MILTON AND BEATRICE WIND FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MILTON AND BEATRICE WIND FOUNDATION (EIN 20-8997756)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-09-04
- IRS object ID
- 201322479349100307
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-04T12:22:10-05:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222095327 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGLIM ANGELINI & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BOULEVARD | AddressLine1 |
| City | WATCHUNG | City |
| State | NJ | State |
| ZIP Code | 07069 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208997756 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILTON & BEATRICE WIND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILT | NameControl |
| Phone | 9085611600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112152503 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E LYNN SCHNEIDER | Name |
| Title | PRESIDENT | Title |
| Phone | 9085611600 | Phone |
| Date Signed | 2013-08-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLEN HARRISON | Name |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | Phone |
| 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 | 2700983 | 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 | 78765 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 78765 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18903 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 733495 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18903 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 97668 | TotalRevenueAndExpenses |
| Total Net Investment Income | 97668 | 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 | 3750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 716 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 716 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 21126 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20876 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 25592 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21592 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 121650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 121650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 147242 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21592 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 125650 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -49574 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 76076 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 47577 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 31921 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 31921 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 69434 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 69433 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 77788 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1309930 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1349295 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1764366 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 693789 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 574054 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 631237 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 140401 | InvestmentsOtherBOY |
| Investments Other EOY | 186854 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 195671 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2261131 | TotalAssetsBOY |
| Total Assets EOY | 2211557 | TotalAssetsEOY |
| Total Assets EOYFMV | 2700983 | 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 | 2261131 | RetainedEarningsBOY |
| Retained Earnings EOY | 2211557 | RetainedEarningsEOY |
| Total Net Assets BOY | 2261131 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2211557 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2261131 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2211557 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2261131 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -49574 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2211557 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2211557 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY- SEE ATTACHMENT A | P | 2011-09-28 | 2012-12-20 | 130986 | 129341 | 1645 | 1645 |
| MORGAN STANLEY SMITH BARNEY- SEE ATTACHMENT B | P | 2008-06-26 | 2012-12-20 | 321855 | 313323 | 8532 | 8532 |
| MORGAN STANLEY SMITH BARNEY- SEE ATTACHMENT C | P | 2012-03-21 | 2013-03-13 | 61612 | 76116 | -14504 | -14504 |
| MORGAN STANLEY SMITH BARNEY- SEE ATTACHMENT C | P | 2011-02-02 | 2013-04-30 | 134136 | 107717 | 26419 | 26419 |
| MORGAN STANLEY SMITH BARNEY- SEE ATTACHMENT D | P | 2011-07-23 | 2012-05-01 | 13479 | 15609 | -2130 | -2130 |
| MORGAN STANLEY SMITH BARNEY- SEE ATTACHMENT E | P | 2010-07-19 | 2012-05-04 | 71427 | 72486 | -1059 | -1059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18903 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 130500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2499790 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052204 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 127875 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2452095 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052149 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 116450 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2275724 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051171 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 104983 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1930293 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054387 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 108000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1871932 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057694 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.267605 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053521 | AverageDistributionRatio |
| Net Noncharitable Assets | 2578052 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 137980 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 761 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 138741 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 125650 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1522 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1522 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1522 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1880 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1880 | TotalCreditsAndPayments |
| Overpayment | 358 | Overpayment |
| Amount Credited To Next Year | 358 | 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 | E LYNN SCHNEIDER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9085611600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112152503 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | E LYNN SCHNEIDER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112152503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 2510784 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 106528 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2617312 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2617312 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 39260 | CashDeemedCharitable |
| Net Noncharitable Assets | 2578052 | NetNoncharitableAssets |
| Minimum Investment Return | 128903 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 128903 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1522 | TaxBasedOnInvestmentIncome |
| Total Tax | 1522 | TotalTax |
| Distributable Amount Before Adj | 127381 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 127381 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 127381 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 125650 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 125650 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 125650 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 127381 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 14916 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9598 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 4029 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8291 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7386 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 44220 | TotalExcessDistriCarryover |
| Qualifying Distributions | 125650 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 125650 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1731 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1731 | ExcessDistriCyovAppliedCY |
| Total Corpus | 42489 | 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 | 13185 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 29304 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9598 | ExcessFromYear4 |
| Excess From Year3 | 4029 | ExcessFromYear3 |
| Excess From Year2 | 8291 | ExcessFromYear2 |
| Excess From Year1 | 7386 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | E LYNN SCHNEIDER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 2ND STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112152503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7184990523 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | ORGANIZATION MUST BE QUALIFIED UNDER IRC SEC 501 (C) (3) | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALM | |||||||||||
| 120 BROADWAY 5TH FLOOR | NEW YORK | NY | 10271 | NONE | 501 C(3) | CHARITY | $150 | ||||
| AGAINST MALARIA FOUNDATION | |||||||||||
| NONE | 501 C(3) | CHARITY | $1,000 | 10 BRICKET ROAD ST ALBANS | HERTS | UK | AL13JX | ||||
| AMERICAN RED CROSS | |||||||||||
| 520 W 49TH STREET | NEW YORK | NY | 19110 | NONE | 501 C(3) | CHARITY | $10,000 | ||||
| BROOKLYN ACADEMY OF MUSIC | |||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | NONE | 501 C(3) | CHARITY | $1,500 | ||||
| BROOKLYN-QUEENS CONSERVATORY OF MUSIC | |||||||||||
| 58 SEVENTH AVENUE | BROOKLYN | NY | 112171486 | NONE | 501 C(3) | CHARITY | $20,000 | ||||
| WORDS WITHOUT BORDERS | |||||||||||
| PO BOX 1658 | NEW YORK | NY | 10276 | NONE | 501 C(3) | CHARITY | $6,000 | ||||
| FRIENDS OF BURKINA FASO | |||||||||||
| PO BOX 395 | CHESTER | CA | 96020 | NONE | 501 C(3) | CHARITY | $25,000 | ||||
| KIPP FOUNDATION | |||||||||||
| 520 8TH AVENUE 2005 | NEW YORK | NY | 10018 | NONE | 501 C(3) | CHARITY | $5,000 | ||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501 C(3) | CHARITY | $5,000 | ||||
| NURSE FAMILY PARTNERSHIP | |||||||||||
| 1900 GRANT STREET SUITE 400 | DENVER | CO | 80203 | NONE | 501 C(3) | CHARITY | $3,000 | ||||
| POLY PREP HURRICANE SANDY RELIEF | |||||||||||
| 9216 SEVENTH AVENUE | BROOKLYN | NY | 11228 | NONE | 501 C(3) | CHARITY | $1,000 | ||||
| THE HUNGER PROJECT | |||||||||||
| 5 UNION SQUARE WEST | NEW YORK | NY | 10003 | NONE | 501 C(3) | CHARITY | $10,000 | ||||
| THIRTEEN | |||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501 C(3) | CHARITY | $1,000 | ||||
| WNYC RADIO NY PUBLIC RADIO | |||||||||||
| PO BOX 1550 | NEW YORK | NY | 100161550 | NONE | 501 C(3) | CHARITY | $1,000 | ||||
| WOMEN AGAINST ABUSE | |||||||||||
| 100 SOUTH BROAD ST SUITE 1341 | PHILADELPHIA | PA | 19110 | NONE | 501 C(3) | CHARITY | $2,000 | ||||
| WORLDWIDE FISTULA FUND | |||||||||||
| PO BOX 27879 | ST LOUIS | MO | 631461379 | NONE | 501 C(3) | CHARITY | $10,000 | ||||
| YALE NEW HAVEN CHILDREN'S HOSPITAL | |||||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | NONE | 501 C(3) | CHARITY | $20,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 121650 | 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 | $78,765 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $18,903 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $97,668 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 97668 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3750 | 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 | 574054 | EOYBookValue |
| EOYFMV | 631237 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK | NameOfStock |
| EOY Book Value | 1349295 | EOYBookValue |
| EOYFMV | 1764366 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 69433 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 77788 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | 176695 | 185512 |
| UNSETTLED TRADES | AT COST | 10159 | 10159 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY | 20876 | 20876 | 0 |
| NY FILING FEE | 250 | 0 | 250 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $716 | Amount |
| Net Investment Income | 716 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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