SHIPPY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SHIPPY FOUNDATION (EIN 20-4083744)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-08
- IRS object ID
- 201113129349100756
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-08T14:03:44-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204083744 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPPY FOUNDATION CO THE CLARK ESTATES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHIP | NameControl |
| Phone | 2129776900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD C VANISON | Name |
| Title | ASST TREASURER | Title |
| Phone | 2129776900 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THE CLARK ESTATES INC | Name |
| Phone | 2129776900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 22769971 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4675083 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3799 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3799 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 197876 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 396015 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 771546 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11084151 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1586128 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 20651 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 28847 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 5668955 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2014789 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 117504 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 117504 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9966 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 328674 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 535542 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 456144 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 535542 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 117504 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1185000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1185000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1641144 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 535542 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1302504 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4027811 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1479247 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3867856 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3168303 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3168303 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 5352832 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2599156 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2616893 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3194514 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3480775 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4475767 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2523285 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2563960 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 5440310 | InvestmentsOtherBOY |
| Investments Other EOY | 10111804 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 9945048 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 17855512 | TotalAssetsBOY |
| Total Assets EOY | 21883323 | TotalAssetsEOY |
| Total Assets EOYFMV | 22769971 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 17855512 | CapitalStockBOY |
| Capital Stock EOY | 21883323 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 17855512 | TotalNetAssetsBOY |
| Total Net Assets EOY | 21883323 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17855512 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 21883323 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17855512 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4027811 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 21883323 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 21883323 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (161 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| K-1 INCOME | P | 190741 | 190741 | ||||
| K-1 INCOME | P | 623841 | 623841 | ||||
| 475 COVIDIEN PLC | P | 4196 | 4196 | 2010-09-14 | 2010-12-17 | 22041 | 17845 |
| 47000 CROWN 7.625 '13 | P | 560 | 560 | 2010-02-12 | 2010-08-27 | 48792 | 48232 |
| 525 EMCOR GROUP INC | P | 777 | 777 | 2010-11-08 | 2010-12-07 | 14952 | 14175 |
| 500 EMCOR GROUP INC | P | 1660 | 1660 | 2010-11-16 | 2010-12-07 | 14239 | 12579 |
| 250000 FHLB 0.5 4/11 | P | -78 | -78 | 2009-12-30 | 2010-04-06 | 250000 | 250078 |
| 250000 FHLB 0.5 4/11 | P | -85 | -85 | 2010-01-19 | 2010-04-06 | 250000 | 250085 |
| 500000 FHLB 0.8 9/11 | P | 0 | 0 | 2009-09-29 | 2010-06-29 | 500000 | 500000 |
| 500000 FHLB 0.875 6/11 | P | -45 | -45 | 2009-09-15 | 2010-06-15 | 500000 | 500045 |
| 500000 FHLB 1.0 10 /12 | P | 0 | 0 | 2009-10-28 | 2010-10-29 | 500000 | 500000 |
| 500000 FHLB 1.0 10/11 | P | 0 | 0 | 2009-10-16 | 2010-01-28 | 500000 | 500000 |
| 500000 FHLB 1.0 11/13 | P | 0 | 0 | 2010-05-26 | 2010-11-26 | 500000 | 500000 |
| 500000 FHLB 1.0 6/15 | P | 0 | 0 | 2010-06-21 | 2010-09-29 | 500000 | 500000 |
| 500000 FHLB 1.0 8/13 | P | 0 | 0 | 2010-02-24 | 2010-05-26 | 500000 | 500000 |
| 500000 FHLB 1.00 1/13 | P | 0 | 0 | 2010-02-25 | 2010-04-08 | 500000 | 500000 |
| 150000 FHLB 1.5 10/'13 | P | 0 | 0 | 2010-01-28 | 2010-04-22 | 150000 | 150000 |
| 250000 FHLB 1.5 10/11 | P | -180 | -180 | 2009-12-30 | 2010-01-28 | 250000 | 250180 |
| 150000 FHLB 1.5 10/13 | P | 0 | 0 | 2009-12-22 | 2010-01-29 | 150000 | 150000 |
| 500000 FHLB 2.0 11/14 | P | 0 | 0 | 2009-10-23 | 2010-02-03 | 500000 | 500000 |
| 500000 FHLB 2.0 12/24 | P | 0 | 0 | 2010-06-02 | 2010-06-24 | 500000 | 500000 |
| 500000 FHLB 2.4 10/13 | P | 0 | 0 | 2010-04-12 | 2010-07-28 | 500000 | 500000 |
| 250000 FHLB 2.5 2/14 | P | 0 | 0 | 2010-04-28 | 2010-05-25 | 250000 | 250000 |
| 400000 FHLB1.625 11/14 | P | 0 | 0 | 2009-11-16 | 2010-02-24 | 400000 | 400000 |
| 77000 FLEX 6.25 11/14 | P | 1112 | 1112 | 2010-02-18 | 2010-12-16 | 78604 | 77492 |
| 58000 FLEX 6.5 5/13 | P | 499 | 499 | 2010-01-08 | 2010-03-19 | 59256 | 58757 |
| 19000 FLEX 6.5 5/13 | P | 275 | 275 | 2010-01-20 | 2010-03-19 | 19412 | 19137 |
| 1900 HJ HEINZ CO | P | 18739 | 18739 | 2009-09-03 | 2010-03-18 | 90173 | 71434 |
| 225 LAB CORP | P | 3293 | 3293 | 2010-09-14 | 2010-12-16 | 19883 | 16590 |
| 650 OMNICARE INC | P | -1480 | -1480 | 2010-01-21 | 2010-08-05 | 14720 | 16200 |
| 2400 OMNICARE INC | P | -5487 | -5487 | 2010-01-22 | 2010-08-05 | 54351 | 59838 |
| 400 OMNICARE INC | P | -536 | -536 | 2010-05-25 | 2010-08-05 | 9059 | 9595 |
| 2100 PETSMART | P | 13690 | 13690 | 2009-08-20 | 2010-01-27 | 55324 | 41634 |
| 100 PETSMART | P | 551 | 551 | 2009-09-04 | 2010-01-27 | 2634 | 2083 |
| 550 PETSMART | P | 3429 | 3429 | 2009-08-20 | 2010-01-28 | 14333 | 10904 |
| 1350 PETSMART | P | 8185 | 8185 | 2009-08-20 | 2010-02-01 | 34950 | 26765 |
| 1000 PETSMART | P | 6062 | 6062 | 2009-08-20 | 2010-02-02 | 25888 | 19826 |
| 133000 PVH 8.125 5/13 | P | -686 | -686 | 2009-10-06 | 2010-06-07 | 134801 | 135487 |
| 77000 PVH 8.125 5/13 | P | -605 | -605 | 2010-01-20 | 2010-06-07 | 78043 | 78648 |
| 500000 T 0.375 8/12 | P | -1637 | -1637 | 2010-09-30 | 2010-12-28 | 498125 | 499762 |
| 77000 TRINITY6.5 3/14 | P | 890 | 890 | 2010-01-06 | 2010-11-26 | 78669 | 77779 |
| 3800 VODAFONE PLC | P | 5521 | 5521 | 2010-05-04 | 2010-08-26 | 87657 | 82136 |
| 300 VODAFONE PLC | P | 733 | 733 | 2010-05-04 | 2010-08-31 | 7217 | 6484 |
| 2600 VODAFONE PLC | P | 7943 | 7943 | 2010-05-06 | 2010-08-31 | 62551 | 54608 |
| 4400 VODAFONE PLC | P | 18372 | 18372 | 2010-05-18 | 2010-08-31 | 105855 | 87483 |
| 1100 VODAFONE PLC | P | 6066 | 6066 | 2010-05-21 | 2010-08-31 | 26464 | 20398 |
| 465 WILLIS GROUP | P | 2645 | 2645 | 2010-02-18 | 2010-12-10 | 15754 | 13109 |
| 535 WILLIS GROUP | P | 1381 | 1381 | 2010-09-14 | 2010-12-10 | 18125 | 16744 |
| 715 WILLIS GROUP | P | 5189 | 5189 | 2010-01-05 | 2010-12-13 | 24250 | 19061 |
| 315 WILLIS GROUP | P | 2201 | 2201 | 2010-01-22 | 2010-12-13 | 10740 | 8539 |
| 785 WILLIS GROUP | P | 5345 | 5345 | 2010-01-22 | 2010-12-13 | 26625 | 21280 |
| 885 WILLIS GROUP | P | 5223 | 5223 | 2010-02-18 | 2010-12-13 | 30173 | 24950 |
| 140 WILLIS GROUP | P | 1062 | 1062 | 2009-12-30 | 2010-12-15 | 4768 | 3706 |
| 350 WILLIS GROUP | P | 2601 | 2601 | 2010-01-05 | 2010-12-15 | 11932 | 9331 |
| 60 WILLIS GROUP | P | 443 | 443 | 2010-01-05 | 2010-12-15 | 2043 | 1600 |
| 2680 CHARMING SHOPPE | P | 5621 | 5621 | 2008-01-09 | 2010-01-04 | 17435 | 11814 |
| 2900 CHARMING SHOPPE | P | 6343 | 6343 | 2008-04-22 | 2010-01-04 | 18865 | 12522 |
| 1520 CHARMING SHOPPE | P | 6835 | 6835 | 2008-10-15 | 2010-01-04 | 9888 | 3053 |
| 2700 CHARMING SHOPPE | P | 11710 | 11710 | 2008-10-15 | 2010-01-05 | 17133 | 5423 |
| 1980 CHARMING SHOPPE | P | 8238 | 8238 | 2008-10-15 | 2010-01-06 | 12215 | 3977 |
| 20 CHARMING SHOPPE | P | 88 | 88 | 2008-10-16 | 2010-01-06 | 123 | 35 |
| 2000 CHARMING SHOPPE | P | 8763 | 8763 | 2008-10-16 | 2010-01-07 | 12293 | 3530 |
| 2000 CHARMING SHOPPE | P | 8558 | 8558 | 2008-10-16 | 2010-01-08 | 12088 | 3530 |
| 1000 CHARMING SHOPPE | P | 3818 | 3818 | 2008-10-16 | 2010-01-22 | 5583 | 1765 |
| 680 CHARMING SHOPPE | P | 2758 | 2758 | 2008-10-16 | 2010-02-02 | 3958 | 1200 |
| 820 CHARMING SHOPPE | P | 3359 | 3359 | 2008-10-17 | 2010-02-02 | 4773 | 1414 |
| 880 CHARMING SHOPPE | P | 3605 | 3605 | 2008-10-17 | 2010-02-02 | 5122 | 1517 |
| 820 CHARMING SHOPPE | P | 3650 | 3650 | 2008-10-22 | 2010-02-02 | 4773 | 1123 |
| 500 CHARMING SHOPPE | P | 2224 | 2224 | 2008-10-22 | 2010-02-03 | 2909 | 685 |
| 1100 CHARMING SHOPPE | P | 4769 | 4769 | 2008-10-22 | 2010-02-04 | 6275 | 1506 |
| 375 CHARMING SHOPPE | P | 1565 | 1565 | 2008-10-22 | 2010-02-05 | 2078 | 513 |
| 1800 CHARMING SHOPPE | P | 7623 | 7623 | 2008-10-22 | 2010-02-09 | 10087 | 2464 |
| 1700 CHARMING SHOPPE | P | 7591 | 7591 | 2008-10-22 | 2010-02-11 | 9918 | 2327 |
| 1600 CHARMING SHOPPE | P | 7189 | 7189 | 2008-10-22 | 2010-02-12 | 9379 | 2190 |
| 1805 CHARMING SHOPPE | P | 8220 | 8220 | 2008-10-22 | 2010-02-16 | 10691 | 2471 |
| 295 CHARMING SHOPPE | P | 1376 | 1376 | 2008-11-10 | 2010-02-16 | 1747 | 371 |
| 275 CHARMING SHOPPE | P | 1285 | 1285 | 2008-11-10 | 2010-02-17 | 1631 | 346 |
| 70 CHARMING SHOPPE | P | 313 | 313 | 2008-11-06 | 2010-02-18 | 401 | 88 |
| 930 CHARMING SHOPPE | P | 4154 | 4154 | 2008-11-10 | 2010-02-18 | 5323 | 1169 |
| 1700 CHARMING SHOPPE | P | 7753 | 7753 | 2008-11-04 | 2010-02-19 | 9880 | 2127 |
| 420 CHARMING SHOPPE | P | 1920 | 1920 | 2008-11-05 | 2010-02-19 | 2441 | 521 |
| 30 CHARMING SHOPPE | P | 137 | 137 | 2008-11-06 | 2010-02-19 | 175 | 38 |
| 320 CHARMING SHOPPE | P | 1471 | 1471 | 2008-11-03 | 2010-02-22 | 1859 | 388 |
| 1180 CHARMING SHOPPE | P | 5392 | 5392 | 2008-11-05 | 2010-02-22 | 6857 | 1465 |
| 725 CHARMING SHOPPE | P | 3173 | 3173 | 2008-11-03 | 2010-02-23 | 4053 | 880 |
| 1100 CHARMING SHOPPE | P | 4934 | 4934 | 2008-11-03 | 2010-02-24 | 6269 | 1335 |
| 1355 CHARMING SHOPPE | P | 6203 | 6203 | 2008-11-03 | 2010-02-25 | 7847 | 1644 |
| 1545 CHARMING SHOPPE | P | 7146 | 7146 | 2008-11-11 | 2010-02-25 | 8947 | 1801 |
| 455 CHARMING SHOPPE | P | 2118 | 2118 | 2008-11-11 | 2010-02-26 | 2649 | 531 |
| 800 CHARMING SHOPPE | P | 3808 | 3808 | 2008-11-12 | 2010-02-26 | 4657 | 849 |
| 1700 COVIDIEN PLC | P | 28264 | 28264 | 2008-12-02 | 2010-02-18 | 86188 | 57924 |
| 2125 COVIDIEN PLC | P | 26199 | 26199 | 2008-12-02 | 2010-12-17 | 98604 | 72405 |
| 26000 CROWN 7.625 '13 | P | 522 | 522 | 2009-08-07 | 2010-08-27 | 26991 | 26469 |
| 27000 CROWN 7.625 '13 | P | 952 | 952 | 2009-08-20 | 2010-08-27 | 28030 | 27078 |
| 471 DIGIMARC (NEW) | P | 10477 | 10477 | 2008-10-16 | 2010-11-29 | 14038 | 3561 |
| 300 DIGIMARC (NEW) | P | 6182 | 6182 | 2008-10-16 | 2010-12-03 | 8450 | 2268 |
| 500 DIGIMARC (NEW) | P | 10606 | 10606 | 2008-10-16 | 2010-12-06 | 14386 | 3780 |
| 500 DIGIMARC (NEW) | P | 10930 | 10930 | 2008-10-16 | 2010-12-09 | 14710 | 3780 |
| 500 DIGIMARC (NEW) | P | 11955 | 11955 | 2008-10-16 | 2010-12-14 | 15735 | 3780 |
| 1000 DIGIMARC (NEW) | P | 22493 | 22493 | 2008-10-16 | 2010-12-17 | 30053 | 7560 |
| 1550 DISNEY (WALT) | P | 5868 | 5868 | 2008-06-26 | 2010-04-08 | 55139 | 49271 |
| 650 DISNEY (WALT) | P | 2796 | 2796 | 2008-06-30 | 2010-04-08 | 23123 | 20327 |
| 850 DISNEY (WALT) | P | 3785 | 3785 | 2008-06-30 | 2010-04-13 | 30366 | 26581 |
| 1150 DISNEY (WALT) | P | 5800 | 5800 | 2008-07-01 | 2010-04-13 | 41084 | 35284 |
| 450 DISNEY (WALT) | P | 2301 | 2301 | 2008-07-01 | 2010-04-14 | 16108 | 13807 |
| 1300 DISNEY (WALT) | P | 7566 | 7566 | 2008-07-07 | 2010-04-14 | 46534 | 38968 |
| 250 DISNEY (WALT) | P | 1504 | 1504 | 2008-09-29 | 2010-04-14 | 8949 | 7445 |
| 500 DISNEY (WALT) | P | 3413 | 3413 | 2008-07-11 | 2010-04-16 | 17920 | 14507 |
| 1050 DISNEY (WALT) | P | 6364 | 6364 | 2008-09-29 | 2010-04-16 | 37633 | 31269 |
| 1000 DISNEY (WALT) | P | 3469 | 3469 | 2008-07-11 | 2010-05-21 | 32485 | 29016 |
| 5175 DISNEY (WALT) | P | 68026 | 68026 | 2008-11-21 | 2010-05-21 | 168111 | 100085 |
| 50 INTERPUBLIC GRP | P | -64 | -64 | 2007-09-17 | 2010-03-23 | 433 | 497 |
| 200 INTERPUBLIC GRP | P | -256 | -256 | 2007-10-19 | 2010-03-23 | 1730 | 1986 |
| 100 INTERPUBLIC GRP | P | -128 | -128 | 2007-10-26 | 2010-03-23 | 865 | 993 |
| 6400 INTERPUBLIC GRP | P | -7449 | -7449 | 2007-11-01 | 2010-03-23 | 55373 | 62822 |
| 6500 INTERPUBLIC GRP | P | -2056 | -2056 | 2007-11-07 | 2010-03-23 | 56238 | 58294 |
| 3800 INTERPUBLIC GRP | P | 2798 | 2798 | 2007-12-11 | 2010-04-29 | 35645 | 32847 |
| 1500 INTERPUBLIC GRP | P | 1138 | 1138 | 2007-12-12 | 2010-04-29 | 14071 | 12933 |
| 1000 INTERPUBLIC GRP | P | 1662 | 1662 | 2008-01-04 | 2010-04-29 | 9380 | 7718 |
| 2500 INTERPUBLIC GRP | P | 3410 | 3410 | 2008-03-17 | 2010-04-29 | 23451 | 20041 |
| 5100 INTERPUBLIC GRP | P | 7741 | 7741 | 2008-04-15 | 2010-04-29 | 47840 | 40099 |
| 2000 INTERPUBLIC GRP | P | 2636 | 2636 | 2008-07-01 | 2010-04-29 | 18761 | 16125 |
| 5600 INTERPUBLIC GRP | P | 266 | 266 | 2008-01-04 | 2010-07-13 | 43485 | 43219 |
| 2800 INTERPUBLIC GRP | P | 407 | 407 | 2008-07-11 | 2010-07-13 | 21742 | 21335 |
| 32100 INTERPUBLIC GRP | P | 149691 | 149691 | 2008-11-21 | 2010-07-13 | 249262 | 99571 |
| 225 LAB CORP | P | 4412 | 4412 | 2009-09-01 | 2010-12-16 | 19883 | 15471 |
| 400 MDC PARTNERS | P | -79 | -79 | 2007-05-16 | 2010-01-05 | 3333 | 3412 |
| 500 MDC PARTNERS | P | -69 | -69 | 2007-05-16 | 2010-01-06 | 4196 | 4265 |
| 400 MDC PARTNERS | P | -46 | -46 | 2007-05-16 | 2010-01-07 | 3366 | 3412 |
| 400 MDC PARTNERS | P | -14 | -14 | 2007-05-16 | 2010-01-08 | 3398 | 3412 |
| 500 MDC PARTNERS | P | 41 | 41 | 2007-05-16 | 2010-01-12 | 4306 | 4265 |
| 500 MDC PARTNERS | P | 52 | 52 | 2007-05-16 | 2010-01-13 | 4317 | 4265 |
| 275 MDC PARTNERS | P | 28 | 28 | 2007-05-16 | 2010-01-15 | 2374 | 2346 |
| 350 MDC PARTNERS | P | 76 | 76 | 2007-05-16 | 2010-01-19 | 3062 | 2986 |
| 200 MDC PARTNERS | P | 29 | 29 | 2007-05-16 | 2010-01-20 | 1735 | 1706 |
| 25 MDC PARTNERS | P | 1 | 1 | 2007-05-16 | 2010-01-21 | 214 | 213 |
| 325 MDC PARTNERS | P | 12 | 12 | 2007-05-17 | 2010-01-21 | 2784 | 2772 |
| 600 MDC PARTNERS | P | -20 | -20 | 2007-05-17 | 2010-01-22 | 5098 | 5118 |
| 100 MDC PARTNERS | P | 19 | 19 | 2007-05-17 | 2010-01-25 | 872 | 853 |
| 200 MDC PARTNERS | P | 32 | 32 | 2007-05-17 | 2010-01-25 | 1738 | 1706 |
| 550 MDC PARTNERS | P | 60 | 60 | 2007-05-15 | 2010-01-26 | 4735 | 4675 |
| 475 MDC PARTNERS | P | 37 | 37 | 2007-05-17 | 2010-01-26 | 4089 | 4052 |
| 675 MDC PARTNERS | P | 120 | 120 | 2007-05-24 | 2010-01-26 | 5811 | 5691 |
| 25 MDC PARTNERS | P | 3 | 3 | 2007-05-24 | 2010-01-27 | 214 | 211 |
| 100 MDC PARTNERS | P | 30 | 30 | 2007-05-30 | 2010-01-27 | 857 | 827 |
| 75 MDC PARTNERS | P | 24 | 24 | 2007-05-31 | 2010-01-27 | 643 | 619 |
| 125 MDC PARTNERS | P | 43 | 43 | 2007-05-31 | 2010-01-28 | 1074 | 1031 |
| 700 MDC PARTNERS | P | 358 | 358 | 2007-06-05 | 2010-01-28 | 6017 | 5659 |
| 250 MDC PARTNERS | P | 139 | 139 | 2007-06-06 | 2010-01-28 | 2149 | 2010 |
| 225 MDC PARTNERS | P | 231 | 231 | 2008-05-28 | 2010-01-28 | 1934 | 1703 |
| 25 MDC PARTNERS | P | 26 | 26 | 2008-05-28 | 2010-01-29 | 215 | 189 |
| 2700 TYCO INTL LTD | P | 14291 | 14291 | 2008-01-18 | 2010-09-14 | 106850 | 92559 |
| 200 TYCO INTL LTD | P | 1311 | 1311 | 2008-01-23 | 2010-09-14 | 7915 | 6604 |
| 450 VIACOM CLASS B | P | 3919 | 3919 | 2008-08-20 | 2010-11-23 | 16864 | 12945 |
| 850 VIACOM CLASS B | P | 8039 | 8039 | 2008-09-04 | 2010-11-23 | 31854 | 23815 |
| 850 VIACOM CLASS B | P | 8028 | 8028 | 2008-09-04 | 2010-11-24 | 31843 | 23815 |
| 600 VIACOM CLASS B | P | 5728 | 5728 | 2008-09-05 | 2010-11-24 | 22477 | 16749 |
| 1050 VIACOM CLASS B | P | 10964 | 10964 | 2008-09-10 | 2010-11-24 | 39335 | 28371 |
| 1300 VIACOM CLASS B | P | 16352 | 16352 | 2008-09-10 | 2010-12-06 | 51478 | 35126 |
| 50 VIACOM CLASS B | P | 629 | 629 | 2008-09-10 | 2010-12-06 | 1980 | 1351 |
| 1250 VIACOM CLASS B | P | 15938 | 15938 | 2008-09-15 | 2010-12-06 | 49503 | 33565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1586128 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 973413 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 17603689 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055296 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 926687 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19381948 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047812 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 862339 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19770332 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043618 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5317 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15062404 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000353 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.147079 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036770 | AverageDistributionRatio |
| Net Noncharitable Assets | 21778070 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 800780 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 14792 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 815572 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1302504 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 14792 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 14792 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 14792 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 20000 | TaxPaidWithExtension |
| Total Credits And Payments | 20000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 284 | PenaltyForUnderpayment |
| Overpayment | 4924 | Overpayment |
| Amount Credited To Next Year | 4924 | 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 | DE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD C VANISON ASST TREASURER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129776900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | 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 (7 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| ANNE L PERETZ | |||||||||
| C/O MOTT PHILANTHROPIC 316 NEWBURY | ST | BOSTON | MA | 02115 | PRESIDENT/DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID L FARNSWORTH | |||||||||
| C/O MOTT PHILANTHROPIC 316 NEWBURY | ST | BOSTON | MA | 02115 | VICE PRES,TREASURER/DIRECT | 0.00 | 0 | 0 | 0 |
| ANNE E FARNSWORTH | |||||||||
| C/O MOTT PHILANTHROPIC 316 NEWBURY | ST | BOSTON | MA | 02115 | VICE PRESIDENT/DIRECTOR | 0.00 | 0 | 0 | 0 |
| JESSE W PERETZ | |||||||||
| C/O MOTT PHILANTHROPIC 316 NEWBURY | ST | BOSTON | MA | 02115 | VICE PRESIDENT/DIRECTOR | 0.00 | 0 | 0 | 0 |
| EVGENIA S PERETZ | |||||||||
| C/O MOTT PHILANTHROPIC 316 NEWBURY | ST | BOSTON | MA | 02115 | VICE PRES,SECRETARY/DIRECT | 0.00 | 0 | 0 | 0 |
| RICHARD C VANISON | |||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASST. TREASURER | 0.00 | 0 | 0 | 0 | |
| WILLIAM T BURDICK | |||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASST. SECRETARY | 0.00 | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| MOTT PHILANTHROPIC | |||||
| 316 NEWBURY STREET | BOSTON | MA | 02115 | PHILANTHROPIC ADVISORY | 117540 |
| THE CLARK ESTATES INC | |||||
| ONE ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | INVESTMENT ADVISORY | 110000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 19002262 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3107454 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 22109716 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 22109716 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 331646 | CashDeemedCharitable |
| Net Noncharitable Assets | 21778070 | NetNoncharitableAssets |
| Minimum Investment Return | 1088904 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1088904 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14792 | TaxBasedOnInvestmentIncome |
| Total Tax | 14792 | TotalTax |
| Distributable Amount Before Adj | 1074112 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1074112 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1074112 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1302504 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1302504 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 14792 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1287712 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1074112 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 776952 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1302504 | QualifyingDistributions |
| Applied To Year1 | 776952 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 525552 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 548560 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| CAMBRIDGE FRIENDS SCHOOL | |||||
| 5 CADBURY ROAD | CAMBRIDGE | MA | 02140 | GENERAL OPERATIONS | $7,500 |
| BOSTON ARTS ACADEMY | |||||
| 174 IPSWICH STREET | BOSTON | MA | 02215 | GENERAL OPERATIONS | $25,000 |
| BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION | |||||
| 26 COURT STREET | BOSTON | MA | 02108 | GENERAL OPERATIONS | $50,000 |
| CONCORD ACADEMY | |||||
| 166 MAIN STREET | CONCORDE | MA | 01742 | GENERAL OPERATIONS | $2,500 |
| PEACE FIRST | |||||
| 280 SUMMER STREET | BOSTON | MA | 02210 | GENERAL OPERATIONS | $10,000 |
| ACHIEVEMENT FIRST | |||||
| 510 WAVERLY AVE | BROOKLYN | NY | 11238 | GENERAL OPERATIONS | $50,000 |
| ACTION CENTER FOR COLLEGE ED SVCS AND SCHOLARSHIP FDN | |||||
| 31 SAINT JAMES AVE | BOSTON | MA | 02116 | GENERAL OPERATIONS | $25,000 |
| BOSTON COLLEGIATE CHARTER SCHOOL | |||||
| 11 MATHEW STREET | DORCHESTER | DC | 02125 | GENERAL OPERATIONS | $25,000 |
| BOSTON PLAN FOR EXCELLENCE | |||||
| 6 BEACON STREET | BOSTON | MA | 02108 | GENERAL OPERATIONS | $25,000 |
| COMMONWEALTH SCHOOL | |||||
| 151 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | GENERAL OPERATIONS | $1,000 |
| BREAKTHROUGH NEW YORK | |||||
| 540 E76 STREET | NEW YORK | NY | 10021 | GENERAL OPERATIONS | $25,000 |
| FOOD BANK OF NEW YORK | |||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | GENERAL OPERATIONS | $10,000 |
| GIRLS EDUCATIONAL AND MENTORING SERVICES | |||||
| 201 W 148 STREET | NEW YORK | NY | 11426 | GENERAL OPERATIONS | $22,500 |
| GREATER BOSTON FOOD BANK | |||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02474 | GENERAL OPERATIONS | $10,000 |
| HABITAT FOR HUMANITY | |||||
| P O BOX 15052 | NEW ORLEANS | LA | 70175 | GENERAL OPERATIONS | $5,000 |
| HIGHER ACHIEVEMENT PROGRAM | |||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | GENERAL OPERATIONS | $50,000 |
| LAB SCHOOL | |||||
| 4759 REERVOIR ROAD NW | WASHINGTON | DC | 20007 | GENERAL OPERATIONS | $37,000 |
| CARNEIGE INSTITUTE OF WASHINGTON | |||||
| 1530 P STREET NW | WASHINGTON | DC | 20005 | GENREAL OPERATIONS | $50,000 |
| LEADERSHIP PRERARATORY BEDFORD STUYVESANT CHARTER SCHOOL | |||||
| 826 BROADWAY | NEW YORK | NY | 10003 | GENERAL OPERATIONS | $50,000 |
| LEGAL OUTREACH | |||||
| 36-14 35TH STREET | LONG ISLAND CITY | NY | 11106 | GENERAL OPERATIONS | $50,000 |
| CENTER FOR INSPIRED TEACHING | |||||
| 1436 O STREET NW | WASHINGTON | VA | 20009 | GENREAL OPERATIONS | $50,000 |
| PASSIM CENTER | |||||
| 26 CHURCH STREET | CAMBRIDGE | MA | 02138 | GENERAL OPERATIONS | $2,500 |
| PEACE GAMES | |||||
| 1029 VERMONT AVE NW | WASHINGTON | MA | 20005 | GENERAL OPERATIONS | $25,000 |
| DIST OF COLUMBIA COLLEGE ACCESS PROGRAM | |||||
| 3700 OAKVIEW TERRACE NW | WASHINGTON | DC | 20017 | GENERAL OPERATIONS | $25,000 |
| ELSIE WHITLOW STOKES COMMUNITY CHARTER SCHOOL | |||||
| 15 WEBSTER AVENUE | SOMERVILLE | MA | 02143 | GENERAL OPREATIONS | $60,000 |
| REPLICATIONS INC | |||||
| 292 5TH AVENUE | NEW YORK | NY | 10001 | GENERAL OPERATIONS | $25,000 |
| RESEARCH FOUNDATION OF CUNY | |||||
| 230W 41 STREET | NEW YORK | NY | 10036 | GENERAL OPERATIONS | $40,000 |
| EUPHEMIA L HAYES PUBLIC CHARTER SCHOOL | |||||
| 3600 GEORGIA AVE NW | WASHINGTON | DC | 20010 | GENERAL OPERATIONS | $25,000 |
| SEE FOREVER FOUNDATION | |||||
| 1436 U STREET NW | WASHINGTON | DC | 20009 | GENERAL OPERATIONS | $25,000 |
| INTERNATIONAL NETWORK FOR PUBLIC SCHOOLS | |||||
| 50 BROADWAY | NEW YORK | MA | 10004 | GENERAL OPERATIONS | $50,000 |
| THE FAMILY CENTER | |||||
| 366 SOMERVILLE AVENUE | SOMERVILLE | MA | 02143 | GENERAL OPERATIONS | $24,000 |
| NEW LEADERS FOR NEW SCHOOLS | |||||
| 30 W 26 STREET | NEW YORK | NY | 10010 | GENERAL OPERATIONS | $50,000 |
| NEW TEACHER PROJECT | |||||
| 186 JORALEMON STREET | BROOKLYN | NY | 11201 | GENERAL OPERATIONS | $50,000 |
| VISUAL UNDERSTANDING IN EDUCATION | |||||
| 119 WEST 23RD STREET | NEW YORK | NY | 10011 | GENERAL OPERATIONS | $3,000 |
| POSSE FOUNDATIION | |||||
| 45 FRANKLIN STREET | BOSTON | MA | 02110 | GENERAL OPERATIONS | $10,000 |
| ROXBURY PREP CHARTER SCHOOL FOUNDATION | |||||
| 120 FISHER AVE | ROXBURY | MA | 02120 | GENERAL OPERATIONS | $50,000 |
| THE ACHIEVEMENT NETWORK | |||||
| 44 SCHOOL STREET | BOSTON | MA | 02108 | GENERAL OPERATIONS | $25,000 |
| SEED FOUNDATION | |||||
| 176 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | GENERAL OPERATIONS | $25,000 |
| URBAN ASSEMBLY | |||||
| 90 BROAD STREET | NEW YORK | NY | 10004 | GENERAL OPERATIONS | $40,000 |
| EDVESTORS | |||||
| 140 CLARENDON STREET | BOSTON | MA | 02116 | GENERAL OPERATIONS | $25,000 |
| READ BOSTON | |||||
| 43 HAWKINS STREET | BOSTON | MA | 02114 | GENERAL OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1185000 | 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 | $3,799 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $197,876 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,651 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $771,546 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $993,872 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 993872 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (4 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST AND DIVIDENDS ON INVESTMENTS |
| 4 | INTEREST AND DIVIDENDS ON INVESTMENTS |
| 8 | GAIN ON SALE OF SECURITIES |
| 7 | INVESTMENT INCOME FROM PARTNERSHIPS |
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 | ESTATE OF EVE C LABOUISSE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4675083 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | PARTNERSHIP INVESTMENTS | NoncashPropertyDescription |
| Fair Market Value | 4675083 | FairMarketValue |
| Date Received | 2010-01-07 | DateReceived |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BONDS | NameOfBond |
| EOY Book Value | 2523285 | EOYBookValue |
| EOYFMV | 2563960 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCK | NameOfStock |
| EOY Book Value | 3480775 | EOYBookValue |
| EOYFMV | 4475767 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2599156 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2616893 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 10111804 | BookValue |
| EOYFMV | 9945048 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MANAGEMENT FEE | 110000 | 110000 | 0 |
| CUSTODY FEE | 12063 | 12063 | 0 |
| MISCELLANEOUS | 1035 | 1035 | 0 |
| INVESTMENT EXPENSE | 278 | 278 | 0 |
| PARTNERSHIP K-1 | 0 | 133802 | 0 |
| PARTNERSHIP K-1 | 0 | 73066 | 0 |
| PARTNERSHIP K-1 | 205298 | 205298 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PARTNERSHIP INCOME | 19931 | 19931 | 19931 |
| TAX REFUND | 720 | 720 | 720 |
| ROYALTIES K-1 INCOME | 8196 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $117,504 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 117504 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF EVE LABOUISSE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $9,966 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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