THE NDUNA FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE NDUNA FOUNDATION (EIN 26-1641882)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349100317
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T09:11:29-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133791592 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100172286 | 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 | 261641882 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NDUNA FOUNDATION CO PERELSON WEINER LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NDUN | NameControl |
| Phone | 2126053100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA NO 42 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY L ROBBINS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2126053100 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD M HOLAND CPA | Name |
| PTIN | P00149520 | PTIN |
| Phone | 2126053100 | Phone |
| Date Prepared | 2013-11-08 | DatePrepared |
| 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 | 5991629 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 7676548 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 1058 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1058 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -550536 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6354395 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7127070 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1058 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | 130000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 130000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 12837 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 12837 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 41452 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 41452 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 38185 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7637 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 30548 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 13711 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 13711 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1631 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 8737 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 8735 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 246553 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7637 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 237283 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7934961 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7934961 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8181514 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7637 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8172244 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1054444 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 115197 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5810708 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5810708 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 6904931 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 14153 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 11708 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 4076 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2445 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2445 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 21869 | OtherAssetsBOY |
| Other Assets EOY | 178476 | OtherAssetsEOY |
| Other Assets EOYFMV | 178476 | OtherAssetsEOYFMV |
| Total Assets BOY | 7046073 | TotalAssetsBOY |
| Total Assets EOY | 5991629 | TotalAssetsEOY |
| Total Assets EOYFMV | 5991629 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7046073 | UnrestrictedBOY |
| Unrestricted EOY | 5991629 | UnrestrictedEOY |
| Total Net Assets BOY | 7046073 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5991629 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7046073 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5991629 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7046073 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1054444 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5991629 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5991629 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| 1900.27056 SHRS GLENNVIEW CAPITAL PARTNERS | D | 2008-01-01 | 2012-01-01 | 1808309 | 1900274 | -91965 | -91965 |
| 1541.69700 SHRS GLENNVIEW CAPITAL PARTNERS | D | 2011-06-01 | 2012-01-01 | 1323834 | 1541697 | -217863 | -217863 |
| 2125.76700 SHRS GLENNVIEW OFFSHORE | D | 2008-01-01 | 2012-01-01 | 3222252 | 3462960 | -240708 | -240708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -550536 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8415920 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10414849 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.808069 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 9258033 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11207479 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.826058 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 7827324 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12268525 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.638000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5371667 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12875180 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.417211 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3420792 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11569026 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.295685 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.985023 | TotalDistributionRatio |
| Average Distribution Ratio | 0.597005 | AverageDistributionRatio |
| Net Noncharitable Assets | 7936159 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4737927 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4737927 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8172244 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1769 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1769 | TotalCreditsAndPayments |
| Overpayment | 1769 | Overpayment |
| Amount Credited To Next Year | 1769 | 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 | PERELSON WEINER LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2126053100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA 42 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| 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 | AMY L ROBBINS CO PERELSON WEINER LL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA 42 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE/EXECUTIVE DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 20.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EMILIO JACOBS | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 W 129TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 130000 | Compensation |
| Employee Benefits | 0 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 147312 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7907257 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2445 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8057014 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8057014 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 120855 | CashDeemedCharitable |
| Net Noncharitable Assets | 7936159 | NetNoncharitableAssets |
| Minimum Investment Return | 396808 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 396808 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 396808 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 396808 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 396808 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8172244 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 8172244 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 8172244 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 396808 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2857833 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4774696 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7213898 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8697659 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7901486 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 31445572 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8172244 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 396808 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7775436 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 39221008 | 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 | 2857833 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 36363175 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4774696 | ExcessFromYear4 |
| Excess From Year3 | 7213898 | ExcessFromYear3 |
| Excess From Year2 | 8697659 | ExcessFromYear2 |
| Excess From Year1 | 7901486 | ExcessFromYear1 |
| Excess From Current Year | 7775436 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY L ROBBINS CO PERELSON WEINER LL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BETTER WORLD FUND | ||||||||||
| PO BOX 2598 | SANTA CRUZ | CA | 95063 | NONE | PUBLIC CHARITY | GENERAL | $500,000 | |||
| CDC FOUNDATION | ||||||||||
| 55 PARK PLACE SUITE 400 | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | GENERAL | $500,000 | |||
| CIVICUS WORLD ALLIANCE FOR CITIZEN PARTICIPATION | ||||||||||
| 1420 K STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL | $150,000 | |||
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | ||||||||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $350,000 | |||
| ENGENDERHEALTH INC | ||||||||||
| 440 9TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |||
| SHOW OF FORCE | ||||||||||
| 715 HEARST AVENUE SUITE 200 | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | GENERAL | $250,000 | |||
| HUMAN RIGHTS WATCH | ||||||||||
| 350 FIFTH AVENUE | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | GENERAL | $1,175,000 | |||
| MANA NUTRITIVE AID PRODUCTS INC | ||||||||||
| 100 W JOHN ST STE H | MATTHEWS | NC | 28105 | NONE | PUBLIC CHARITY | GENERAL | $285,000 | |||
| MILLENNIUM PROMISE ALLIANCE INC | ||||||||||
| 475 RIVERSIDE DRIVE SUITE 1040 | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | GENERAL | $600,000 | |||
| NATIONAL FISH AND WILDLIFE FOUNDATION | ||||||||||
| 1133 FIFTEENTH STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL | $360,000 | |||
| ROBIN HOOD FOUNDATION | ||||||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL | $200,000 | |||
| TEACH FOR ALL INC | ||||||||||
| 315 W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $500,000 | |||
| THE ALLEN STEVENSON SCHOOL | ||||||||||
| 132 EAST 87TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | GENERAL | $575,000 | |||
| THE DIKEMBE MUTOMBO FOUNDATION HOSPITAL | ||||||||||
| PO BOX 250225 | ATLANTA | GA | 30325 | NONE | PUBLIC CHARITY | GENERAL | $125,000 | |||
| THE EVERGLADES FOUNDATION | ||||||||||
| 18001 OLD CUTLER ROAD | PALMETTO BAY | FL | 33157 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |||
| THE MOUNT SINAI CHILDREN'S CENTER | ||||||||||
| 17 EAST 102ND STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |||
| THE US FUND OF UNICEF | ||||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL | $1,000,000 | |||
| UNITED STATES ASSOCIATION FOR UNHCR | ||||||||||
| 1775 K ST NW STE 290 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |||
| UPPER SARANAC LAKE FOUNDATION INC | ||||||||||
| PO BOX 564 | SARANAC LAKE | NY | 12983 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |||
| WITNESS | ||||||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | NONE | PUBLIC CHARITY | GENERAL | $593,961 | |||
| FUND FOR PARK AVENUE NEW YORK INC | ||||||||||
| 445 PARK AVENUE STE1000 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |||
| THE MARY ROBINSON FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $500,000 | 6 STH LEINSTER STREET | DUBLIN | EI | ||||
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||||
| 2000 M STREET NW STE 200 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $100,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7934961 | 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 | $1,058 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$550,536 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$549,478 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -549478 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 1 | AMY L ROBBINS CO PERELSON WEINER LL | ONE DAG HAMMARSKJOLD PLAZA 42 FL | NEW YORK | NY | 10017 | 676548 | X |
| LARRY ROBBINS FOUNDATION | |||||||
| 2 | 767 FIFTH AVENUE 44 FL | NEW YORK | NY | 10153 | 7000000 | X | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $38,185 | Amount |
| Net Investment Income | 7637 | NetInvestmentIncome |
| Disbursements Charitable Prps | 30548 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| EQUIPMENT | 2009-07-10 | 5937 | 4227 | 200DB | 5.000000000000 | 684 | 0 |
| EQUIPMENT | 2009-10-09 | 2914 | 2075 | 200DB | 5.000000000000 | 336 | 0 |
| EQUIPMENT | 2009-01-22 | 5302 | 3775 | 200DB | 5.000000000000 | 611 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GLENVIEW CAPITAL PARTNERS (CAYMAN) LTD | AT COST | 0 | 0 |
| GLENVIEW OFFSHORE OPPORTUNITY FUND LTD | AT COST | 0 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| EQUIPMENT | 5937 | 4911 | 1026 |
| EQUIPMENT | 2914 | 2411 | 503 |
| EQUIPMENT | 5302 | 4386 | 916 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $41,452 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 41452 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT RECEIVABLES | Description |
| BOY Book Value | 21869 | BOYBookValue |
| EOY Book Value | 178476 | EOYBookValue |
| EOYFMV | 178476 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TELEPHONE EXPENSE | 4187 | 0 | 4187 |
| OFFICE SUPPLIES & EXPENSES | 4300 | 0 | 4298 |
| FILING FEES | 250 | 0 | 250 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $8,711 | 0 | 8711 |
| FEDERAL TAXES | $5,000 | 0 | 5000 |
Comments