LOUIS & VIRGINIA CLEMENTE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS & VIRGINIA CLEMENTE FOUNDATION INC (EIN 51-0163549)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201311339349100901
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T09:55:07-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135335107 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLEY DRYE & WARREN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10178 | 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 | 510163549 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS & VIRGINIA CLEMENTE FOUNDATIONINC | BusinessNameLine1 |
| Business Name Line2 | C/O C CAUFIELD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOUI | NameControl |
| Phone | 2128087800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KELLEY DRYE WARREN LLP 101 PARK AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10178 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARRY LEBIEN | Name |
| Title | PRESIDENT | Title |
| Phone | 2128087800 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINA MASON | Name |
| PTIN | P00181715 | PTIN |
| Phone | 2128087800 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| 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 | 3930537 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 89198 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 89198 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 29988 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 178962 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 29988 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 119186 | TotalRevenueAndExpenses |
| Total Net Investment Income | 119186 | 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 |
| Legal Fees Rev And Expnss | 3685 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1843 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1842 | LegalFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 154 | InterestRevAndExpnss |
| Interest Net Invst Incm | 154 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11274 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 795 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 250 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15363 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2792 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2092 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 215000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 215000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 230363 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2792 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 217092 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -111177 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 116394 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1 | CashEOY |
| Cash EOYFMV | 1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 97875 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 76247 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 76247 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1251323 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1118061 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1189040 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 372394 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 356682 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 368308 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2188274 | InvestmentsOtherBOY |
| Investments Other EOY | 2253698 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2296941 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3909866 | TotalAssetsBOY |
| Total Assets EOY | 3804689 | TotalAssetsEOY |
| Total Assets EOYFMV | 3930537 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 85000 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 91000 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 85000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 91000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4059398 | CapitalStockBOY |
| Capital Stock EOY | 4059398 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -234532 | RetainedEarningsBOY |
| Retained Earnings EOY | -345709 | RetainedEarningsEOY |
| Total Net Assets BOY | 3824866 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3713689 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3909866 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3804689 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3824866 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -111177 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3713689 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3713689 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIDELITY | P | 141843 | 133262 | 8581 | 8581 |
| ROP | P | 15712 | 15712 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 21407 | 21407 | 21407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 29988 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 199131 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3829273 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052002 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 193936 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3847208 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050410 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 185382 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3584930 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051711 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 168931 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4322336 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039083 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 220818 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4738944 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046596 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239802 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047960 | AverageDistributionRatio |
| Net Noncharitable Assets | 3797996 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 182152 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1164 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 183316 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 217092 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1164 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1164 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1164 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 4836 | Overpayment |
| Amount Credited To Next Year | 4836 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CO KELLEY DRYE WARREN LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2128087800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARK AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10178 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY A LEBIEN | ||||||||
| 64 BURNING TREE ROAD | GREENWICH | CT | 06830 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| MARY ELLEN LEBIEN | ||||||||
| 64 BURNING TREE ROAD | GREENWICH | CT | 06830 | SECRETARY | 0.00 | 0 | 0 | 0 |
| MICHELE LEBIEN MAXWELL | ||||||||
| 14901 SW SOPHIA LANE | TIGARD | OR | 97224 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| LAURENT C LEBIEN | ||||||||
| 305 S AMERICA STREET | COVINGTON | LA | 70433 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| THOMAS E LEBIEN | ||||||||
| 67 PARK TERRACE EAST | NEW YORK | NY | 10034 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3818416 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37417 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3855833 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3855833 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 57837 | CashDeemedCharitable |
| Net Noncharitable Assets | 3797996 | NetNoncharitableAssets |
| Minimum Investment Return | 189900 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 189900 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1164 | TaxBasedOnInvestmentIncome |
| Total Tax | 1164 | TotalTax |
| Distributable Amount Before Adj | 188736 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 188736 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 188736 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 217092 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 217092 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1164 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 215928 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 188736 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 25745 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 217092 | QualifyingDistributions |
| Applied To Year1 | 25745 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 188736 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2611 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2611 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2611 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 2611 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DETAILS AVAILABLE AT KELLEY DRYE & WARREN LLP | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10178 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $215,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 215000 | 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 | $89,198 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $29,988 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $119,186 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 119186 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME | NameOfBond |
| EOY Book Value | 356682 | EOYBookValue |
| EOYFMV | 368308 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 1118061 | EOYBookValue |
| EOYFMV | 1189040 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2253698 | BookValue |
| EOYFMV | 2296941 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KELLEY DRYE & WARREN LLP | Category |
| Amount | $3,685 | Amount |
| Net Investment Income | 1843 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1842 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NYS DEPT. OF LAW-FILING FEE | Description |
| Revenue And Expenses Per Books | 250 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 250 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTION CHECKS NOT YET CLEARED | Description |
| BOY Book Value | 85000 | BOYBookValue |
| EOY Book Value | 91000 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $11,274 | Amount |
| Net Investment Income | 795 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments