MAGNA CARTA FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MAGNA CARTA FOUNDATION (EIN 22-3875602)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-03-08
IRS object ID
201200689349100400
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2012-03-08T08:35:15-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR DAVIES MUNNS & DOBBINS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE STAMFORD LANDINGAddressLine1
CitySTAMFORDCity
StateCTState
ZIP Code06902ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN223875602EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MAGNA CARTA FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMAGNNameControl
Phone2125919393Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PARK AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN HILL IIName
TitleSECRETARY & TREASURERTitle
Phone2125919393Phone
Date Signed2012-03-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2033232400Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1815708FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss43965ContriReceivedRevAndExpnss
Dividends Rev And Expnss81957DividendsRevAndExpnss
Dividends Net Invst Incm81957DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-1977NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses123945TotalRevenueAndExpenses
Total Net Investment Income81957TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1750AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1750AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss621OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm621OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss1184TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps260TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss120OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps120OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss3675TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm621TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2130TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss81395ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps81395ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss85070TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm621TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps83525TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses38875ExcessOfRevenueOverExpenses
Net Investment Income81336NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY160118CashBOY
Cash EOY580888CashEOY
Cash EOYFMV580888CashEOYFMV
Investments Corp Stock BOY311970InvestmentsCorpStockBOY
Investments Corp Stock EOY177100InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV177100InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY1245639InvestmentsCorpBondsBOY
Investments Corp Bonds EOY1057720InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV1057720InvestmentsCorpBondsEOYFMV
Total Assets BOY1717727TotalAssetsBOY
Total Assets EOY1815708TotalAssetsEOY
Total Assets EOYFMV1815708TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1717727UnrestrictedBOY
Unrestricted EOY1815708UnrestrictedEOY
Total Net Assets BOY1717727TotalNetAssetsBOY
Total Net Assets EOY1815708TotalNetAssetsEOY
Total Liabilities Net Assets BOY1717727TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1815708TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1717727TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses38875ExcessOfRevenueOverExpenses
Other Increases59106OtherIncreases
Subtotal1815708Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1815708TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
ABFC BONDSP-1929-1929
WFMBSP-48-48
FieldValueIRS element (for citing)
Capital Gain Net Income-1977CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1113034QualifyingDistributionsYear1
Noncharitable Assets Year11639729NoncharitableAssetsYear1
Distribution Ratio Year10.068935DistributionRatioYear1
Qualifying Distributions Year290428QualifyingDistributionsYear2
Noncharitable Assets Year21634357NoncharitableAssetsYear2
Distribution Ratio Year20.055329DistributionRatioYear2
Qualifying Distributions Year392035QualifyingDistributionsYear3
Noncharitable Assets Year31720197NoncharitableAssetsYear3
Distribution Ratio Year30.053503DistributionRatioYear3
Qualifying Distributions Year464984QualifyingDistributionsYear4
Noncharitable Assets Year41724664NoncharitableAssetsYear4
Distribution Ratio Year40.037679DistributionRatioYear4
Qualifying Distributions Year559282QualifyingDistributionsYear5
Noncharitable Assets Year51624694NoncharitableAssetsYear5
Distribution Ratio Year50.036488DistributionRatioYear5
Total Distribution Ratio0.251934TotalDistributionRatio
Average Distribution Ratio0.050387AverageDistributionRatio
Net Noncharitable Assets1740217NetNoncharitableAssets
Adjusted Noncharitable Assets87684AdjustedNoncharitableAssets
One Percent Net Investment Income813OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One88497AdjNonchrtblAssetsAndOnePct
Qualifying Distributions83525QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1627InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1627Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1627TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment960EstTaxPaymentsAndOverpayment
Tax Paid With Extension667TaxPaidWithExtension
Total Credits And Payments1627TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMAGNA CARTA FOUNDATIONBooksInCareOfPersonName
Books In Care Of Phone Number2125919500BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PARK AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ANDREW L FURGATCH
ONE PARK AVENUENEW YORKNY10016PRESIDENT2.00000
DAVID A LAWLESS
ONE PARK AVENUENEW YORKNY10016VICE PRESIDENT2.00000
JOHN T HILL II
ONE PARK AVENUENEW YORKNY10016SECRETARY & TREASURER2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1396215AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances370503AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1766718TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1766718AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable26501CashDeemedCharitable
Net Noncharitable Assets1740217NetNoncharitableAssets
Minimum Investment Return87011MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return87011MinimumInvestmentReturn
Tax Based On Investment Income1627TaxBasedOnInvestmentIncome
Total Tax1627TotalTax
Distributable Amount Before Adj85384DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded85384DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted85384DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions83525ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions83525QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions83525AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted85384DistributableAmountAsAdjusted
Undistributed Income Prior Year32637UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions83525QualifyingDistributions
Applied To Year132637AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year50888AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY34496UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (83 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
AID FOR CANCER RESEARCH
PO BOX 376NEWTONMA02459NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
ALZHEIMER'S ASSOCIATION NYC CHAPTER
360 LEXINGTON AVE 4TH FLOORNEW YORKNY10017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$175
AMERICAN CANCER SOCIETY
132 WEST 32ND STREETNEW YORKNY10019NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARD STREETALEXANDRIAVA22311NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
AMERICAN HEART ASSOCIATION
PO BOX 3049SYRACUSENY13220NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$125
AMERICAN INDIA FOUNDATION
8750 WILSHIRE BLVD STE 301BEVERLY HILLSCA90211NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
AMERICAN LUNG ASSOCIATION
122 STATE STREETAUGUSTAME04330NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$130
AMERICAN RED CROSS IN GREATER NY
PO BOX 37295WASHINGTONDC20013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
AMERICAN RED CROSS
PO BOX 37295WASHINGTONDC20013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
ANDERSON HOUSE INC
PO BOX 134WHITEHOUSE STATIONNJ08889NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
ASIAN AMERICAN CIVIC ASSOCIATION
87 TYLER STREET 5TH FLOORBOSTONMA02111NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
AVON BREAST CANCER WALK
5937 COUNTRY OAK ROADWOODSIDE HILLSCA91367NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
BAILEY BAIO ANGEL FOUNDATION
10153 1/2 RIVERSIDE DRIVE SUITE 473OLUCA LAKECA90602NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
B'NAI B'RITH
2020 K STREET NW 7TH FLRWASHINGTONDC20006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$125
BOYS HOPE GIRLS HOPE
156 FIFTH AVENUE STE 1100NEW YORKNY10010NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
BREATHE CA OF LA COUNTY
5858 WISHIRE BLVD STE 300LOS ANGELESCA90036NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
BROAD STATE PARK CENTURY SCHOOL
1310 11TH STREETSANTA MONICACA90401NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
CAIA INC
115 BOWERY 3RD FLRNEW YORKNY10002NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,500
CENTRAL CATHOLIC HIGH SCHOOL
2401 SE STARK STPORTLANDOR97214NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
CHAI LIFELINE
151 WEST 30TH STREETNEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
CHINATOWN PARTNERSHIP LDC
ONE PARK AVENUENEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
CHINATOWN YMCA
273 BOWERYNEW YORKNY10002NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$5,000
COOLEY'S ANEMIA FOUNDATION
330 SEVENTH AVENUE STE 900NEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
COVENANT HOUSE (09)
5 PENN PLAZA 2ND FLOORNEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
DETERMINED TO SUCCEED
PO BOX 12306MARINA DEL RAYCA90295NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$260
ELEPHANT THEATER COMPANY
6322 SANTA MONICA BLVDLOS ANGELESCA90038NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
FLORIDA STATE UNIVERSITY
PO BOX 1353TALAHASSEEFL32302NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
FOUNDATION FOR STUDENT COMMUNICATION INC
48 UNIVERSITY PLACE RM 305PRINCETONNJ08540NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
FRIENDS OF THE BRITISH LIBRARY
NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$93596 EUSTON ROADLONDONUKNWI 2DB
GIRL SCOUTS HEART OF THE HUDSON
2 GREAT OAKLANEPLEASANTVILLENY10570NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,200
GOOD SHEPHERD HOSPICE
245 OLD COUNTRY ROADMELVILLENY11747NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
GRIFFITH INSURANCE EDUCATION FOUNDATION
423 HIGH STREETWORTHINGTONOH43085NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$150
HEALTH REACH HOSPICE
10 WATER STREET STE 309WATERVILLEME04903NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
INNER CITY SCHOLARSHIP FUND
1011 FIRST AVE STE 1400NEW YORKNY10022NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
INTERNATIONAL CHARITABLE FUND OF BERMUDA
NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$10,000PO BOX HM 1624HAMILTON HM GXBD
JEWELERS FOR CHILDREN
52 VANDERBILT AVENUE 19TH FLRNEW YORKNY10017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
JEWISH FEDERATION OF GREATER - MIDDLESEX COUNTY
230 OLD BRIDGE TURNPIKESOUTH RIVERNJ08882NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$35
JEWISH NATIONAL FUND
42 EAST 69 STREETNEW YORKNY10021NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
JUVENILE DIABETES RESEARCH
200 CONNECTICUT AVENUE STE 5HNORWALKCT06854NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
LADACIN NETWORK INC
1703 KNEELY BLVDWANAMASSANJ07712NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
LUSTGARTEN FOUNDATION
1111 STEWART AVENUEBETHPAGENY11714NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
LYMPHOMA RESEARCH FOUNDATION
1150BROADWAY STREET STE 1301NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
MOST VALUABLE KIDS INC
11122 STEPHALEE LANEROCKVILLEMD20852NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$840
MOTHERS AGAINST DRUNK DRIVING
511 E JOHN CARPENTER HWY700IRVINGTX75062NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
MULTIPLE SCLEROSIS FOUNDATION
6350 N ANDREWS AVENUEFT LAUDERDALEFL33309NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$35
NAMI WALKS
PO BOX 741029LOS ANGELESCA90004NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$135
NAMI WALKS LOS ANGELES COUNTY
PO BOX 741029LOS ANGELESCA90004NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
NATIONAL BRAIN TUMOR SOCIETY
124 WATERTOWN STREET STE 2DWATERTOWNMA02472NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
NATIONAL RELIEF CHARITIES
13318 AIRPARK DRIVEELKWOODVA22718NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
NEW BEGINNINGS NURSERY SCHOOL
42 NORTH BROADWAYTARRYTOWNNY10591NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
NEW YORK CITY CAT COALITION INC
100-11C DONIZETTI PLACEBRONXNY10475NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
NEW YORK CITY RESCUE MISSION
90 LAFAYETTE STREETNEW YORKNY10013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
PADRES FOUNDATION
PO BOX 122000SAN DIEGOCA92112NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
CHILDREN'S MEMORIAL FOUNDATION
2300 CHILDREN MEMORIAL PLAZACHICAGOIL60614NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$400
PMC JIMMY FUND
79 DRAPER ROADWAYLANDMA01778NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,100
PROJECT HOPE
255 CARTER HALL LANEMILLWOODVA22646NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
RANCOCAS VALLEY REGIONAL HIGH SCHOOL
520 JACKSONVILLE ROADMT HOLLYNJ08060NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$175
SALVATION ARMY
4 GARY ROADUNIONNJ07083NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
SERVITE HIGH SCHOOL
1952 WEST LA PALMA AVEANAHEIMCA92801NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,500
SPECIAL OLYMPICS MAINE
125 JOHN ROBERTS ROAD19SOUTH PORTLANDME04106NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
SPECTRUM INC
31 ELMWOOD AVENUEBURLINGTONVT05401NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,000
ST ANTHONY'S BREADLINE
135 WEST 31 STREETNEW YORKNY10117NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE 400MONROVIACA91016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,500
ST MARY'S SCHOOL
360 MAPLE STREETSAULT STEMI49783NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$800
THE CURTIS SCHOOL
15871 MULHOLLAND DRIVELOS ANGELESCA90049NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
THE DOUGY CENTER
PO BOX 86852PORTLANDOR97286NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
THE GRIFFITH FOUNDATION FOR INSURANCE EDUCATION
623 HIGH STREETWORTHINGTOOH43085NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,000
THE HILLSIDE SCHOOL
2697 BROOKSIDE ROADMACUNGIEPA18062NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,140
THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
PO BOX 790NEW YORKNY10008NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$5,100
THE RAPE FOUNDATION (AMERICAN EXPRESS)
1223 WILSHIRE BLVDSANTA MONICACA90403NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
THE TALBERT FAMILY
25003 JUM BRIDGER ROADHIDDEN HILLSCA91302NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
THE TALBERT FAMILY FOUNDATION
25003 JUM BRIDGER ROADHIDDEN HILLSCA91302NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$710
TOUR DE FORCE BIKE RIDE (NY)
PO BOX 395WASHINGTONVILLENY10992NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
TRANSFIGURATION SCHOOL
40 PROSPECT AVENUETARRYTOWNNY10591NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
UJA FEDERATION NEW YORK
130 E 59TH STREET SUITE 878NEW YORKNY10022NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$5,000
UJA FEDERATION OF NEW YORK (LONG ISLAND)
6900 JERICHO TURNPIKE - STE 302SYOSSETNY11791NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,360
UNITED NEGRO COLLEGE FUND
8260 WILLOW OAKS CORPORATE DRFAIRFAXVA22031NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
UNIVERSITY OF MARYLAND FOUNDATION
31 SOUTH GREENE STREETBALTIMOREMD21201NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
US OLYMPIC COMMITTEE
PO BOX 7010ALBERT LEAMN56007NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$40
WESTCHESTER PHILHARMONIC
123 MAIN STREETWHITE PLAINSNY10601NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
YMCA OF THE FOOTHILLS
1930 FOOTHILLS BLVDLA CANADACA91011NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year81395TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$81,957ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$1,977ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$79,980ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA79980TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualPUBLIC SERVICE MUTUAL INSURANCE COMContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1ONE PARK AVENUE SOUTHAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions43965AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,750Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps1750DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (10 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
ABFC BOND2685926859
ALLSTATE FINANCIAL GLOBAL00
AT&T167299167299
CITIGROUP INC277709277709
FHLMC2140421404
FHLMC1597115971
FHR CUSIP00
GEORGE WASHINGTON UNIVERSITY263305263305
PHILIP MORRIS INTERNATIONAL160910160910
WELLS FARGO124263124263

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
EQUITY RESIDENTIAL - PFD177100177100
PUBLIC STORAGE SERIES B - PFD00

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK CHARGESDescription
Revenue And Expenses Per Books120RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps120DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTSDescription
Amount$59,106Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryCUSTODY FEESCategory
Amount$621Amount
Net Investment Income621NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
STATE FILING FEE$2600260
FEDERAL EXCISE TAX$92400

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