THE NDUNA FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE NDUNA FOUNDATION (EIN 26-1641882)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-01-30
- IRS object ID
- 201340309349100059
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-30T13:50:47-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133791592 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100172286 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261641882 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NDUNA FOUNDATION CO PERELSON WEINER LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NDUN | NameControl |
| Phone | 2126053100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA NO 42 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY L ROBBINS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2126053100 | Phone |
| Date Signed | 2013-01-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD M HOLAND CPA | Name |
| PTIN | P00149520 | PTIN |
| Phone | 2126053100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 6473667 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 7153800 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 9748 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9748 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 309220 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1622892 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 309220 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7472768 | TotalRevenueAndExpenses |
| Total Net Investment Income | 318968 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 130000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 130000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 15293 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 15293 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 7219 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7219 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 17623 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3525 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 14098 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8507 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 8507 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2718 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 10414 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10414 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 191774 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3525 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 185531 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 8233543 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 8233543 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8425317 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3525 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8419074 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -952549 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 315443 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Savings And Temp Cash Invst BOY | 1314921 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 115197 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 115197 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 6676906 | InvestmentsOtherBOY |
| Investments Other EOY | 6904931 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6354394 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 14153 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 10077 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 6794 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 4076 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 4076 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 21869 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 7998622 | TotalAssetsBOY |
| Total Assets EOY | 7046073 | TotalAssetsEOY |
| Total Assets EOYFMV | 6473667 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7998622 | UnrestrictedBOY |
| Unrestricted EOY | 7046073 | UnrestrictedEOY |
| Total Net Assets BOY | 7998622 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7046073 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7998622 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7046073 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7998622 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -952549 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7046073 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7046073 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 1,382.393119 SHRS GCM LITTLE ARBOR PARTNERS | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Acquired | 2008-01-01 | DateAcquired |
| Date Sold | 2011-06-01 | DateSold |
| Gross Sales Price | 1622892 | GrossSalesPrice |
| Cost Or Other Basis | 1313672 | CostOrOtherBasis |
| Gain Or Loss | 309220 | GainOrLoss |
| Gains Minus Excess Or Losses | 309220 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 309220 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9258033 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11207479 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.826058 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7827324 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12268525 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.638000 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5371667 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12875180 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.417211 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3420792 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11569026 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.295685 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4209354 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6005367 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.700932 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.877886 | TotalDistributionRatio |
| Average Distribution Ratio | 0.575577 | AverageDistributionRatio |
| Net Noncharitable Assets | 10414849 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5994548 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3154 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5997702 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8419074 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3154 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3154 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3154 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 5000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 77 | PenaltyForUnderpayment |
| Overpayment | 1769 | Overpayment |
| Amount Credited To Next Year | 1769 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PERELSON WEINER LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2126053100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA 42 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 1 | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | AMY L ROBBINS CO PERELSON WEINER LL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA 42 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE/EXECUTIVE DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 20.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EMILIO JACOBS | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 W 129TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 130000 | Compensation |
| Employee Benefits | 0 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7265031 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3304344 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4076 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10573451 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10573451 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 158602 | CashDeemedCharitable |
| Net Noncharitable Assets | 10414849 | NetNoncharitableAssets |
| Minimum Investment Return | 520742 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 520742 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3154 | TaxBasedOnInvestmentIncome |
| Total Tax | 3154 | TotalTax |
| Distributable Amount Before Adj | 517588 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 517588 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 517588 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8419074 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 8419074 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3154 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 8415920 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 517588 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 3911278 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2857833 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 4774696 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7213898 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8697659 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 27455364 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8419074 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 517588 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7901486 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 35356850 | 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 | 3911278 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 31445572 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2857833 | ExcessFromYear4 |
| Excess From Year3 | 4774696 | ExcessFromYear3 |
| Excess From Year2 | 7213898 | ExcessFromYear2 |
| Excess From Year1 | 8697659 | ExcessFromYear1 |
| Excess From Current Year | 7901486 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY L ROBBINS CO PERELSON WEINER LL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|
| A TO Z CHARITABLE FOUNDATION | ||||||||||
| 3 WESTON GARDENS | SCOTLAND | UK | NONE | PUBLIC CHARITY | GENERAL | $79,745 | ||||
| BETTER WORLD FUND | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $1,000,000 | PO BOX 2598 | SANTA CRUZ | CA | 95063 | |||
| CENTRE FOR APPLIED SOCIAL SCIENCES | ||||||||||
| 5 ABERDEEN ROAD | HARARE | ZI | NONE | PUBLIC CHARITY | GENERAL | $300,000 | ||||
| CIVICUS WORLD ALLIANCE FOR CITIZEN PARTICIPATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $150,000 | 1420 K STREET NW | WASHINGTON | DC | 20005 | |||
| CRISIS ACTION LTD | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $100,050 | 866 UN PLAZA | NEW YORK | NY | 10017 | |||
| ENGENDERHEALTH INC | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $50,000 | 440 9TH AVENUE | NEW YORK | NY | 10001 | |||
| GBC HEALTH INC | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $100,000 | 110 WILLIAM ST RM 1800 | NEW YORK | NY | 10038 | |||
| HUMAN RIGHTS WATCH | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $815,000 | 350 FIFTH AVENUE | NEW YORK | NY | 10118 | |||
| MANA NUTRITIVE AID PRODUCTS INC | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $525,000 | 100 W JOHN ST STE H | MATTHEWS | NC | 28105 | |||
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $1,000 | 1111 STEWART AVE | BETHPAGE | NY | 11714 | |||
| NATIONAL FISH AND WILDLIFE FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $350,000 | 1133 FIFTEENTH STREET NW | WASHINGTON | DC | 20005 | |||
| POINT FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $10,000 | 5757 WILSHIRW BLVD | LOS ANGELES | CA | 90036 | |||
| ROBIN HOOD FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $500,000 | 826 BROADWAY | NEW YORK | NY | 10003 | |||
| SOMALY MAM FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $35,000 | PO BOX 4569 | NEW YORK | NY | 10163 | |||
| TEACH FOR ALL INC | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $500,000 | 315 W 36TH ST | NEW YORK | NY | 10018 | |||
| TECHNOSERVE | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $300,000 | 1120 19TH STREET NW | WASHINGTON | DC | 20036 | |||
| THE ALLEN STEVENSON SCHOOL | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $531,250 | 132 EAST 87TH STREET | NEW YORK | NY | 10075 | |||
| THE DIKEMBE MUTOMBO FOUNDATION HOSPITAL | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $200,000 | PO BOX 250225 | ATLANTA | GA | 30325 | |||
| THE EVERGLADES FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $50,000 | 18001 OLD CUTLER ROAD | PALMETTO BAY | FL | 33157 | |||
| THE MOUNT SINAI CHILDREN'S CENTER | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $5,000 | 17 EAST 102ND STREET | NEW YORK | NY | 10029 | |||
| THE US FUND OF UNICEF | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $1,480,000 | 125 MAIDEN LANE | NEW YORK | NY | 10038 | |||
| THE VIRGIN FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $225,000 | 65 BLEECKER ST FL 6 | NEW YORK | NY | 10012 | |||
| UNITED STATES ASSOCIATION FOR UNHCR | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $50,000 | 1775 K ST NW STE 290 | WASHINGTON | DC | 20006 | |||
| UPPER SARANAC LAKE FOUNDATION INC | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $10,000 | PO BOX 564 | SARANAC LAKE | NY | 12983 | |||
| WITNESS | ||||||||||
| NONE | PUBLIC CHARITY | GENERAL | $866,498 | 80 HANSON PLACE | BROOKLYN | NY | 11217 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 8233543 | 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 | $9,748 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $309,220 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $318,968 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 318968 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 1 | AMY L ROBBINS CO PERELSON WEINER LL | ONE DAG HAMMARSKJOLD PLAZA 42 FL | NEW YORK | NY | 10017 | 144473 | X |
| LARRY ROBBINS FOUNDATION | |||||||
| 2 | 767 FIFTH AVENUE 44 FL | NEW YORK | NY | 10153 | 7000000 | X | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $17,623 | Amount |
| Net Investment Income | 3525 | NetInvestmentIncome |
| Disbursements Charitable Prps | 14098 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| EQUIPMENT | 2009-07-10 | 5937 | 3087 | 200DB | 5.000000000000 | 1140 | 0 |
| EQUIPMENT | 2009-10-09 | 2914 | 1515 | 200DB | 5.000000000000 | 560 | 0 |
| EQUIPMENT | 2009-01-22 | 5302 | 2757 | 200DB | 5.000000000000 | 1018 | 0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STMT ATTACHED | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STMT ATTACHED | AddressLine1 |
| City | SEE STMT ATTACHED | City |
| Country | OC | Country |
| Postal Code | 10017 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Date | 2011-09-16 | GrantDate |
| Grant | $404,795 | GrantAmount |
| Grant Purpose | SEE STMT ATTACHED | GrantPurpose |
| Amount Expended By Grantee | 404795 | AmountExpendedByGrantee |
| Dates Of Reports By Grantee | NOVEMBER 16, 2012 | DatesOfReportsByGrantee |
| Date Of Verification | 2012-11-16 | DateOfVerification |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GLENVIEW CAPITAL PARTNERS (CAYMAN) LTD | AT COST | 3441971 | 3132142 |
| GCM LITTLE ARBOR PARTNERS (CAYMAN) LTD | AT COST | 0 | 0 |
| GLENVIEW OFFSHORE OPPORTUNITY FUND LTD | AT COST | 3462960 | 3222252 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| EQUIPMENT | 5937 | 4227 | 1710 | 1710 |
| EQUIPMENT | 2914 | 2075 | 839 | 839 |
| EQUIPMENT | 5302 | 3775 | 1527 | 1527 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $7,219 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7219 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT RECEIVABLES | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 21869 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TELEPHONE EXPENSE | 4086 | 0 | 4086 |
| OFFICE SUPPLIES & EXPENSES | 6328 | 0 | 6328 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $8,507 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 8507 | DisbursementsCharitablePrps |
Comments