WIDGEON POINT CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WIDGEON POINT CHARITABLE FOUNDATION (EIN 13-6201175)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-15
IRS object ID: 201323199349101132
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
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-15T11:19:43-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	270120069	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COOPERSMITH SIMON & VOGEL PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD STE 605	AddressLine1
City	UNIONDALE	City
State	NY	State
ZIP Code	11553	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	136201175	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE WIDGEON POINT CHARITABLE FOUNDATION	BusinessNameLine1
Business Name Line2	F/K/A THE BEINECKE FOUNDATION INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	WIDG	NameControl
Phone	5164835800	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O CSVPC 50 CHARLES LINDBERGH BLVD	AddressLine1
Address Line2	NO 605	AddressLine2
City	UNIONDALE	City
State	NY	State
ZIP Code	11553	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN R ROBINSON	Name
Title	CFO	Title
Phone	5164835800	Phone
Date Signed	2013-11-15	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEVE LEVY	Name
PTIN	P01273212	PTIN
Phone	5164835800	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	58828908	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	53024	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	1429515	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1429515	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	494029	DividendsRevAndExpnss
Dividends Net Invst Incm	494029	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-495524	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	10452341	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1481044	TotalRevenueAndExpenses
Total Net Investment Income	1923544	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	352083	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	140833	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	211250	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	333310	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	133324	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	199986	OthEmplSlrsWgsDsbrsChrtblPrps
Legal Fees Rev And Expnss	18936	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	18936	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	119223	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	59611	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	59612	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	36947	TaxesRevAndExpnss
Taxes Net Invst Incm	3675	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	284	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	3427	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Occupancy Rev And Expnss	34394	OccupancyRevAndExpnss
Occupancy Net Invst Incm	17197	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	17197	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	1396	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	698	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	698	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	861389	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	715560	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	145829	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	1761105	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1070898	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	653792	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2292000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	2292000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	4053105	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1070898	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	2945792	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-2572061	ExcessOfRevenueOverExpenses
Net Investment Income	852646	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	0	CashBOY
Savings And Temp Cash Invst BOY	5335937	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	4929393	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	4929393	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	0	AccountsReceivable
Accounts Receivable BOY	0	AccountsReceivableBOY
Investments Corp Bonds BOY	34994577	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	32938565	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	40982298	InvestmentsCorpBondsEOYFMV
Investments Other BOY	13001536	InvestmentsOtherBOY
Investments Other EOY	12912021	InvestmentsOtherEOY
Investments Other EOYFMV	12912021	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	19671	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	19600	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	3498	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	71	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	71	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	5125	OtherAssetsBOY
Other Assets EOY	5125	OtherAssetsEOY
Other Assets EOYFMV	5125	OtherAssetsEOYFMV
Total Assets BOY	53340673	TotalAssetsBOY
Total Assets EOY	50785175	TotalAssetsEOY
Total Assets EOYFMV	58828908	TotalAssetsEOYFMV
Other Liabilities BOY	455	OtherLiabilitiesBOY
Other Liabilities EOY	21121	OtherLiabilitiesEOY
Total Liabilities BOY	455	TotalLiabilitiesBOY
Total Liabilities EOY	21121	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	53340218	RetainedEarningsBOY
Retained Earnings EOY	50764054	RetainedEarningsEOY
Total Net Assets BOY	53340218	TotalNetAssetsBOY
Total Net Assets EOY	50764054	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	53340673	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	50785175	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	53340218	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-2572061	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	50768157	Subtotal
Other Decreases	4103	OtherDecreases
Total Net Assets Fund Balances EOY	50764054	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 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
BNY #6830	P	1999-01-01	2012-12-31	7494701	7559850	-65149	-65149
FIDELITY #0156	P	1999-01-01	2012-12-31	338343	352541	-14198	-14198
MSSB #6077	P	1999-01-01	2012-12-31	1900666	1797056	103610	103610
MSSB #0904	P	1999-01-01	2012-12-31	538127	552133	-14006	-14006
ATLAS PIPELINE PARTNERS LP	P	1999-01-01	2012-12-31	31685		31685	31685
ENERGY PARTNERS LP	P	1999-01-01	2012-12-31	1411		1411	1411
ENTERPRISE PRODUCTS PARTNERS LP	P	1999-01-01	2012-12-31	6294		6294	6294
KINDER MORGAN ENERGY PTRS-FIDELITY	P	1999-01-01	2012-12-31	671		671	671
KINDER MORGAN ENERGY PTRS	P	1999-01-01	2012-12-31	56792		56792	56792
NUSTAR ENERGY PARTNERS LP	P	1999-01-01	2012-12-31		8258	-8258	-8258
ONEOK PARTNERS LP	P	1999-01-01	2012-12-31		71	-71	-71
ROYCE DISCOVERY FUND LLC	P	1999-01-01	2012-12-31	80637		80637	80637
ROYCE INSTITUTIONAL LLC	P	1999-01-01	2012-12-31		608905	-608905	-608905
TARGA RESOURCE PARTNERS LP	P	1999-01-01	2012-12-31		614	-614	-614
WESTBURY EQUITY PARTNERS LP	P	1999-01-01	2012-12-31		68271	-68271	-68271
WESTBURY INVESTMENT PARTNERS LP	P	1999-01-01	2012-12-31	2986		2986	2986
WILLIAMS PARTNERS LP	P	1999-01-01	2012-12-31		166	-166	-166
WP CAREY & CO LP	P	1999-01-01	2012-12-31	28		28	28

Field	Value	IRS element (for citing)
Capital Gain Net Income	-495524	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	0	QualifyingDistributionsYear1
Noncharitable Assets Year1	0	NoncharitableAssetsYear1
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Qualifying Distributions Year2	3566010	QualifyingDistributionsYear2
Noncharitable Assets Year2	62889675	NoncharitableAssetsYear2
Distribution Ratio Year2	0.056703	DistributionRatioYear2
Qualifying Distributions Year3	3088801	QualifyingDistributionsYear3
Noncharitable Assets Year3	58774906	NoncharitableAssetsYear3
Distribution Ratio Year3	0.052553	DistributionRatioYear3
Qualifying Distributions Year4	3337249	QualifyingDistributionsYear4
Noncharitable Assets Year4	60665577	NoncharitableAssetsYear4
Distribution Ratio Year4	0.055011	DistributionRatioYear4
Qualifying Distributions Year5	3351475	QualifyingDistributionsYear5
Noncharitable Assets Year5	69132220	NoncharitableAssetsYear5
Distribution Ratio Year5	0.048479	DistributionRatioYear5
Total Distribution Ratio	0.212746	TotalDistributionRatio
Average Distribution Ratio	0.042549	AverageDistributionRatio
Net Noncharitable Assets	44887913	NetNoncharitableAssets
Adjusted Noncharitable Assets	1909936	AdjustedNoncharitableAssets
One Percent Net Investment Income	8526	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1918462	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	2945792	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	8526	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	8526	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	8526	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	110403	EstTaxPaymentsAndOverpayment
Total Credits And Payments	110403	TotalCreditsAndPayments
Overpayment	101877	Overpayment
Amount Credited To Next Year	101877	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	COOPERSMITH SIMON VOGEL CPA'S	BooksInCareOfPersonName
Books In Care Of Phone Number	5164835800	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD SUITE 605	AddressLine1
City	UNIONDALE	City
State	NY	State
ZIP Code	11553	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 (3 entries)

Address Line1USAddress/AddressLine1	Address Line2USAddress/AddressLine2	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
JOHN R ROBINSON
C/O CSV CPAS 50 CHARLES LINDBERGH	BLVD	UNIONDALE	NY	11553	PRESIDENT	35.00	352083	0	0
ABIGAIL PHIPPS BOWERS
C/O CSV CPAS 50 CHARLES LINDBERGH	BLVD	UNIONDALE	NY	11553	VICE PRESIDENT	10.00	0	0	0
ROWLAND P ROBINSON
C/O CSV CPAS 50 CHARLES LINDBERGH	BLVD	UNIONDALE	NY	11553	TREASURER	10.00	0	0	0

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)

NameName	Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Average Hours Per WeekAverageHoursPerWeek	CompensationCompensation	Employee BenefitsEmployeeBenefits	Expense AccountExpenseAccount
JEFFREY COOPERSMITH	C/O CSV 50 CHAS LINDBERGH STE 605	UNIONDALE	NY	11553	CFO	35.00	191610	0	0
ANN BOLAND	C/O CSV 50 CHAS LINDBERGH STE 605	UNIONDALE	NY	11553	EXECUTIVE ASSISTANT	35.00	80000	0	0

Field	Value	IRS element (for citing)
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COOPERSMITH SIMON & VOGEL PC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD STE 605	AddressLine1
City	UNIONDALE	City
State	NY	State
ZIP Code	11553	ZIPCode

Field	Value	IRS element (for citing)
Type Of Service	ACCOUNTING AND TAX SERVICES	TypeOfService
Compensation	119223	Compensation

Field	Value	IRS element (for citing)
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	NONE	Description1
Expenses1	0	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NONE	Description1
Amount1	0	Amount1
All Oth Prog Rltd Investments Total	0	AllOthProgRltdInvestmentsTotal
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	40233927	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	5337558	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	45571485	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	45571485	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	683572	CashDeemedCharitable
Net Noncharitable Assets	44887913	NetNoncharitableAssets
Minimum Investment Return	2244396	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	2244396	MinimumInvestmentReturn
Tax Based On Investment Income	8526	TaxBasedOnInvestmentIncome
Total Tax	8526	TotalTax
Distributable Amount Before Adj	2235870	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	2235870	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	2235870	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	2945792	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	2945792	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	8526	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	2937266	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	2235870	DistributableAmountAsAdjusted
Undistributed Income Prior Year	777554	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	2945792	QualifyingDistributions
Applied To Year1	777554	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	2168238	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	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	67632	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

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	JEFFREY COOPERSMITH	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD	AddressLine1
City	UNIONDALE	City
State	NY	State
ZIP Code	11553	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	5164835800	RecipientPhoneNumber
Form And Info And Materials	NONE	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (145 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ACTORS FUND
729 SEVENTH AVENUE	NEW YORK	NY	10019	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
ADDISON GALLERY OF AMERICAN ART
180 MAIN ST	ANDOVER	MA	01810	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$50,000
AMERICAN FRIENDS OF BLERANCOURT
8 WEST 38TH STREET	NEW YORK	NY	10018	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
AMERICAN FRIENDS OF BLERANCOURT
8 WEST 38TH STREET	NEW YORK	NY	10018	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
AMNH DEVELOPMENT FUND
CENTRAL PARK WEST AT 79TH STREET	NEW YORK	NY	10024	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
ARCHIVES OF AMERICAN ART
PO BOX 37012	WASHINGTON	DC	20113	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$7,000
ARCHIVES OF AMERICAN ART
PO BOX 37012	WASHINGTON	DC	20113	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
564 PARK AVE PRESERVATION FOUNDATION
564 PARK AVE	NEW YORK	NY	10065	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
564 PARK AVE PRESERVATION FOUNDATION
564 PARK AVE	NEW YORK	NY	10065	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$50,000
ASIA SOCIETY
725 PARK AVENUE	NEW YORK	NY	10021	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$2,500
AMERICAN FRIENDS OF SHAGHAI MUSEUM
530 E 86TH ST	NEW YORK	NY	10028	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
AMERICAN FRIENDS OF SHAGHAI MUSEUM
530 E 86TH ST	NEW YORK	NY	10028	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
AMERICAN FRIENDS OF SHAGHAI MUSEUM
530 E 86TH ST	NEW YORK	NY	10028	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK W	NEW YORK	NY	10024	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK W	NEW YORK	NY	10024	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
BOYS CLUB OF NY
287 EAST 10TH STREET	NEW YORK	NY	10009	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$450
BOYS CLUB OF NY
287 EAST 10TH STREET	NEW YORK	NY	10009	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
BOYS CLUB OF NY
287 EAST 10TH STREET	NEW YORK	NY	10009	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$100,000
BOYS CLUB OF NY
287 EAST 10TH STREET	NEW YORK	NY	10009	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$2,000
BOYS CLUB OF NY
287 EAST 10TH STREET	NEW YORK	NY	10009	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$6,500
BACK COUNTRY JAZZ
15 EAST PUTNAM AVENUE	GREENWICH	CT	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$12,000
BEATRIX FERRAND SOCIETY
PO BOX 11	MOUNT DESERT	ME	04660	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
CATSKILL MOUNTAIN KEEPER
PO BOX 381	YOUNGSVILLE	NY	12791	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
COALITION FOR SECURE DRIVERS LICENSE
1300 PENNSYLVANIA AVENUE NW	WASHINGTON	DC	20004	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$2,500
CHRIST CHURCH GREENWICH
254 EAST PUTNAM AVENUE	GREENWICH	CT	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$20,000
CENTRAL PARK CONVSERVANCY
14 EAST 60TH STREET	NEW YORK	NY	10022	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$12,000
CENTRAL PARK CONVSERVANCY
14 EAST 60TH STREET	NEW YORK	NY	10022	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$2,500
CENTRAL PARK CONVSERVANCY
14 EAST 60TH STREET	NEW YORK	NY	10022	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$300
CENTRAL PARK CONVSERVANCY
14 EAST 60TH STREET	NEW YORK	NY	10022	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$2,500
CENTRAL PARK CONVSERVANCY
14 EAST 60TH STREET	NEW YORK	NY	10022	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
COLLEGE OF ATLANTIC CHAMPLAIN SOCIETY
C/O CSVPC 50 CHARLES LINDBERGH	UNIONDALE	NY	11553	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
COLUMBIA DEPARTMENT OF OPTHALMOLOGY
630 WEST 168TH STREET	NEW YORK	NY	10032	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$85,000
COLUMBIA UNIVERSITY
630 WEST 168TH STREET	NEW YORK	NY	10032	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$50,000
COLUMBIA UNIVERSITY
630 WEST 168TH STREET	NEW YORK	NY	10032	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$30,000
COLUMBIA UNIVERSITY
630 WEST 168TH STREET	NEW YORK	NY	10032	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$50,000
COLUMBIA UNIVERSITY
630 WEST 168TH STREET	NEW YORK	NY	10032	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
CORNELL UNIVERSITY
1 CORNELL UNIVERSITY	ITHACA	NY	14853	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
CORNELL UNIVERSITY
1 CORNELL UNIVERSITY	ITHACA	NY	14853	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE	ARLINGTON	VA	22202	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
CRANBERRY ISLE REALTY TRUST
PO BOX 59	CRANBERRY ISLE	ME	04625	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
DOCTORS WITHOUT BORDERS USA
333 7TH AVENUE	NEW YORK	NY	10001	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
FAMILY CENTER OF GREENWICH
40 ARCH STREET	GREENWICH	CT	06836	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$4,000
FAMILY CENTER OF GREENWICH
40 ARCH STREET	GREENWICH	CT	06836	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$25,000
FEDERAL BAR FOUNDATION
123 MAIN STREET	WHITE PLAINS	NY	10601	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$100
FRANKENBERGER ASSOCIATES
1 WHITEWOOD DR	BRANFORT	CT	06405	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$65,000
FRIENDS OF ARCADIA
440 COTTAGE STREET	BAR HARBOR	ME	04609	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
FRENCH HERITAGE SOCIETY
140 EAST 60TH STREET	NEW YORK	NY	10022	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
FRENCHMAN BAY CONSERVANCY
71 TIDAL FALLS ROAD	HANCOCK	ME	10016	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
FRICK COLLECTION
1 EAST 70TH STREET	NEW YORK	NY	10021	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$30,000
FRIENDS OF HARVARD SKIING
32 QUINCY STREET	CAMBRIDGE	MA	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
GARDEN CONSERVANCY
PO BOX 219	COLD SPRING	NY	10516	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
GLENVILLE VOLUNTEER FIRE CO INC
EAST END AVENUE AT 88TH STREET	NEW YORK	NY	10128	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
GRACIE MANSION CONCERVANCY
88TH STREET AND E END AVE	NEW YORK	NY	10028	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
GREAT CRANBERRY ISLE FUTURES
CRANBERRY ISLE	CRANBERRY ISLE	ME	04625	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH RD	GREENWICH	CT	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$30,000
GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH RD	GREENWICH	CT	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
GREENWICH LEADERSHIP FORUM
PO BOX 1517	GREENWICH	CT	06836	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
GREENWICH POLICE SILVER SHIELD
PO BOX 1123	GREENWICH	CT	06836	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
HALCYON FOUNDATION
100 PARK AVENUE	NEW YORK	NY	10017	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
HALCYON FOUNDATION
100 PARK AVENUE	NEW YORK	NY	10017	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
HALCYON FOUNDATION
100 PARK AVENUE	NEW YORK	NY	10017	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
HALCYON FOUNDATION
100 PARK AVENUE	NEW YORK	NY	10017	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
HARVARD ALUMNI ASSOCIATION
32 QUINCY STREET	CAMBRIDGE	MA	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$2,000
HARVARD ART MUSEUM
32 QUINCY STREET	CAMBRIDGE	MA	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$50,000
HARVARD ART MUSEUM
32 QUINCY STREET	CAMBRIDGE	MA	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
HARVARD BUSINESS SCHOOL
32 QUINCY STREET	CAMBRIDGE	MA	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
HARVARD COLLEGE CLASS OF 1989
32 QUINCY STREET	CAMBRIDGE	MA	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$25,000
HARVARD UNIVERSITY
32 QUINCY STREET	CAMBRIDGE	MA	06830	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
HEBREW ACADEMY
315 N MAIN STREET	NEW CITY	NY	10956	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
HISTORIC NEIGHBORHOOD PRES PROGRAM
PO BOX 368 65 HIGH RIDGE ROAD	STAMFORD	CT	06905	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
HOPE FOR DEPRESSION RESEARCH FOUNDATION
667 MADISON AVENUE	NEW YORK	NY	10009	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
HORTICULTURAL SOCIETY OF NY
148 WEST 37TH STREET	NEW YORK	NY	10018	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$2,000
ISLAND HOUSING TRUST
PO BOX 581	MOUNT DESERT	ME	04660	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
ISLAND INSTITUTE
PO BOX 581	MOUNT DESERT	ME	04660	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
ISLEFORD SCHOLARSHIP FUND
1 MAIN STREET	ISLEFORD	ME	04646	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$100
JAMES MARTSON FITCH CHARITABLE FOUNDATION
232 EAST 11TH STREET	ISLEFORD	ME	04646	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
JOHN JAY COLLEGE
899 TENTH AVENUE	NEW YORK	NY	10019	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
KENTS HILL SCHOOL
PO BOX 257	KENTS HILL	ME	04349	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$20,000
KENTS HILL SCHOOL
PO BOX 257	KENTS HILL	ME	04349	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$30,000
KENTS HILL SCHOOL
PO BOX 257	KENTS HILL	ME	04349	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$60,000
LIBRARY OF AMERICAN LANDSCAPE HISTORY
PO BOX 1323	AMHERST	MA	01004	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
MAINE MARITIME MUSEUM
243 WASHINGTON ST	BATH	ME	04530	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$100
MANHATTAN CHRISTIAN ACADEMY
401 W 205TH ST	NEW YORK	NY	10034	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
MANHATTAN CHRISTIAN ACADEMY
401 W 205TH ST	NEW YORK	NY	10034	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
MERRITT PARKWAY CONSERVANCY
PO BOX 17072	STAMFORD	CT	06907	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUE	NEW YORK	NY	10028	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUE	NEW YORK	NY	10028	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUE	NEW YORK	NY	10028	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
MOUNT DESERT HISTORICAL SOCIETY
373 SOUND DR	MOUNT DESERT	ME	04660	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
MOUNT VERNON LADIES ASSOCIATION
3200 MT VERNON MEMORIAL HWY	ALEXANDRIA	VA	22121	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
MOUNTAIN DISCOVERY CHARTER SCHOOL
890 JENKINS BRANCH RD	BRYSON CITY	NC	28713	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$40,000
MOUNT DESERT FESTIVAL OF MUSIC
1 KIMBALL RD	NORTHEAST HARBOR	ME	04662	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
MUSEUM OF MODERN ART
11 W 53RD ST	NEW YORK	NY	10019	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$600
NATURAL RESOUCES DEFENSE FUND
40 WEST 20TH STREET	NEW YORK	NY	10011	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$50,000
NAVAL WAR COLLEGE FOUNDATION
686 CUSHING RD	NEWPORT	RI	02841	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
NEW YORK BOTANICAL GARDEN
200 BEDFORD PARK BLVD	BRONX	NY	10458	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
NEW YORK BOTANICAL GARDEN
200 BEDFORD PARK BLVD	BRONX	NY	10458	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$250,000
NEW YORK BOTANICAL GARDEN
200 BEDFORD PARK BLVD	BRONX	NY	10458	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
NEW YORK BOTANICAL GARDEN
200 BEDFORD PARK BLVD	BRONX	NY	10458	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$25,000
NEW YORK BOTANICAL GARDEN
200 BEDFORD PARK BLVD	BRONX	NY	10458	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
NEW YORK BOTANICAL GARDEN
200 BEDFORD PARK BLVD	BRONX	NY	10458	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
NEW YORK BOTANICAL GARDEN
200 BEDFORD PARK BLVD	BRONX	NY	10458	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$2,500
NEW YORK BOTANICAL GARDEN
200 BEDFORD PARK BLVD	BRONX	NY	10458	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
NORTHEAST HARBOR LIBRARY
PO BOX 122	NORTHEAST HARBOR	ME	04662	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
NRDC
40 WEST 20TH STREET	NEW YORK	NY	10011	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
PLANNED PARENTHOOD
26 BLEECKER ST	NEW YORK	NY	10012	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
POLICE ATHLETIC LEAGUE
35 HAYESTOWN RD	DANBURY	CT	06704	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$1,000
PORTLAND MUSEUM OF ART
7 CONGRESS ST	PORTLAND	ME	04101	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$25,000
PRESERVATION FOUNDATION
311 PERUVIAN AVE	PALM BEACH	FL	33480	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000
PRESERVATION FOUNDATION
311 PERUVIAN AVE	PALM BEACH	FL	33480	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$5,000
RIPPLE EFFECT
2 PORTLAND FISH PIER / MARINE TRADE	PORTLAND	ME	04101	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$10,000	CENTER
RIVERKEEPER
20 SECOR RD	OSSINING	NY	10562	NONE	501 ( C ) (3 )	GENERAL PURPOSE	$500
ROLLINS COLLEGE
1000 HOLT AVE	WINTER PARK	FL	32789		501 ( C ) (3 )	GENERAL PURPOSE	$50,000
ROUND HILL ASSOCIATION
PO BOX 7788	GREENWICH	CT	06830		501 ( C ) (3 )	GENERAL PURPOSE	$500
ROUND HILL ASSOCIATION
PO BOX 7788	GREENWICH	CT	06830		501 ( C ) (3 )	GENERAL PURPOSE	$125
RYE COUNTRY DAY SCHOOL
3 GRANDVIEW AVE	RYE	NY	10580		501 ( C ) (3 )	GENERAL PURPOSE	$5,000
SAIL MAINE
58 FORE STREET	PORTLAND	ME	04104		501 ( C ) (3 )	GENERAL PURPOSE	$25,000
SEAL HARBOR IMPROVEMENT SOCIETY
PO BOX 171	SEAL HARBOR	ME	04675		501 ( C ) (3 )	GENERAL PURPOSE	$125
SEATTLE INSTITUTE FOR BIOMED CL RESEARCH
1100 OLIVE WAY	SEATTLE	WA	98101		501 ( C ) (3 )	GENERAL PURPOSE	$150,000
SOCIETY OF ARCHITECTURAL HISTORIANS
1365 N ASTOR STREET	CHICAGO	IL	60610		501 ( C ) (3 )	GENERAL PURPOSE	$500
SOFT POWER HANDLES
C/O CSVPC 50 CHARLES LINDBERGH	UNIONDALE	NY	11553		501 ( C ) (3 )	GENERAL PURPOSE	$5,000
SPACE GALLERY
538 CONGRESS ST	PORTLAND	ME	04101		501 ( C ) (3 )	GENERAL PURPOSE	$25,000
SPACE GALLERY
538 CONGRESS ST	PORTLAND	ME	04101		501 ( C ) (3 )	GENERAL PURPOSE	$10,000
SPCA OF HANCOCK COUNTY
141 BAR HARBOR ROAD	TRENTON	ME	04605		501 ( C ) (3 )	GENERAL PURPOSE	$2,500
SPECTRUM FOR LIVING ENDOWMENT
210 RIVERVALE ROAD	RIVER VALE	NJ	07675		501 ( C ) (3 )	GENERAL PURPOSE	$5,000
SPROUT CREEK FARM
34 LAUER ROAD	POUGHKEEPSIE	NY	12603		501 ( C ) (3 )	GENERAL PURPOSE	$5,000
SPROUT CREEK FARM
34 LAUER ROAD	POUGHKEEPSIE	NY	12603		501 ( C ) (3 )	GENERAL PURPOSE	$10,000
SPROUT CREEK FARM
34 LAUER ROAD	POUGHKEEPSIE	NY	12603		501 ( C ) (3 )	GENERAL PURPOSE	$60,000
SUMMERFEST AT LEONIA
SUMMERFEST NYC	LEONIA	NY	07605		501 ( C ) (3 )	GENERAL PURPOSE	$500
THE GILDER LEHRMAN OF AMERICA
19 W 44TH ST 500	NEW YORK	NY	10036		501 ( C ) (3 )	GENERAL PURPOSE	$1,000
THE MOUNT
BOX 974 2 PLUNKETT	LENOX	MA	01240		501 ( C ) (3 )	GENERAL PURPOSE	$1,500
THE SILVER SHIELD ASSOCIATION
11 HAVEMEYER PL	GREENWICH	CT	06830		501 ( C ) (3 )	GENERAL PURPOSE	$5,000
TIME SYMPOSIUM
CALIFORNIA INSTITUTE OF TECHNOLOGY	PASADENA	CA	91101		501 ( C ) (3 )	GENERAL PURPOSE	$25,000
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN ST	ANDOVER	MA	01810		501 ( C ) (3 )	GENERAL PURPOSE	$40,000
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN ST	ANDOVER	MA	01810		501 ( C ) (3 )	GENERAL PURPOSE	$10,000
UNIVERSITY OF NORTH CAROLINA
601 S COLLEGE RD	WILLMINGTON	NC	28403		501 ( C ) (3 )	GENERAL PURPOSE	$20,000
WEILL MEDICAL COLLEGE OF CORNELL
445 E 69TH ST	NEW YORK	NY	10021		501 ( C ) (3 )	GENERAL PURPOSE	$30,000
WEILL MEDICAL COLLEGE OF CORNELL
445 E 69TH ST	NEW YORK	NY	10021		501 ( C ) (3 )	GENERAL PURPOSE	$60,000
WEILL MEDICAL COLLEGE OF CORNELL
445 E 69TH ST	NEW YORK	NY	10021		501 ( C ) (3 )	GENERAL PURPOSE	$1,000
WNET
825 EIGHTH AVENUE	NEW YORK	NY	10019		501 ( C ) (3 )	GENERAL PURPOSE	$3,000
WNYC
PO BOX 1550	NEW YORK	NY	10116		501 ( C ) (3 )	GENERAL PURPOSE	$100
WORLD MONUMENT FUND
350 FIFTH AVENUE	NEW YORK	NY	10118		501 ( C ) (3 )	GENERAL PURPOSE	$5,000
YALE CHIEF EXECUTIVE LEADERSHIP INSTITUTE
NEW HAVEN	NEW HAVEN	CT	06520		501 ( C ) (3 )	GENERAL PURPOSE	$4,500
YALE UNIVERSITY
NEW HAVEN	NEW HAVEN	CT	06520		501 ( C ) (3 )	GENERAL PURPOSE	$50,000
YESHIVA UNIVERSITY
500 WEST 185TH STREET	NEW YORK	NY	10033		501 ( C ) (3 )	GENERAL PURPOSE	$150,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2292000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	1429515	RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$494,029	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	-495524	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$494,029	ExclusionAmount
Related Or Exempt Function Income	933991	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1428020	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	190	LineNumber
Relationship Statement	NONE	RelationshipStatement

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

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	WICKERT TRUST	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 70	AddressLine1
City	ARMONK	City
State	NY	State
ZIP Code	10504	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	53024	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING AND BOOKKEEPING	Category
Amount	$119,223	Amount
Net Investment Income	59611	NetInvestmentIncome
Disbursements Charitable Prps	59612	DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Field	Value	IRS element (for citing)
Description	NONE	Description
Amount	$0	Amount

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (2 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense	Net Investment IncomeNetInvestmentIncome
COMPUTERS & PRINTERS	1999-01-01	14612	11619	SL	5.000000000000	2922	0
FURNITURES & FIXTURES	2008-01-01	5059	4554	SL	5.000000000000	505	0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (5 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
MSSB #0904	3975057	3996205
FIDELITY #0156	681154	769486
MSSB #2764	0	0
BNY # 6830	28282354	36216607
MSSB #6077	0	0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (17 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
WP CAREY & CO-REIT	AT COST	84511	84511
KINDER MORGAN IN FIDELITY	AT COST	29424	29424
ATLAS PIPELINE	AT COST	0	0
WP CAREY & CO	AT COST	0	0
WILLIAM PARTNERS LP	AT COST	75519	75519
TARGA RESOURCES PARTNERS LP	AT COST	79848	79848
ONEOK PARTNERS LP	AT COST	61161	61161
NUSTAR ENERGY PARTNERS LP	AT COST	104598	104598
B&T ACQUISITION PARTNERS	AT COST	7874	7874
ENTERPRISE PRODUCTS PARTNERS	AT COST	125391	125391
KINDER MORGAN IN MSSB/BNY	AT COST	93216	93216
ROYCE DISCOVERY FUND	AT COST	1718440	1718440
ROYCE INSTITUTIONAL LLC	AT COST	7839666	7839666
WESTBURY EQUITY PARTNERS LP	AT COST	0	0
WESTBURY INVESTMENT PARTNERS LP	AT COST	259485	259485
INERGY PARTNERS LP	AT COST	0	0
ROYCE 100 FUND	AT COST	2432888	2432888

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (2 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
COMPUTERS & PRINTERS	14612	14541	71
FURNITURES & FIXTURES	5059	5059	0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL EXPENSE	Category
Amount	$18,936	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	18936	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DEPOSITS AND DEFERRED PAYMENTS	Description
BOY Book Value	5125	BOYBookValue
EOY Book Value	5125	EOYBookValue
EOYFMV	5125	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAINS/LOSSES AND BOOK TO TAX DIFFERENCES	Description
Amount	$4,103	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (12 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INSURANCE	177226	70890	106336
INVESTMENT ADVISORY FEES	49877	49877	0
OFFICE UTILITIES	4089	2044	2045
TELEPHONE EXPENSE	13411	6705	6706
OFFICE EXPENSE	43928	21964	21964
PORTFOLIO DEDUCTIONS	284839	284839	0
MEMBERSHIPS AND ORGANIZATIONS	1090	545	545
POSTAGE	9191	4595	4596
INTERNET EXPENSE	3463	1731	1732
DUES & SUBSCRIPTIONS	1550	775	775
PAYROLL FEES	2259	1129	1130
LOSSES ON PASSTHROUGH ENTITIES	270466	270466	0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	AMERICAN EXPRESS	Description
BOY Book Value	455	BOYBookValue
EOY Book Value	21121	EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
NYS CORP TAXES	$284	0	284
NYS MTA TAX	$612	0	0
PAYROLL TAX	$32,376	0	0
FOREIGN TAXES PAID	$3,675	3675	0