PUSSYCAT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PUSSYCAT FOUNDATION (EIN 27-3406311)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-03
- IRS object ID
- 201212169349100206
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-03T13:04:16-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271433693 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINBERG SHEBAIRO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVE SOUTH SUITE 1511 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100031536 | 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 | 273406311 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUSSYCAT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PUSS | NameControl |
| Phone | 2126492045 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W 57 ST EVE BURTONHEARST CORP | AddressLine1 |
| Address Line2 | NO 42 FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER PASCHKE TREASURER | Name |
| Title | PRESIDENT | Title |
| Phone | 2126492045 | Phone |
| Date Signed | 2012-08-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEREMY STEINBERG | Name |
| PTIN | P00084699 | PTIN |
| Phone | 2129299696 | 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 | 62597980 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 63847374 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 63103 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10465 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 63103 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 79900 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 79900 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 79900 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -2009583 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 58712257 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 27025712 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 120335 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 61980794 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27116077 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 263338 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7971 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7954 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 7971 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 75 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8046 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7954 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 7971 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8046 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7954 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 7971 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 61972748 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27108123 | NetInvestmentIncome |
| Adjusted Net Income | 255367 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1925 | CashEOY |
| Cash EOYFMV | 1925 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 3261394 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3261394 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 58709429 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 59334661 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 0 | TotalAssetsBOY |
| Total Assets EOY | 61972748 | TotalAssetsEOY |
| Total Assets EOYFMV | 62597980 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 61972748 | RetainedEarningsEOY |
| Total Net Assets BOY | 0 | TotalNetAssetsBOY |
| Total Net Assets EOY | 61972748 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 61972748 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 0 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 61972748 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 61972748 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 61972748 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (32 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| $3,000,000 US TREASURY NOTE 0.875 % 2/19/12 | 2011-07-22 | 2011-11-01 | 3008086 | 3008310 | -224 | -224 |
| $3,000,000 US TREASURY NOTE 1.25 % 3/15/14 | 2011-03-11 | 2011-11-01 | 3272875 | 3211386 | 61489 | 61489 |
| $1,000,000 NEW YORK CITY MUN 4 % 6/15/20 | 2011-03-24 | 2011-11-01 | 1117210 | 1065780 | 51430 | 51430 |
| $750,000 NEW YORK TWY AUTH 5.1% 1/1/17 | 2010-10-13 | 2011-11-01 | 827460 | 825983 | 1477 | 1477 |
| 100,000 SH. JP MORGAN CHASE AND CO | 2007-12-14 | 2011-11-01 | 3289447 | 3667000 | -377553 | -377553 |
| 21,224 SH. CLOROX CO | 1982-07-20 | 2011-11-01 | 1401642 | 39012 | 1362630 | 1362630 |
| 61,500 SH. THE BANK OF NEW YORK MELLON CORP | 1993-05-27 | 2011-11-01 | 1245536 | 452604 | 792932 | 792932 |
| $400,000 PANHANDLE PLAINS TX 1.172% 10/01/20 | 2010-11-08 | 2011-11-01 | 393000 | 396136 | -3136 | -3136 |
| 64,026 SH. CLOROX CO | 1982-07-20 | 2011-11-01 | 4209193 | 117688 | 4091505 | 4091505 |
| $1,000,000 ERIE CTNY NY FISCAL 5% 4/01/18 | 2011-07-29 | 2011-11-01 | 1176610 | 1170020 | 6590 | 6590 |
| $665,000 OYSTER BAY NY 4% 3/15/17 | 2011-05-12 | 2011-11-01 | 744946 | 741548 | 3398 | 3398 |
| $750,000 TRINITY RIVER AUTH 5% 8/01/17 | 2011-05-26 | 2011-11-01 | 882578 | 881790 | 788 | 788 |
| 35,000 SH. GENERAL ELECTRIC CO | 2006-05-06 | 2011-11-01 | 568347 | 602875 | -34528 | -34528 |
| 90,000 SH. GENERAL ELECTRIC CO | 2006-05-06 | 2011-11-01 | 1457369 | 1550250 | -92881 | -92881 |
| 10,000 SH. GENERAL ELECTRIC CO | 2006-05-06 | 2011-11-01 | 161930 | 172250 | -10320 | -10320 |
| 72,000 SH. GENERAL ELECTRIC CO | 1985-09-26 | 2011-11-01 | 1169171 | 172875 | 996296 | 996296 |
| 48,000 SH. GENERAL ELECTRIC CO | 1987-12-09 | 2011-11-01 | 779447 | 168320 | 611127 | 611127 |
| 120,000 SH. GENERAL ELECTRIC CO | 1990-07-23 | 2011-11-01 | 1948619 | 723150 | 1225469 | 1225469 |
| 108,000 SH. GENERAL ELECTRIC CO | 1990-09-19 | 2011-11-01 | 1753757 | 513405 | 1240352 | 1240352 |
| 6,000 SH. GENERAL ELECTRIC CO | 1997-10-23 | 2011-11-01 | 97431 | 103350 | -5919 | -5919 |
| 6,000 SH. GENERAL ELECTRIC CO | 1997-10-23 | 2011-11-01 | 97431 | 103350 | -5919 | -5919 |
| 5,000 SH. GENERAL ELECTRIC CO | 2006-04-27 | 2011-11-01 | 81192 | 86125 | -4933 | -4933 |
| 14,000 SH. CONSOLIDATED EDISON INC | 2004-12-15 | 2011-11-01 | 801604 | 626840 | 174764 | 174764 |
| 34,000 SH. CONSOLIDATED EDISON INC | 2007-03-22 | 2011-11-01 | 1946752 | 1715769 | 230983 | 230983 |
| 16,000 SH. CONSOLIDATED EDISON INC | 2007-03-22 | 2011-11-01 | 916118 | 807421 | 108697 | 108697 |
| 11,000 SH. CONSOLIDATED EDISON INC | 2005-01-03 | 2011-11-01 | 629831 | 478431 | 151400 | 151400 |
| 25,000 SH. CONSOLIDATED EDISON INC | 2005-01-03 | 2011-11-01 | 1426198 | 1087343 | 338855 | 338855 |
| 100,000 SH. CONSOLIDATED EDISION INC | 2008-05-14 | 2011-11-01 | 5704790 | 4185750 | 1519040 | 1519040 |
| 40,000 SH. INTERNATIONAL BUSINESS MACHINES CORP | 1995-12-18 | 2011-11-01 | 7297588 | 888160 | 6409428 | 6409428 |
| 40,000 SH. INTERNATIONAL BUSINESS MACHINES CORP | 1996-01-15 | 2011-11-01 | 7297588 | 851770 | 6445818 | 6445818 |
| 13,000 SH. INTERNATIONAL BUSINESS MACHINES CORP | 1997-12-15 | 2011-11-01 | 2371716 | 638411 | 1733305 | 1733305 |
| $575,000 NEW YORK ST TWY AUTH HWY 5.0% 4/1/21 | 2010-09-15 | 2011-11-01 | 636795 | 633443 | 3352 | 3352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 27025712 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 120335 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 0 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.0 | TotalDistributionRatio |
| Average Distribution Ratio | 0.0 | AverageDistributionRatio |
| Net Noncharitable Assets | 61768598 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 271081 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 271081 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 542162 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 542162 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 542162 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 550000 | TaxPaidWithExtension |
| Total Credits And Payments | 550000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 7838 | Overpayment |
| Amount Credited To Next Year | 7838 | 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 | DE | StatesFiledWith |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2126492045 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W 57 ST EVE BURTONHEARST CORP | AddressLine1 |
| Address Line2 | NO 42 FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN GURLEY BROWN | ||||||||
| 300 WEST 57TH STREET 37TH FL | NEW YORK | NY | 10019 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| EVE BURTON | ||||||||
| 300 WEST 57TH STREET 42ND FL | NEW YORK | NY | 10019 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| KIM ST CLAIR BODDEN | ||||||||
| 300 WEST 57TH STREET 37TH FL | NEW YORK | NY | 10019 | SECRETARY | 0.00 | 0 | 0 | 0 |
| ROGER PASCHKE | ||||||||
| 300 WEST 57TH STREET 42ND FL | NEW YORK | NY | 10019 | TREASURER | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S MISSION IS TO PROMOTE INDIVIDUALS SEEKING TO ADVANCE THEMSELVES THROUGH EDUCATION, ENTREPRENEURSHIP AND CREATIVE PURSUITS. THE FOUNDATION'S MISSION IS INTENDED TO INCLUDE PROVIDING GRANTS AND LOANS TO WOMEN AND TO INDIVIDUALS OF LIMITED FINANCIAL RESOURCES IN ORDER (I) TO ADVANCE THEIR EDUCATION, (2) TO ENABLE THEM TO PURSUE THEIRCAREER ASPIRATIONS AND TO MAXIMIZE THEIR CAREER AND CREATIVE POTENTIAL, AND (3) TO ASSIST THEM WITH STARTING SMALL BUSINESSES. | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | THE FOUNDATION'S MISSION IS TO PROMOTE EDUCATIONAL OPPORTUNITIES THROUGH GRANTS AT THE UNIVERSITY LEVEL IN THE FIELDS OF JOURNALISM AND TECHNOLOGY TO ENCOURAGE AND SUPPORT NEW ENDEAVORS WITH THE POTENTIAL TO INFORM AND ENTERTAIN IN TRANSFORMATIVE AND INNOVATIVE WAYS, RECOGNIZING THE INCREASINGLY IMPORTANT CONNECTION BETWEEN JOURNALISM AND TECHNOLOGY. | Description2 |
| Expenses2 | 0 | Expenses2 |
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 | 57279240 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5429997 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 62709237 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 62709237 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 940639 | CashDeemedCharitable |
| Net Noncharitable Assets | 61768598 | NetNoncharitableAssets |
| Minimum Investment Return | 3088430 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 0 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 0 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2010-03-16 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 255367 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 255367 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 217062 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 217062 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 62597980 | CurrentYear |
| Total | 62597980 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELEN GURLEY BROWN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | 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 | $63,103 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $79,900 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$2,009,583 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$1,866,580 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -1866580 | 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 | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | HELEN GURLEY BROWN | 300 W 57TH ST 37 FL C/O HEARST CORP | NEW YORK | NY | 10019 | 60721839 | X | |
| 2 | HELEN GURLEY BROWN | 300 W 57TH ST 37 FL C/O HEARST CORP | NEW YORK | NY | 10019 | 3125535 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | US GOV'T BONDS, MUNICIPAL BONDS AND PUBLICLY TRADED CORPORATE STOCKS | NoncashPropertyDescription |
| Fair Market Value | 60721839 | FairMarketValue |
| Date Received | 2011-10-28 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | NEUBERGER BERMAN MANAGED ACCOUNT/BNY MELLON N.A. | NameOfStock |
| EOY Book Value | 58709429 | EOYBookValue |
| EOYFMV | 59334661 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 75 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $7,971 | Amount |
| Net Investment Income | 7954 | NetInvestmentIncome |
| Adjusted Net Income | 7971 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HELEN GURLEY BROWN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST 57TH STREET 37 FL C/O | AddressLine1 |
| Address Line2 | HEARST CORP | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
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