RENEE B FISHER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RENEE B FISHER FOUNDATION (EIN 06-0952015)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349100110
- Schema version
- 2012v2.3
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T06:50:03-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPNER SOFFERMAN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 JERICHO TPKE STE 402 | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | 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 | 060952015 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE B FISHER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RENE | NameControl |
| Phone | 5164874070 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CP FISHER PO BOX 366 | AddressLine1 |
| City | GREEN FARMS | City |
| State | CT | State |
| ZIP Code | 06838 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL FISHER | Name |
| Title | PRESIDENT | Title |
| Phone | 5164874070 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY LIPNER CPA | Name |
| Phone | 5164874070 | Phone |
| Date Prepared | 2013-11-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13824994 | 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 |
| Interest On Savings Rev And Expnss | 30321 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 30321 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 30321 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 287879 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 287879 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 287879 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 200999 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3292808 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 245 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 8591 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 8591 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 527790 | TotalRevenueAndExpenses |
| Total Net Investment Income | 318445 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 326791 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 9750 | AccountingFeesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 5999 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 118009 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 81974 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 133758 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 81974 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 643054 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 643054 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 776812 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 81974 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 643054 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -249022 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 236471 | NetInvestmentIncome |
| Adjusted Net Income | 326791 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 102964 | CashBOY |
| Cash EOY | 208149 | CashEOY |
| Cash EOYFMV | 208149 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1029996 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1267204 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1267204 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 9739488 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 9148073 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 12349641 | InvestmentsGovtObligEOYFMV |
| Total Assets BOY | 10872448 | TotalAssetsBOY |
| Total Assets EOY | 10623426 | TotalAssetsEOY |
| Total Assets EOYFMV | 13824994 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 10872448 | UnrestrictedBOY |
| Unrestricted EOY | 10623426 | UnrestrictedEOY |
| Total Net Assets BOY | 10872448 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10623426 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10872448 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10623426 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10872448 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -249022 | ExcessOfRevenueOverExpenses |
| Subtotal | 10623426 | Subtotal |
| Total Net Assets Fund Balances EOY | 10623426 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 245 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 628890 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12805060 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049113 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 569917 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12641519 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045083 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 602031 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11652683 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051665 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1026357 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11116261 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.092329 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 619523 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 15538523 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039870 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.278060 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055612 | AverageDistributionRatio |
| Net Noncharitable Assets | 13108008 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 728963 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2365 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 731328 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 643054 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4729 | InvestmentIncomeExciseTax |
| Subtotal | 4729 | Subtotal |
| Tax Based On Investment Income | 4729 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5396 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5396 | TotalCreditsAndPayments |
| Overpayment | 667 | Overpayment |
| Amount Credited To Next Year | 667 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CP FISHER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5164874070 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 365 | AddressLine1 |
| City | GREENS FARMS | City |
| State | CT | State |
| ZIP Code | 06436 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| DR SHELLEY FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | PRES & DIR | 5.00 | 0 | 0 | 0 |
| DR JAMES FISHKIN | ||||||||
| 807 SAN FRANCISCO TERRACE | STANFORD | CA | 94305 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| CP FISHER | ||||||||
| PO BOX 365 | GREENS FARMS | CT | 06436 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11995421 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1304157 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 8044 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13307622 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 13307622 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 199614 | CashDeemedCharitable |
| Net Noncharitable Assets | 13108008 | NetNoncharitableAssets |
| Minimum Investment Return | 655400 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 655400 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4729 | TaxBasedOnInvestmentIncome |
| Total Tax | 4729 | TotalTax |
| Distributable Amount Before Adj | 650671 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 650671 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 650671 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 643054 | ExpensesAndContributions |
| Qualifying Distributions | 643054 | QualifyingDistributions |
| Adj Qualifying Distributions | 643054 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 650671 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 320578 | UndistributedIncomePriorYear |
| Qualifying Distributions | 643054 | QualifyingDistributions |
| Applied To Year1 | 320578 | AppliedToYear1 |
| Applied To Current Year | 322476 | AppliedToCurrentYear |
| Undistributed Income CY | 328195 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CAROL FISHER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1 |
| City | GREEN FARMS | City |
| State | CT | State |
| ZIP Code | 06838 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2032550707 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN APPLICATIONS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | |||||
| 45 WEST 36TH ST | NEW YORK | NY | 10018 | DONATION | $35,000 |
| AMERICAN STUDIES ASSCOIAT | |||||
| 1120 19TH ST NW STE 301 | WASHINGTON | DC | 20036 | DONATION | $3,000 |
| BREAST CANCER CONNECTIONS | |||||
| 390 CAMBRIDGE AVENUE | PALO ALTO | CA | 94306 | DONATION | $5,000 |
| BREAST CANCER RESOURCE CENTER | |||||
| 525 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | DONATION | $10,000 |
| COMMUNITY FOUNDATION OF G | |||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $156,000 |
| CONNECTICUT CENTER FOR NON VIOLENCE | |||||
| FOUNDERS PLAZA | EAST HARTFORD | CT | 06108 | DONATION | $5,000 |
| CONNETICUT ALLIANCE FOR MUSIC | |||||
| 61UNQUOWA RD 3 | FAIRFIELD | CT | 06824 | DONATION | $6,000 |
| DR'S WITHOUT BORDERS | |||||
| 333 7TH AVE | NEW YORK | NY | 10001 | DONATION | $25,000 |
| FRIENDS OF BANCROFT LIBRARY | |||||
| SOUTH HALL ROAD | BERKELEY | CA | 94720 | DONATION | $20,000 |
| FRIENDS OF SEATTLE PUBLIC LIBRARY | |||||
| 1000 4TH AVE | SEATTLE | WA | 98104 | DONATION | $12,500 |
| FRIENDS OF THE DANBURY PUBLIC LIBRA | |||||
| PO BOX 3913 | DANBURY | CT | 06813 | DONATION | $2,800 |
| FRIENDS OF THE LIBRARY OF HAWAII | |||||
| 690 POHUKAINA ST | HONOLULU | HI | 96813 | DONATION | $7,313 |
| INTERNET | |||||
| 1775 WIEHLE AVENUE | RESTON | VA | 201905108 | DONATION | $5,000 |
| IT COASTAL CT | |||||
| PO BOX 231 | WESTPORT | CT | 06881 | DONATION | $7,500 |
| LANCASTER PUBLIC LIBRARY | |||||
| 125 NORTH DUKE ST | LANCASTER | PA | 17602 | DONATION | $7,300 |
| MEDIA UPPER PROVIDENCE LIBBRARY | |||||
| 1 EAST FRONT STREET | MEDIA | PA | 19603 | DONATION | $3,296 |
| MT WASHINGTON PTO | |||||
| 1801 SULGRAVE AVENUE | BALTIMORE | MD | 21202 | DONATION | $5,000 |
| NEIGHBORHOOD MUSIC SCHOOL | |||||
| 100 AUDUBON ST | NEW HAVEN | CT | 06510 | DONATION | $39,045 |
| NEIGHBORHOOD STUDIES | |||||
| 2301 EAST 7TH STREET | LOS ANGELES | CA | 90023 | DONATION | $5,000 |
| NYU DEPT OF UROLOGY | |||||
| 150 EAST 32N STREET | NEW YORK | NY | 10016 | DONATION | $4,000 |
| OXFAM AMERICA | |||||
| 226 CAUSEWAY STREET | BOSTON | MA | 021142206 | DONATION | $10,000 |
| PEQUOT LIBRARY | |||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | DONATION | $20,000 |
| SAVE THE CHILDREN | |||||
| 54 WILTON RD | WESPORT | CT | 06880 | DONATION | $10,000 |
| SEATTLE PUBLIC LIBRARY | |||||
| 1000 FOURTH AVENUE | SEATTLE | WA | 981041109 | DONATION | $12,700 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||
| 2440 WEST EL CAMINO REAL | MT VIEW | CA | 94040 | DONATION | $156,000 |
| SLIFKA CENTER FOR JEWISH LIFE | |||||
| 80 WALL STREET | NEW HAVEN | CT | 06510 | DONATION | $10,000 |
| THE BROOKLYN COLLEGE FOUNDATION | |||||
| 2900 BEDFORD AVENUE | BROOKLYN | NY | 112102889 | DONATION | $5,000 |
| THE INSIGHT FOUNDATION | |||||
| PO BOX 600 | QUINN ROCKS | NY | 11753 | DONATION | $5,000 |
| UC SNATA BARBARA REGENTS | |||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | DONATION | $4,000 |
| UC-REGENTSACGCC | |||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | DONATION | $4,000 |
| WESPORT PUBLIC LIBRARY | |||||
| 20 JESUP RD | WESPORT | CT | 06880 | DONATION | $15,000 |
| WESTPORT CENTER FOR SENIOR ACTIVITI | |||||
| 21 IMPERIAL AVENUE | WESTPORT | CT | 06880 | DONATION | $2,500 |
| WOMEN IN NEED | |||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | DONATION | $10,000 |
| WORLD LEARNING | |||||
| 1 KIPLING ROAD PO BOX 676 | BRATTLEBORO | VT | 053020676 | DONATION | $10,000 |
| YORK COUNTRY LIBRARY | |||||
| 138 EAST BLACK STREET | ROCK HILL | SC | 29730 | DONATION | $5,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 643054 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30,321 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $287,879 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 200999 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 8591 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $318,200 | ExclusionAmount |
| Related Or Exempt Function Income | 209590 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 527790 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LIPNER, SOFFERMAN &CO, LLP | Category |
| Amount | $9,750 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| DR SHELLEY FISHKIN |
| DR JAMES FISHKIN |
| CP FISHER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (62 entries)
| NameName | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|
| A T CROSS COMPANY | PURCHASE | 10100 | 5160 | 4940 |
| ALPINE TOTAL DYNAMIC DIVIDEND | PURCHASE | 4350 | 20000 | -15650 |
| ARCHER-DANIELS-MIDLAND CO | PURCHASE | 51599 | 19173 | 32426 |
| ARDEA BIOSCIENCES INC. | PURCHASE | 5760 | 1981 | 3779 |
| AT&T INC. | PURCHASE | 25000 | 25154 | -154 |
| CARRAIGE SERVICES INC. | PURCHASE | 5003 | 2385 | 2618 |
| CHEMTURA CORP. | PURCHASE | 13484 | -13484 | |
| COMCAST CORP. | PURCHASE | 12500 | 12910 | -410 |
| COMCAST CORP. | PURCHASE | 12500 | 12910 | -410 |
| DEAN FOODS CO. | PURCHASE | 18161 | 21140 | -2979 |
| DEAN FOODS CO. | PURCHASE | 19351 | 12418 | 6933 |
| DIAGEO PLC | PURCHASE | 16027 | 8843 | 7184 |
| EASTMAN CHEMICAL CO. | PURCHASE | 4536 | 4536 | |
| EDGAR ONLINE INC. | PURCHASE | 4368 | 6203 | -1835 |
| EL PASO CORP. | PURCHASE | 14533 | 9363 | 5170 |
| HANCOCK JOHN LIFE INSURANCE | PURCHASE | 11000 | 11000 | |
| LUMINEX CORP. | PURCHASE | 18279 | 7488 | 10791 |
| MERITOR SAVINGS BANK PA | PURCHASE | 4311 | 3100 | 1211 |
| MICROMET INC. | PURCHASE | 11000 | 5608 | 5392 |
| MIDAS INC. | PURCHASE | 955 | 1227 | -272 |
| MOTOROLA MOBILITY HOLDINGS INC. | PURCHASE | 2920 | 2920 | |
| NIC INC. | PURCHASE | 15155 | 4615 | 10540 |
| PEETS COFFE & TEA INC. | PURCHASE | 15074 | 11517 | 3557 |
| PENNICHUCK CORP NEW | PURCHASE | 11600 | 7529 | 4071 |
| PLAINS EXPLORATION AND PRODUCTION CO | PURCHASE | 102485 | 71687 | 30798 |
| PRESSTEK INC. | PURCHASE | 1250 | 14140 | -12890 |
| S1 CORP. | PURCHASE | 10000 | 4638 | 5362 |
| SALLY BEAUTY HOLDINGS INC. | PURCHASE | 26319 | 8148 | 18171 |
| SARPETA THERAPEUTICS INC. | PURCHASE | 10062 | 2675 | 7387 |
| SCHIFF NUTRITION INTERNATIONAL INC. | PURCHASE | 14996 | 5089 | 9907 |
| SCHIFF NUTRITION INTERNATIONAL INC. | PURCHASE | 28489 | 8254 | 20235 |
| SCHIFF NUTRITION INTERNATIONAL INC. | PURCHASE | 69132 | 7137 | 61995 |
| SLM CORP. | PURCHASE | 5000 | 5000 | |
| SOLUTIA INC. | PURCHASE | 15400 | 10295 | 5105 |
| US TREASURY BILLS | PURCHASE | 750000 | 749830 | 170 |
| US TREASURY BILLS | PURCHASE | 800000 | 799798 | 202 |
| US TREASURY BILLS | PURCHASE | 750000 | 749470 | 530 |
| VECTOR GROUP LTD. | PURCHASE | 38775 | 38775 | |
| VIACOM LTD. | PURCHASE | 25000 | 25294 | -294 |
| WESTAR ENERGY INC. | PURCHASE | 25000 | 24893 | 107 |
| WTS DIME BANCORP INC. | PURCHASE | 250 | 250 | |
| X-RITE INC. | PURCHASE | 27750 | 18999 | 8751 |
| IBERO AMERICA FD INC. | PURCHASE | 23773 | -23773 | |
| SCHILOTZSKYS INC. | PURCHASE | 1197 | -1197 | |
| GENERAL MARITIME | PURCHASE | 4303 | -4303 | |
| BUILDERS TRANSPORT INC. | PURCHASE | 12120 | -12120 | |
| SOLUTIA INC. | PURCHASE | 10295 | -10295 | |
| CHEMTURA CORPORATION | PURCHASE | 13484 | -13484 | |
| WASHINGTON MUTUAL INC. | PURCHASE | 14658 | -14658 | |
| GENERAL ELECTRIC | PURCHASE | 10000 | 10000 | |
| FIRST TRUST DOW TARGET | PURCHASE | 31262 | 28307 | 2955 |
| FIRST TRUST DOW TARGET | PURCHASE | 1104 | 1018 | 86 |
| CIT BANK | PURCHASE | 100000 | 100000 | |
| DISCOVER BANK | PURCHASE | 100000 | 100000 | |
| MIDAS GROUP INC. | PURCHASE | 955 | 472 | 483 |
| MIDAS GROUP INC. | PURCHASE | 196 | 97 | 99 |
| WELLS FARGO TRUST | PURCHASE | 25000 | 25000 | |
| MUELLER INDUSTRIES INC. | PURCHASE | 1000 | 1000 | |
| ARCHER DANIELS MIDLND | PURCHASE | 29056 | 17343 | 11713 |
| DIME BANCORP | PURCHASE | 10 | -10 | |
| DIME BANCORP | PURCHASE | 111 | -111 | |
| DIME BANCORP | PURCHASE | 66 | -66 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 9148073 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 12349641 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| OFFICE | 21582 | |
| CONSULTING FEES | 14318 | |
| BANK CHARGES | 135 | |
| CUSTODIAL FEES | 81974 | 81974 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 8591 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 8591 | AdjustedNetIncome |
Comments