MAGNA CARTA FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MAGNA CARTA FOUNDATION (EIN 22-3875602)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-13
IRS object ID
201213189349100026
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-13T11:01:20-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN133385019EIN

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 Date2011-07-01TaxPeriodBeginDate

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
TitleVICE PRESIDENTTitle
Phone2125919393Phone
Date Signed2012-10-18DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
PTINP01325852PTIN
Phone2033232400Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1863105FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss41220ContriReceivedRevAndExpnss
Dividends Rev And Expnss71990DividendsRevAndExpnss
Dividends Net Invst Incm71990DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss2023NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm2023CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses115233TotalRevenueAndExpenses
Total Net Investment Income74013TotalNetInvestmentIncome
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 Expnss1700AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1700AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss413OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm413OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss2567TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps260TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss180OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps180OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4860TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm413TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2140TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss72310ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps72310ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss77170TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm413TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps74450TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses38063ExcessOfRevenueOverExpenses
Net Investment Income73600NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY580888CashBOY
Cash EOY619013CashEOY
Cash EOYFMV619013CashEOYFMV
Investments Corp Stock BOY177100InvestmentsCorpStockBOY
Investments Corp Stock EOY181580InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV181580InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY1057720InvestmentsCorpBondsBOY
Investments Corp Bonds EOY1062512InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV1062512InvestmentsCorpBondsEOYFMV
Total Assets BOY1815708TotalAssetsBOY
Total Assets EOY1863105TotalAssetsEOY
Total Assets EOYFMV1863105TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1815708UnrestrictedBOY
Unrestricted EOY1863105UnrestrictedEOY
Total Net Assets BOY1815708TotalNetAssetsBOY
Total Net Assets EOY1863105TotalNetAssetsEOY
Total Liabilities Net Assets BOY1815708TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1863105TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1815708TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses38063ExcessOfRevenueOverExpenses
Other Increases9334OtherIncreases
Subtotal1863105Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1863105TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
PHILIP MORRISP58905890
ABFCP-3845-3845
WFB MBSP-22-22
FieldValueIRS element (for citing)
Capital Gain Net Income2023CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year183525QualifyingDistributionsYear1
Noncharitable Assets Year11740217NoncharitableAssetsYear1
Distribution Ratio Year10.047997DistributionRatioYear1
Qualifying Distributions Year2113034QualifyingDistributionsYear2
Noncharitable Assets Year21639729NoncharitableAssetsYear2
Distribution Ratio Year20.068935DistributionRatioYear2
Qualifying Distributions Year390428QualifyingDistributionsYear3
Noncharitable Assets Year31634357NoncharitableAssetsYear3
Distribution Ratio Year30.055329DistributionRatioYear3
Qualifying Distributions Year492035QualifyingDistributionsYear4
Noncharitable Assets Year41720197NoncharitableAssetsYear4
Distribution Ratio Year40.053503DistributionRatioYear4
Qualifying Distributions Year564984QualifyingDistributionsYear5
Noncharitable Assets Year51724664NoncharitableAssetsYear5
Distribution Ratio Year50.037679DistributionRatioYear5
Total Distribution Ratio0.263443TotalDistributionRatio
Average Distribution Ratio0.052689AverageDistributionRatio
Net Noncharitable Assets1811816NetNoncharitableAssets
Adjusted Noncharitable Assets95463AdjustedNoncharitableAssets
One Percent Net Investment Income736OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One96199AdjNonchrtblAssetsAndOnePct
Qualifying Distributions74450QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1472InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1472Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1472TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1640EstTaxPaymentsAndOverpayment
Total Credits And Payments1640TotalCreditsAndPayments
Overpayment168Overpayment
Amount Credited To Next Year168AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

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 Securities1239456AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances599951AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1839407TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1839407AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable27591CashDeemedCharitable
Net Noncharitable Assets1811816NetNoncharitableAssets
Minimum Investment Return90591MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return90591MinimumInvestmentReturn
Tax Based On Investment Income1472TaxBasedOnInvestmentIncome
Total Tax1472TotalTax
Distributable Amount Before Adj89119DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded89119DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted89119DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions74450ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions74450QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions74450AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted89119DistributableAmountAsAdjusted
Undistributed Income Prior Year34496UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions74450QualifyingDistributions
Applied To Year134496AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year39954AppliedToCurrentYear
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 CY49165UndistributedIncomeCY
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 (112 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryAddress Line2RecipientUSAddress/AddressLine2
AFGHANISTAN WORLD FOUNDATION
10580 WISHIRE BLVD SUITE 1604LOS ANGELESCA90024NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
AID FOR CANCER RESEARCH
PO BOX 376NEWTONMA02459NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
ALZHEIMER'S ASSOCIATION NYC CHAPTER
360 LEXINGTON AVE 4TH FLOORNEW YORKNY10017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
AMERICAN CANCER SOCIETY
132 WEST 32ND STREETNEW YORKNY10019NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$30
AMERICAN CANCER SOCIETY
132 WEST 32ND STREETNEW YORKNY10019NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
AMERICAN CANCER SOCIETY
132 WEST 32ND STREETNEW YORKNY10019NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
AMERICAN CANCER SOCIETY
132 WEST 32ND STREETNEW YORKNY10019NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
AMERICAN HEART ASSOCIATION
PO BOX 3049SYRACUSENY13220NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$125
AMERICAN HEART ASSOCIATION
PO BOX 3049SYRACUSENY13220NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
ANDERSON HOUSE INC
PO BOX 134WHITEHOUSE STATIONNJ08889NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
ASIAN AMERICAN CIVIC ASSOCIATION
87 TYLER STREET 5TH FLOORBOSTONMA02111NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$5,000
ASIAN AMERICAN CIVIC ASSOCIATION
87 TYLER STREET 5TH FLOORBOSTONMA02111NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
AVON WALK FOR BREAST CANCER
PO BOX 1073RYENY10580NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
BILLINGS FORGE COMMUNITY WORKS INC
140 RUSS STREET S101HARTFORDCT06106NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$5,000
CATHEDRAL PREPARATORY SEMINARY
56-25 92ND STREETELMHURSTNY11373NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
CAIA INC
115 BOWERY 3RD FLRNEW YORKNY10002NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,500
CANARY FUND
1501 S CALIFORNIA AVENUE 2500PALO ALTOCA94304NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
CHILDFUND INERNATIONAL
2821 EMERYWOOD PARKWAYRICHMONDVA23294NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$110
CHINATOWN MANPOWER PROJECT
70 MULBERRY STREETNEW YORKNY10013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$5,000
COMMUNITY PARTNERS PBY KINTERA CA
PO BOX 12306MARINA DEL REYCA90036NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
COOLEY'S ANEMIA FOUNDATION
330 SEVENTH AVENUE STE 900NEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
COVENANT HOUSE (09)
5 PENN PLAZA 2ND FLOORNEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
DAYTOP VILLAGE FOUNDATION INC
54 WEST 4OTH STREETNEW YORKNY10018NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
DREAM FOUNDATION
1528 CHAPALA STREETSANTA BARBARACA93101NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
FOOD BANK OF THE HUDSON VALLEY
195 HUDSON STREETCORNWALL OF HUDSONNY12520NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
FOOD BANK OF THE HUDSON VALLEY
195 HUDSON STREETCORNWALL OF HUDSONNY12520NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
FOUNDATION FOR STUDENT COMMUNICATION INC
48 UNIVERSITY PLACE RM 305PRINCETONNJ08540NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
FRIENDS OF THE BRITISH LIBRARY
NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$91596 EUSTON ROADLONDONUK
GAY MEN'S HEALTH CRISIS INC
446 WEST 33 STREETNEW YORKNY10001NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
GEORGETOWN UNIVERSITY
GIFT PROCESSING DEPT0734WASHINGTONDC20073NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
GIRL SCOUTS HEART OF THE HUDSON
2 GREAT OAKLANEPLEASANTVILLENY10570NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,500
IIARC
JACOB J KATZ CO 455 ROUTE 304BARDONIANY10954NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$300
INNER CITY SCHOLARSHIP FUND
1011 FIRST AVE STE 1400NEW YORKNY10022NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
INTERNATIONAL ASSOCIATION OF CLAIM PROFESSIONALS
990 CEDAR BRIDGE AVE SUITE B7BRICKNJ08723NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$750PMB210
JEWISH FEDERATION OF GREATER - MIDDLESEX COUNTY
230 OLD BRIDGE TURNPIKESOUTH RIVERNJ08882NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
JEWISH NATIONAL FUND
42 EAST 69 STREETNEW YORKNY10021NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
LADACIN NETWORK INC
1703 KNEELY BLVDWANAMASSANJ07712NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1401 NEW YORK AVENUE NW SUITE 400WASHINGTONDC20005NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
LLS GREATER LOS ANGELES-ANGELES CALIFORNIA CHARITIES
6033 WEST CENTURY BLVD SUITE 300LOS ANGELESCA90045NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
LOYOLA LAW SCHOOL
919 ALBANY STREETLOS ANGELESCA90015NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
LUSTGARTEN FOUNDATION
1111 STEWART AVENUEBETHPAGENY11714NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
LYMPHOMA RESEARCH FOUNDATION
1150BROADWAY STREET STE 1301NEW YORKNY10006NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
MADD
511 EAST JOHN CARPENTER FRWY700IRVINGTX75062NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
MARCH OF DIMES
136 ROUTE ONESCARBOROUGHME04074NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$300
MEMORIAL SLOAN-KETTTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
MEMORIAL SLOAN-KETTTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
NAMI WALKS
3803 NFAIRFAX DRIVEARLINGTONVA22203NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
NAMI WESTSIDE LA
941 WESTWOOD BLVD SUITE 236LOS ANGELESCA90024NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$45
NATIONAL MULTIPLE SCLEROSIS SOCIETY
200 12TH AVENUE SOUTHMINNEAPOLISMN55415NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
NATIONAL MULTIPLE SCLEROSIS SOCIETY
200 12TH AVENUE SOUTHMINNEAPOLISMN55415NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
NATIONWAIDE CHILDREN'S HOSPITAL
700 CHILDRENS DRIVECOLUMBUSOH43205NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$35
NEW BEGINNINGS NURSERY SCHOOL
42 NORTH BROADWAYTARRYTOWNNY10591NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
NEW YORK CITY RESCUE MISSION
90 LAFAYETTE STREETNEW YORKNY10013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
NEW YORK CITY RESCUE MISSION
90 LAFAYETTE STREETNEW YORKNY10013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
NEW YORK CITY RESCUE MISSION
90 LAFAYETTE STREETNEW YORKNY10013NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
OHIO HEALTH FOUNDATION
180 E BROAD STREET FLOOR 32COLUMBUSOH43215NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
OHIO HEALTH FOUNDATION
180 E BROAD STREET FLOOR 32COLUMBUSOH43215NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
OHIO HEALTH FOUNDATION
180 E BROAD STREET FLOOR 32COLUMBUSOH43215NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
PADRES FOUNDATION
PO BOX 122000SAN DIEGOCA92112NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,500
PER FOUNDATION
2999 OVERLAND AVENUE SUITE 208LOS ANGELESCA90064NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
PMC JIMMY FUND
175 HIGHLAND AVENUE 4TH FLOORNEEDHAMMA02494NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
PROJECT HOPE
255 CARTER HALL LANEMILLWOODVA22646NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
PROJECT HOPE
255 CARTER HALL LANEMILLWOODVA22646NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
PULMONARY HYPERTENSION ASSOC
801 ROEDER ROAD SUITE 1000SILVER SPRINGMD20910NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
REGM FOR CANCER RESEARCH
PO BOX 194SPRINGFIELDNJ07081NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
SALVATION ARMY
4 GARY ROADUNIONNJ07083NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
SEMINOLE BOOSTERS INC
FLORIDA STATE UNIVERSITY PO BOXTALLAHASSEEFL32302NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$7001353
SERVITE HIGH SCHOOL
1952 WEST LA PALMA AVEANAHEIMCA92801NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,500
SPECIAL OLYMPICS INC
PO BOX 768SCHENECLADYNY12301NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
SPECTRUM INC
31 ELMWOOD AVENUEBURLINGTONVT05401NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$3,000
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE 400MONROVIACA91016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$250
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE 400MONROVIACA91016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$50
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE 400MONROVIACA91016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$200
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$35
ST LABRE INDIAN SCHOOL
1000 TONQUE RIVER ROADASHLANDMT59004NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
ST THOMAS AQUINAS HIGH SCHOOL
11411 PFLUMM ROADOVERLAND PARKKS66215NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$125
STONY BROOK FOUNDATION
230 ADMINISTRATIONSTONY BROOKNY11794NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
STONY BROOK FOUNDATION
230 ADMINISTRATIONSTONY BROOKNY11794NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
THE DOUGY CENTER
PO BOX 86852PORTLANDOR97286NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
THE GRIFFITH FOUNDATION FOR INSURANCE EDUCATION
623 HIGH STREETWORTHINGTOOH43085NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$2,000
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$275
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$125
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$725
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$425
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$175
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$30
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$100
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$350
THE LEUKEMIA & LYMPHOMA SOCIETY
475 PARK AVENUE SOUTH - 8TH FLNEW YORKNY10016NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
PO BOX 790NEW YORKNY10008NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$75
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$425
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$150
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
UNITED FRIENDS OF THE CHILDREN LOS ANGELES
1055 WILSHIRE BLVDLOS ANGELESCA90017NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
US HOLOCAUST MEMORIAL MUSEUM
100 ROAUL WALLENBERG PLACE SWWASHINGTONDC20024NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$25
YES SOLUTIONS INC
549 WEST 123 STREETNEW YORKNY10027NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$1,000
YMCA - CUMBERLAND COUNTY
70 FOREST AVENUEPORTLANDME04101NONEPUBLICLY SUPPORTEDCHARITABLE GRANT$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year72310TotGrantOrContriPaidDuringYear
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$71,990ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$2,023ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$74,013ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA74013TotalPartXVIA

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 Contributions41220AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,700Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps1700DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (9 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
ABFC BOND1007410074
AT&T178238178238
CITIGROUP INC271643271643
FHLMC1357413574
FHLMC00
GEORGE WASHINGTON UNIVERSITY288873288873
PHILIP MORRIS INTERNATIONAL00
WELLS FARGO9707697076
FOUR TIMES SQUARE (FTST)203034203034

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockEQUITY RESIDENTIAL - PFDNameOfStock
EOY Book Value181580EOYBookValue
EOYFMV181580EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES85085
MEMBERSHIP FEES (AMEX)95095

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTSDescription
Amount$9,334Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryCUSTODY FEESCategory
Amount$413Amount
Net Investment Income413NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
STATE FILING FEE$2600260
FEDERAL TAX$2,30700

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.