LIZ CLAIBORNE & ART ORTENBERG FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LIZ CLAIBORNE & ART ORTENBERG FOUNDATION (EIN 13-3200329)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-04
- IRS object ID
- 201120949349100302
- Schema version
- 2010v3.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-04T10:54:47-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-03-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD POMERANTZ | Name |
| Phone | 2123023300 | 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 | 42397722 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1250000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 121 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 121 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2796305 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2796305 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17885 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1000000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17885 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4064311 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2814311 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 105000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 105000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 194000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 194000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 64589 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 64589 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 21250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10625 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 10625 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 94517 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 17720 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 7538 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 151177 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 151177 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 49636 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 49636 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 65510 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20029 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 38376 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 753217 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 30654 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 631123 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3805578 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3805578 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4558795 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 30654 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4436701 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -494484 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2783657 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 446404 | CashBOY |
| Cash EOY | 177656 | CashEOY |
| Cash EOYFMV | 177656 | CashEOYFMV |
| Investments Corp Stock BOY | 25703475 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 25453475 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 25523782 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 15056784 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 15084981 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 16541100 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 445107 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 299647 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 152052 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 145460 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 145460 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 9724 | OtherAssetsBOY |
| Other Assets EOY | 9724 | OtherAssetsEOY |
| Other Assets EOYFMV | 9724 | OtherAssetsEOYFMV |
| Total Assets BOY | 41368439 | TotalAssetsBOY |
| Total Assets EOY | 40871296 | TotalAssetsEOY |
| Total Assets EOYFMV | 42397722 | 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 | 41368439 | RetainedEarningsBOY |
| Retained Earnings EOY | 40871296 | RetainedEarningsEOY |
| Total Net Assets BOY | 41368439 | TotalNetAssetsBOY |
| Total Net Assets EOY | 40871296 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 41368439 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 40871296 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 41368439 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -494484 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 40873955 | Subtotal |
| Other Decreases | 2659 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 40871296 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 750000 GMAC LLC | P | 2010-01-19 | 750000 | 732115 | 17885 | 17885 |
| 137100 BEAR STEARNS CAPITAL TRUST III | P | 2010-12-23 | 250000 | 250000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17885 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2865296 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 31804330 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.090091 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3407818 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 33574807 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.101499 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3776691 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 40951743 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.092223 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3498094 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 40649546 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.086055 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4352992 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 42101389 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.103393 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.473261 | TotalDistributionRatio |
| Average Distribution Ratio | 0.094652 | AverageDistributionRatio |
| Net Noncharitable Assets | 40204362 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3805423 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 27837 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3833260 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4436701 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 27837 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 27837 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 27837 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 60000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 60000 | TotalCreditsAndPayments |
| Overpayment | 32163 | Overpayment |
| Amount Credited To Next Year | 32163 | 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 - AS NEEDED | 0.01 | 0 | 0 | 0 | |||
| DR DAVID WESTERN | |||||||||||
| DIRECTOR - AS NEEDED | 0.01 | 15000 | 0 | 0 | PO BOX 62844 | NAIROBI | KE | ||||
| ROBERT DEWAR | |||||||||||
| 22 KNOWLES ROAD | MIDDLE HADDAM | CT | 06456 | DIRECTOR - AS NEEDED | 0.01 | 15000 | 0 | 0 | |||
| ALISON RICHARD | |||||||||||
| 22 KNOWLES ROAD | MIDDLE HADDAM | CT | 06456 | DIRECTOR - AS NEEDED | 0.01 | 15000 | 0 | 0 | |||
| WILLIAM CONWAY | |||||||||||
| 59 ECHO BAY DRIVE | NEW ROCHELLE | NY | 10805 | DIRECTOR - AS NEEDED | 0.01 | 15000 | 0 | 0 | |||
| WILLIAM DEBUYS | |||||||||||
| 1511 DON GASPAR | SANTA FE | NM | 87501 | DIRECTOR - AS NEEDED | 0.01 | 15000 | 0 | 0 | |||
| GRANT PARKER | |||||||||||
| 655 E BECKWITH AVE | MISSOULA | MT | 59801 | DIRECTOR - AS NEEDED | 0.01 | 15000 | 0 | 0 | |||
| GEORGE SCHALLER | |||||||||||
| 90 SENTRY HILL RD | ROXBURY | CT | 06783 | DIRECTOR - AS NEEDED | 0.01 | 15000 | 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 | 120500 | 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 | 37713571 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3103040 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 40816611 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 40816611 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 612249 | CashDeemedCharitable |
| Net Noncharitable Assets | 40204362 | NetNoncharitableAssets |
| Minimum Investment Return | 2010218 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2010218 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 27837 | TaxBasedOnInvestmentIncome |
| Total Tax | 27837 | TotalTax |
| Distributable Amount Before Adj | 1982381 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1982381 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1982381 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4436701 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4436701 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 27837 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4408864 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1982381 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2317327 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1525703 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1784784 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1784288 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1329864 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 8741966 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4436701 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1982381 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2454320 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 11196286 | 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 | 2317327 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8878959 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1525703 | ExcessFromYear4 |
| Excess From Year3 | 1784784 | ExcessFromYear3 |
| Excess From Year2 | 1784288 | ExcessFromYear2 |
| Excess From Year1 | 1329864 | ExcessFromYear1 |
| Excess From Current Year | 2454320 | 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 (73 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 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL (THE) | |||||||||||
| 103 HAND AVESUITE 3 | ELIZABETHTOWN | NY | 129320640 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |||||
| AFRICAN CONSERVATION FUND | |||||||||||
| 3400 E SPEEDWAY SUITE 118 BOX 146 | TUCSON | AZ | 85716 | PUBLIC CHARITY | KENYA - AMBOSELI RESEARCH & CONSERVATION PROGRAM | $145,873 | |||||
| ARTEMIS COMMON GROUND | |||||||||||
| PO BOX 748 | HELENA | MT | 59624 | PUBLIC CHARITY | GENERAL SUPPORT | $39,000 | |||||
| BROOKLYN BOTANIC GARDEN | |||||||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 112251099 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| CARING AT COLUMBIA | |||||||||||
| 1051 RIVERSIDE DRIVE UNIT 74 | NEW YORK | NY | 10032 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| CLARK FORK COALITION | |||||||||||
| PO BOX 7593 | MISSOULA | MT | 59807 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |||||
| CORNELL LABORATORY OF ORNITHOLOGY | |||||||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 148501999 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |||||
| DEFENDERS OF WILDLIFE | |||||||||||
| NORTHERN ROCKIES OFFICE 303 WEST | GALLATIN | MT | 59715 | PUBLIC CHARITY | CARNIVORE RECOVERY PROJECTS | $50,000 | MENDENHALL STREET SUITE 3 | ||||
| DURELL WILDLIFE CONSERVATION TRUST | |||||||||||
| PUBLIC CHARITY | MADAGASCAR PROGRAM | $77,545 | LES AUGRES MANOR LA PROFONDE RUE | CHANNEL ISLANDS | JE | JE3 5BP | |||||
| FIVE VALLEYS LAND TRUST | |||||||||||
| POST OFFICE BOX 8953 | MISSOULA | MT | 59807 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| FLATHEAD AUDUBON | |||||||||||
| PO BOX 9173 | KALISPELL | MT | 59904 | PUBLIC CHARITY | ROD ASH RAPTOR DAY | $3,000 | |||||
| GRAND CANYON TRUST | |||||||||||
| 2601 NORTH FORT VALLEY ROAD | FLAGSTAFF | AZ | 86001 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |||||
| GREAT BURN STUDY GROUP | |||||||||||
| 1434 JACKSON STREET | MISSOULA | MT | 59802 | PUBLIC CHARITY | GENERAL SUPPORT | $28,500 | |||||
| HIGH COUNTRY NEWS RESEARCH FUND | |||||||||||
| PO BOX 1090 | PAONIA | CO | 81428 | PUBLIC CHARITY | HCN RESEARCH FUND | $15,000 | |||||
| INT'L PLANNED PARENTHOOD FEDERATION | |||||||||||
| WESTERN HEMISPHERE REGION INC 120 | NEW YORK | NY | 100053902 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | WALL STREET 9TH FLOOR | ||||
| LEMUR CONSERVATION FOUNDATION | |||||||||||
| MYAKKA CITY LEMUR RESERVE PO BOX | MYAKKA CITY | FL | 34251 | PUBLIC CHARITY | MADAGASCAR - AKO PROJECT | $42,213 | 249 | ||||
| MISSOURI BOTANICAL GARDEN | |||||||||||
| PO BOX 299 | SAINT LOUIS | MO | 631660299 | PUBLIC CHARITY | HEROES FOR THE PLANET CAMPAIGN | $25,000 | |||||
| MISSOURI BOTANICAL GARDEN | |||||||||||
| PO BOX 299 | SAINT LOUIS | MO | 631660299 | PUBLIC CHARITY | MADAGASCAR PROGRAM FOREST PROTECTION | $47,250 | |||||
| MONTANA ASSOCIATION OF LAND TRUSTS | |||||||||||
| PO BOX 675 | WHITEHALL | MT | 59759 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |||||
| MONTANA HUMAN RIGHTS NETWORK | |||||||||||
| PO BOX 1222 | HELENA | MT | 59624 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |||||
| MONTANA RACE FOR THE CURE | |||||||||||
| 825 HELENA AVENUE | HELENA | MT | 59601 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |||||
| MONTANA WILDERNESS ASSOCIATION | |||||||||||
| 30 SOUTH EWING STREET | HELENA | MT | 59601 | PUBLIC CHARITY | FOREST & TRAVEL PLAN CAMPAIGN | $75,000 | |||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| NORTHERN ROCKIES OFFICE 240 NORTH | MISSOULA | MT | 598024445 | PUBLIC CHARITY | GRAZING ALLOTMENT RETIREMENT PROGRAM | $40,000 | HIGGINS SUITE 2 | ||||
| NATURAL RESOURCES LAW CENTER - U OF CO | |||||||||||
| 401 UCB BOULDER | COLORADO | CO | 803090401 | PUBLIC CHARITY | RED LODGE CLEARINGHOUSE | $172,800 | |||||
| NORTHERN PLAINS RESOURCE COUNCIL | |||||||||||
| 220 SOUTH 27TH STREET SUITE A | BILLINGS | MT | 59101 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| NORTHWEST CONNECTIONS | |||||||||||
| PO BOX 1309 | SWAN VALLEY | MT | 59826 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| OPEN SPACE INSTITUTE | |||||||||||
| 666 BROADWAY 9TH FLOOR | NEW YORK | NY | 100122317 | PUBLIC CHARITY | GENERAL SUPPORT | $9,600 | |||||
| PANTHERA CORPORATION | |||||||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | CHINA - TIBETAN BROWN BEAR | $29,000 | |||||
| PANTHERA CORPORATION | |||||||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | LATIN AMERICA - JAGUAR PROGRAM | $35,000 | |||||
| PEREGRINE FUND THE | |||||||||||
| 5668 WEST FLYING HAWK LANE | BOISE | ID | 83709 | PUBLIC CHARITY | MADAGASCAR WETLANDS CONSERVATION PROJECT | $37,500 | |||||
| POLICE ATHLETIC LEAGUE INC | |||||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |||||
| RAPTOR VIEW RESEARCH INSTITUTE | |||||||||||
| PO BOX 4323 | MISSOULA | MT | 59806 | PUBLIC CHARITY | GOLDEN EAGLE PROJECT | $10,000 | |||||
| SCARSDALE EDGEMONT FAMILY COUNSELING | |||||||||||
| 40R HARDWOOD BUILDING | 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 | |||||
| SEELEY LAKE ELEMENTARY SCHOOL | |||||||||||
| SCHOOL DISTRICT 34 PO BOX 840 - | SEELEY LAKE | MT | 59868 | PUBLIC CHARITY | PRE-SCHOOL PROGRAM 2009-2010 | $80,000 | SCHOOL LANE | ||||
| SEELEY LAKE ELEMENTARY SCHOOL | |||||||||||
| SCHOOL DISTRICT 34 PO BOX 840 - | SEELEY LAKE | MT | 59868 | PUBLIC CHARITY | BRIDGE TO KINDERGARTEN 2010-2011 | $10,000 | SCHOOL LANE | ||||
| SIERRA CLUB | |||||||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 941053431 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |||||
| SONORAN INSTITUTE | |||||||||||
| 7650 E BROADWAY BLVD SUITE 203 | TUCSON | AZ | 85710 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| STUDENT ADVOCACY | |||||||||||
| 3 WEST MAIN STREET | ELMSFORD | NY | 10523 | PUBLIC CHARITY | OVERCOMING THE ODDS' AWARDS DINNER | $5,000 | |||||
| SWAN ECOSYSTEM CENTER | |||||||||||
| 6887 HIGHWAY 83 | CONDON | MT | 59826 | PUBLIC CHARITY | UPPER SWAN VALLEY BIRD COUNTS | $2,500 | |||||
| SWAN ECOSYSTEM CENTER | |||||||||||
| 6887 HIGHWAY 83 | CONDON | MT | 59826 | PUBLIC CHARITY | COMMUNITY OUTREACH PROGRAM | $22,000 | |||||
| SWAN VALLEY ELEMENTARY SCHOOL | |||||||||||
| DISTRICT 33 6423 HIGHWAY 83 | CONDON | MT | 59826 | PUBLIC CHARITY | MUSIC PROGRAM 2009 - 2010 | $17,195 | |||||
| TANY MEVA FOUNDATION | |||||||||||
| PUBLIC CHARITY | MADAGASCAR - BEZA MAHAFALY PROJECT | $38,100 | BP 175 ESSA-FORETS UNIVERSITE | ANTANANARIVO | MA | ||||||
| TOWN & VILLAGE CIVIC CLUB EDUCATION FORUM | |||||||||||
| 24 EAST PARKWAY | SCARSDALE | NY | 10583 | PUBLIC CHARITY | IRVING J. SLOAN EDUCATION FUND | $5,000 | |||||
| TRAFFIC NORTH AMERICA | |||||||||||
| C/O WWF-US 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | EAST AFRICA - CROSS-BORDER IVORY TRADE | $165,106 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||||
| BOULDER CAMPUS | BOULDER | CO | 80301 | PUBLIC CHARITY | NATURAL RESOURCES CLINIC AT THE LAW SCHOOL | $5,000 | |||||
| UNIVERSITY OF MONTANA | |||||||||||
| UNIVERSITY HALL ROOM 309 | MISSOULA | MT | 59812 | PUBLIC CHARITY | TRANS-BOUNDARY GRIZZLY BEAR RECOVERY | $22,000 | |||||
| UNIVERSITY OF MONTANA FOUNDATION | |||||||||||
| POST OFFICE BOX 7159 | MISSOULA | MT | 598123096 | PUBLIC CHARITY | HEADWATERS NEWS GENERAL SUPPORT | $5,000 | |||||
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||||||
| DEPARTMENT OF BIOLOGY- BOX 351800 | SEATTLE | WA | 981951800 | PUBLIC CHARITY | SAM WASSER/CITES 2010 MTG | $5,000 | UNIVERSITY OF WASHINGTON | ||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | KENYA - SAVE THE ELEPHANTS | $100,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | CAMBODIA - TIGER PROGRAM | $50,880 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | RUSSIA: HUNTING LEASES IN RUSSIAN FAR EAST | $97,060 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | RUSSIA FAR EAST - TIGER PROGRAM | $70,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | INDIA - GRADUATE PROGRAM | $25,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | INDIA - TIGER SURVEYS | $51,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | INDIA - TIGER PROGRAM | $650,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | SUMATRA - TIGER PROGRAM | $136,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | MALAYSIA - TIGER PROGRAM | $128,500 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | CHINA WILDLIFE TRADE | $48,900 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | THAILAND - WEFCOM TIGER PROGRAM | $236,160 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | CHINA - AMUR TIGER PROGRAM | $44,925 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | LATIN AMERICA - JAGUAR CONSERVATION PROGRAM | $55,226 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | PATAGONIA - BURROWING PARROTS | $25,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | ARGENTINA - COUNTRY PROGRAM/PCZMP | $150,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | PATAGONIA - SEA & SKY | $60,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | PATAGONIA - STEPPE PROGRAM | $75,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | ALASKA - CLIMATE CHANGE | $75,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PUBLIC CHARITY | CONGO - PROGEPP ELEPHANT PROGRAM | $74,435 | |||||
| WILDLIFE TRUST | |||||||||||
| 460 WEST 34TH STREET 17TH FLOOR | NEW YORK | NY | 10001 | PUBLIC CHARITY | BRAZIL - JAGUARS AS LANDSCAPE DETECTIVES | $82,810 | |||||
| WORLD WILDLIFE FUND | |||||||||||
| 1250 TWENTY-FOURTH STREET NW PO BOX | WASHINGTON | DC | 200907180 | PUBLIC CHARITY | CENTRAL AFRICA - SUPPORT FOR WOMEN IN CONSERVATION | $75,000 | 97180 | ||||
| YAAK VALLEY FOREST COUNCIL | |||||||||||
| ROBYN KING 155 RIVER VIEW DRIVE | TROY | MT | 599359846 | PUBLIC CHARITY | GENERAL SUPPORT | $27,500 | |||||
| YELLOWSTONE PUBLIC RADIO | |||||||||||
| 1500 UNIVERSITY DRIVE | BILLINGS | MT | 591010298 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3805578 | 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 | $121 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,796,305 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,885 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,814,311 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2814311 | 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 | 1250000 | 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 | $21,250 | Amount |
| Net Investment Income | 10625 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10625 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (21 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENT | 2000-01-03 | 96590 | 24666 | SL | 39.000000000000 | 2477 | 0 |
| LEASEHOLD IMPROVEMENT | 2000-02-01 | 98533 | 24946 | SL | 39.000000000000 | 2526 | 0 |
| LEASEHOLD IMPROVEMENT | 2001-12-01 | 2679 | 607 | SL | 39.000000000000 | 69 | 0 |
| EQUIPMENT - PRE 1997 | 2006-12-31 | 47461 | 47461 | SL | 5.000000000000 | 0 | 0 |
| EQUIPMENT | 1998-01-01 | 8112 | 8112 | SL | 5.000000000000 | 0 | 0 |
| EQUIPMENT | 1999-01-01 | 7729 | 7729 | SL | 5.000000000000 | 0 | 0 |
| EQUIPMENT | 2000-01-01 | 5350 | 5350 | SL | 5.000000000000 | 0 | 0 |
| EQUIPMENT | 2001-02-01 | 6566 | 6566 | SL | 5.000000000000 | 0 | 0 |
| EQUIPMENT | 2001-12-01 | 3110 | 3110 | SL | 5.000000000000 | 0 | 0 |
| EQUIPMENT | 2002-01-01 | 7677 | 7677 | SL | 5.000000000000 | 0 | 0 |
| EQUIPMENT | 2003-01-01 | 1502 | 1502 | SL | 5.000000000000 | 0 | 0 |
| OFFICE FURNITURE - PRIOR TO 1998 | 2007-12-31 | 42209 | 42209 | SL | 7.000000000000 | 0 | 0 |
| OFFICE FURNITURE | 1998-01-03 | 4330 | 4330 | SL | 7.000000000000 | 0 | 0 |
| OFFICE FURNITURE | 2000-01-31 | 89067 | 89067 | SL | 7.000000000000 | 0 | 0 |
| OFFICE FURNITURE | 2001-12-01 | 1201 | 1201 | SL | 7.000000000000 | 0 | 0 |
| OFFICE FURNITURE | 2003-01-01 | 15864 | 14730 | SL | 7.000000000000 | 1134 | 0 |
| EQUIPMENT | 2007-01-03 | 2319 | 1392 | SL | 5.000000000000 | 464 | 0 |
| EQUIPMENT | 2007-02-13 | 1875 | 1094 | SL | 5.000000000000 | 375 | 0 |
| EQUIPMENT | 2008-03-14 | 689 | 253 | SL | 5.000000000000 | 138 | 0 |
| EQUIPMENT | 2009-08-13 | 1299 | 108 | SL | 5.000000000000 | 260 | 0 |
| EQUIPMENT | 2010-07-02 | 945 | SL | 5.000000000000 | 95 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 15084981 | EOYBookValue |
| EOYFMV | 16541100 | 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 | 25453475 | EOYBookValue |
| EOYFMV | 25523782 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (21 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENT | 96590 | 27143 | 69447 | 0 |
| LEASEHOLD IMPROVEMENT | 98533 | 27472 | 71061 | 0 |
| LEASEHOLD IMPROVEMENT | 2679 | 676 | 2003 | 0 |
| 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 | 1856 | 463 | 0 |
| EQUIPMENT | 1875 | 1469 | 406 | 0 |
| EQUIPMENT | 689 | 391 | 298 | 0 |
| EQUIPMENT | 1299 | 368 | 931 | 0 |
| EQUIPMENT | 945 | 95 | 850 | 0 |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $2,659 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | 12864 | 0 | 5120 |
| EQUIPMENT LEASE | 3406 | 0 | 4045 |
| FILING FEES | 750 | 0 | 750 |
| TELEPHONE & INTERNET SERVICE | 3729 | 0 | 3729 |
| OUTSIDE SERVICES | 3860 | 0 | 3860 |
| CUSTODIAL & INVESTMENT MGMT FEES - JPMORGAN CHASE | 20029 | 20029 | 0 |
| POSTAGE, FREIGHT & MESSENGER SERVICES | 5809 | 0 | 5809 |
| LEGAL EXPENSES | 1012 | 0 | 1012 |
| PUBLICATIONS | 9794 | 0 | 9794 |
| INSURANCE | 4257 | 0 | 4257 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $17,720 | 0 | 17720 |
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $76,797 | 0 | 0 |
Comments