NAIDA S WHARTON FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NAIDA S WHARTON FOUNDATION (EIN 22-3692830)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201221319349101242
- 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
- Compensation Explanation
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T17:49:11-05:00 | 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 | PRESS SCHONIG ROSENTHAL & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BI-COUNTY BLVD SUITE 201 | AddressLine1 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | 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 | 223692830 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAIDA S WHARTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NAID | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PSR LLP 500 BI-COUNTY BLVD | AddressLine1 |
| Address Line2 | ROOM/SUITE 201 | AddressLine2 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NAIDA S WHARTON | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-05-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC ROSENTHAL CPA | Name |
| Phone | 6317536300 | Phone |
| Date Prepared | 2012-05-08 | DatePrepared |
| 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 | 7858717 | 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 |
| Dividends Rev And Expnss | 57 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 74555 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 350000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 74555 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 74612 | TotalRevenueAndExpenses |
| Total Net Investment Income | 74612 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 3500 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 270 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3770 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 339000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 339000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 342770 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 339000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -268158 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74612 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 333963 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 341249 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 341250 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 4828132 | InvestmentsOtherBOY |
| Investments Other EOY | 4552688 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 7517467 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5162095 | TotalAssetsBOY |
| Total Assets EOY | 4893937 | TotalAssetsEOY |
| Total Assets EOYFMV | 7858717 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5162095 | CapitalStockBOY |
| Capital Stock EOY | 4893937 | CapitalStockEOY |
| Total Net Assets BOY | 5162095 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4893937 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5162095 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4893937 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5162095 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -268158 | ExcessOfRevenueOverExpenses |
| Subtotal | 4893937 | Subtotal |
| Total Net Assets Fund Balances EOY | 4893937 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1,762.43 SHS INVESTMENT FUND | P | 2005-01-01 | 2011-10-01 | 251694 | 206381 | 45313 | 45313 |
| 688.37 SHS INVESTMENT FUND | P | 2003-01-01 | 2011-10-01 | 98306 | 69064 | 29242 | 29242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 74555 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 187826 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7869864 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.023866 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 300744 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7414029 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040564 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 166600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8652749 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019254 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 259645 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8386727 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.030959 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 398510 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8040812 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049561 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.164204 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032841 | AverageDistributionRatio |
| Net Noncharitable Assets | 7967981 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 261676 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 746 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 262422 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 339000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 746 | InvestmentIncomeExciseTax |
| Subtotal | 746 | Subtotal |
| Tax Based On Investment Income | 746 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2748 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2748 | TotalCreditsAndPayments |
| Overpayment | 2002 | Overpayment |
| Amount Credited To Next Year | 2002 | 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 | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| 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 |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PRESS SCHONIG ROSENTHAL CO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6317536300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BI-COUNTY BLVD | AddressLine1 |
| Address Line2 | SUITE 201 | AddressLine2 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | ZIPCode |
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 | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NAIDA S WHARTON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PRESS SCHONIG ROSENTHAL CO | AddressLine1 |
| Address Line2 | 500 BI-COUNTY BLVD | AddressLine2 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7913504 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 175817 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8089321 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 8089321 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 121340 | CashDeemedCharitable |
| Net Noncharitable Assets | 7967981 | NetNoncharitableAssets |
| Minimum Investment Return | 398399 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 398399 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 746 | TaxBasedOnInvestmentIncome |
| Total Tax | 746 | TotalTax |
| Distributable Amount Before Adj | 397653 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 397653 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 397653 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 339000 | ExpensesAndContributions |
| Qualifying Distributions | 339000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 746 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 338254 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 397653 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 303984 | UndistributedIncomePriorYear |
| Qualifying Distributions | 339000 | QualifyingDistributions |
| Applied To Year1 | 303984 | AppliedToYear1 |
| Applied To Current Year | 35016 | AppliedToCurrentYear |
| Undistributed Income CY | 362637 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| ARNOLD P GOLD FOUNDATION | |||||||||
| 619 PALISADES AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| CARLETON COLLEGE | |||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $150,000 | ||
| CARLETON COLLEGE PARENTS FUND | |||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $12,500 | ||
| CENTER FOR FOOD ACTION | |||||||||
| 192A WEST DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | ||
| ELISABETH MORROW SCHOOL | |||||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $6,600 | ||
| HARVARD COLLEGE PARENTS FUND | |||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| AMERICAN BALLET THEATRE | |||||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,500 | ||
| BERGEN FAMILY CENTER | |||||||||
| 44 ARMORY STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| BERGEN PERFORMING ARTS CENTER | |||||||||
| 30 NORTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | ||
| BRONX PREPARATORY SCHOOL | |||||||||
| 3872 THIRD AVENUE | BRONX | NY | 10457 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $5,000 | ||
| CARING AT COLUMBIA | |||||||||
| 1051RIVERSIDE DRIVE | NEW YORK | NY | 10032 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $5,400 | ||
| COMMUNITY CHEST OF ENGLEWOOD | |||||||||
| 97 ENGLE STREET | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $3,600 | ||
| DOCTORS WITHOUT BORDERS | |||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $5,000 | ||
| DWIGHT ENGLEWOOD SCHOOL | |||||||||
| 315 EAST PALISADE AVENUE | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | ||
| FLAT ROCK BROOK NATURE ASSOCIATION | |||||||||
| 443 NORSTRAND AVENUE | ENGLEWOOD | NJ | 07631 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,500 | ||
| FRESH AIR FUND | |||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | ||
| FRIENDS OF THE ACADEMY LIBRARY | |||||||||
| 20 MAIN ST | EXETER | NH | 03833 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $180 | ||
| HABITAT FOR HUMANITY | |||||||||
| 121 HABITAT STREET | AMERICUS | GA | 317093498 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $500 | ||
| INTERLOCHEN CENTER FOR THE ARTS | |||||||||
| PO BOX 199 | INTERLOCHEN | MI | 496430199 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $180 | ||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $5,000 | ||
| JAZZ AT LINCOLN CENTER | |||||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 100237999 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,200 | ||
| KID'S KICKING CANCER | |||||||||
| 645 GRISWOLD ST | DETRIOT | MI | 48226 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $10,000 | SUITE 444 | |
| LEAGUE OF WOMEN VOTERS NJ | |||||||||
| 204 WEST STATE STREET | TRENTON | NJ | 08608 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $500 | ||
| MARCH OF DIMES | |||||||||
| PO BOX 8972 | TOPEKA | KS | 666088972 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | ||
| METROPOLITAN MUSEUM OF ART | |||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | ||
| NATHANIEL WHARTON FUND | |||||||||
| 1070 PARK AVENUE | NEW YORK | NY | 10128 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $30,180 | SUITE 1D | C/O RALPH N WHARTON MD |
| NEW YORK BOTANCICAL GARDEN | |||||||||
| 200 STREET | NEW YORK | NY | 104585126 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,000 | KAZIMIROFF BOULEVARD | |
| PET RESQ TOO INC | |||||||||
| 24 W RAILROAD AVE | TENAFLY | NJ | 07670 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | SUITE 172 | |
| PHILLIPS EXETER ACADEMY | |||||||||
| 20 MAIN STREET | EXETER | NH | 03833 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $42,800 | ||
| PLANNED PARENTHOOD OF GREATER | |||||||||
| 196 SPEEDWELL AVENUE | MORRISTOWN | NJ | 07960 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $10,000 | NORTHERN NJ | |
| PREP FRO PREP | |||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| PRESIDENT & FELLOWS OF HARVARD | |||||||||
| UNIVERSITY PLACE 124 MT | CAMBRIDGE | MA | 02138 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $4,000 | AUBURN ST | COLLEGE |
| SALON DE VIRTUOSI | |||||||||
| 160 EAST 88TH STREET | NEW YORK | NY | 10128 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | APT 7F | |
| SEEDS OF PEACE | |||||||||
| 370 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,000 | SUITE 401 | |
| TEMPLE SINAI 2012 MUSIC PROGRAM | |||||||||
| 1 ENGLE ST | TENAFLY | NJ | 07670 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $180 | ||
| TEMPLE SINAI OF BERGEN COUNTY | |||||||||
| 1 ENGLE ST | TENAFLY | NJ | 07670 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,800 | ||
| THE CELL THEATRE COMPANY | |||||||||
| 150 EAST 58TH STREET | NEW YORK | NY | 10155 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $180 | 28TH FLOOR | |
| THE HERTZBERG PALLIATIVE CARE | |||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 100296574 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $4,800 | BOX 1070 | INSTITUTE |
| THE JUDITH G WHARTON MUSIC CENTER | |||||||||
| 60 LOCUST AVENUE | BERKLEY HEIGHTS | NJ | 07922 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,500 | ||
| THIRTEENWNET | |||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 100197435 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $1,500 | THE PATRON NETWORK | |
| WELLESLEY COLLEGE | |||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $7,500 | ||
| WIKIPEDIA | |||||||||
| PO BOX 894879 | LOS ANGELES | CA | 901894879 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $750 | ||
| WNYC | |||||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $2,000 | ||
| WORLD LEARNING | |||||||||
| PO BOX 676 | BRATTLEBORO | VT | 053029988 | N/A | TAX-EXEMPT | FOR CHARITABLE USE | $150 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 339000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $74,555 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,612 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 74612 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NAIDA S WHARTON | PersonName |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| INSTITUTIONAL DIV. ARB. STRATEGIES | 2721756 | 4928161 |
| INSTITUTIONAL INVESTMENT FUND LTD | 1830932 | 2589306 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| DUES | 150 |
| MISCELLANIOUS | 120 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $3,500 | Amount |
Comments