GORDON FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GORDON FOUNDATION INC (EIN 13-6161724)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201141339349100744
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T11:23:32-05:00 | 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 | Hoelting & Company Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 Prairie Road | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80909 | 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 | 136161724 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gordon Foundation Inc CO Mrs Elaine Yaffe | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GORD | NameControl |
| Phone | 2127249126 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 West 72nd Street | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10023 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Elaine G Yaffe | Name |
| Title | President | Title |
| Phone | 2127249126 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7196301091 | 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 | 394117 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14819 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14819 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3675 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 23439 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11153 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14828 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1645 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1645 | AccountingFeesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 125 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 125 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3253 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3153 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5023 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3153 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1870 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20333 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20333 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25356 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3153 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22203 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14203 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11675 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19701 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1943 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1943 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2460 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2460 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 73120 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 317103 | InvestmentsOtherBOY |
| Investments Other EOY | 320658 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 319054 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 339264 | TotalAssetsBOY |
| Total Assets EOY | 325061 | TotalAssetsEOY |
| Total Assets EOYFMV | 394117 | 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 | 335108 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 335108 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4156 | RetainedEarningsBOY |
| Retained Earnings EOY | -10047 | RetainedEarningsEOY |
| Total Net Assets BOY | 339264 | TotalNetAssetsBOY |
| Total Net Assets EOY | 325061 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 339264 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 325061 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 339264 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14203 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 325061 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 325061 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| Oppenhmr SM&MD Cap Val A - 25.000 shrs | P | 2007-02-13 | 2009-12-29 | 671 | 972 | -301 | -301 |
| Oppenhmr SM&MD Cap Val Y - 385.000 shrs | P | 2007-02-13 | 2010-10-13 | 11535 | 15236 | -3701 | -3701 |
| Oppenhmr SM&MD Cap Val Y - 40.000 shrs | P | 2007-12-10 | 2010-10-13 | 1198 | 1515 | -317 | -317 |
| Oppenhmr SM&MD Cap Val Y - 1.000 shr | P | 2008-12-09 | 2010-10-13 | 30 | 17 | 13 | 13 |
| Oppenhmr SM&MD Cap Val Y - 0.170 shrs | P | 2010-06-18 | 2010-10-13 | 5 | 5 | 0 | 0 |
| Pimco Total Return Fund - 426.000 shrs | P | 2007-02-13 | 2010-10-13 | 4997 | 4396 | 601 | 601 |
| Pimco Total Return Fund - 0.257 shrs | P | 2010-09-30 | 2010-10-13 | 3 | 3 | 0 | 0 |
| L Sayles Strt Inc Cl Y - 333.000 shrs | P | 2007-02-13 | 2010-10-13 | 4988 | 4958 | 30 | 30 |
| L Sayles Strt Inc Cl Y - 0.057 shrs | P | 2010-09-21 | 2010-10-13 | 1 | 1 | 0 | 0 |
| Loomis Sayles Strategic - 0.721 shrs | P | 2007-02-13 | 2010-10-13 | 11 | 11 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3675 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23272 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 344782 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067498 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 35539 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 416568 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.085314 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 40540 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 496534 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.081646 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 505664 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 865373 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.584331 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35021 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 839828 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041700 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.860489 | TotalDistributionRatio |
| Average Distribution Ratio | 0.172098 | AverageDistributionRatio |
| Net Noncharitable Assets | 365787 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 62951 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 117 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 63068 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22203 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 234 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 234 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 234 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 514 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 514 | TotalCreditsAndPayments |
| Overpayment | 280 | Overpayment |
| Amount Credited To Next Year | 280 | 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 | 1 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | Elaine G Yaffe | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2127249126 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 West 72nd Street | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10023 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Elaine G Yaffe | ||||||||
| 12 West 72nd Street | New York | NY | 10023 | President | 0.00 | 0 | 0 | 0 |
| James Yaffe | ||||||||
| 12 West 72nd Street | New York | NY | 10023 | Vice President | 0.00 | 0 | 0 | 0 |
| Gideon Yaffe | ||||||||
| 1917 Avon Street | Los Angeles | CA | 90026 | Treasurer | 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 |
| 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 | 361898 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9459 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 371357 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 371357 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5570 | CashDeemedCharitable |
| Net Noncharitable Assets | 365787 | NetNoncharitableAssets |
| Minimum Investment Return | 18289 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18289 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 234 | TaxBasedOnInvestmentIncome |
| Total Tax | 234 | TotalTax |
| Distributable Amount Before Adj | 18055 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 18055 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 18055 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22203 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 22203 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22203 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 18055 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 448940 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 15969 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 15397 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6239 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 486545 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22203 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 18055 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4148 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 490693 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 490693 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 448940 | ExcessFromYear4 |
| Excess From Year3 | 15969 | ExcessFromYear3 |
| Excess From Year2 | 15397 | ExcessFromYear2 |
| Excess From Year1 | 6239 | ExcessFromYear1 |
| Excess From Current Year | 4148 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Central Park Conservancy | ||||||||
| 14 East 60th Street | New York | NY | 10022 | None | Public | Support the Maintenance of Central Park | $500 | |
| Congregation Rodeph Sholom | ||||||||
| 7 West 83rd Street | New York | NY | 10024 | None | Public | Support for Religious Organization | $3,100 | |
| Lincoln Center Development | ||||||||
| 70 Lincoln Center Plaza | New York | NY | 100236583 | None | Public | Support of Cultural Organizations | $2,500 | |
| Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 100280198 | None | Public | Support of a Fine Arts Organization | $1,470 | |
| Museum of Modern Art | ||||||||
| 11 West 53rd Street | New York | NY | 10019 | None | Public | Support of Performing Arts Organization | $863 | |
| Shaw Festival Foundation | ||||||||
| 800 Fleet Bank Building Twelve | Buffalo | NY | 142022292 | None | Public | Support of Performing Arts Organization | $1,650 | Fountain Plaza |
| The Brearley School | ||||||||
| 610 East 83rd Street | New York | NY | 10028 | None | Public | Support for Educational Organization | $1,000 | |
| The Metropolitan Opera | ||||||||
| Lincoln Center | New York | NY | 100236583 | None | Public | Support of Performing Arts Organization | $2,000 | |
| The Mint Theater Company | ||||||||
| 311 West 43rd Street Ste 307 | New York | NY | 10036 | None | Public | Support of Performing Arts Organization | $1,000 | |
| The New York City Ballet | ||||||||
| 20 Lincoln Center | New York | NY | 10023 | None | Public | Support of Performing Arts Organization | $500 | |
| The UCLA Foundation Pediatric Epilepsy Fund | ||||||||
| 10920 Wilshire Boulevard Ste 1400 | Los Angeles | CA | 900246516 | None | Public | Support Research & Treatment of Pediatric Epilepsy | $750 | |
| Omega Institute for Holistic Studies | ||||||||
| 150 Lake Drive | Rhinebeck | NY | 12572 | None | Public | Support of Holistic studies | $1,000 | |
| Red Bull Theatre | ||||||||
| PO Box 250863 | New York | NY | 10025 | None | Public | Support of Performing Arts Organization | $500 | |
| Peccadillo Theater Company | ||||||||
| 423 West 46th Street | New York | NY | 10036 | None | Public | Support of Performing Arts Organization | $500 | |
| The Pearl Theatre | ||||||||
| 307 West 38th Street Suite 1805 | New York | NY | 10018 | None | Public | Support of Performing Arts Organization | $500 | |
| United Jewish Appeal Federation of New York | ||||||||
| 130 East 59th Street | New York | NY | 100221375 | None | Public | Support of various charitable causes | $500 | |
| The Classic Stage | ||||||||
| 136 East 13th Street | New York | NY | 10003 | None | Public | Support of Performing Arts Organization | $500 | |
| Public Theatre | ||||||||
| 425 Lafayette Street | New York | NY | 10003 | None | Public | Support of Performing Arts Organization | $1,000 | |
| The Doe Fund | ||||||||
| 232 East 84th Street | New York | NY | 10028 | None | Public | Support of a Social Service Organization | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20333 | 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 | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,819 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3,675 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $11,153 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11153 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hoelting & Company | Category |
| Amount | $1,645 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1645 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 1000SH Exxon Mobil Corp | NameOfStock |
| EOY Book Value | 2460 | EOYBookValue |
| EOYFMV | 73120 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 320658 | BookValue |
| EOYFMV | 319054 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Annual Report | 100 | 0 | 0 | 100 |
| Merrill Lynch - Fees | 3153 | 3153 | 0 | 0 |
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