SCRIVEN FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCRIVEN FOUNDATION (EIN 13-2865735)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-01-28
- IRS object ID
- 201340289349300414
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-28T11:57:55-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135524538 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132865735 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIVEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCRI | NameControl |
| Phone | 2129776900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA No 31st | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100202102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD C VANISON | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 2129776900 | Phone |
| Date Signed | 2013-01-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THE CLARK ESTATES INC | Name |
| PTIN | P01601167 | PTIN |
| Phone | 2129776900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JANE F CLARK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Rockefeller Plaza 31st Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 55674190 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | "N/A" | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | GRANTS TO OTSEGO COUNTY, NY BASED CHARITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2967365 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7444006 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12295969 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7444006 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12295969 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1322500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1113948 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1461677 | OtherExpensePriorYear |
| Other Expenses Current Year | 1486788 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2784177 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2600736 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4659829 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9695233 | RevenuesLessExpensesCY |
| Total Assets BOY | 160587267 | TotalAssetsBOY |
| Total Assets EOY | 161397825 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 160587267 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 161397825 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT MARY IMOGENE BASSETT HOSPITAL, THE FARMERS' MUSEUM, INC. AND OTHER CHARITABLE ENTITIES IN OTSEGO COUNTY, NEW YORK | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1113948 | Expense |
| Grants | 1113948 | Grants |
| Description | CONTRIBUTIONS TO CHARITIES | Description |
| Total Program Service Expense | 1113948 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIVEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2129776900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31st Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100202102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JANE F CLARK | ||||||
| PRESIDENT/ DIRECTOR | 0.10 | X | X | 0 | 0 | 0 |
| THOMAS Q MORRIS MD | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| EDWARD GOZIGIAN ESQ | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| MRS MARIAN G MULLET | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| CHARLES B KIELER | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| J MICHAEL MOFFAT | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| HENRY F C WEIL MD | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| STEPHEN M DUFF | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| KEVIN S MOORE | ||||||
| VICE PRES./TREAS. | 0.10 | X | 0 | 0 | 0 | |
| KATHLEEN F KESTLER | ||||||
| SECRETARY | 0.10 | X | 0 | 0 | 0 | |
| RICHARD C VANISON | ||||||
| ASST. TREASURER | 0.10 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Rockefeller Plaza 31st Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT ADVISORY AND MANAGEMENT FEES | DescriptionOfServices |
| Compensation | 1310000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5679973 | TotalRevenueColumn |
| Exclusion | $5,679,973 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 49994217 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43378221 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6615996 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6615996 | TotalRevenueColumn |
| Exclusion | $6,615,996 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12295969 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,295,969 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1113948 | Total |
| Program Services | 1113948 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1310000 | Total |
| Management And General | 1310000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21500 | Total |
| Management And General | 21500 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5258 | Total |
| Management And General | 5258 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| CUSTODY FEE | 98317 | 98317 |
| PROPERTY EXPENSE | 28036 | 28036 |
| DEPRECIATION | 12659 | 12659 |
| MISCELLANEOUS EXPENSE | 11018 | 11018 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2600736 | Total |
| Program Services | 1113948 | ProgramServices |
| Management And General | 1486788 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9774540 | BOY |
| EOY | 13048044 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5872952 | BOY |
| EOY | 5266134 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 511255 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 151650 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372264 | BOY |
| EOY | 359605 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67685048 | BOY |
| EOY | 69301569 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76882463 | BOY |
| EOY | 73422473 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160587267 | BOY |
| EOY | 161397825 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160587267 | BOY |
| EOY | 161397825 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160587267 | BOY |
| EOY | 161397825 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160587267 | BOY |
| EOY | 161397825 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9695233 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8884675 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| MARY IMOGENE BASSETT HOSPITAL | |||||
| 135596796 | 3 | 1 | 0 | 1 | $0 |
| THE FARMERS' MUSEUM INC | |||||
| 150547367 | 7 | 1 | 0 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8000 | OtherCostOrOtherBasis |
| Book Value | 8000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 503255 | OtherCostOrOtherBasis |
| Depreciation | 151650 | Depreciation |
| Book Value | 351605 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 359605 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIVATE EQUITY SECURITIES | Description |
| Book Value | 73422473 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 73422473 | TotalOfBookValueSecurities |
| Total Revenue | 12295969 | TotalRevenue |
| Total Expenses | 2600736 | TotalExpenses |
| Excess Or Deficit For Year | 9695233 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -8884675 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -8884675 | TotalAdjustments |
| Excess Or Deficit Per FS | 810558 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3411294 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -8884675 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -8884675 | RevenueNotRptdF990 |
| Revenue Subtotal | 12295969 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12295969 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2600736 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2600736 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2600736 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PURUANT TO ARTICLE THIRD, SECTION(a) OF THE ORGANIZATION'S CERTIFICATE OF INCORPORATION, THE ORGANIZATION SUPPORTS A CLASS OF PUBLIC CHARITIES THAT CONDUCT THEIR PRINCIPAL ACTIVITIES IN OTSEGO COUNTY, NEW YORK. THESE PUBLIC CHARITIES INCLUDE CHARITIES LISTED ON SCHEDULE I. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||
| 620 EAST MAIN STREET | ENDICOTT | NY | 13760 | 25000 | GENERAL FUNDS |
| AMERICAN CANCER SOCIETY | |||||
| 5 OAK AVE | SIDNEY | NY | 13838 | 3500 | GENERAL FUNDS |
| CATHOLIC CHARTIES OF DELAWARE AND OTSEGO CNTY | |||||
| 176 Main Street | ONEONTA | NY | 13820 | 20000 | GENERAL FUNDS |
| CATSKILL HOSPICE AND PALLIATIVE CARE | |||||
| 1 Birchwood Drive | ONEONTA | NY | 13820 | 20000 | GENERAL FUNDS |
| CENTER FOR AG DEV & ENTERPRENEURSHIP | |||||
| 25 Elm Street | ONEONTA | NY | 13820 | 85000 | GENERAL FUNDS |
| COOPERSTOWN CONCERT SERIES | |||||
| PO Box 624 | COOPERSTOWN | NY | 13226 | 6000 | GENERAL FUNDS |
| COOPERSTOWN COMMUNITY CHRISTMAS COMMITTEE | |||||
| PO BOX 428 | COOPERSTOWN | NY | 13226 | 1000 | GENERAL FUNDS |
| FIRST PRESBYTERIAN CHURCH OF COOPERSTOWN | |||||
| 25 Church Street | COOPERSTOWN | NY | 13326 | 15100 | GENERAL FUNDS |
| COOPERSTOWN UNITED METHODIST CHURCH | |||||
| 66 Chestnut Street | COOPERSTOWN | NY | 13326 | 11000 | GENERAL FUNDS |
| GIRLS ON THE RUN OF CENTRAL NY | |||||
| PO Box 118 | FLY CREEK | NY | 13337 | 7500 | GENERAL FUNDS |
| FIRST BAPTIST CHURCH | |||||
| 19 ELM STREET | COOPERSTOWN | NY | 13326 | 4000 | GENERAL FUNDS |
| HABITAT HUMANITY OF OTSEGO CNTY | |||||
| 50 Dietz Street Suite M | ONEONTA | NY | 13820 | 10000 | GENERAL FUNDS |
| GRACE EPISCOPAL CHURCH | |||||
| PO Box 382 | CHERRY VALLEY | NY | 13320 | 7500 | GENERAL FUNDS |
| LEAF INC | |||||
| 80 Water Street | ONEONTA | NY | 13820 | 15000 | GENERAL FUNDS |
| NATIONAL BASEBALL HALL OF AND MUSEUM | |||||
| 25 Main Street | COOPERSTOWN | NY | 13326 | 15000 | GENERAL FUNDS |
| NYS HISTORICAL ASSOCIATION | |||||
| PO Box 800 | COOPERSTOWN | NY | 13326 | 65000 | GENERAL FUNDS |
| OPPORTUNTIES FOR OTSEGO INC | |||||
| 3 West Broadway | ONEONTA | NY | 13820 | 30000 | GENERAL FUNDS |
| CHERRY VALLEY HISTORICAL ASSOC | |||||
| PO Box 115 | CHERRY VALLEY | NY | 13320 | 6000 | GENERAL FUNDS |
| OTSEGO 2000 | |||||
| PO Box 1130 | COOPERSTOWN | NY | 13326 | 65000 | GENERAL FUNDS |
| OTSEGO COUNTY CONSERVATION ASSOC | |||||
| PO Box 931 | COOPERSTOWN | NY | 13326 | 150000 | GENERAL FUNDS |
| OTSEGO COUNTY OFFICE OF SHERIFF | |||||
| 172 County Highway 33W | COOPERSTOWN | NY | 13326 | 5000 | GENERAL FUNDS |
| OTSEGO LAND TR | |||||
| PO Box 173 | COOPERSTOWN | NY | 13326 | 140000 | GENERAL FUNDS |
| PATHFINDER VILLAGE | |||||
| 3 Chenango Road | EDMESTON | NY | 13335 | 25000 | GENERAL FUNDS |
| SMITHY PIONEER GALLERY | |||||
| 55 Pioneer Street | COOPERSTOWN | NY | 13326 | 20000 | GENERAL FUNDS |
| ST MARY'S CATHOLIC CHURCH | |||||
| 31 Elm Street | COOPERSTOWN | NY | 13326 | 10000 | GENERAL FUNDS |
| SUSQUEHANNA SPCA | |||||
| 4841 State Highway 28 | COOPERSTOWN | NY | 13326 | 40000 | GENERAL FUNDS |
| NEW YORK COUNCIL OF NONPROFITS INC | |||||
| 272 BROADWAY | ALBANY | NY | 12204 | 90500 | GENERAL FUNDS |
| OTSCHODELA COUNCIL INC BOY SCOUNTS OF AMERICA | |||||
| PO BOX 1356 | ONEONTA | NY | 13820 | 5000 | GENERAL FUNDS |
| ST MARYS EPISCOPAL CHRUCH | |||||
| PO BOX 376 | SPRINGFIELD CTR | NY | 13468 | 1500 | GENERAL FUNDS |
| NEW YORK STATE HISTORCIAL ASSOC | |||||
| PO BOX 900 | COOPERSTOWN | NY | 13326 | 215348 | GENERAL FUNDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 30 | TotalNbrOfOtherOrganizations |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| THE CLARK ESTATES INC | |||
| A DIRECTOR IS >35% OWNER OF ENTITY DOING BUSINESS WITH ORGANIZATION | 1310000 | INVESTMENT ADVISORY AND MANAGEMENT FEE | 0 |
| THE CLARK ESTATES INC | |||
| A DIRECTOR AND AN OFFICER ARE OFFICERS OF AN ENTITY DOING BUSINESS | 1310000 | INVESTMENT ADVISORY AND MANAGEMENT FEE | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | BOARD DIRECTORS AND OFFICERS HAVE VARIOUS BUSINESS RELATIONSHIPS WITH OTHER BOARD DIRECTORS AND OFICERS | |
| Form 990, Part VI, Section A, line 6 | MEMBERS | |
| Form 990, Part VI, Section A, line 7a | AS SUPPORTED ORGANIZATIONS,4 DIRECTORS ARE APPOINTED BY THE MARY IMOGENE BASSETT HOSPITAL AND 1 DIRECTOR IS APPOINTED BY THE FARMERS' MUSEUM, INC. | |
| Form 990, Part VI, Section B, line 11 | FORM 990 SENT TO AUDIT COMMITTEE FOR REVIEW | |
| Form 990, Part VI, Section C, line 19 | UPON WRITTEN REQUEST AT THE FOUNDATION OFFICES | |
| Form 990, Part VII | JANE F. CLARK - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. KEVIN S. MOORE - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. KATHLEEN F. KESTLER - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. RICHARD C. VANISON - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. THOMAS Q. MORRIS M.D. - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. EDWARD GOZIGIAN ESQ. - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. MRS. MARIAN G. MULLET - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. CHARLES B. KIELER - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. J. MICHAEL MOFFAT - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. HENRY F. C. WEIL, MD. - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. STEPHEN M. DUFF - ONE ROCKEFELLER PLAZA 31st FL, NEW YORK, NY 10020. | Contact Addresses for Officers, Directors, Etc |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -8,884,675. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| MARY IMOGENE BASSETT HOSPITAL | |||||||||
| ONE ATWELL ROAD | COOPERSTOWN | NY | 13326 | 135596796 | HOSPITAL | NY | 501(C)(3) | 3 | 0 |
| THE FARMERS'MUSEUM INC | |||||||||
| LAKE ROAD | COOPERSTOWN | NY | 13326 | 150547367 | MUSEUM | NY | 501(C)(3) | 7 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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