JOE PLUMERI FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOE PLUMERI FOUNDATION INC (EIN 33-1126619)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-19
- IRS object ID
- 201200799349100200
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-19T08:14:26-04:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ayco Company LP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15014 | AddressLine1 |
| City | ALBANY | City |
| State | NY | State |
| ZIP Code | 122125014 | 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 | 331126619 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE PLUMERI FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOEP | NameControl |
| Phone | 5188864130 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O AYCO COMPANY lp po box 860 | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 12866 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH PLUMERI | Name |
| Title | officer | Title |
| Date Signed | 2012-03-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel Piazza | Name |
| Phone | 5186405000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 1653553 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5652106 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 56971 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 56971 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 5709079 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56973 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 157 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 157 | TaxesNetInvstIncm |
| Printing And Pub Rev And Expnss | 125 | PrintingAndPubRevAndExpnss |
| Other Expenses Rev And Expnss | 157 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 42 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 439 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 199 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4208327 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4208327 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4208766 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 199 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4208327 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1500313 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 56774 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25380 | CashBOY |
| Cash EOY | 23553 | CashEOY |
| Cash EOYFMV | 23553 | CashEOYFMV |
| Receivables From Officers BOY | 0 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 12500 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 12863 | ReceivablesFromOfficersEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 140574 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1617137 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 25380 | TotalAssetsBOY |
| Total Assets EOY | 176627 | TotalAssetsEOY |
| Total Assets EOYFMV | 1653553 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 25380 | CapitalStockBOY |
| Capital Stock EOY | 176627 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 25380 | TotalNetAssetsBOY |
| Total Net Assets EOY | 176627 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 25380 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 176627 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 25380 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1500313 | ExcessOfRevenueOverExpenses |
| Other Increases | 3845151 | OtherIncreases |
| Subtotal | 5370844 | Subtotal |
| Other Decreases | 5194217 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 176627 | TotalNetAssetsFundBalancesEOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gains And Losses | CapitalGainsAndLosses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 111666 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 75484 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.479333 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 857322 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 703907 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.217948 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 602593 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1377251 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.437533 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 260000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1649267 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.157646 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 322500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1824167 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.176793 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.469253 | TotalDistributionRatio |
| Average Distribution Ratio | 0.693851 | AverageDistributionRatio |
| Net Noncharitable Assets | 3109582 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2157587 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 568 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2158155 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4208327 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 568 | InvestmentIncomeExciseTax |
| Subtotal | 568 | Subtotal |
| Tax Based On Investment Income | 568 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 949 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 949 | TotalCreditsAndPayments |
| Overpayment | 381 | Overpayment |
| Amount Credited To Next Year | 381 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYCO COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5188864130 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 860 | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 12866 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | true | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| joseph j PLUMERI | ||||||
| C/O AYCO COMPANY lp po box 860 | SARATOGA SPRINGS | NY | 12866 | PRESIDENT - as needed | 0 | 0 |
| jay plumeri | ||||||
| C/O AYCO COMPANY lp po box 860 | SARATOGA SPRINGS | NY | 12866 | vice president - as needed | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT | Description1 |
| Description2 | UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3110763 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 46173 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3156936 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3156936 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 47354 | CashDeemedCharitable |
| Net Noncharitable Assets | 3109582 | NetNoncharitableAssets |
| Minimum Investment Return | 155479 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 155479 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 568 | TaxBasedOnInvestmentIncome |
| Total Tax | 568 | TotalTax |
| Distributable Amount Before Adj | 154911 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 154911 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 154911 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4208327 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 4208327 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 568 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4207759 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 154911 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year5 | 232485 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 179046 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 535344 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 823085 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 107894 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1877854 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4208327 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 154911 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4053416 | RemainingDistriFromCorpus |
| Total Corpus | 5931270 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 232485 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5698785 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 179046 | ExcessFromYear4 |
| Excess From Year3 | 535344 | ExcessFromYear3 |
| Excess From Year2 | 823085 | ExcessFromYear2 |
| Excess From Year1 | 107894 | ExcessFromYear1 |
| Excess From Current Year | 4053416 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH J PLUMERI | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | see attachment | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | see attachment | AddressLine1 |
| City | see attachment | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501(c)3 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | general charitable purposes | PurposeOfGrantOrContribution |
| Amount | $4,208,327 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4208327 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $56,973 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII | |
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,973 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 56973 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JOSEPH PLUMERI | C/O AYCO COMPANY LP PO BOX 860 | SARATOGA SPRINGS | NY | 12866 | 34488 | X | X |
| 2 | JOSEPH PLUMERI | C/O AYCO COMPANY LP PO BOX 860 | SARATOGA SPRINGS | NY | 12866 | 4980 | X | X |
| 3 | JOSEPH PLUMERI | C/O AYCO COMPANY LP PO BOX 860 | SARATOGA SPRINGS | NY | 12866 | 5612250 | X | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 1,353 SHARES AIR LIQUIDE | 34488 | 2011-02-25 |
| 2 | 72 SHARES LUKOIL OIL CO. | 4980 | 2011-02-25 |
| 3 | 150,000 SHARES WILLIS GROUP HOLDINGS | 5612250 | 2011-01-31 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 140574 | BookValue |
| EOYFMV | 1617137 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS ON | $5,194,217 |
| ASSETS CONTRIBUTION TO THE FOUNDATION | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| NYS FILING FEE | 25 | |
| INVESTMENT FEES | 42 | 42 |
| RECLAIMABLE FOREIGN TAX | 90 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS ON | $3,845,151 |
| ASSETS DONATED BY THE FOUNDATION | $0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $157 | Amount |
| Net Investment Income | 157 | NetInvestmentIncome |