THE THOMPSON FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMPSON FAMILY FOUNDATION INC (EIN 06-1194385)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-10-09
- IRS object ID
- 201302829349100400
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-09T10:06:53-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 6TH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061194385 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMPSON FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 6464803532 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVENUE SUITE 1541 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10169 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELA E THOMPSON | Name |
| Title | PRESIDENT | Title |
| Phone | 2127515700 | Phone |
| Date Signed | 2013-10-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS LANNING | Name |
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 453125217 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200339887 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 15678312 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15678312 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8133217 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 141891185 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8133217 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 224151416 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23811529 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 150000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 75000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 75000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 50981 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 25490 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 25491 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 122446 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 61223 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 61223 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 514084 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 502944 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 11140 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 468930 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2208 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 2208 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 30068 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 30068 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 7317 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 7317 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 571 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 571 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 89206 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 89206 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1435811 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 666865 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 300016 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5641880 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11653770 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7077691 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 666865 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11953786 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 217073725 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 23144664 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6478540 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8355504 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8355504 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 48936386 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 230295069 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 302723096 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2268044 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1432741 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1432017 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 14575 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 5537 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 11246 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 9038 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 9038 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 103846225 | InvestmentsOtherBOY |
| Investments Other EOY | 132631785 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 140424090 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 206396 | OtherAssetsEOY |
| Other Assets EOYFMV | 181472 | OtherAssetsEOYFMV |
| Total Assets BOY | 161540441 | TotalAssetsBOY |
| Total Assets EOY | 372930533 | TotalAssetsEOY |
| Total Assets EOYFMV | 453125217 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 30686 | AccountsPayableBOY |
| Accounts Payable EOY | 67379 | AccountsPayableEOY |
| Grants Payable BOY | 19089980 | GrantsPayableBOY |
| Grants Payable EOY | 13028090 | GrantsPayableEOY |
| Other Liabilities BOY | 52142 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 393706 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 19172808 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13489175 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 142367633 | UnrestrictedBOY |
| Unrestricted EOY | 359441358 | UnrestrictedEOY |
| Total Net Assets BOY | 142367633 | TotalNetAssetsBOY |
| Total Net Assets EOY | 359441358 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 161540441 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 372930533 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 142367633 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 217073725 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 359441358 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 359441358 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| THOR INDUSTRIES | D | 40844055 | 33971378 | 6872677 | 6872677 |
| VARIOUS PUBLICLY TRADED SECURITIES | P | 101047130 | 99786590 | 1260540 | 1260540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8133217 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6276483 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 128541814 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048828 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1774914 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4356281 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.407438 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 516264 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4238760 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.121796 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 359499 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3554295 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.101145 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 443825 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5432326 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.081701 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.760908 | TotalDistributionRatio |
| Average Distribution Ratio | 0.152182 | AverageDistributionRatio |
| Net Noncharitable Assets | 381273288 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 58022932 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 231447 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 58254379 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11953786 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 462893 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 462893 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 462893 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 98000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 98000 | TotalCreditsAndPayments |
| Tax Due | 364893 | 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 | 0 | 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 | ALAN SIEGEL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6464803532 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVENUE SUITE 1541 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10169 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 1 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 1 | BusinessHoldings |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANGELA E THOMPSON | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| ALAN SIEGEL | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | SECRETARY | 15.00 | 150000 | 0 | 0 |
| CHARLES AY THOMPSON | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| AMANDA JT RIEGEL | ||||||||
| 230 PARK AVENUE SUITE 1541 | NEW YORK | NY | 10169 | TREASURER | 5.00 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| ALAN SIEGEL | |||||
| 35 EAST 20TH STREET APT 6A | NEW YORK | NY | 10003 | CONSULTING | 150000 |
| COHNREZNICK LLP | |||||
| 1212 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | ACCOUNTING | 69000 |
| CRAIG MORRIS AND COMPANY | |||||
| 356 SOUTH OYSTER BAY ROAD | SYOSSET | NY | 11791 | ACCOUNTING | 53446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 379867899 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7021071 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 190510 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 387079480 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 387079480 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5806192 | CashDeemedCharitable |
| Net Noncharitable Assets | 381273288 | NetNoncharitableAssets |
| Minimum Investment Return | 19063664 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19063664 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 462893 | TaxBasedOnInvestmentIncome |
| Total Tax | 462893 | TotalTax |
| Distributable Amount Before Adj | 18600771 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 18600771 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 18600771 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11953786 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 11953786 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 11953786 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18600771 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 178165 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 183566 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 306840 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1583838 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 2252409 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11953786 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11953786 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2252409 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2252409 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 4394576 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (63 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY IN ROME | ||||||||
| 7 E 60TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| AMERICAN COMMITTEE FOR WEIZMANN INSTITUTE | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $644,603 | |
| AMERICAN FRIENDS OF MENDELSOHN | ||||||||
| C/O SUSAN BENDER 60 WEST 57TH | NEW YORK | NY | 10019 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | STREET APT 14C |
| AMERICAN INTERNATIONAL COLLEGE | ||||||||
| 1000 STATE ST | SPRINGFIELD | MA | 01109 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $30,000 | |
| ATLANTIC THEATER COMPANY | ||||||||
| 336 W 20TH ST | NEW YORK | NY | 10011 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | |
| BARYSHNIKOV ARTS CENTER | ||||||||
| 450 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $66,666 | |
| BERKSHIRE SCHOOL ANNUAL FUND | ||||||||
| 245 NORTH UDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| BETH ISRAEL MEDICAL CENTER | ||||||||
| 1ST AVE AT 16TH ST | NEW YORK | NY | 10003 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| BOB WOODRUFF FOUNDATION | ||||||||
| 100 WALL STREET 2ND FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| BOTTOMLESS CLOSET | ||||||||
| 15 PENN PLAZA | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| CANCER RESEARCH INSTITUTE | ||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY | NEW YORK | NY | 10006 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $333,333 | SUITE 1802 |
| CENTER FOR BOOK ARTS | ||||||||
| 28 WEST 27TH STREET THIRD FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| CENTER FOR PHOTOGRAPHY AT WOODSTOCK | ||||||||
| 104 5TH AVE SIXTH FLOOR | NEW YORK | NY | 10011 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $10,000 | |
| CHESS IN THE SCHOOLS | ||||||||
| 520 8TH AVENUE 2ND FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| CITY HARVEST | ||||||||
| 919 THIRD AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $50,000 | |
| CIVITAS | ||||||||
| 1457 LEXINGTON AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| CLASSIC STAGE COMPANY | ||||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| COLD SPRING HARBOR LABS | ||||||||
| 71 S PARK DRIVE | OLD BETHPAGE | NY | 11804 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | |
| COMPASSION AND CHOICES | ||||||||
| 244 FIFTH AVENUE | NEW YORK | NY | 100017604 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| CONNECTICUT FARMLAND TRUST | ||||||||
| 77 BUCKINGHAM STREET | HARTFORD | CT | 06106 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| DANCE THEATRE OF HARLEM | ||||||||
| 466 WEST 152ND STREET | NEW YORK | NY | 10031 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $275,000 | |
| FISHER HOUSE FOUNDATION INC | ||||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| FRIENDS OF KAREN | ||||||||
| PO BOX 190 | PURDYS | NY | 10578 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $15,000 | |
| FRIENDS OF THE UPPER EAST SIDE | ||||||||
| 20 E 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| FUND FOR PARK AVENUE | ||||||||
| 445 PARK AVE STE 1000 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| GIRL SCOUTS OF GREATER NEW YORK | ||||||||
| 43 W 23RD ST FL 6 | NEW YORK | NY | 10010 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $100,000 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| 352 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| HIGH HOPES THERAPEUTIC RIDING | ||||||||
| 36 TOWN WOODS RD | OLD LYME | CT | 06371 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| INTERNATIONAL PRINT CENTER OF NY | ||||||||
| 508 W 26TH STREET ROOM 5A | NEW YORK | NY | 10001 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| INTERNATIONAL SENIOR LAWYERS PROJECT | ||||||||
| 31 WEST 52ND STREET 5TH FLOOR | NEW YORK | NY | 10019 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| JACOB'S PILLOW | ||||||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| MASS MOCA | ||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| MAVERICK CONCERTS | ||||||||
| PO BOX 9 | WOODSTOCK | NY | 12498 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $35,000 | |
| MELANOMA RESEARCH ALLIANCE | ||||||||
| 1101 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $984,764 | |
| MUSE-MUSEUM OF FILM AND TELEVISION | ||||||||
| NEW YORK NY 10022 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| NAKED HEART FOUNDATION | ||||||||
| C/O WEISS CPA PLLC 614 CORPORATE | VALLEY COTTAGE | NY | 10989 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $350,000 | WAY SUITE 3M |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 1785 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| NEW YORK PUBLIC RADIO (WQXR) | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $500,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 W 31ST STREET 10TH FLOOR | NEW YORK | NY | 100012813 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $6,356,070 | |
| PRESERVATION LEAGUE OF NEW YORK STATE | ||||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | |
| RIPPOWAN CISQUA SCHOOL | ||||||||
| PO BOX 488 | BEDFORD | NY | 10506 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $250,000 | |
| RONALD MCDONALD HOUSE-GRTR HUDSON VALLEY | ||||||||
| PO BOX 299 | VALHALLA | NY | 10595 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| RV HALL OF FAME | ||||||||
| 21565 EXECUTIVE PKWY | ELKHART | IN | 46514 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| SALISBURY SCHOOL | ||||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | |
| US FRIENDS OF VICTORIA UNIVERSITY | ||||||||
| 1000 N WEST ST 1200 | WILMINGTON | DE | 19801 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $333,334 | |
| SALVATION ARMY-GREATER NY DIVISION | ||||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| SAVE VENICE | ||||||||
| 1104 LEXINGTON AVENUE | NEW YORK | NY | 10014 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $85,000 | |
| SEARCH AND CARE | ||||||||
| 1844 2ND AVENUE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| ST LUKE'S ROOSEVELT HOSPITAL | ||||||||
| 1111 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $400,000 | |
| THE CHILDREN'S STOREFRONT | ||||||||
| 70 E 129TH STREET | NEW YORK | NY | 10035 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $10,000 | |
| THE DOE FUND | ||||||||
| 232 E 84TH STREET | NEW YORK | NY | 10028 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| THE JOYCE THEATER FOUNDATION INC | ||||||||
| 175 EIGTH AVE | NEW YORK | NY | 10011 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| THE NEW 42ND STREET | ||||||||
| 229 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| VISITING NURSE SERVICE OF NY | ||||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| WEIR FARM ART CENTER | ||||||||
| 735 NOD HILL ROAD | WILTON | CT | 06897 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $5,000 | |
| WNET-CHANNEL 13 | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $110,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| FENNO HOUSE | WOODS HOLE | MA | 02543 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| WOODSTOCK DAY SCHOOL | ||||||||
| 1430 GLASCO TPKE | SAUGERTIES | NY | 12477 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $50,000 | |
| WOODSTOCK SCHOOL OF ART | ||||||||
| PO BOX 338 | WOODSTOCK | NY | 12498 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $25,000 | |
| YORKVILLE COMMON PANTRY | ||||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11653770 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| MYSTIC SEAPORT | ||||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $1,000,000 | |
| CANCER RESEARCH INSTITUTE | ||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY | NEW YORK | NY | 10006 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $666,667 | SUITE 1802 |
| NEW YORK PUBLIC RADIO (WQXR) | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $250,000 | |
| ST LUKE'S ROOSEVELT HOSPITAL | ||||||||
| 1111 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | NONE | 501(C)(3) | TO AID THE DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT FUNCTIONS. | $400,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 2316667 | 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 | $15,678,312 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $8,133,217 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $23,811,529 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23811529 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | ESTATE OF WADE FB THOMPSON | C/O ANGELA E THOMPSON 1 EAST 66TH S | NEW YORK | NY | 10065 | 196887802 | X | X |
| 2 | WADE FB THOMPSON TRUST | C/O ALAN SIEGEL 230 PARK AVENUE SUI | NEW YORK | NY | 10169 | 3452084 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 6,473,470 SHARES OF THOR INDUSTRIES AND COTTAGE | NoncashPropertyDescription |
| Fair Market Value | 196287802 | FairMarketValue |
| Date Received | 2012-12-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| COHNREZNICK LLP | $69,000 | 34500 | 34500 |
| CRAIG MORRIS AND COMPANY | $53,446 | 26723 | 26723 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | TOCQUEVILLE SECURITIES | NameOfBond |
| EOY Book Value | 1432741 | EOYBookValue |
| EOYFMV | 1432017 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| THOR INDUSTRIES | 163287938 | 230241922 |
| TOCQUEVILLE EQUITIES | 14137888 | 15669490 |
| JP MORGAN EQUITIES | 52869243 | 56811684 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| TOCQUEVILLE FIXED INCOME | FMV | 4301371 | 4220628 |
| BESSEMER TRUST | FMV | 91165254 | 96224026 |
| JP MORGAN REAL ESTATE | FMV | 1500000 | 1771140 |
| JP MORGAN HARD ASSETS | FMV | 1708821 | 1730008 |
| JP MORGAN HEDGE FUNDS | FMV | 26479606 | 28912359 |
| CITI PRIVATE BANK PORTFOLIO | FMV | 7281733 | 7353109 |
| TOCQUEVILLE - MUTUAL FUNDS | FMV | 195000 | 212820 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| AKIN GUMP STRAUSS HAUER & FELD LLP | $24,061 | 12032 | 12029 |
| FORSTERS LLP | $5,007 | 2503 | 2504 |
| LATHAM & WATKINS LLP | $20,854 | 10427 | 10427 |
| PATTERSON BELKNAP WEBB & TYLER LLP | $1,059 | 528 | 531 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UK COTTAGE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 206396 | EOYBookValue |
| EOYFMV | 181472 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADMIN FEES | 83351 | 0 | 83351 |
| OFFICE EXPENSES | 4028 | 0 | 4028 |
| REPAIRS AND MAINTANIANCE | 327 | 0 | 327 |
| FILING FEES | 1500 | 0 | 1500 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED EXPENSES | Description |
| BOY Book Value | 52142 | BOYBookValue |
| EOY Book Value | 393706 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ROCKEFELLER PHILANTHOPY ADVISORS | $20,526 | 10263 | 10263 |
| R.R. DONNELLEY & SONS COMPANY | $1,755 | 878 | 877 |
| JP MORGAN | $207,175 | 207175 | 0 |
| BESSIMER | $175,811 | 175811 | 0 |
| OTHER INVESTMENT FEES | $108,817 | 108817 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | Category |
| Amount | $468,930 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments