ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION (EIN 13-3566723)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349102502
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T15:25:02-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341883473 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | 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 | 133566723 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 2127905700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CBIZ MHM LLC 111 WEST 40TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT MILLARD | Name |
| Title | OFFICER | Title |
| Phone | 2127905700 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY DUBOFF | Name |
| PTIN | P00481803 | PTIN |
| Phone | 2127905700 | 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 | 14071278 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3125624 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 199905 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 199905 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 3325529 | TotalRevenueAndExpenses |
| Total Net Investment Income | 199905 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 13992 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 13992 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2192 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 34 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2158 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 26184 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2534 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 18650 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1554778 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1554778 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1580962 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2534 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1573428 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1744567 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 197371 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4217441 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3836634 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3836634 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers BOY | 281 | ReceivablesFromOfficersBOY |
| Investments Corp Stock BOY | 524057 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2649105 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10234644 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4741779 | TotalAssetsBOY |
| Total Assets EOY | 6485739 | TotalAssetsEOY |
| Total Assets EOYFMV | 14071278 | 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 | 4741779 | RetainedEarningsBOY |
| Retained Earnings EOY | 6485739 | RetainedEarningsEOY |
| Total Net Assets BOY | 4741779 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6485739 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4741779 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6485739 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4741779 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1744567 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6486346 | Subtotal |
| Other Decreases | 607 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6485739 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1779448 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12534001 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.141970 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1819640 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 14365489 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.126667 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1882048 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15457859 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.121753 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3168436 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 20291730 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.156144 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3131991 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11695715 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.267790 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.814324 | TotalDistributionRatio |
| Average Distribution Ratio | 0.162865 | AverageDistributionRatio |
| Net Noncharitable Assets | 10883628 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1772562 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1974 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1774536 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1573428 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3947 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3947 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3947 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5567 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5567 | TotalCreditsAndPayments |
| Penalty For Underpayment | 10 | PenaltyForUnderpayment |
| Overpayment | 1610 | Overpayment |
| Amount Credited To Next Year | 1610 | 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 | CBIZ MHM LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2127905700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST 40TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT B MILLARD | ||||||||
| 9 EAST 88TH STREET | NEW YORK | NY | 10128 | OFFICER | 10.00 | 0 | 0 | 0 |
| BETHANY MILLARD | ||||||||
| 9 EAST 88TH STREET | NEW YORK | NY | 10128 | OFFICER | 25.00 | 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) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7537575 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3511794 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11049369 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11049369 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 165741 | CashDeemedCharitable |
| Net Noncharitable Assets | 10883628 | NetNoncharitableAssets |
| Minimum Investment Return | 544181 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 544181 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3947 | TaxBasedOnInvestmentIncome |
| Total Tax | 3947 | TotalTax |
| Distributable Amount Before Adj | 540234 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 540234 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 540234 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1573428 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1573428 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1573428 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 540234 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2547513 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2158140 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1109252 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1112802 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1779448 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 8707155 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1573428 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 1573428 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 540234 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 540234 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9740349 | 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 | 2007279 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7733070 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2158140 | ExcessFromYear4 |
| Excess From Year3 | 1109252 | ExcessFromYear3 |
| Excess From Year2 | 1112802 | ExcessFromYear2 |
| Excess From Year1 | 1779448 | ExcessFromYear1 |
| Excess From Current Year | 1573428 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT B MILLARD | ContributingManager |
| 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 | CASH CONTRIBUTIONS - SEE ATTACHED SCHEDULE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEW YORK | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | EXEMPT ORG | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CHARITABLE CONTRIBUTION | PurposeOfGrantOrContribution |
| Amount | $1,554,778 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1554778 | 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 | $199,905 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $199,905 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 199905 | 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 (5 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 | ROBERT MILLARD | C/O CBIZ 111 W 40TH STREET | NEW YORK | NY | 10018 | 1000576 | X | |
| 2 | ROBERT MILLARD | C/O CBIZ 111 W 40TH STREET | NEW YORK | NY | 10018 | 419900 | X | |
| 3 | ROBERT MILLARD | C/O CBIZ 111 W 40TH STREET | NEW YORK | NY | 10018 | 494999 | X | |
| 4 | ROBERT MILLARD | C/O CBIZ 111 W 40TH STREET | NEW YORK | NY | 10018 | 781800 | X | |
| 5 | ROBERT MILLARD | C/O CBIZ 111 W 40TH STREET | NEW YORK | NY | 10018 | 428349 | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 10,000 SHS OF ANALOG DEVICES INC | 419900 | 2012-12-24 |
| 3 | 8,844 SHS OF CAMERON INTL CORP | 494999 | 2012-12-21 |
| 4 | 40,000 SHS OF KIMCO REALTY CORP | 781800 | 2012-12-21 |
| 5 | 11,100 SHS OF SHAWCOR LTD | 428349 | 2012-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 2500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THIS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS: TAX YEAR 2007 IN THE AMOUNT OF $540,234 | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 7,847 SHS GULFMARK OFFSHORE INC. | 10814 | 111654 |
| 9,878 SHS WEATHERFORD INTERNATIONAL INC. | 114398 | 270329 |
| 96,770 SHS L-3 COMMUNICATIONS HOLDINGS CORP. | 382727 | 7414517 |
| 16,128 SHS ENGILITY HOLDINGS INC | 16118 | 310625 |
| 10,000 SHS ANALOG DEVICES INC | 419900 | 420600 |
| 8,844 SHS OF CAMERON INTL CORP | 494999 | 499332 |
| 40,000 SHS OF KIMCO REALTY CORP | 781800 | 772800 |
| 11,100 SHS OF SHAWCOR LTD | 428349 | 434787 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX DIFFERENCE - DIVIDEND INCOME | Description |
| Amount | $607 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NY LAW JOURNAL | 750 | 0 | 750 |
| TRAVEL AND MEALS | 1278 | 0 | 1278 |
| NY ANNUAL FILING FEE | 130 | 0 | 130 |
| BANK SERVICE CHARGE | 34 | 34 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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