KNOTT FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION (EIN 20-0495479)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-26
- IRS object ID
- 201302699349100000
- Schema version
- 2012v2.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-26T05:35:52-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133471755 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFER & INFIELD CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 PARK AVE SOUTH 5TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100168012 | 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 | 200495479 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNOTT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNOT | NameControl |
| Phone | 5163640303 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD No 205 | AddressLine1 |
| City | SYOSSET | City |
| State | NY | State |
| ZIP Code | 117913434 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID KNOTT | Name |
| Title | PRESIDENT | Title |
| Phone | 5163640303 | Phone |
| Date Signed | 2013-09-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Rufer | Name |
| PTIN | P00359993 | PTIN |
| Phone | 9173510700 | 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 | 2335636 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 151300 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 43860 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 43860 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 171361 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 565080 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 171361 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 366521 | TotalRevenueAndExpenses |
| Total Net Investment Income | 215221 | 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 | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 500 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4625 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 176 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5625 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 676 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 643200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 643200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 648825 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 676 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 643700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -282304 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 214545 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Corp Stock BOY | 1857575 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1918624 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2335636 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1857575 | TotalAssetsBOY |
| Total Assets EOY | 1918624 | TotalAssetsEOY |
| Total Assets EOYFMV | 2335636 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 64668 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 408021 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 64668 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 408021 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1792907 | RetainedEarningsBOY |
| Retained Earnings EOY | 1510603 | RetainedEarningsEOY |
| Total Net Assets BOY | 1792907 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1510603 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1857575 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1918624 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1792907 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -282304 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1510603 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1510603 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 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 |
|---|---|---|---|---|---|---|---|
| 2000 SHS ANADARKO PETROL | D | 2007-04-13 | 2012-02-01 | 158695 | 89825 | 68870 | 68870 |
| 370 SHS CANADIAN RESOURCES | P | 2011-09-18 | 2012-02-01 | 14952 | 13434 | 1518 | 1518 |
| 2000 SHS CANADIAN RESOURCES | P | 2004-03-17 | 2012-02-01 | 80821 | 13972 | 66849 | 66849 |
| 1865 SHS EAGLE MATERIALS | P | 2011-09-18 | 2012-02-01 | 54863 | 35975 | 18888 | 18888 |
| 7785 NORTHFIELD BANCORP | P | 2011-09-18 | 2012-02-01 | 113638 | 98013 | 15625 | 15625 |
| 10000 SHS OBA FINANCIAL | P | 2011-09-18 | 2012-02-01 | 141759 | 142500 | -741 | -741 |
| FRACTIONAL SHARES AND SETTLEMENTS | P | 352 | 352 | 352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 171361 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 583472 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2144499 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.272078 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 652998 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1087264 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.600588 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 290594 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1261369 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.230380 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 156179 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1741664 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.089672 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 187978 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2188066 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.085911 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.278629 | TotalDistributionRatio |
| Average Distribution Ratio | 0.255726 | AverageDistributionRatio |
| Net Noncharitable Assets | 2365944 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 605033 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2145 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 607178 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 643700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2145 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2145 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2145 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1764 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1764 | TotalCreditsAndPayments |
| Tax Due | 381 | TaxDue |
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 | 1 | 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 | DAVID KNOTT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5163640303 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1 |
| City | SYOSSET | City |
| State | NY | State |
| ZIP Code | 11791 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID M KNOTT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1 |
| City | SYOSSET | City |
| State | NY | State |
| ZIP Code | 117913434 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT AND DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 2401974 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2401974 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2401974 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36030 | CashDeemedCharitable |
| Net Noncharitable Assets | 2365944 | NetNoncharitableAssets |
| Minimum Investment Return | 118297 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 118297 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2145 | TaxBasedOnInvestmentIncome |
| Total Tax | 2145 | TotalTax |
| Distributable Amount Before Adj | 116152 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 116152 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 116152 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 643700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 643700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2145 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 641555 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 116152 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 79657 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 69518 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 227648 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 599289 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 479703 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1455815 | TotalExcessDistriCarryover |
| Qualifying Distributions | 643700 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 116152 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 527548 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1983363 | 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 | 79657 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1903706 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 69518 | ExcessFromYear4 |
| Excess From Year3 | 227648 | ExcessFromYear3 |
| Excess From Year2 | 599289 | ExcessFromYear2 |
| Excess From Year1 | 479703 | ExcessFromYear1 |
| Excess From Current Year | 527548 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M KNOTT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| ALBERTA CHILDREN'S HOSPITAL | |||||||||||
| NONE | GENERAL CHARITABLE PURPOSES | $5,000 | 2888 SHAGNAPPI TRAIL NW | CALGARY | ALBERTA | CA | T3B 6A8 | ||||
| ALFRED E SMITH MEMORIAL FOUNDATION | |||||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | GENERAL CHARITABLE PURPOSES | $22,500 | |||||
| ALZHEIMERS ASSOC | |||||||||||
| 95 MADISON AVE | NEW YORK | NY | 100167801 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| AMERICAN FRIENDS OF JAFFA INSTITUTE | |||||||||||
| 315 WEST 70TH STREET | NEW YORK | NY | 10023 | NONE | GENERAL CHARITABLE PURPOSES | $12,000 | |||||
| BOY'S AND GIRL'S HARBOR | |||||||||||
| 1230 FIFTH AVE | NEW YORK | NY | 10029 | NONE | GENERAL CHARITABLE PURPOSESGENERAL CHARITABLE PURPOSES | $106,500 | |||||
| COLD SPRING HARBOR LAB | |||||||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | GENERAL CHARITABLE PURPOSES | $82,800 | |||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||
| 424 MADISON AVE | NEW YORK | NY | 10017 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| FOUNTAIN HOUSE | |||||||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | NONE | GENERAL CHARITABLE PURPOSES | $23,900 | |||||
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||||||
| 1311 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | GENERAL CHARITABLE PURPOSES | $2,000 | |||||
| MEDSHARE | |||||||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | NONE | GENERAL CHARITABLE PURPOSES | $50,000 | |||||
| MULTIPLE MYELOMA RESEARCH | |||||||||||
| 51 LOCUST STREET | NEW CANAAN | CT | 06840 | NONE | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| NATIONAL NEW PLAY | |||||||||||
| 641 D STREET NW | WASHINGTON | DC | 20004 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| NYU LANGONE MEDICAL CENTER | |||||||||||
| 726 BROADWAY | NEW YORK | NY | 10003 | NONE | GENERAL CHARITABLE PURPOSES | $500 | |||||
| SECOND STAGE | |||||||||||
| 305 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | GENERAL CHARITABLE PURPOSES | $1,500 | |||||
| ST JOHN'S OF LATTINGTOWN | |||||||||||
| PO BOX 448 | LOCUST VALLEY | NY | 11560 | NONE | GENERAL CHARITABLE PURPOSES | $24,000 | |||||
| ST PAUL'S SCHOOL | |||||||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | NONE | GENERAL CHARITABLE PURPOSES | $105,000 | |||||
| TAFT SCHOOL | |||||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| UNIVERSITY OF NORTH CAROLINA | |||||||||||
| PO BOX 309 | CHAPEL HILL | NC | 275140309 | NONE | GENERAL CHARITABLE PURPOSES | $100,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 643200 | 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 | $43,860 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $171,361 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $215,221 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 215221 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID KNOTT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1 |
| City | SYOSSET | City |
| State | NY | State |
| ZIP Code | 11791 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 151300 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 2,500 SHARES ANADARKO PETROLEUM | NoncashPropertyDescription |
| Fair Market Value | 151300 | FairMarketValue |
| Date Received | 2012-06-06 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CANADIAN NATURAL RES | 13972 | 57712 |
| ANDARKO PETROLEUM | 237410 | 334395 |
| RUBICON LTD | 65129 | 28956 |
| PFIZER | 554282 | 752379 |
| KRAFT FOODS | 61227 | 75753 |
| PARAMOUNT RESOURCES | 572243 | 644840 |
| COCA-COLA | 82943 | 87000 |
| JPMORGAN CHASE | 45651 | 52763 |
| JOHNSON & JOHNSON | 104596 | 112160 |
| MONDELEZ INTNL | 115873 | 127266 |
| TOTAL SA | 65298 | 62412 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NYS FILING FEE | 250 | 0 | 0 |
| CHARITY PUBLICATION NOTICE | 131 | 0 | 0 |
| FEDERAL EXCISE TAX | 3500 | 0 | 0 |
| INTEREST | 176 | 176 | 0 |
| DELAWARE REP FEE | 568 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO BROKER | Description |
| BOY Book Value | 64668 | BOYBookValue |
| EOY Book Value | 408021 | EOYBookValue |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID KNOTT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 UNDERHILL ROAD | AddressLine1 |
| City | SYOSSET | City |
| State | NY | State |
| ZIP Code | 117913434 | ZIPCode |