LIZ CLAIBORNE & ART ORTENBERG FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: LIZ CLAIBORNE & ART ORTENBERG FOUNDATION (EIN 13-3200329)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-12
IRS object ID: 201231649349100103
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
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-12T09:43:51-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	134038080	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GRAF REPETTI & CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1114 AVENUE OF THE AMIRICAS 17TH FL	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10036	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	133200329	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE LIZ CLAIBORNE & ART ORTENBERG	BusinessNameLine1
Business Name Line2	FOUNDATION C/O GRAF REPETTI & COLLP	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	LIZC	NameControl
Phone	2123023300	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1114 AVENUE OF THE AMERICAS 17 FL	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10036	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ARTHUR ORTENBERG	Name
Title	TRUSTEE	Title
Phone	2123023300	Phone
Date Signed	2012-06-12	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BERNARD POMERANTZ	Name
PTIN	P00548051	PTIN
Phone	2123023300	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	42138384	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	5548695	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	619	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	619	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	2826042	DividendsRevAndExpnss
Dividends Net Invst Incm	2826042	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	443511	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	18365299	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	443511	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	66621	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	66621	OtherIncomeNetInvstIncm
Total Revenue And Expenses	8885488	TotalRevenueAndExpenses
Total Net Investment Income	3336793	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	165000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	165000	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	201500	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	201500	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	68935	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	68935	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	23375	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	11688	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	11687	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	37451	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	17450	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	6550	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Occupancy Rev And Expnss	148394	OccupancyRevAndExpnss
Occupancy Net Invst Incm	0	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	148394	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	31989	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	31989	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	10641	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Dsbrs Chrtbl Prps	10641	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	53263	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	21334	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	31929	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	747098	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	33022	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	687525	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	7344603	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	7344603	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	8091701	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	33022	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	8032128	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	793787	ExcessOfRevenueOverExpenses
Net Investment Income	3303771	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	177656	CashBOY
Cash EOY	590679	CashEOY
Cash EOYFMV	590679	CashEOYFMV
Investments Corp Stock BOY	25453475	InvestmentsCorpStockBOY
Investments Corp Stock EOY	22816145	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	20962967	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	15084981	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	18109204	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	20435577	InvestmentsCorpBondsEOYFMV
Land Building And Equipment Basis	445634	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	306197	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	145460	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	139437	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	139437	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	9724	OtherAssetsBOY
Other Assets EOY	9724	OtherAssetsEOY
Other Assets EOYFMV	9724	OtherAssetsEOYFMV
Total Assets BOY	40871296	TotalAssetsBOY
Total Assets EOY	41665189	TotalAssetsEOY
Total Assets EOYFMV	42138384	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	40871296	RetainedEarningsBOY
Retained Earnings EOY	41665189	RetainedEarningsEOY
Total Net Assets BOY	40871296	TotalNetAssetsBOY
Total Net Assets EOY	41665189	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	40871296	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	41665189	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	40871296	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	793787	ExcessOfRevenueOverExpenses
Other Increases	106	OtherIncreases
Subtotal	41665189	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	41665189	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (28 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
INTERNATIONAL LEASE FIN CORP	P	2012-02-07	4947300	4930345	16955	16955
AAG HOLDING CO INC	P	2012-02-08	322494	321210	1284	1284
ML CAPITAL TR V	P	2012-02-11	1224976	1142452	82524	82524
CITI GROUP CAP IX	P	2012-02-15	397612	313800	83812	83812
CITI GROUP CAP IX	P	2012-02-16	496489	384169	112320	112320
CITI GROUP CAP IX	P	2012-02-17	589309	453731	135578	135578
CITI GROUP CAP IX	P	2012-02-18	221896	171000	50896	50896
CITI GROUP CAP IX	P	2012-02-22	177597	136800	40797	40797
CITI GROUP CAP IX	P	2012-02-23	277245	213750	63495	63495
CITI GROUP CAP IX	P	2012-02-24	471423	363785	107638	107638
CITI GROUP CAP IX	P	2012-02-25	94942	73530	21412	21412
CITI GROUP CAP IX	P	2012-02-28	104046	80763	23283	23283
CITI GROUP CAP IX	P	2012-03-01	268461	208671	59790	59790
CITI GROUP CAP XVII	P	2012-03-11	116248	125000	-8752	-8752
CITI GROUP CAP XVII	P	2012-03-14	412611	444250	-31639	-31639
CITI GROUP CAP XVII	P	2012-03-15	343943	375000	-31057	-31057
CITI GROUP CAP XVII	P	2012-03-16	230485	250750	-20265	-20265
CITI GROUP CAP XVII	P	2012-03-17	229696	250000	-20304	-20304
CITI GROUP CAP XVII	P	2012-03-18	114398	125000	-10602	-10602
CITI GROUP CAP XVII	P	2012-03-21	164301	180000	-15699	-15699
CITI GROUP CAP XVII	P	2012-03-22	227796	250000	-22204	-22204
CITI GROUP CAP XVII	P	2012-03-23	236995	250000	-13005	-13005
CITI GROUP CAP XVII	P	2012-03-25	356993	375000	-18007	-18007
CITI GROUP CAP XVII	P	2012-03-28	358043	375000	-16957	-16957
WELLS FARGO CAPITAL XIV	P	2012-10-03	1500000	1647782	-147782	-147782
NATIONAL CITY CAPITAL TR II	P	2012-11-15	2895000	2895000	0	0
COMCAST CORP 7% PFD	P	2012-11-25	300000	300000	0	0
KEYCORP CAP IX	P	2012-12-15	1285000	1285000	0	0

Field	Value	IRS element (for citing)
Capital Gain Net Income	443511	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	4408864	QualifyingDistributionsYear1
Noncharitable Assets Year1	40204362	NoncharitableAssetsYear1
Distribution Ratio Year1	0.109661	DistributionRatioYear1
Qualifying Distributions Year2	2865296	QualifyingDistributionsYear2
Noncharitable Assets Year2	31804330	NoncharitableAssetsYear2
Distribution Ratio Year2	0.090091	DistributionRatioYear2
Qualifying Distributions Year3	3407818	QualifyingDistributionsYear3
Noncharitable Assets Year3	33574807	NoncharitableAssetsYear3
Distribution Ratio Year3	0.101499	DistributionRatioYear3
Qualifying Distributions Year4	3776691	QualifyingDistributionsYear4
Noncharitable Assets Year4	40951743	NoncharitableAssetsYear4
Distribution Ratio Year4	0.092223	DistributionRatioYear4
Qualifying Distributions Year5	3498094	QualifyingDistributionsYear5
Noncharitable Assets Year5	40649546	NoncharitableAssetsYear5
Distribution Ratio Year5	0.086055	DistributionRatioYear5
Total Distribution Ratio	0.479529	TotalDistributionRatio
Average Distribution Ratio	0.095906	AverageDistributionRatio
Net Noncharitable Assets	42504791	NetNoncharitableAssets
Adjusted Noncharitable Assets	4076464	AdjustedNoncharitableAssets
One Percent Net Investment Income	33038	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	4109502	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	8032128	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	33038	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	33038	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	33038	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	52163	EstTaxPaymentsAndOverpayment
Total Credits And Payments	52163	TotalCreditsAndPayments
Overpayment	19125	Overpayment
Amount Credited To Next Year	19125	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	0	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	LCAOF.ORG	WebsiteAddress
Books In Care Of Person Name	GRAF REPETTI CO LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	2123023300	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1114 AVE OF THE AMERICAS17TH FL	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10036	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 (8 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	Address Line1ForeignAddress/AddressLine1	Province Or StateForeignAddress/ProvinceOrState	CountryForeignAddress/Country
ARTHUR ORTENBERG
312 PENNANT WALK	SALTAIRE	NY	11734	DIRECTOR/TRUSTEE	5.00	0	0	0
DR DAVID WESTERN
				DIRECTOR - AS NEEDED	1.00	25000	0	0	PO BOX 62844	NAIROBI	KE
ROBERT DEWAR
22 KNOWLES ROAD	MIDDLE HADDAM	CT	06456	DIRECTOR - AS NEEDED	1.00	25000	0	0
ALISON RICHARD
22 KNOWLES ROAD	MIDDLE HADDAM	CT	06456	DIRECTOR - AS NEEDED	1.00	25000	0	0
WILLIAM CONWAY
59 ECHO BAY DRIVE	NEW ROCHELLE	NY	10805	DIRECTOR - AS NEEDED	1.00	25000	0	0
WILLIAM DEBUYS
1511 DON GASPAR	SANTA FE	NM	87501	DIRECTOR - AS NEEDED	1.00	25000	0	0
GRANT PARKER
655 E BECKWITH AVE	MISSOULA	MT	59801	DIRECTOR - AS NEEDED	1.00	15000	0	0
GEORGE SCHALLER
90 SENTRY HILL RD	ROXBURY	CT	06783	DIRECTOR - AS NEEDED	1.00	25000	0	0

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl

Field	Value	IRS element (for citing)
Name	JAMES MURTAUGH	Name

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6 PERRY STREET	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10014	ZIPCode

Field	Value	IRS element (for citing)
Title	PROGRAM DIRECTOR	Title
Average Hours Per Week	40.00	AverageHoursPerWeek
Compensation	125500	Compensation
Employee Benefits	22000	EmployeeBenefits
Expense Account	0	ExpenseAccount

Field	Value	IRS element (for citing)
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	40604267	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2547805	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	43152072	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	43152072	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	647281	CashDeemedCharitable
Net Noncharitable Assets	42504791	NetNoncharitableAssets
Minimum Investment Return	2125240	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	2125240	MinimumInvestmentReturn
Tax Based On Investment Income	33038	TaxBasedOnInvestmentIncome
Total Tax	33038	TotalTax
Distributable Amount Before Adj	2092202	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	2092202	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	2092202	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	8032128	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	8032128	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	33038	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	7999090	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	2092202	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	1525703	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	1784784	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	1784288	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	1329864	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	2454320	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	8878959	TotalExcessDistriCarryover
Qualifying Distributions	8032128	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	2092202	AppliedToCurrentYear
Remaining Distri From Corpus	5939926	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	14818885	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	1525703	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	13293182	ExcessDistriCyovToNextYear
Excess From Year4	1784784	ExcessFromYear4
Excess From Year3	1784288	ExcessFromYear3
Excess From Year2	1329864	ExcessFromYear2
Excess From Year1	2454320	ExcessFromYear1
Excess From Current Year	5939926	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	ARTHUR ORTENBERG	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	LIZ CLAIBORNE ART ORTENBERG FOUNDAT	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	650 FIFTH AVENUE-15TH FL	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10019	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	2123332536	RecipientPhoneNumber
Form And Info And Materials	WRITTEN REQUEST	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (97 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2	Address Line1RecipientForeignAddress/AddressLine1	Address Line2RecipientForeignAddress/AddressLine2	Province Or StateRecipientForeignAddress/ProvinceOrState	CountryRecipientForeignAddress/Country
MONTANA RACE FOR THE CURE
825 HELENA AVENUE	HELENA	MT	59601	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
MUNICIPAL ART SOCIETY OF NEW YORK
111 W 57TH STREET BETWEEN 6TH AND	NEW YORK	NY	10019	PUBLIC CHARITY	SPRING 2011 GALA	$5,000	7TH AVENUES
STUDENT ADVOCACY
3 WEST MAIN STREET	ELMSFORD	NY	10523	PUBLIC CHARITY	OVERCOMING THE ODDS AWARDS DINNER	$5,000
THE FRIENDSHIP CENTER
1430 SANDERS	HELENA	MT	59601	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
MISSOULA FOOD BANK
219 SOUTH 3RD ST WEST	MISSOULA	MT	59801	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
POLICE ATHLETIC LEAGUE INC
34 1/2 EAST 12TH STREET	NEW YORK	NY	10003	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
FLATHEAD AUDUBON
PO BOX 9173	KALISPELL	MT	59904	PUBLIC CHARITY	ROD ASH RAPTOR DAY	$2,742
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARD	BRONX	NY	10458	PUBLIC CHARITY	GENERAL SUPPORT FOR SCIENCE PROGRAMS	$5,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	ELEPHANTS & IVORY GALA 2011	$23,250
DEFENDERS OF WILDLIFE
NORTHERN ROCKIES OFFICE 303 WEST	GALLATIN	MT	59715	PUBLIC CHARITY	2011 WILDLIFE CONSERVATION AWARDS DINNER	$2,500	MENDENHALL STREET SUITE 3
ADIRONDACK COUNCIL (THE)
103 HAND AVESUITE 3	ELIZABETHTOWN	NY	129320640	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
CORNELL LABORATORY OF ORNITHOLOGY
159 SAPSUCKER WOODS RD	ITHACA	NY	148501999	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
GRAND CANYON TRUST
2601 NORTH FORT VALLEY ROAD	FLAGSTAFF	AZ	86001	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
HIGH COUNTRY NEWS RESEARCH FUND
PO BOX 1090	PAONIA	CO	81428	PUBLIC CHARITY	HCN RESEARCH FUND	$10,000
BROOKLYN BOTANIC GARDEN
1000 WASHINGTON AVE	BROOKLYN	NY	112251099	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
MISSOURI BOTANICAL GARDEN
PO BOX 299	SAINT LOUIS	MO	631660299	PUBLIC CHARITY	EAST AFRICA - CLIMATE CHANGE	$67,421
TANY MEVA FOUNDATION
				PUBLIC CHARITY	MADAGASCAR - BEZA MAHAFALY PROJECT	$58,640		BP 175 ESSA-FORETS UNIVERSITE	DANTANANARIVO 101	ANTANANARIVO	MA
PANTHERA CORPORATION
8 WEST 40TH STREET 18TH FLOOR	NEW YORK	NY	10018	PUBLIC CHARITY	MOZAMBIQUE - NIASSA LIONS	$35,020
AFRICAN CONSERVATION FUND
400 BASELINE DRIVESTE-104 PMB 404	BOULDER	CO	80303	PUBLIC CHARITY	KENYA - AMBOSELI RESEARCH & CONSERVATION PROGRAM	$145,000
MISSOURI BOTANICAL GARDEN
PO BOX 299	SAINT LOUIS	MO	631660299	PUBLIC CHARITY	MADAGASCAR PROGRAM	$48,400
PEREGRINE FUND THE
5668 WEST FLYING HAWK LANE	BOISE	ID	83709	PUBLIC CHARITY	MADAGASCAR WETLANDS CONSERVATION PROGRAM	$25,000
PANTHERA CORPORATION
8 WEST 40TH STREET 18TH FLOOR	NEW YORK	NY	10018	PUBLIC CHARITY	TANZANIA - LION GUARDIANS	$110,716
AFRICAN CONSERVATION FUND
400 BASELINE DRIVESTE-104 PMB 404	BOULDER	CO	80303	PUBLIC CHARITY	EAST AFRICA - COMMUNITY BASED CONSERVATION INITIATIVES	$150,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100	ARLINGTON	VA	222031606	PUBLIC CHARITY	KENYA - NORTHERN RANGELANDS TRUST	$100,000
SAINT LOUIS ZOO ASSOCIATION
ONE GOVERNMENT DRIVE	ST LOUIS	MO	63110	PUBLIC CHARITY	KENYA - NORTHERN RANGELANDS TRUST	$76,383
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	CHINA - WILDLIFE TRADE	$99,450
GLOBAL WILDLIFE CONSERVATION
PO BOX 129	AUSTIN	TX	787670129	PUBLIC CHARITY	IUCN-SSC SAOLA	$17,896
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	THAILAND - TIGERS	$508,500
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	CHINA - AMUR TIGER	$155,772
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	INDIA - TIGER SURVEYS	$246,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	INDIA - GRADUATE PROGRAM	$30,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	RUSSIA - HUNTING LEASES	$97,460
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	PATAGONIA - RANGELANDS PROGRAM	$85,000
PANTHERA CORPORATION
8 WEST 40TH STREET 18TH FLOOR	NEW YORK	NY	10018	PUBLIC CHARITY	LATIN AMERICA - JAGUAR RESEARCH GRANT PROGRAM	$75,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	ARGENTINA - COUNTRY PROGRAM/PCZMP	$160,000
PANTHERA CORPORATION
8 WEST 40TH STREET 18TH FLOOR	NEW YORK	NY	10018	PUBLIC CHARITY	LATIN AMERICA - JAGUAR COORIDOR INITIATIVE	$202,500
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	LATIN AMERICA - JAGUAR PROGRAM	$213,875
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	PATAGONIA - BURROWING PARROTS	$15,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	PATAGONIA - SEA & SKY PROGRAM	$75,000
ECOHEALTH ALLIANCE
460 WEST 34TH ST 17TH FL	NEW YORK	NY	10001	PUBLIC CHARITY	BRAZIL - JAGUARS AS LANDSCAPE DETECTIVES	$95,000
MISSOURI BOTANICAL GARDEN
PO BOX 299	SAINT LOUIS	MO	631660299	PUBLIC CHARITY	PERU - SELVA CENTRAL PROJECT	$150,000
UNIVERSITY OF ALASKA FOUNDATION
910 YUKON DRIVE PO BOX 755080 SUITE	FAIRBANKS	AK	99775	PUBLIC CHARITY	GEORGE SCHALLER FELLOWSHIP	$80,497	206 BUTROVICH BLDG
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	ALASKA - ARCTIC PROGRAM	$100,000
NORTHWEST CONNECTIONS
PO BOX 1309	SWAN VALLEY	MT	59826	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
YAAK VALLEY FOREST COUNCIL
ROBYN KING 155 RIVER VIEW DRIVE	TROY	MT	599359846	PUBLIC CHARITY	HEADWATERS PROJECT	$25,000
RAPTOR VIEW RESEARCH INSTITUTE
PO BOX 4323	MISSOULA	MT	59806	PUBLIC CHARITY	GOLDEN EAGLE PROJECT	$15,000
NATIONAL WILDLIFE FEDERATION
NORTHERN ROCKIES OFFICE 240 NORTH	MISSOULA	MT	598024445	PUBLIC CHARITY	GRAZING ALLOTMENT RETIREMENT PROGRAM	$40,000	HIGGINS SUITE 2
MONTANA LAND RELIANCE
324 FULLER AVE PO BOX 355	HELENA	MT	596240355	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
MONTANA ASSOCIATION OF LAND TRUSTS
PO BOX 675	WHITEHALL	MT	59759	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
FIVE VALLEYS LAND TRUST
POST OFFICE BOX 8953	MISSOULA	MT	59807	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
THE WILDERNESS SOCIETY
1615 M STREET NW	WASHINGTON	DC	20036	PUBLIC CHARITY	NEW MODELS FOR COLLABORATION	$50,000
CLARK FORK COALITION
PO BOX 7593	MISSOULA	MT	59807	PUBLIC CHARITY	GENERAL SUPPORT	$20,000
NORTHERN PLAINS RESOURCE COUNCIL
220 SOUTH 27TH STREET SUITE A	BILLINGS	MT	59101	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET	NEW YORK	NY	10011	PUBLIC CHARITY	GENERAL SUPPORT	$37,500
GREAT BURN STUDY GROUP
1434 JACKSON STREET	MISSOULA	MT	59802	PUBLIC CHARITY	RACNAC	$19,500
YAAK VALLEY FOREST COUNCIL
ROBYN KING 155 RIVER VIEW DRIVE	TROY	MT	599359846	PUBLIC CHARITY	GENERAL SUPPORT	$27,500
MONTANA WILDERNESS ASSOCIATION
30 SOUTH EWING STREET	HELENA	MT	59601	PUBLIC CHARITY	FOREST & TRAVEL PLAN CAMPAIGN	$75,000
GREAT BURN STUDY GROUP
1434 JACKSON STREET	MISSOULA	MT	59802	PUBLIC CHARITY	GENERAL SUPPORT	$29,500
NATURAL RESOURCES LAW CENTER - U OF CO
401 UCB BOULDER	COLORADO	CO	803090401	PUBLIC CHARITY	RED LODGE CLEARINGHOUSE	$90,000
ARTEMIS COMMON GROUND
PO BOX 748	HELENA	MT	59624	PUBLIC CHARITY	GENERAL SUPPORT	$44,500
YELLOWSTONE PUBLIC RADIO
1500 UNIVERSITY DRIVE	BILLINGS	MT	591010298	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
SWAN ECOSYSTEM CENTER
6887 HIGHWAY 83	CONDON	MT	59826	PUBLIC CHARITY	GENERAL SUPPORT	$22,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	SMART PROGRAM	$75,000
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH STREET NW PO BOX	WASHINGTON	DC	200907180	PUBLIC CHARITY	INDIA: TIGERS	$175,000	97180
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	SUMATRA - TIGERS	$222,250
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	MALAYSIA - TIGERS	$64,250
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	MALAYSIA - TIGERS	$187,750
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	RUSSIA - TIGERS	$145,810
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	SUMATRA - LEUSER TIGER LANDSCAPE	$86,250
PANTHERA CORPORATION
8 WEST 40TH STREET 18TH FLOOR	NEW YORK	NY	10018	PUBLIC CHARITY	INDIA - TIGERS	$90,190
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	CONGO - PROGEPP ELEPHANTS	$163,185
TRAFFIC NORTH AMERICA
C/O WWF-US 1250 24TH STREET NW	WASHINGTON	DC	20037	PUBLIC CHARITY	EAST AFRICA - CROSS-BORDER IVORY TRADE	$165,106
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	GABON - ELEPHANTS	$260,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	GABON - CONSERVATION JUSTICE	$60,000
ELEPHANTVOICES
ONE BUSH PLAZA 12TH FLOOR	SAN FRANCISCO	CA	94104	PUBLIC CHARITY	KENYA - PROTECTING THE MARA ELEPHANTS	$25,000
AMBOSELI TRUST FOR ELEPHANTS
10 STATE STREET	NEWBURYPORT	MA	01950	PUBLIC CHARITY	KENYA - ELEPHANT PROTECTION EFFORTS	$25,000
FAUNA AND FLORA INTERNATIONAL
1720 N STREET NW	WASHINGTON	DC	20036	PUBLIC CHARITY	MOZAMBIQUE - NIASSA ELEPHANTS	$293,700
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	TANZANIA - RUVUMA ELEPHANT	$181,616
AMBOSELI TRUST FOR ELEPHANTS
10 STATE STREET	NEWBURYPORT	MA	01950	PUBLIC CHARITY	KENYA - MAASAI ELEPHANT SCOUTS	$20,000
WILDLIFE CONSERVATION NETWORK
25745 BASSETT LANE	LOS ALTOS	CA	94022	PUBLIC CHARITY	KENYA - SAMBURU ELEPHANT POACHING CRISIS	$288,300
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	TANZANIA - ELEPHANTS	$159,652
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	CENTRAL AFRICA - CONRAD AVELING CONSULTANCY	$50,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PUBLIC CHARITY	TANZANIA - RUVUMA HUMAN-ELEPHANT CONFLICT	$119,810
FRIENDS OF THE WEINBERG NATURE CENTER
455 MAMARONECK ROAD	SCARSDALE	NY	10583	PUBLIC CHARITY	IRVING J. SLOAN EDUCATION FUND	$2,000
SCARSDALE EDGEMONT FAMILY COUNSELING
14 HARWOOD CT SUITE 405	SCARSDALE	NY	10583	PUBLIC CHARITY	IRVING J. SLOAN EDUCATION FUND	$5,000
SCARSDALE PUBLIC LIBRARY
OLMSTEAD AND POST ROADS	SCARSDALE	NY	10583	PUBLIC CHARITY	IRVING J. SLOAN EDUCATION FUND	$5,000
SCARSDALE TEEN CENTER
862 SCARSDALE AVENUE	SCARSDALE	NY	10583	PUBLIC CHARITY	IRVING J. SLOAN EDUCATION FUND	$1,000
TOWN & VILLAGE CIVIC CLUB EDUCATION FORUM
24 EAST PARKWAY	SCARSDALE	NY	10583	PUBLIC CHARITY	IRVING J. SLOAN EDUCATION FUND	$5,000
PROMISE PROJECT
121 AVENUE OF THE AMERICAS 6TH	NEW YORK	NY	10013	PUBLIC CHARITY	GENERAL SUPPORT	$100,000	FLOOR
DIVISION OF GERIATRIC MEDICINE
525 E 68TH ST BOX 39	NEW YORK	NY	10065	PUBLIC CHARITY	LIZ CLAIBORNE CENTER FOR MEDICAL HUMANISM	$300,790
CARING AT COLUMBIA
1051 RIVERSIDE DRIVE UNIT 74	NEW YORK	NY	10032	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
MONTANA WILDLIFE FEDERATION
PO BOX 1175	HELENA	MT	59624	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
SEELEY LAKE ELEMENTARY SCHOOL
SCHOOL DISTRICT 34 PO BOX 840 -	SEELEY LAKE	MT	59868	PUBLIC CHARITY	PRE-SCHOOL PROGRAM 2011-2012	$85,000	SCHOOL LANE
SEELEY LAKE ELEMENTARY SCHOOL
SCHOOL DISTRICT 34 PO BOX 840 -	SEELEY LAKE	MT	59868	PUBLIC CHARITY	BRIDGE TO KINDERGARTEN 2011-2012	$10,000	SCHOOL LANE
SEELEY LAKE ELEMENTARY SCHOOL
SCHOOL DISTRICT 34 PO BOX 840 -	SEELEY LAKE	MT	59868	PUBLIC CHARITY	SCHOOL LUNCH PROGRAM 2011-2012	$12,000	SCHOOL LANE
SWAN VALLEY ELEMENTARY SCHOOL
DISTRICT 33 6423 HIGHWAY 83	CONDON	MT	59826	PUBLIC CHARITY	MUSIC PROGRAM 2011-012	$17,422
UNIVERSITY OF MONTANA FOUNDATION
POST OFFICE BOX 7159	MISSOULA	MT	598123096	PUBLIC CHARITY	HEADWATERS NEWS GENERAL SUPPORT	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	7344603	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	$619	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,826,042	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$66,621	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$443,511	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$3,336,793	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	3336793	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

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	ARTHUR ORTENBERG	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	312 PENNANT WALK	AddressLine1
City	SALTAIRE	City
State	NY	State
ZIP Code	11734	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	5548695	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	GRAF REPETTI & CO. INC.	Category
Amount	$23,375	Amount
Net Investment Income	11688	NetInvestmentIncome
Disbursements Charitable Prps	11687	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (22 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense
LEASEHOLD IMPROVEMENT	2000-01-03	96590	27143	SL	39.000000000000	2477
LEASEHOLD IMPROVEMENT	2000-02-01	98533	27472	SL	39.000000000000	2526
LEASEHOLD IMPROVEMENT	2001-12-01	2679	676	SL	39.000000000000	69
EQUIPMENT - PRE 1997	2006-12-31	47461	47461	SL	5.000000000000	0
EQUIPMENT	1998-01-01	8112	8112	SL	5.000000000000	0
EQUIPMENT	1999-01-01	7729	7729	SL	5.000000000000	0
EQUIPMENT	2000-01-01	5350	5350	SL	5.000000000000	0
EQUIPMENT	2001-02-01	6566	6566	SL	5.000000000000	0
EQUIPMENT	2001-12-01	3110	3110	SL	5.000000000000	0
EQUIPMENT	2002-01-01	7677	7677	SL	5.000000000000	0
EQUIPMENT	2003-01-01	1502	1502	SL	5.000000000000	0
OFFICE FURNITURE - PRIOR TO 1998	2007-12-31	42209	42209	SL	7.000000000000	0
OFFICE FURNITURE	1998-01-03	4330	4330	SL	7.000000000000	0
OFFICE FURNITURE	2000-01-31	89067	89067	SL	7.000000000000	0
OFFICE FURNITURE	2001-12-01	1201	1201	SL	7.000000000000	0
OFFICE FURNITURE	2003-01-01	15864	15864	SL	7.000000000000	0
EQUIPMENT	2007-01-03	2319	1856	SL	5.000000000000	463
EQUIPMENT	2007-02-13	1875	1469	SL	5.000000000000	375
EQUIPMENT	2008-03-14	689	391	SL	5.000000000000	138
EQUIPMENT	2009-08-13	1299	368	SL	5.000000000000	260
EQUIPMENT	2010-07-02	945	95	SL	5.000000000000	189
EQUIPMENT	2011-07-01	526		SL	5.000000000000	53

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	CORPORATE BONDS	NameOfBond
EOY Book Value	18109204	EOYBookValue
EOYFMV	20435577	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE STOCKS	NameOfStock
EOY Book Value	22816145	EOYBookValue
EOYFMV	20962967	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (22 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
LEASEHOLD IMPROVEMENT	96590	29620	66970
LEASEHOLD IMPROVEMENT	98533	29998	68535
LEASEHOLD IMPROVEMENT	2679	745	1934
EQUIPMENT - PRE 1997	47461	47461	0
EQUIPMENT	8112	8112	0
EQUIPMENT	7729	7729	0
EQUIPMENT	5350	5350	0
EQUIPMENT	6566	6566	0
EQUIPMENT	3110	3110	0
EQUIPMENT	7677	7677	0
EQUIPMENT	1502	1502	0
OFFICE FURNITURE - PRIOR TO 1998	42209	42209	0
OFFICE FURNITURE	4330	4330	0
OFFICE FURNITURE	89067	89067	0
OFFICE FURNITURE	1201	1201	0
OFFICE FURNITURE	15864	15864	0
EQUIPMENT	2319	2319	0
EQUIPMENT	1875	1844	31
EQUIPMENT	689	529	160
EQUIPMENT	1299	628	671
EQUIPMENT	945	284	661
EQUIPMENT	526	53	473

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	SECURITY DEPOSIT	Description
BOY Book Value	9724	BOYBookValue
EOY Book Value	9724	EOYBookValue
EOYFMV	9724	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
OFFICE SUPPLIES & EXPENSES	8972	0	8972
EQUIPMENT LEASE	3406	0	3406
FILING FEES	750	0	750
TELEPHONE & INTERNET SERVICE	5171	0	5171
OUTSIDE SERVICES	2640	0	2640
CUSTODIAL & INVESTMENT MGMT FEES - JPMORGAN CHASE	21334	21334	0
POSTAGE, FREIGHT & MESSENGER SERVICES	6568	0	6568
INSURANCE	4422	0	4422

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	REGENT CAPITAL EQUITY PARTNERS LP	Description
Revenue And Expenses Per Books	66621	RevenueAndExpensesPerBooks
Net Investment Income	66621	NetInvestmentIncome
Adjusted Net Income	66621	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	PRIOR PERIOD ADJUSTMENT	Description
Amount	$106	Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES	$17,451	0	17450
FEDERAL EXCISE TAX ON INVESTMENT INCOME	$20,000	0	0

LIZ CLAIBORNE & ART ORTENBERG FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (28 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl

US Address USAddress

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (97 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (22 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (22 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

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