ERIE FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ERIE FAMILY FOUNDATION (EIN 52-2339484)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-17
- IRS object ID
- 201103219349100700
- Schema version
- 2010v3.4
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-17T10:23:36-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIAN A VERGOS & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 352 7TH AVE - SUITE 1501 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522339484 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST SIMON CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O ROBERT G WILMERS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STSI | NameControl |
| Phone | 2123502498 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT G WILLMERS | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-08-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DORIAN A VERGOS | Name |
| Phone | 2123074800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 20640265 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1619775 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 591 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 591 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 581466 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 581466 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 2201832 | TotalRevenueAndExpenses |
| Total Net Investment Income | 582057 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 6745 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3373 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3372 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12562 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 418 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 19725 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3373 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3372 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2089595 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2089595 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2109320 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3373 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2092967 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 92512 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 578684 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1355184 | CashBOY |
| Cash EOY | 2728016 | CashEOY |
| Cash EOYFMV | 2728016 | CashEOYFMV |
| Investments Corp Stock BOY | 19425686 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 18342312 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 17912249 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 20780870 | TotalAssetsBOY |
| Total Assets EOY | 21070328 | TotalAssetsEOY |
| Total Assets EOYFMV | 20640265 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 20780870 | RetainedEarningsBOY |
| Retained Earnings EOY | 21070328 | RetainedEarningsEOY |
| Total Net Assets BOY | 20780870 | TotalNetAssetsBOY |
| Total Net Assets EOY | 21070328 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 20780870 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 21070328 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 20780870 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 92512 | ExcessOfRevenueOverExpenses |
| Other Increases | 196946 | OtherIncreases |
| Subtotal | 21070328 | Subtotal |
| Total Net Assets Fund Balances EOY | 21070328 | TotalNetAssetsFundBalancesEOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gains And Losses | CapitalGainsAndLosses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 311720 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 15905263 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.019599 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20437 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11561401 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.001768 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1624269 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15902499 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.102139 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1419942 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 19631627 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.072329 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 670833 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16277825 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041211 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.237046 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047409 | AverageDistributionRatio |
| Net Noncharitable Assets | 19636144 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 930930 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5787 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 936717 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2092967 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5787 | InvestmentIncomeExciseTax |
| Subtotal | 5787 | Subtotal |
| Tax Based On Investment Income | 5787 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 12000 | TotalCreditsAndPayments |
| Overpayment | 6213 | Overpayment |
| Amount Credited To Next Year | 6213 | 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 |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| 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 |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT G WILMERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2123502498 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE 6TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT G WILMERS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 1.0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
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 | 17770761 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2164411 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 19935172 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 19935172 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 299028 | CashDeemedCharitable |
| Net Noncharitable Assets | 19636144 | NetNoncharitableAssets |
| Minimum Investment Return | 981807 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 981807 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5787 | TaxBasedOnInvestmentIncome |
| Total Tax | 5787 | TotalTax |
| Distributable Amount Before Adj | 976020 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 976020 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 976020 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2092967 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 2092967 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5787 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2087180 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 976020 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 482056 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2092967 | QualifyingDistributions |
| Applied To Year1 | 482056 | AppliedToYear1 |
| Applied To Current Year | 976020 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 634891 | RemainingDistriFromCorpus |
| Total Corpus | 634891 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 634891 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 634891 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT G WILMERS | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| HARLEM STAGEAARON DAVIES HALL | ||||||||
| HARLEM AT THE GATEHOUSE | 150 CONVENT AVE AT WEST 135TH STRE | NEW YORK | NY | 10031 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $10,000 |
| FRENCH AMERICAN CULTURAL EXCHANGE FACE | ||||||||
| 972 FIFTH AVE | NEW YORK | NY | 10021 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $35,000 | |
| FRENCH INSTITUTE ALLIANCE FRANCAISE | ||||||||
| 22 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $20,000 | |
| BERKSHIRE BOTANICAL GARDEN - THE FENCE CLUB | ||||||||
| ROUTES 102 183 | PO BOX 826 | STOCKBRIDGE | MA | 01262 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $1,000 |
| FRENCH AMERICAN CULTURAL EXCHANGE - FACE | ||||||||
| 972 FIFTH AVE | NEW YORK | NY | 10021 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $2,000,095 | |
| INSPIRE USA FOUNDATION | ||||||||
| 657 MISSION STREET SUITE 507 | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $10,000 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $6,000 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | 501(C)(3) CHARITY | FOR ORGANIZATION'S CHARITABLE USE | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2089595 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $591 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $581,466 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII | |
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $582,057 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 582057 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | ROBERT G WILMERS | 350 PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 719775 | X | X |
| 2 | ROBERT G WILMERS | 350 PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | 900000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 9,000 SHARES M&T BANK STOCK | NoncashPropertyDescription |
| Fair Market Value | 719775 | FairMarketValue |
| Date Received | 2010-11-16 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $6,745 | Amount |
| Net Investment Income | 3373 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3372 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 29,642 SHARES M&T BANK | 2137188 | 2607014 |
| 25,000 SHARES M&T BANK | 2196500 | 2198750 |
| 22,000 SHARES M&T BANK | 2372260 | 1934900 |
| 25,400 SHARES M&T BANK | 2795651 | 2233930 |
| 19,500 SHARES M&T BANK | 2370810 | 1715025 |
| 21,739 SHARES M&T BANK | 1750022 | 1911945 |
| 20,523 SHARES M&T BANK | 2000069 | 1804998 |
| 30,860 SHARES M&T BANK | 2000037 | 2714137 |
| 9,000 SHARES M&T BANK | 719775 | 791550 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| DELAWARE FILING FEE | 55 |
| DELAWARE CORPORATE FEE | 363 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2005 EXCISE TAX REFUNDS | Description |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES DONATED | Description |
| Amount | $196,946 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| ROBERT G WILMERS | |||
| 350 PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10022 |
| ROBERT G WILMERS | |||
| 350 PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10022 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| EXCISE TAX - 2010 ESTIMATE | $12,000 |
| EXCISE TAX - 2009 BALANCE DUE | $562 |
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