WALLACE FOX FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE FOX FOUNDATION (EIN 27-1136617)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349102107
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T13:56:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135549855 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON DAWSON & CLARK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET 38th FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101653897 | 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 | 271136617 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wallace Fox Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WALL | NameControl |
| Phone | 2125577700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Davidson Dawson 60 E 42nd St No | AddressLine1 |
| Address Line2 | 38 Fl | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10165 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gloria S Neuwirth | Name |
| Title | Trustee | Title |
| Phone | 9143290993 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gloria S Neuwirth | Name |
| PTIN | P00458869 | PTIN |
| Phone | 2125577700 | 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 | 3303136 | 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 | 19 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 19 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 95555 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 95555 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 59083 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1398661 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 59083 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 154657 | TotalRevenueAndExpenses |
| Total Net Investment Income | 154657 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 16332 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 11512 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 11512 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8701 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 8701 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 23940 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 23940 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4006 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 483 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 12749 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 12369 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 77240 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 36792 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 20213 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 150000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 150000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 227240 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 36792 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 170213 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -72583 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 117865 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 85551 | CashBOY |
| Cash EOY | 14796 | CashEOY |
| Cash EOYFMV | 14796 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 110856 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 727747 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 727747 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1739259 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1092457 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1253218 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 596646 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 600129 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 632112 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 640998 | InvestmentsOtherBOY |
| Investments Other EOY | 415598 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 425263 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 250000 | OtherAssetsEOY |
| Other Assets EOYFMV | 250000 | OtherAssetsEOYFMV |
| Total Assets BOY | 3173310 | TotalAssetsBOY |
| Total Assets EOY | 3100727 | TotalAssetsEOY |
| Total Assets EOYFMV | 3303136 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3173310 | RetainedEarningsBOY |
| Retained Earnings EOY | 3100727 | RetainedEarningsEOY |
| Total Net Assets BOY | 3173310 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3100727 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3173310 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3100727 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3173310 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -72583 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3100727 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3100727 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| JPMorgan Acct ending 0168 | P | 235724 | 227852 | 7872 | 7872 |
| JPMorgan Acct ending 0168 | P | 280607 | 238481 | 42126 | 42126 |
| JPMorgan Acct ending 0168 | P | 51991 | 39474 | 12517 | 12517 |
| JPMorgan Acct ending 0168 | P | 15411 | 13193 | 2218 | 2218 |
| JPMorgan Acct ending 4007 | P | 498247 | 472987 | 25260 | 25260 |
| JPMorgan Acct ending 4007 | P | 29379 | 29072 | 307 | 307 |
| JPMorgan Acct ending 4007 | P | 12615 | 12321 | 294 | 294 |
| JPMorgan Acct ending 4007 | P | 98584 | 93481 | 5103 | 5103 |
| JPMorgan Acct ending 4007 | P | 173976 | 212717 | -38741 | -38741 |
| JPMorgan Acct ending 4007 | P | 2127 | 2127 | 2127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 59083 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 150000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3454907 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043417 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 150000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2897002 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051778 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.095195 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047598 | AverageDistributionRatio |
| Net Noncharitable Assets | 3259538 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 155147 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1179 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 156326 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 170213 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1179 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1179 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1179 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2080 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2080 | TotalCreditsAndPayments |
| Overpayment | 901 | Overpayment |
| Amount Credited To Next Year | 901 | 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 | 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 | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gloria S Neuwirth | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2125577700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Davidson Dawson 60 E 42nd St | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10165 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Gail H Roman | ||||||||
| c/o Davidson Dawson 60 E 42nd St | New York | NY | 10165 | Trustee | 2.00 | 8166 | 0 | 0 |
| Gloria S Neuwirth | ||||||||
| c/o Davidson Dawson 60 E 42nd St | New York | NY | 10165 | Trustee | 2.00 | 8166 | 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 | 3010279 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 298897 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3309176 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3309176 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 49638 | CashDeemedCharitable |
| Net Noncharitable Assets | 3259538 | NetNoncharitableAssets |
| Minimum Investment Return | 162977 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 162977 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1179 | TaxBasedOnInvestmentIncome |
| Total Tax | 1179 | TotalTax |
| Distributable Amount Before Adj | 161798 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 161798 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 161798 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 170213 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 170213 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1179 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 169034 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 161798 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 15675 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 15675 | TotalExcessDistriCarryover |
| Qualifying Distributions | 170213 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 161798 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 8415 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 24090 | 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 | 24090 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 15675 | ExcessFromYear2 |
| Excess From Current Year | 8415 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2010-07-09 | DateOfRuling |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| Big Brothers Big Sisters of Family Services of Westchester | ||||||
| One Gateway Plaza | Port Chester | NY | 10573 | Recruit and train mentors for disadvantaged youth | $5,000 | |
| Celiac Disease Center at Columbia University Medical Center | ||||||
| 180 Fort Washington Avenue Suite | New York | NY | 10032 | Fund a Need program and in honor of the Center's clinical staff | $38,000 | 934 |
| Donor Direct Action | ||||||
| 250 West 57th St Suite 1527 | New York | NY | 10017 | Women's rights organizations around the world, Galkakyo Education Center for Peace and Development and Karama | $35,000 | |
| Equality Now Inc | ||||||
| 250 West 57th St Suite 1527 | New York | NY | 10017 | Women's human rights organizations | $15,000 | |
| Girls Educational and Mentoring Services | ||||||
| 201 West 148th Street | New York | NY | 10039 | End the commercial exploitation and trafficking of children | $10,000 | |
| The Bronx Opera Company | ||||||
| 5 Minerva Place 2J | Bronx | NY | 10468 | 2012-2013 season | $5,000 | |
| The Rye Arts Center | ||||||
| 51 Milton Road | Rye | NY | 10580 | Edison School Book Club Program, Outreach programs, Community Outreach Arts Video Program, "The Arts Education Project: Celebrate the Arts" | $17,000 | |
| The Boys and Girls Club of Greenwich | ||||||
| 4 Horseneck Lane | Greenwich | CT | 06830 | Family services | $500 | |
| Copland House | ||||||
| PO Box 2177 | Peekskill | NY | 10566 | In honor of Dr. Lawrence and Mrs. Elyse Faltz | $1,000 | |
| Go Project Inc | ||||||
| 86 Fourth Avenue | New York | NY | 10003 | Youth development | $1,000 | |
| Helen Keller International | ||||||
| 325 Park Ave South-12th Fl | New York | NY | 10010 | Child sight program | $5,000 | |
| The New Rochelle Humane Society | ||||||
| 70 Portman Road | New Rochelle | NY | 10801 | General bequest | $1,000 | |
| The Optometric Center of New York (SUNY College of Optometry) | ||||||
| 33 West 42nd Street | New York | NY | 10036 | General purposes | $5,000 | |
| Remember the Women Institute | ||||||
| 11 Riverside Drive Suite 3RE | New York | NY | 10023 | General purposes | $5,000 | |
| SPRYE (Staying Put in Rye & Environs) | ||||||
| PO Box 748 | Rye | NY | 10580 | In honor of Dr. Lee Katz | $1,000 | |
| Youth Shelter Program of Westchester Inc | ||||||
| 220 East Eighth Street | Mt Vernon | NY | 10550 | In honor of Alice B. Wise | $500 | |
| The Yonkers Initiative | ||||||
| 20 Buckingham Road | Yonkers | NY | 10701 | Outreach and social services | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 150000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $95,555 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 59083 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $95,574 | ExclusionAmount |
| Related Or Exempt Function Income | 59083 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 154657 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | Not applicable other than providing funds for such purposes |
| 8 | Not applicable other than providing funds for such purposes |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Davidson Dawson & Clark | Category |
| Amount | $8,701 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 8701 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Corporate bonds | NameOfBond |
| EOY Book Value | 600129 | EOYBookValue |
| EOYFMV | 632112 | 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 | 1092457 | EOYBookValue |
| EOYFMV | 1253218 | 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 | 415598 | BookValue |
| EOYFMV | 425263 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Davidson Dawson & Clark | Category |
| Amount | $11,512 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 11512 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NYLIAC (New York Life and Annuity Corporation) | Description |
| EOY Book Value | 250000 | EOYBookValue |
| EOYFMV | 250000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ALM -Publication notice | 130 | 0 | 0 |
| JPMorgan - custody fee | 12366 | 12366 | 0 |
| New York State Dept of Law filing fee | 250 | 0 | 0 |
| JPMorgan-foreign div adr fees | 3 | 3 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wright Investors Service | Category |
| Amount | $23,940 | Amount |
| Net Investment Income | 23940 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Estate of Wallace Fox | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Davidson Dawson Clark | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10165 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| US Treasury Form 990-PF estimated 2012 | $2,080 | 0 | 0 |
| US Treasury Form 990-PF 2011 | $1,443 | 0 | 0 |
| Foreign withholding taxes | $483 | 483 | 0 |
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