NATIONAL GRID FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL GRID FOUNDATION (EIN 11-3466416)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349100837
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T14:17:06-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | 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 | 113466416 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL GRID FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % NATIONAL GRID FOUNDATION | InCareOfName |
| Name Control | NATI | NameControl |
| Phone | 5165456100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 EAST OLD COUNTRY ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HICKSVILLE | City |
| State | NY | State |
| ZIP Code | 11801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT G KELLER | Name |
| Title | PRESIDENT | Title |
| Phone | 5165456100 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK DAVIS | Name |
| Phone | 2127094500 | 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 | 31230911 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 0 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 607473 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 938336 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 364888 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8486883 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 447181 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 0 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -5625 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 972361 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1379892 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 165367 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 165367 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 239879 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 34640 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 208229 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 58055 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 9362 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 24608 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5435 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 487909 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 49437 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 373596 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1293300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1313300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1781209 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 49437 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1686896 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -808848 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1330455 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 771156 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 435160 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 435160 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 45122 | AccountsReceivable |
| Accounts Receivable BOY | 36864 | AccountsReceivableBOY |
| Accounts Receivable EOY | 45122 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 45122 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 1677157 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1641081 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1641081 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 26955890 | InvestmentsOtherBOY |
| Investments Other EOY | 29093139 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 29093139 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 16883 | OtherAssetsBOY |
| Other Assets EOY | 16409 | OtherAssetsEOY |
| Other Assets EOYFMV | 16409 | OtherAssetsEOYFMV |
| Total Assets BOY | 29457950 | TotalAssetsBOY |
| Total Assets EOY | 31230911 | TotalAssetsEOY |
| Total Assets EOYFMV | 31230911 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 183156 | AccountsPayableBOY |
| Accounts Payable EOY | 7172 | AccountsPayableEOY |
| Grants Payable BOY | 0 | GrantsPayableBOY |
| Other Liabilities BOY | 120366 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 176704 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 303522 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 183876 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 29154428 | UnrestrictedBOY |
| Unrestricted EOY | 31047035 | UnrestrictedEOY |
| Total Net Assets BOY | 29154428 | TotalNetAssetsBOY |
| Total Net Assets EOY | 31047035 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 29457950 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 31230911 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 29154428 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -808848 | ExcessOfRevenueOverExpenses |
| Other Increases | 2701455 | OtherIncreases |
| Subtotal | 31047035 | Subtotal |
| Total Net Assets Fund Balances EOY | 31047035 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| SEE ATTACHMENT 17 | 8486883 | 8121995 | 364888 | 364888 |
| PASS THROUGH ENTITIES INVESTMENT | 82293 | 82293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 447181 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1197885 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 29753150 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040261 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1283234 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 24190377 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053047 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 776648 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 21342637 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.03639 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1418122 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 24320427 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05831 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1234847 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 26121208 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047274 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.235282 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047056 | AverageDistributionRatio |
| Net Noncharitable Assets | 30648946 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1442217 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 13305 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1455522 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1686896 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 13305 | InvestmentIncomeExciseTax |
| Subtotal | 13305 | Subtotal |
| Tax Based On Investment Income | 13305 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 25206 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7000 | TaxPaidWithExtension |
| Total Credits And Payments | 32206 | TotalCreditsAndPayments |
| Overpayment | 18901 | Overpayment |
| Amount Credited To Next Year | 18901 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.NATIONALGRIDUS.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL GRID FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5165456100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 METROTECH CENTER | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J TAUNTON | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | TREASURER Jan 1 - Jan 18, 2012 | 0.0 | 0 | 0 | 0 |
| ALBERT WILTSHIRE | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | VICE CHAIRMAN | 0.3 | 0 | 0 | 0 |
| ROBERT B CATELL | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | DIRECTOR | 0.3 | 0 | 0 | 0 |
| CARMEN FIELDS | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | DIRECTOR | 0.23 | 0 | 0 | 0 |
| BASIL A PATERSON | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | CHAIRMAN | 0.42 | 0 | 0 | 0 |
| DONALD H ELLIOTT | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | VICE CHAIRMAN | 0.38 | 0 | 0 | 0 |
| EILEEN R COHEN | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | TREASURER | 1.0 | 0 | 0 | 0 |
| REV GARY V SIMPSON | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | DIRECTOR | 0.23 | 0 | 0 | 0 |
| STEPHEN W MCCAFFREY | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | CHIEF COUNSEL | 2.9 | 0 | 0 | 0 |
| GEORGE MAYHEW | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | DIRECTOR | 0.23 | 0 | 0 | 0 |
| ROBERT G KELLER | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | PRESIDENT | 40.0 | 165367 | 0 | 0 |
| JEAN T TESORIERO | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | SECRETARY, VP and prog officer | 40.0 | 0 | 0 | 0 |
| Melanie W Littlejohn | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.23 | 0 | 0 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL TEMPORARY INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 FRANKLIN AVENUE SUITE 106 | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | CONSULTING SERVICE | TypeOfService |
| Compensation | 138319 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 30759621 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 356060 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 31115681 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 31115681 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 466735 | CashDeemedCharitable |
| Net Noncharitable Assets | 30648946 | NetNoncharitableAssets |
| Minimum Investment Return | 1532447 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1532447 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 13305 | TaxBasedOnInvestmentIncome |
| Total Tax | 13305 | TotalTax |
| Distributable Amount Before Adj | 1519142 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1519142 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1519142 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1686896 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1686896 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 13305 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1673591 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1519142 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 222003 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 93555 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 315558 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1686896 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 1519142 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 167754 | RemainingDistriFromCorpus |
| Total Corpus | 483312 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 483312 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 222003 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 93555 | ExcessFromYear2 |
| Excess From Current Year | 167754 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Robert G Keller President | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Old Country Rd | AddressLine1 |
| City | Hicksville | City |
| State | NY | State |
| ZIP Code | 11801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5165456100 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS ARE ACCEPTED THROUGH THE ON-LINE APPLICATION SYSTEM VIA CYBERGRANTS. | FormAndInfoAndMaterials |
| Submission Deadlines | THE FOUNDATION ACCEPTS APPLICATIONS THROUGH OCTOBER 31 OF EACH CALENDAR YEAR. | SubmissionDeadlines |
| Restrictions On Awards | GENERALLY GRANTS ARE AWARDED ON A COMPETITIVE BASIS FROM INSTITUTIONS EITHER LOCATED IN, OR PROVIDING SERVICES WITHIN THE NATIONAL GRID FOUNDATION GRANT MAKING AREA. FURTHER, GRANTS ARE TYPICALLY AWARDED TO 501(C)(3) ORGANIZATIONS ENGAGED IN PROGRAMS OR PROJECTS RELATED TO EDUCATION OR THE ENVIRONMENT. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 16 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Statement 16 | AddressLine1 |
| City | Douglaston | City |
| State | NY | State |
| ZIP Code | 11362 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | See Statement 16 | PurposeOfGrantOrContribution |
| Amount | $1,313,300 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1313300 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $607,473 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $364,888 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $972,361 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 972361 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 1641081 | EOYBookValue |
| EOYFMV | 1641081 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| LIMITED PARTNERSHIPS | 1853583 | 1853583 |
| COMMINGLED FUNDS | 6597329 | 6597329 |
| FUND OF FUNDS | 3001668 | 3001668 |
| FIXED INCOME FUNDS | 3094042 | 3094042 |
| MUTUAL FUNDS | 14546517 | 14546517 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST RECEIVABLE | Description |
| BOY Book Value | 16883 | BOYBookValue |
| EOY Book Value | 16409 | EOYBookValue |
| EOYFMV | 16409 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| GENERAL & ADMINISTRATIVE EXP | 24608 | |
| OTHER EXP FROM PARTNERSHIPS | 5435 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | other income from partnerships | Description |
| Revenue And Expenses Per Books | 0 | RevenueAndExpensesPerBooks |
| Net Investment Income | -5625 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED (LOSSES) GAINS | Description |
| Amount | $2,701,455 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| PAYABLE TO NATIONAL GRID CORP | 78088 | 86371 |
| EXCISE TAX PAYABLE | 5500 | 13900 |
| DEFERRED EXCISE TAX PAYABLE | 36778 | 76433 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX | $18,400 | |
| DEFERRED EXCISE TAX | $39,655 | |
| FOREIGN TAXES PAID-PARTNERSHIP | 9362 |
Comments