EMILY L & ROBERT E SMITH FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EMILY L & ROBERT E SMITH FOUNDATION (EIN 13-3980754)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201201329349100510
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T08:42:34-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131833422 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH & PARSONT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET SUITE 1507 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101681599 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133980754 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY L AND ROBERT E SMITH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EMIL | NameControl |
| Phone | 2129408850 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET NO 6C | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT E SMITH | Name |
| Title | TREASURER | Title |
| Phone | 2129408850 | Phone |
| Date Signed | 2012-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL ASH | Name |
| PTIN | P00110546 | PTIN |
| Phone | 2129531250 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 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 | 186706 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 24 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3311 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3311 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -2795 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27886 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 540 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3335 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 161 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 161 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1486 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1486 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1647 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1647 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 22860 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 22860 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 24507 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1647 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22860 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -23967 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1688 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 66908 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 58249 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 58249 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 106852 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 91544 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 128457 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 173760 | TotalAssetsBOY |
| Total Assets EOY | 149793 | TotalAssetsEOY |
| Total Assets EOYFMV | 186706 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 173760 | UnrestrictedBOY |
| Unrestricted EOY | 149793 | UnrestrictedEOY |
| Total Net Assets BOY | 173760 | TotalNetAssetsBOY |
| Total Net Assets EOY | 149793 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 173760 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 149793 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 173760 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -23967 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 149793 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 149793 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| 270 AMERICAN EXPRESS | P | 2011-01-07 | 11964 | 9824 | 2140 | 2140 | |
| 800 CAPLEASE | P | 2011-05-13 | 4221 | 6602 | -2381 | -2381 | 2007-11-09 |
| 260 CROSSTEX ENERGY | P | 2011-10-04 | 3100 | 7610 | -4510 | -4510 | 2007-08-01 |
| 150 NOVARTIS | P | 2011-01-14 | 8498 | 6645 | 1853 | 1853 | 2004-03-04 |
| MMC CLASS ACTION SETTLEMENT | P | 2011-12-31 | 59 | 59 | 59 | ||
| CAPITAL GAINS DIVIDENDS | P | 44 | 44 | 44 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2795 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25856 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 203077 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.127321 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48118 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 212168 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.226792 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29633 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 288047 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.102876 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 56687 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 373003 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.151975 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 29555 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 396668 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.074508 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.683472 | TotalDistributionRatio |
| Average Distribution Ratio | 0.136694 | AverageDistributionRatio |
| Net Noncharitable Assets | 198001 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 27066 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 17 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 27083 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22860 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 34 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 34 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 34 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 229 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 229 | TotalCreditsAndPayments |
| Overpayment | 195 | Overpayment |
| Amount Credited To Next Year | 195 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT E SMITH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129408850 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 EAST 70TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| EMILY L SMITH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | DIRECTOR/PRESIDENT | 0.00 | 0 | 0 | 0 |
| ROBERT E SMITH | ||||||||
| 33 EAST 70TH STREET | NEW YORK | NY | 10021 | DIRECTOR/SECRETARY/TREAS. | 0.00 | 0 | 0 | 0 |
| AMY LYNN SMITH | ||||||||
| 838 WEST END AVENUE 10D | NEW YORK | NY | 10025 | DIRECTOR/VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| KAREN GAIL SMITH | ||||||||
| 373 MAECK FARM ROAD | SHELBURNE | VT | 05482 | DIRECTOR/VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| VICTORIA ANN SMITH | ||||||||
| 154 LOCUST TERRACE | BURLINGTON | VT | 05401 | DIRECTOR/VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 125121 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 75895 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 201016 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 201016 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3015 | CashDeemedCharitable |
| Net Noncharitable Assets | 198001 | NetNoncharitableAssets |
| Minimum Investment Return | 9900 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9900 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 34 | TaxBasedOnInvestmentIncome |
| Total Tax | 34 | TotalTax |
| Distributable Amount Before Adj | 9866 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 9866 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 9866 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22860 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22860 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22860 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9866 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 29555 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 56780 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 29910 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 48150 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 25875 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 190270 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22860 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 22860 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 9866 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 9866 | ExcessDistriCyovAppliedCY |
| Total Corpus | 203264 | 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 | 19689 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 183575 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 56780 | ExcessFromYear4 |
| Excess From Year3 | 29910 | ExcessFromYear3 |
| Excess From Year2 | 48150 | ExcessFromYear2 |
| Excess From Year1 | 25875 | ExcessFromYear1 |
| Excess From Current Year | 22860 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMILY L SMITH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| STUDIO IN A SCHOOL | |||||||
| 410 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $2,500 |
| CAPE COD CHAMBER MUSIC | |||||||
| 216 ORLEANS ROAD | N CHATHAM | MA | 02650 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| STANLEY ISAACS NEIGHBORHOOD | |||||||
| 415 EAST 93RD STREET | NEW YORK | NY | 10128 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $1,300 |
| HARVARD LAW SCHOOL | |||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $2,500 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $600 |
| MORRISTOWN BEARD SCHOOL | |||||||
| 70 WHIPPANY ROAD | MORRISTOWN | NJ | 07960 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $500 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $2,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $725 |
| PARK AVENUE ARMORY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| SMITH COLLEGE | |||||||
| 84 GREEN STREET | NORTHAMPTON | MA | 01063 | NONE | EDUCATION INSTITUTE | FOR OPERATIONS | $1,000 |
| THE BROOKINGS INSTITUTE | |||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $10,000 |
| WNET-13 | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $75 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| KAUFMAN CENTER | |||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| COMMON CAUSE | |||||||
| 1133 19TH STREET | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $1,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| 205 EAST 64TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $60 |
| WESTPORT PUBLIC LIBRARY | |||||||
| 20 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | FOR OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 22860 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,311 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$2,795 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $540 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 540 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV) THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTION UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS.TAX YEAR: 2006 AMOUNT $29,555 | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (18 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 270 AMERICAN EXPRESS | 0 | 0 |
| 800 CAPLEASE | 0 | 0 |
| 260 CROSSTEX ENERGY | 0 | 0 |
| 700 GENERAL ELECTRIC | 22630 | 12537 |
| 80 IBM | 6946 | 14710 |
| 500 NESTLE | 11188 | 28874 |
| 440 NORTHWESTERN | 11440 | 15748 |
| 300 ONEX | 3478 | 9933 |
| 50 PROCTER & GAMBLE | 2627 | 3335 |
| 150 SAFEWAY | 3011 | 3156 |
| 150 TIME WARNER | 5278 | 5421 |
| 37 TIME WARNER CABLE | 1866 | 2352 |
| 228 VORNADO REALTY | 7707 | 17985 |
| 150 NOVARTIS | 0 | 0 |
| 200 DOUGLAS EMMITT | 3658 | 3648 |
| 150 ADOBE SYSTEMS | 4947 | 4240 |
| 100 ORACLE | 2616 | 2565 |
| 400 RECKITT BENCKISER | 4152 | 3953 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 1436 | 1436 | 0 |
| FILING FEES | 50 | 50 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $161 | Amount |
| Net Investment Income | 161 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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