | -291 |
| ILLUMINA INC COM - 15 SHS | P | 2011-01-28 | 2012-01-26 | 797 | 1046 | -249 | -249 |
| ILLUMINA INC COM - 184 SHS | P | 2011-01-28 | 2012-01-27 | 9601 | 12829 | -3228 | -3228 |
| ILLUMINA INC COM - 63 SHS | P | 2011-03-29 | 2012-01-27 | 3287 | 4276 | -989 | -989 |
| ILLUMINA INC COM - 135 SHS | P | 2011-03-29 | 2012-01-30 | 6928 | 9163 | -2235 | -2235 |
| ILLUMINA INC COM - 43 SHS | P | 2011-03-28 | 2012-01-30 | 2207 | 2836 | -629 | -629 |
| ILLUMINA INC COM - 33 SHS | P | 2011-03-15 | 2012-01-30 | 1693 | 2135 | -442 | -442 |
| ILLUMINA INC COM - 190 SHS | P | 2011-03-15 | 2012-01-30 | 9768 | 12294 | -2526 | -2526 |
| ILLUMINA INC COM - 111 SHS | P | 2011-07-28 | 2012-01-30 | 5706 | 6683 | -977 | -977 |
| QUALCOMM INC - 31 SHS | P | 2011-03-15 | 2012-02-06 | 1886 | 1595 | 291 | 291 |
| QUALCOMM INC - 5 SHS | P | 2011-03-15 | 2012-02-07 | 304 | 257 | 47 | 47 |
| APPLE INC - 27 SHS | P | 2011-12-06 | 2012-03-15 | 15812 | 10584 | 5228 | 5228 |
| APPLE INC - 11 SHS | P | 2011-12-06 | 2012-03-16 | 6425 | 4312 | 2113 | 2113 |
| AMAZON COM INC - 19 SHS | P | 2012-01-19 | 2012-05-30 | 4012 | 3703 | 309 | 309 |
| AMAZON COM INC - 19 SHS | P | 2012-01-19 | 2012-05-30 | 4012 | 3652 | 360 | 360 |
| COGNIZANT TECHNLGY SLIMS CORCL A - 114 SHS | P | 2012-05-08 | 2012-05-30 | 6728 | 6809 | -81 | -81 |
| ILLUMINA INC COM - 80 SHS | P | 2011-07-28 | 2012-05-30 | 3476 | 4756 | -1280 | -1280 |
| MEAD JOHNSON NUTRITION CO COM - 98 SHS | P | 2011-12-05 | 2012-06-18 | 8491 | 7412 | 1079 | 1079 |
| MEAD JOHNSON NUTRITION CO COM - 75 SHS | P | 2011-12-06 | 2012-06-18 | 6498 | 5647 | 851 | 851 |
| MEAD JOHNSON NUTRITION CO COM - 81 SHS | P | 2011-12-01 | 2012-06-18 | 7018 | 6088 | 930 | 930 |
| MEAD JOHNSON NUTRITION CO COM - 23 SHS | P | 2011-12-09 | 2012-06-18 | 1993 | 1728 | 265 | 265 |
| MEAD JOHNSON NUTRITION CO COM - 33 SHS | P | 2011-12-02 | 2012-06-18 | 2859 | 2477 | 382 | 382 |
| MEAD JOHNSON NUTRITION CO COM - 47 SHS | P | 2011-12-02 | 2012-06-19 | 4085 | 3528 | 557 | 557 |
| MEAD JOHNSON NUTRITION CO COM - 25 SHS | P | 2011-12-09 | 2012-06-19 | 2173 | 1876 | 297 | 297 |
| MEAD JOHNSON NUTRITION CO COM - 27 SHS | P | 2011-12-07 | 2012-06-19 | 2347 | 2021 | 326 | 326 |
| NATIONAL OILWELL VARCO INC - 241 SHS | P | 2011-08-10 | 2012-06-20 | 16152 | 15634 | 518 | 518 |
| NATIONAL OILWELL VARCO INC - 173 SHS | P | 2011-08-09 | 2012-06-20 | 11594 | 10980 | 614 | 614 |
| CME GROUP INC - 9 SHS | P | 2012-02-07 | 2012-07-11 | 2333 | 2469 | -136 | -136 |
| AMAZON COM INC - 19 SHS | P | 2012-01-19 | 2012-07-25 | 4145 | 3652 | 493 | 493 |
| AMAZON COM INC - 78 SHS | P | 2012-01-20 | 2012-07-25 | 17015 | 14823 | 2192 | 2192 |
| AMAZON COM INC - 41 SHS | P | 2012-01-18 | 2012-07-25 | 8944 | 7774 | 1170 | 1170 |
| APPLE INC - 31 SHS | P | 2012-05-17 | 2012-09-21 | 21734 | 16718 | 5016 | 5016 |
| APPLE INC - 10 SHS | P | 2012-05-17 | 2012-09-24 | 6917 | 5393 | 1524 | 1524 |
| APPLE INC - 9 SHS | P | 2012-05-17 | 2012-09-25 | 6142 | 4854 | 1288 | 1288 |
| APPLE INC - 11 SHS | P | 2012-05-17 | 2012-09-26 | 7323 | 5932 | 1391 | 1391 |
| APPLE INC - 9 SHS | P | 2012-05-17 | 2012-11-14 | 4885 | 4854 | 31 | 31 |
| ECOLAB INC COM - 51 SHS | P | 2012-03-20 | 2012-11-14 | 3501 | 3086 | 415 | 415 |
| INTUITIVE SURGICAL INC - 8 SHS | P | 2012-10-15 | 2012-11-14 | 4258 | 4085 | 173 | 173 |
| VIACOM INC NEW CL B - 24 SHS | P | 2012-01-26 | 2012-11-14 | 1170 | 1157 | 13 | 13 |
| QUALCOMM INC - 61 SHS | P | 2012-07-05 | 2012-11-19 | 3795 | 3449 | 346 | 346 |
| QUALCOMM INC - 95 SHS | P | 2012-07-06 | 2012-11-19 | 5910 | 5281 | 629 | 629 |
| AMERICAN TOWER CORPORATION - 148 SHS | P | 2010-11-09 | 2012-01-06 | 8923 | 7810 | 1113 | 1113 |
| AMERICAN TOWER CORPORATION - 142 SHS | P | 2010-11-09 | 2012-01-06 | 8561 | 7479 | 1082 | 1082 |
| AMERICAN TOWER CORPORATION - 92 SHS | P | 2010-11-08 | 2012-01-06 | 5547 | 4792 | 755 | 755 |
| AMERICAN TOWER CORPORATION - 136 SHS | P | 2010-11-05 | 2012-01-06 | 8199 | 7066 | 1133 | 1133 |
| SOUTHWESTERN ENERGY CO - 127 SHS | P | 2009-11-30 | 2012-01-06 | 4215 | 5586 | -1371 | -1371 |
| SOUTHWESTERN ENERGY CO - 89 SHS | P | 2009-11-27 | 2012-01-06 | 2954 | 3904 | -950 | -950 |
| AMERICAN TOWER CORPORATION - 100 SHS | P | 2010-11-05 | 2012-01-09 | 6018 | 5195 | 823 | 823 |
| SOUTHWESTERN ENERGY CO - 54 SHS | P | 2009-11-27 | 2012-01-09 | 1789 | 2369 | -580 | -580 |
| SOUTHWESTERN ENERGY CO - 80 SHS | P | 2009-11-24 | 2012-01-09 | 2651 | 3396 | -745 | -745 |
| SOUTHWESTERN ENERGY CO - 115 SHS | P | 2009-11-23 | 2012-01-09 | 3810 | 4865 | -1055 | -1055 |
| SOUTHWESTERN ENERGY CO - 44 SHS | P | 2009-11-18 | 2012-01-09 | 1458 | 1859 | -401 | -401 |
| SOUTHWESTERN ENERGY CO - 308 SHS | P | 2009-11-18 | 2012-01-10 | 10020 | 13014 | -2994 | -2994 |
| AMERICAN TOWER CORPORATION - 24 SHS | P | 2010-11-05 | 2012-01-12 | 1483 | 1247 | 236 | 236 |
| CME GROUP INC - 38 SHS | P | 2008-06-23 | 2012-01-12 | 8804 | 16588 | -7784 | -7784 |
| CME GROUP INC - 2 SHS | P | 2008-06-24 | 2012-01-12 | 463 | 865 | -402 | -402 |
| SOUTHWESTERN ENERGY CO - 96 SHS | P | 2009-11-18 | 2012-01-12 | 2821 | 4056 | -1235 | -1235 |
| SOUTHWESTERN ENERGY CO - 128 SHS | P | 2009-11-19 | 2012-01-12 | 3762 | 5307 | -1545 | -1545 |
| SOUTHWESTERN ENERGY CO - 173 SHS | P | 2009-11-19 | 2012-01-13 | 5045 | 7172 | -2127 | -2127 |
| SOUTHWESTERN ENERGY CO - 152 SHS | P | 2009-11-20 | 2012-01-13 | 4433 | 6295 | -1862 | -1862 |
| INTUITIVE SURGICAL INC - 7 SHS | P | 2010-11-04 | 2012-01-18 | 3292 | 1930 | 1362 | 1362 |
| YUM BRANDS INC - 117 SHS | P | 2010-09-21 | 2012-01-18 | 7326 | 5448 | 1878 | 1878 |
| YUM BRANDS INC - 47 SHS | P | 2010-09-20 | 2012-01-18 | 2943 | 2188 | 755 | 755 |
| INTUITIVE SURGICAL INC - 3 SHS | P | 2010-11-04 | 2012-01-19 | 1413 | 827 | 586 | 586 |
| INTUITIVE SURGICAL INC - 6 SHS | P | 2010-11-04 | 2012-01-19 | 2825 | 1651 | 1174 | 1174 |
| YUM BRANDS INC - 143 SHS | P | 2010-09-20 | 2012-01-19 | 8918 | 6657 | 2261 | 2261 |
| YUM BRANDS INC - 42 SHS | P | 2010-09-20 | 2012-01-20 | 2621 | 1955 | 666 | 666 |
| YUM BRANDS INC - 78 SHS | P | 2010-09-23 | 2012-01-20 | 4868 | 3630 | 1238 | 1238 |
| YUM BRANDS INC - 85 SHS | P | 2010-09-22 | 2012-01-20 | 5305 | 3946 | 1359 | 1359 |
| YUM BRANDS INC - 44 SHS | P | 2010-09-15 | 2012-01-20 | 2746 | 2025 | 721 | 721 |
| YUM BRANDS INC - 107 SHS | P | 2010-09-17 | 2012-01-20 | 6678 | 4901 | 1777 | 1777 |
| INTUITIVE SURGICAL INC - 16 SHS | P | 2010-11-04 | 2012-01-25 | 7234 | 4404 | 2830 | 2830 |
| INTUITIVE SURGICAL INC - 2 SHS | P | 2010-11-03 | 2012-01-25 | 904 | 537 | 367 | 367 |
| ILLUMINA INC COM - 57 SHS | P | 2011-01-18 | 2012-01-30 | 2930 | 4006 | -1076 | -1076 |
| CELGENE CORP - 24 SHS | P | 2010-12-09 | 2012-02-03 | 1753 | 1370 | 383 | 383 |
| CELGENE CORP - 18 SHS | P | 2010-12-08 | 2012-02-03 | 1315 | 1026 | 289 | 289 |
| QUALCOMM INC - 40 SHS | P | 2005-01-04 | 2012-02-03 | 2439 | 1716 | 723 | 723 |
| VISA INC COM CL A - 13 SHS | P | 2010-05-24 | 2012-02-03 | 1388 | 981 | 407 | 407 |
| VISA INC COM CL A - 133 SHS | P | 2010-05-19 | 2012-02-03 | 14204 | 9587 | 4617 | 4617 |
| VISA INC CON CL A - 58 SHS | P | 2011-01-24 | 2012-02-03 | 6194 | 4127 | 2067 | 2067 |
| CELGENE CORP - 73 SHS | P | 2010-12-08 | 2012-02-06 | 5368 | 4162 | 1206 | 1206 |
| QUALCOMM INC - 50 SHS | P | 2005-01-04 | 2012-02-06 | 3041 | 2145 | 896 | 896 |
| CELGENE CORP - 25 SHS | P | 2010-12-08 | 2012-02-07 | 1822 | 1425 | 397 | 397 |
| QUALCOMM INC - 13 SHS | P | 2005-01-21 | 2012-02-07 | 791 | 492 | 299 | 299 |
| APPLE INC - 7 SHS | P | 2008-12-01 | 2012-03-16 | 4089 | 632 | 3457 | 3457 |
| APPLE INC - 12 SHS | P | 2008-12-01 | 2012-03-19 | 7170 | 1083 | 6087 | 6087 |
| APPLE INC - 11 SHS | P | 2008-12-01 | 2012-03-20 | 6598 | 993 | 5605 | 5605 |
| INTUITIVE SURGICAL INC - 44 SHS | P | 2010-11-03 | 2012-04-18 | 26013 | 11805 | 14208 | 14208 |
| INTUITIVE SURGICAL INC - 6 SHS | P | 2010-11-03 | 2012-05-08 | 3338 | 1610 | 1728 | 1728 |
| INTUITIVE SURGICAL INC - 34 SHS | P | 2010-10-22 | 2012-05-08 | 18916 | 9038 | 9878 | 9878 |
| PRAXAIR INC - 98 SHS | P | 2010-03-31 | 2012-05-08 | 11118 | 8142 | 2976 | 2976 |
| PRAXAIR INC - 127 SHS | P | 2010-03-30 | 2012-05-08 | 14408 | 10481 | 3927 | 3927 |
| INTUITIVE SURGICAL INC - 6 SHS | P | 2010-10-22 | 2012-05-09 | 3327 | 1595 | 1732 | 1732 |
| ORACLE CORPORATION - 567 SHS | P | 2010-03-23 | 2012-05-17 | 15012 | 14698 | 314 | 314 |
| ORACLE CORPORATION - 165 SHS | P | 2010-03-24 | 2012-05-17 | 4368 | 4274 | 94 | 94 |
| ORACLE CORPORATION - 24 SHS | P | 2010-03-24 | 2012-05-17 | 633 | 622 | 11 | 11 |
| ORACLE CORPORATION - 226 SHS | P | 2010-03-24 | 2012-05-17 | 5961 | 5839 | 122 | 122 |
| ORACLE CORPORATION - 226 SHS | P | 2010-03-25 | 2012-05-17 | 5983 | 5878 | 105 | 105 |
| ORACLE CORPORATION - 86 SHS | P | 2010-03-29 | 2012-05-17 | 2268 | 2220 | 48 | 48 |
| ORACLE CORPORATION - 195 SHS | P | 2010-04-06 | 2012-05-17 | 5143 | 5029 | 114 | 114 |
| ORACLE CORPORATION - 77 SHS | P | 2010-04-07 | 2012-05-17 | 2031 | 1994 | 37 | 37 |
| ORACLE CORPORATION - 79 SHS | P | 2010-04-08 | 2012-05-17 | 2092 | 2047 | 45 | 45 |
| ORACLE CORPORATION - 25 SHS | P | 2010-04-09 | 2012-05-17 | 662 | 651 | 11 | 11 |
| CELGENE CORP - 3 SHS | P | 2010-12-08 | 2012-05-30 | 206 | 171 | 35 | 35 |
| CELGENE CORP - 56 SHS | P | 2010-09-21 | 2012-05-30 | 3841 | 3184 | 657 | 657 |
| CELGENE CORP - 41 SHS | P | 2009-10-19 | 2012-05-30 | 2812 | 2314 | 498 | 498 |
| CME GROUP INC - 26 SHS | P | 2008-06-24 | 2012-05-30 | 6755 | 11249 | -4494 | -4494 |
| ORACLE CORPORATION - 115 SHS | P | 2010-03-31 | 2012-05-30 | 3001 | 2964 | 37 | 37 |
| ORACLE CORPORATION - 12 SHS | P | 2010-04-06 | 2012-05-30 | 313 | 309 | 4 | 4 |
| T. ROWE PRICE GROUP INC - 95 SHS | P | 2011-04-27 | 2012-05-30 | 5440 | 6161 | -721 | -721 |
| VISA INC COM CL A - 100 SHS | P | 2011-01-24 | 2012-05-30 | 11905 | 7115 | 4790 | 4790 |
| YUM BRANDS INC - 15 SHS | P | 2010-09-17 | 2012-05-30 | 1054 | 687 | 367 | 367 |
| NATIONAL OILWELL VARCO INC - 156 SHS | P | 2011-03-29 | 2012-06-19 | 10410 | 12739 | -2329 | -2329 |
| NATIONAL OILWELL VARCO INC - 62 SHS | P | 2011-03-28 | 2012-06-19 | 4137 | 5053 | -916 | -916 |
| NATIONAL OILWELL VARCO INC - 113 SHS | P | 2011-01-31 | 2012-06-19 | 7541 | 8316 | -775 | -775 |
| NATIONAL OILWELL VARCO INC - 131 SHS | P | 2011-02-01 | 2012-06-19 | 8742 | 9618 | -876 | -876 |
| NATIONAL OILWELL VARCO INC - 179 SHS | P | 2011-01-26 | 2012-06-19 | 11945 | 12726 | -781 | -781 |
| NATIONAL OILWELL VARCO INC - 69 SHS | P | 2011-01-26 | 2012-06-20 | 4618 | 4906 | -288 | -288 |
| NATIONAL OILWELL VARCO INC - 207 SHS | P | 2011-01-27 | 2012-06-20 | 13853 | 14654 | -801 | -801 |
| NATIONAL OILWELL VARCO INC - 51 SHS | P | 2011-01-28 | 2012-06-20 | 3413 | 3605 | -192 | -192 |
| NATIONAL OILWELL VARCO INC - 137 SHS | P | 2011-01-21 | 2012-06-20 | 9168 | 9251 | -83 | -83 |
| NATIONAL OILWELL VARCO INC - 234 SHS | P | 2011-01-25 | 2012-06-20 | 15660 | 15788 | -128 | -128 |
| NATIONAL OILWELL VARCO INC - 99 SHS | P | 2011-01-25 | 2012-06-20 | 6635 | 6679 | -44 | -44 |
| NATIONAL OILWELL VARCO INC - 25 SHS | P | 2011-01-24 | 2012-06-20 | 1676 | 1686 | -10 | -10 |
| CME GROUP INC - 33 SHS | P | 2008-06-24 | 2012-07-05 | 8757 | 14278 | -5521 | -5521 |
| CME GROUP INC - 27 SHS | P | 2008-06-24 | 2012-07-06 | 7114 | 11682 | -4568 | -4568 |
| CME GROUP INC - 33 SHS | P | 2010-05-24 | 2012-07-06 | 8695 | 10773 | -2078 | -2078 |
| CME GROUP INC - 7 SHS | P | 2010-05-21 | 2012-07-06 | 1844 | 2211 | -367 | -367 |
| CME GROUP INC - 13 SHS | P | 2010-05-21 | 2012-07-09 | 3420 | 4106 | -686 | -686 |
| CME GROUP INC - 10 SHS | P | 2010-05-21 | 2012-07-11 | 2592 | 3158 | -566 | -566 |
| ORACLE CORPORATION - 482 SHS | P | 2010-03-26 | 2012-10-15 | 15011 | 12378 | 2633 | 2633 |
| ORACLE CORPORATION - 573 SHS | P | 2010-03-31 | 2012-10-15 | 17845 | 14768 | 3077 | 3077 |
| ORACLE CORPORATION - 219 SHS | P | 2010-03-31 | 2012-10-15 | 6820 | 5624 | 1196 | 1196 |
| ORACLE CORPORATION - 49 SHS | P | 2010-03-31 | 2012-10-15 | 1526 | 1258 | 268 | 268 |
| QUANTA SVCS INC - 360 SHS | P | 2007-12-18 | 2012-10-15 | 8705 | 8820 | -115 | -115 |
| QUANTA SVCS INC - 583 SHS | P | 2007-12-17 | 2012-10-15 | 14097 | 14226 | -129 | -129 |
| QUANTA SVCS INC - 909 SHS | P | 2008-01-09 | 2012-10-15 | 21980 | 20718 | 1262 | 1262 |
| QUANTA SVCS INC - 748 SHS | P | 2008-01-08 | 2012-10-15 | 18087 | 17038 | 1049 | 1049 |
| QUANTA SVCS INC - 367 SHS | P | 2008-01-08 | 2012-10-15 | 8835 | 8359 | 476 | 476 |
| QUANTA SVCS INC - 533 SHS | P | 2008-01-22 | 2012-10-15 | 12832 | 10617 | 2215 | 2215 |
| QUANTA SVCS INC - 786 SHS | P | 2008-01-23 | 2012-10-15 | 18922 | 15210 | 3712 | 3712 |
| QUANTA SVCS INC - 446 SHS | P | 2008-11-25 | 2012-10-15 | 10737 | 6544 | 4193 | 4193 |
| QUANTA SVCS INC - 419 SHS | P | 2008-11-24 | 2012-10-15 | 10087 | 5426 | 4661 | 4661 |
| CME GROUP INC - 92 SHS | P | 2010-02-03 | 2012-10-24 | 5206 | 5391 | -185 | -185 |
| VISA INC COM CL A - 50 SHS | P | 2011-01-24 | 2012-10-24 | 6842 | 3557 | 3285 | 3285 |
| VISA INC COM CL A - 39 SHS | P | 2011-01-24 | 2012-10-24 | 5337 | 2765 | 2572 | 2572 |
| VISA INC COM CL A - 41 SHS | P | 2010-05-18 | 2012-10-24 | 5611 | 2900 | 2711 | 2711 |
| CME GROUP INC - 163 SHS | P | 2010-02-03 | 2012-10-25 | 8910 | 9552 | -642 | -642 |
| CME GROUP INC - 67 SHS | P | 2010-02-02 | 2012-10-25 | 3662 | 3900 | -238 | -238 |
| VISA INC COM CL A - 120 SHS | P | 2010-05-18 | 2012-10-25 | 16475 | 8489 | 7986 | 7986 |
| ORACLE CORPORATION - 188 SHS | P | 2010-03-22 | 2012-11-13 | 5635 | 4820 | 815 | 815 |
| ORACLE CORPORATION - 94 SHS | P | 2010-03-31 | 2012-11-13 | 2844 | 2414 | 430 | 430 |
| ORACLE CORPORATION - 125 SHS | P | 2010-03-31 | 2012-11-13 | 3747 | 3210 | 537 | 537 |
| CELGENE CORP - 140 SHS | P | 2009-10-19 | 2012-11-14 | 10560 | 7903 | 2657 | 2657 |
| CELGENE CORP - 20 SHS | P | 2009-10-16 | 2012-11-14 | 1509 | 1124 | 385 | 385 |
| ORACLE CORPORATION - 187 SHS | P | 2010-03-22 | 2012-11-14 | 5565 | 4795 | 770 | 770 |
| ORACLE CORPORATION - 493 SHS | P | 2010-03-29 | 2012-11-14 | 14673 | 12618 | 2055 | 2055 |
| QUALCOMM INC - 187 SHS | P | 2011-08-29 | 2012-11-14 | 11605 | 9498 | 2107 | 2107 |
| T. ROWE PRICE GROUP INC - 146 SHS | P | 2011-04-27 | 2012-11-14 | 9320 | 9469 | -149 | -149 |
| T. ROWE PRICE GROUP INC - 54 SHS | P | 2011-04-27 | 2012-11-14 | 3447 | 3471 | -24 | -24 |
| CELGENE CORP - 85 SHS | P | 2009-10-16 | 2012-11-15 | 6259 | 4776 | 1483 | 1483 |
| ORACLE CORPORATION - 57 SHS | P | 2010-03-26 | 2012-11-15 | 1693 | 1458 | 235 | 235 |
| ORACLE CORPORATION - 25 SHS | P | 2010-03-29 | 2012-11-15 | 743 | 640 | 103 | 103 |
| ORACLE CORPORATION - 215 SHS | P | 2010-03-29 | 2012-11-15 | 6387 | 5495 | 892 | 892 |
| ORACLE CORPORATION - 90 SHS | P | 2010-03-29 | 2012-11-15 | 2692 | 2300 | 392 | 392 |
| ORACLE CORPORATION - 177 SHS | P | 2010-03-30 | 2012-11-15 | 5294 | 4511 | 783 | 783 |
| CELGENE CORP - 96 SHS | P | 2009-10-16 | 2012-11-16 | 7082 | 5394 | 1688 | 1688 |
| CELGENE CORP - 8 SHS | P | 2009-10-15 | 2012-11-16 | 590 | 449 | 141 | 141 |
| CELGENE CORP - 84 SHS | P | 2009-10-15 | 2012-11-16 | 6218 | 4716 | 1502 | 1502 |
| ORACLE CORPORATION - 159 SHS | P | 2010-03-30 | 2012-11-16 | 4760 | 4052 | 708 | 708 |
| ORACLE CORPORATION - 86 SHS | P | 2010-03-30 | 2012-11-16 | 2575 | 2186 | 389 | 389 |
| ORACLE CORPORATION - 281 SHS | P | 2010-03-30 | 2012-11-16 | 8429 | 7144 | 1285 | 1285 |
| QUALCOMM INC - 150 SHS | P | 2011-08-29 | 2012-11-19 | 9332 | 7619 | 1713 | 1713 |
| QUALCOMM INC - 177 SHS | P | 2011-08-30 | 2012-11-19 | 11012 | 8948 | 2064 | 2064 |
| QUALCOMM INC - 50 SHS | P | 2005-01-21 | 2012-11-19 | 3111 | 1894 | 1217 | 1217 |
| COGNIZANT TECHNLGY SLIMS - 78 SHS | P | 2011-08-22 | 2012-11-20 | 5064 | 4464 | 600 | 600 |
| COGNIZANT TECHNLGY SLTNS - 22 SHS | P | 2011-08-23 | 2012-11-20 | 1428 | 1251 | 177 | 177 |
| GOOGLE INC CL A - 7 SHS | P | 2011-07-13 | 2012-11-20 | 4679 | 3783 | 896 | 896 |
| VISA INC COM CL A - 50 SHS | P | 2010-05-18 | 2012-11-20 | 7280 | 3537 | 3743 | 3743 |
| YUM BRANDS INC - 109 SHS | P | 2010-09-17 | 2012-11-20 | 7862 | 4993 | 2869 | 2869 |
| YUM BRANDS INC - 61 SHS | P | 2010-09-16 | 2012-11-20 | 4400 | 2794 | 1606 | 1606 |
| LITIGATION SETTLEMENT | P | 1768 | 1768 | 1768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 128130 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 144000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2940992 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048963 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 133500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2864510 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046605 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 127000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2489471 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051015 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 166000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2426056 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068424 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 177008 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3460713 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051148 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.266155 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053231 | AverageDistributionRatio |
| Net Noncharitable Assets | 3116165 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 165877 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1424 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 167301 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 165000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2849 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2849 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2849 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4800 | TotalCreditsAndPayments |
| Overpayment | 1951 | Overpayment |
| Amount Credited To Next Year | 1951 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SACKS PRESS LACHER PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2126826640 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| LINDA HACKETT | |||||||||
| C/O SACKS PRESS LACHER 600 THIRD | AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| MONTAGUE H HACKETT JR | |||||||||
| C/O SACKS PRESS LACHER 600 THIRD | AVENUE | NEW YORK | NY | 10016 | SECRETARY | 2.00 | 0 | 0 | 0 |
| MELINDA HACKETT | |||||||||
| C/O SACKS PRESS LACHER 600 THIRD | AVENUE | NEW YORK | NY | 10016 | VICE-PRES. | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3148899 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14720 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3163619 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3163619 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 47454 | CashDeemedCharitable |
| Net Noncharitable Assets | 3116165 | NetNoncharitableAssets |
| Minimum Investment Return | 155808 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 155808 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2849 | TaxBasedOnInvestmentIncome |
| Total Tax | 2849 | TotalTax |
| Distributable Amount Before Adj | 152959 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 152959 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 152959 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 165000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 165000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 165000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 152959 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 13064 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 44697 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3691 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 1513 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 62965 | TotalExcessDistriCarryover |
| Qualifying Distributions | 165000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 152959 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12041 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 75006 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 13064 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 61942 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 44697 | ExcessFromYear4 |
| Excess From Year3 | 3691 | ExcessFromYear3 |
| Excess From Year1 | 1513 | ExcessFromYear1 |
| Excess From Current Year | 12041 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA HACKETT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $6,000 |
| ANIMAL RESCUE FUND | |||||||
| 1963 HOLLY BUSH ROAD | PELAHATCHIE | MS | 39145 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| ASSOCIATION OF COMMUNITY EMPLOYMENT | |||||||
| 598 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| BIDE A WEE ASSOCIATION | |||||||
| 410 EAST 38TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| CHILDRENS AID SOCIETY | |||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| CITY HARVEST | |||||||
| 575 8TH AVENUE 4TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| FOXCROFT SCHOOL | |||||||
| 22407 FOXHOUND LANE | MIDDLEBERG | VA | 20117 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| GAY MENS HEALTH CRISIS | |||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| GOD'S LOVE WE DELIVER | |||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| GROUP FOR SOUTH FORK | |||||||
| PO BOX 569 | BRIDGEHAMPTON | NY | 11932 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HALCYON FOUNDATION | |||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $17,500 |
| HORTICULTURAL SOCIETY- NEW YORK | |||||||
| 148 WEST 37TH STREET 13TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| HUMAN RESOURCES OF THE HAMPTONS | |||||||
| 100 HILL STREET | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 |
| INT'L CENTER FOR PHOTOGRAPHY | |||||||
| 1114 6TH AVENUE AT 43RD STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| INT'L PRIMATE PROTECTION LEAGUE | |||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| JOHN PB EDDY SCHOLARSHIP FUND | |||||||
| 12 BRADLEE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LCRF | |||||||
| 845 3RD AVENUE 6TH FL | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LREI | |||||||
| 272 SIXTH AVENUE | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER | |||||||
| 301 EAST 61ST STREET 2 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| BRONX RIVER PRWY AT FORDHAM ROAD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,500 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 WEST 31ST STREET 10 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| NEW YORK TIME NEEDIEST | |||||||
| 4 CHASE METROTECH CENTER 7TH FL | BROOKLYN | NY | 11245 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| PARRISH ART MUSEUM | |||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| PINE MANOR COLLEGE | |||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| PLANNED PARENTHOOD OF NYC | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| PLANNED PARENTHOOD SUFFOLK | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| RSVP | |||||||
| 1201 NEW YORK AVENUE NW | WASHINGTON | DC | 20525 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| SOUTHAMPTON HOSPITAL | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| SOUTHHAMPTON FRESH AIR FUND | |||||||
| 38 MAIN STREET | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| ST ANDREWS DUNE CHURCH | |||||||
| PO BOX 1245 | SOUTHAMPTON | NY | 11969 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| TWO MAUDS | |||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| VERMONT STUDIO SCHOOL | |||||||
| PO BOX 613 | JOHNSON | VT | 05656 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 |
| BBC CREDIT COOPERATIVE | |||||||
| 600 THIRD AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| 564 PRESERVATION FOUNDATION | |||||||
| 564 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| LUEKEMIA & LYMPHOMA SOCIETY | |||||||
| 476 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| SALVATION ARMY | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| SOUTHAMPTON ANIMAL SHELTER | |||||||
| 102 OLD RIVERHEAD ROAD WEST | SOUTHAMPTON | NY | 11946 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| CITY & COUNTRY SCHOOL | |||||||
| 146 WEST 13TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| PET PARTNERS | |||||||
| 10 MOUNTAIN LEDGE | WILTON | CT | 12831 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $4,000 |
| INTERFAITH CENTER OF NEW YORK | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 165000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,887 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $128,130 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $169,017 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 169017 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING | $2,300 | 2300 | 0 |
| CUSTODY FEE | $3,737 | 3737 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE EQUITITES | NameOfStock |
| EOY Book Value | 2350736 | EOYBookValue |
| EOYFMV | 3343948 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 250 | RevenueAndExpensesPerBooks |
| Net Investment Income | 250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | Category |
| Amount | $20,281 | Amount |
| Net Investment Income | 20281 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | Category |
| Amount | $5,763 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments