EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-25
- IRS object ID
- 201330569349100203
- Schema version
- 2012v2.0
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-25T10:45:07-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131833422 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH & PARSONT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET SUITE 1507 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101681599 | 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 | 133980754 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY L AND ROBERT E SMITH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EMIL | NameControl |
| Phone | 2129408850 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET NO 6C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT E SMITH | Name |
| Title | TREASURER | Title |
| Phone | 2129408850 | Phone |
| Date Signed | 2013-02-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL ASH | Name |
| PTIN | P00110546 | PTIN |
| Phone | 2129531250 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 177034 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 4172 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4172 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -10 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3001 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4162 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4172 | 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 |
| Taxes Rev And Expnss | 164 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 164 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1756 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1576 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 180 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1920 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1740 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 180 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 26325 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 26325 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 28245 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1740 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 26505 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24083 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2432 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 58249 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 21725 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 21725 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 91544 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 103985 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 155309 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 149793 | TotalAssetsBOY |
| Total Assets EOY | 125710 | TotalAssetsEOY |
| Total Assets EOYFMV | 177034 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 149793 | UnrestrictedBOY |
| Unrestricted EOY | 125710 | UnrestrictedEOY |
| Total Net Assets BOY | 149793 | TotalNetAssetsBOY |
| Total Net Assets EOY | 125710 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 149793 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 125710 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 149793 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24083 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 125710 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 125710 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| 150 SAFEWAY | P | 2009-05-26 | 2012-06-08 | 2767 | 3011 | -244 | -244 |
| CAPITAL GAINS DIVIDENDS | P | 234 | 234 | 234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -10 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 22860 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 198001 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.115454 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25856 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 203077 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.127321 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 48118 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 212168 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.226792 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 29633 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 288047 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.102876 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 56687 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 373003 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.151975 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.724418 | TotalDistributionRatio |
| Average Distribution Ratio | 0.144884 | AverageDistributionRatio |
| Net Noncharitable Assets | 180371 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 26133 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 24 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 26157 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 26505 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 24 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 24 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 24 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 195 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 195 | TotalCreditsAndPayments |
| Overpayment | 171 | Overpayment |
| Amount Credited To Next Year | 171 | 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 | ROBERT E SMITH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129408850 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| EMILY L SMITH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | DIRECTOR/PRESIDENT | 0.00 | 0 | 0 | 0 |
| ROBERT E SMITH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | DIRECTOR/SECRETARY/TREAS. | 0.00 | 0 | 0 | 0 |
| AMY LYNN SMITH | ||||||||
| 838 WEST END AVENUE 10D | NEW YORK | NY | 10025 | DIRECTOR/VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| KAREN GAIL SMITH | ||||||||
| 373 MAECK FARM ROAD | SHELBURNE | VT | 05482 | DIRECTOR/VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| VICTORIA ANN SMITH | ||||||||
| 154 LOCUST TERRACE | BURLINGTON | VT | 05401 | DIRECTOR/VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 142510 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40608 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 183118 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 183118 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2747 | CashDeemedCharitable |
| Net Noncharitable Assets | 180371 | NetNoncharitableAssets |
| Minimum Investment Return | 9019 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9019 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 24 | TaxBasedOnInvestmentIncome |
| Total Tax | 24 | TotalTax |
| Distributable Amount Before Adj | 8995 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 8995 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 8995 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 26505 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 26505 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 24 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 26481 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8995 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 56780 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 29910 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 48150 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 25875 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 22860 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 183575 | TotalExcessDistriCarryover |
| Qualifying Distributions | 26505 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 26505 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 8995 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 8995 | ExcessDistriCyovAppliedCY |
| Total Corpus | 201085 | 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 | 47785 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 153300 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 29910 | ExcessFromYear4 |
| Excess From Year3 | 48150 | ExcessFromYear3 |
| Excess From Year2 | 25875 | ExcessFromYear2 |
| Excess From Year1 | 22860 | ExcessFromYear1 |
| Excess From Current Year | 26505 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMILY L SMITH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $75 |
| WOMENS' INITIATIVE | |||||||
| 1398 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $500 |
| DAY ONE | |||||||
| PO BOX 1507 CANAL ST STATION | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $2,500 |
| HARVARD LAW SCHOOL | |||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $2,500 |
| AMERICAN LAW INSTITUTE | |||||||
| 4025 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $2,000 |
| FORTUNE SOCIETY | |||||||
| 625 WEST 140 STREET | NEW YORK | NY | 10031 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $500 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $600 |
| MORRISTOWN BEARD SCHOOL | |||||||
| 70 WHIPPANY ROAD | MORRISTOWN | NJ | 07960 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $500 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $3,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $2,100 |
| LUCY MOSES SCHOLARSHIP FUND | |||||||
| 129 WEST 67 STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| SMITH COLLEGE | |||||||
| 84 GREEN STREET | NORTHAMPTON | MA | 01063 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $1,000 |
| MARIST SCHOOL | |||||||
| 3399 N ROAD | POUGHKEEPSIE | NY | 12601 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $500 |
| STUDIO IN A SCHOOL | |||||||
| 410 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| THE BROOKINGS INSTITUTE | |||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| WESTPORT PUBLIC LIBRARY | |||||||
| 20 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $75 |
| NTM INFORMATION & RESEARCH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $75 |
| SOLDIER ANGELS | |||||||
| 1791 E WASHINGTON BOULEVARD | PASADENA | CA | 91104 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 26325 | 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 | $4,172 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$10 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,162 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4162 | 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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2007 AMOUNT $8,995 | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 700 GENERAL ELECTRIC | 22630 | 14693 |
| 80 IBM | 6946 | 15324 |
| 500 NESTLE | 11188 | 32556 |
| 440 NORTHWESTERN | 11440 | 15281 |
| 300 ONEX | 3478 | 12619 |
| 50 PROCTER & GAMBLE | 2627 | 3395 |
| 150 SAFEWAY | 0 | 0 |
| 150 TIME WARNER | 5278 | 7174 |
| 37 TIME WARNER CABLE | 1866 | 3596 |
| 228 VORNADO REALTY | 7707 | 18739 |
| 200 DOUGLAS EMMITT | 3658 | 4660 |
| 150 ADOBE SYSTEMS | 4947 | 5652 |
| 100 ORACLE | 2616 | 3332 |
| 400 RECKITT BENCKISER | 4152 | 5128 |
| 150 ALLISON TRANSMISSION | 3043 | 3063 |
| 250 MICROSOFT | 7667 | 6677 |
| 300 STAPLES | 4742 | 3420 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 1576 | 1576 | 0 |
| FILING FEES | 180 | 0 | 180 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $164 | Amount |
| Net Investment Income | 164 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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