CONWAY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CONWAY FOUNDATION INC (EIN 13-3392387)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-13
- IRS object ID
- 201222579349100002
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-13T10:06:36-04:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Rich Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Pennsylvania Plaza | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10122 | 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 | 133392387 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Conway Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONW | NameControl |
| Phone | 2128087155 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Park Avenue 31st Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10178 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E V Conway | Name |
| Title | President | Title |
| Phone | 2128087155 | Phone |
| Date Signed | 2012-09-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert E Rich | Name |
| Phone | 2122169600 | Phone |
| Date Prepared | 2012-09-13 | 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 | 637638 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 27331 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27331 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 27331 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 5200 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 47071 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5200 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 32531 | TotalRevenueAndExpenses |
| Total Net Investment Income | 32531 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 27331 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2750 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 2750 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 210 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 210 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 210 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 210 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 250 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 250 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 250 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3210 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3210 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 3210 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3210 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 44710 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3210 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 3210 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44710 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -12179 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 29321 | NetInvestmentIncome |
| Adjusted Net Income | 24121 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8261 | CashBOY |
| Cash EOY | 4104 | CashEOY |
| Cash EOYFMV | 4104 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3909 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2137 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2137 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 860791 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 854542 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 631397 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 872961 | TotalAssetsBOY |
| Total Assets EOY | 860783 | TotalAssetsEOY |
| Total Assets EOYFMV | 637638 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 872961 | UnrestrictedBOY |
| Unrestricted EOY | 860783 | UnrestrictedEOY |
| Total Net Assets BOY | 872961 | TotalNetAssetsBOY |
| Total Net Assets EOY | 860783 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 872961 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 860783 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 872961 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -12179 | ExcessOfRevenueOverExpenses |
| Subtotal | 860782 | Subtotal |
| Total Net Assets Fund Balances EOY | 860782 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| Merck & Co 400 shares | P | 2010-11-16 | 2011-10-27 | 13455 | 14165 | -710 | -710 |
| Merck & Co 500 shares | P | 2010-11-16 | 2011-12-01 | 16905 | 17706 | -801 | -801 |
| AT&T 600 shares | P | 1999-10-12 | 2011-11-28 | 16711 | 10000 | 6711 | 6711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5200 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -710 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| One Percent Net Investment Income | 293 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 293 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 44710 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 293 | InvestmentIncomeExciseTax |
| Subtotal | 293 | Subtotal |
| Tax Based On Investment Income | 293 | TaxBasedOnInvestmentIncome |
| Tax Due | 293 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| New Substantial Contributors | false | NewSubstantialContributors |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Conway Foundation | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2128085141 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Park Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10178 | ZIPCode |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| E Virgil Conway | ||||||
| 9 Rittenhouse Road | Bronxville | NY | 10708 | President/Director | 2.00 | 0 |
| Elaine v Conway | ||||||
| 9 Rittenhouse Road | Bronxville | NY | 10708 | Director | 0.00 | 0 |
| Allison C Carey | ||||||
| 340 East 80th St | New York | NY | 10075 | Director | 0.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 293 | TaxBasedOnInvestmentIncome |
| Total Tax | 293 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44710 | ExpensesAndContributions |
| Qualifying Distributions | 44710 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 293 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 44417 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 44710 | QualifyingDistributions |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Adelphi University | ||||||
| 1 South Avenue | Garden City | NY | 11530 | Matriculated student | college education | $5,000 |
| Skidmore College | ||||||
| 815 North Broadway | Saratoga Springs | NY | 12866 | Matriculated student | college education | $5,000 |
| University of Notre Dame | ||||||
| Main Building | Notre Dame | IN | 46556 | Matriculated student | college education | $5,000 |
| SUNY Geneseo | ||||||
| 1 College Circle | Geneseo | NY | 14454 | Matriculated student | college education | $2,500 |
| Southampton Hospital Foundation | ||||||
| 240 Meeting House Lane | Southampton | NY | 11968 | Charitable | $10,000 | |
| Pace University | ||||||
| 1 Pace Place | New York | NY | 10038 | Charitable | $2,500 | |
| WNET | ||||||
| 450 West 33 Street | New York | NY | 10001 | Charitable | $5,000 | |
| One Hundred Tears Assn of NY | ||||||
| 20 West 44 Street | New York | NY | 10036 | Charitable | $5,000 | |
| Lawrence Hospital Center | ||||||
| 55 Palmer Avenue | Bronxville | NY | 10708 | Charitable | $1,000 | |
| Weil Cornell Medical Center | ||||||
| 1300 York Avenue | New York | NY | 10065 | Charitable | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 27331 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5200 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 32531 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32531 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & tax preparation | Category |
| Amount | $2,750 | Amount |
| Net Investment Income | 2750 | NetInvestmentIncome |
| Adjusted Net Income | 2750 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2750 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 sh ATT | 33334 | 60480 |
| 5000 sh Intel | 148542 | 121250 |
| 2000 sh JP Morgan Chase | 85333 | 66500 |
| 4000 sh Microsoft | 186582 | 103840 |
| 2350 sh NYSE Euronext | 168726 | 61335 |
| 10000 sh Urstadt Biddle | 91200 | 180800 |
| 2800 sh Wash Mutual | 105202 | 148 |
| 600 Metlife 5% 10/10/12 | 35623 | 37044 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NYS Attorney General-fee | 100 | 100 | 100 | 100 |
| UBS Financial Services-annual fee | 150 | 150 | 150 | 150 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Internal Revenue Service-Form 990 | Category |
| Amount | $210 | Amount |
| Net Investment Income | 210 | NetInvestmentIncome |
| Adjusted Net Income | 210 | AdjustedNetIncome |
| Disbursements Charitable Prps | 210 | DisbursementsCharitablePrps |
Comments