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TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
WILLIAM S PALEY FOUNDATION INC
co BENCIVENGA WARD & COMPANY CPAs PC
Number and street (or P.O. box number if mail is not delivered to street address)
420 COLUMBUS AVENUE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALHALLA
,
NY
10595
A Employer identification number
13-6085929
B
Telephone number (see instructions)
(914) 769-5005
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
147,101,245
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
69,660
69,660
4
Dividends and interest from securities
...
1,841,740
1,841,740
5a
Gross rents
............
936,175
936,175
b
Net rental income or (loss)
229,377
6a
Net gain or (loss) from sale of assets not on line 10
6,054,700
b
Gross sales price for all assets on line 6a
26,726,632
7
Capital gain net income (from Part IV, line 2)
...
6,054,700
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
15,460
15,435
12
Total.
Add lines 1 through 11
........
8,917,735
8,917,710
13
Compensation of officers, directors, trustees, etc.
40,000
20,000
20,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
28,024
2,802
39,980
b
Accounting fees (attach schedule)
.......
156,847
15,685
150,096
c
Other professional fees (attach schedule)
....
1,245,579
1,222,126
35,000
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
344,022
44,969
1,742
19
Depreciation (attach schedule) and depletion
...
67,287
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
713,547
706,798
4,854
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,595,306
2,012,380
251,672
25
Contributions, gifts, grants paid
.......
5,606,877
4,126,062
26
Total expenses and disbursements.
Add lines 24 and 25
8,202,183
2,012,380
4,377,734
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
715,552
b
Net investment income
(if negative, enter -0-)
6,905,330
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
376,851
438,482
438,482
2
Savings and temporary cash investments
.........
7,586,436
3,297,004
3,297,004
3
Accounts receivable
115,111
Less: allowance for doubtful accounts
85,393
115,111
115,111
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
54,619
6,945
6,945
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
64,153,627
81,921,191
82,021,191
c
Investments—corporate bonds (attach schedule)
.......
8,027,481
9,072,774
9,072,774
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
20,309,074
27,149,738
27,149,738
14
Land, buildings, and equipment: basis
3,400,390
Less: accumulated depreciation (attach schedule)
1,473,136
1,948,894
1,927,254
25,000,000
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
102,542,375
123,928,499
147,101,245
17
Accounts payable and accrued expenses
..........
413,583
384,430
18
Grants payable
.................
2,989,488
4,470,304
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
67,619,065
82,026,778
23
Total liabilities
(add lines 17 through 22)
.........
71,022,136
86,881,512
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
31,520,239
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
31,520,239
37,046,987
30
Total liabilities and net assets/fund balances
(see instructions)
.
102,542,375
123,928,499
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
31,520,239
2
Enter amount from Part I, line 27a
.....................
2
715,552
3
Other increases not included in line 2 (itemize)
3
19,043,804
4
Add lines 1, 2, and 3
..........................
4
51,279,595
5
Decreases not included in line 2 (itemize)
5
14,232,608
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
37,046,987
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
101723.716 JPM TOAL RETURN FD - R6
P
2019-01-01
2019-05-16
b
99680.977 JPM MANAGED INCOME
P
2019-01-01
2019-05-16
c
29571.228 JPM STRAT INC
P
2019-01-01
2019-05-16
d
40763.836 JPM UNCONSTRAINED DEBT
P
2019-01-01
2019-05-16
e
30561.212 JPM INFLATN MGD BND
P
2019-01-01
2019-05-16
37062.877 DODGE & COX
P
2019-01-01
2019-05-16
88795.125 DOUBLELINE TOTL RET
P
2019-01-01
2019-05-16
73316.879 LORD ABBETT SHRT DUR
P
2019-01-01
2019-05-16
12571.162 MFS EMERGING MKTS DEBT
P
2019-01-01
2019-05-16
50999.092 METROPOLITAN WEST
P
2019-01-01
2019-05-16
49681.112 PIMCO TOTAL RETURN
P
2019-01-01
2019-05-16
32823.552 MUZINICH LOW DURAT-SUPR INST
P
2019-01-01
2019-06-05
2954 ISHARES SHORT
P
2019-01-01
2019-09-20
36731.245 JPM TOAL RETURN FD - R6
P
2019-01-01
2019-05-16
36883.356 JPM MANAGED INCOME
P
2019-01-01
2019-05-16
11722.545 JPM STRAT INC
P
2019-01-01
2019-05-16
12723.248 JPM UNCONSTRAINED DEBT
P
2019-01-01
2019-05-16
11155.576 JPM INFLATN MGD BND
P
2019-01-01
2019-05-16
13671.732 DODGE & COX
P
2019-01-01
2019-05-16
32554.973 DOUBLELINE TOTL RET
P
2019-01-01
2019-05-16
29115.59 LORD ABBETT SHRT DUR
P
2019-01-01
2019-05-16
4631.377 MFS EMERGING MKTS DEBT
P
2019-01-01
2019-05-16
18813.216 METROPOLITAN WEST
P
2019-01-01
2019-05-16
18255.156 PIMCO TOTAL RETURN
P
2019-01-01
2019-05-16
12038.095 MUZINICH LOW DURAT-SUPR INST
P
2019-01-01
2019-06-05
1083 ISHARES
P
2019-01-01
2019-09-20
1975 KROGER CO
P
2019-01-01
2019-01-04
5817 QUALCOMM INC
P
2019-01-01
2019-01-29
233 COVETRUS INC
P
2019-01-01
2019-02-11
1419 COVETRUS INC
P
2019-01-01
2019-02-12
1500 KROGER CO
P
2019-01-01
2019-02-14
122 COVETRUS INC
P
2019-01-01
2019-02-20
1788 QURATE RETAIL INC
P
2019-01-01
2019-03-08
1021 QURATE RETAIL INC
P
2019-01-01
2019-03-11
1091 QURATE RETAIL INC
P
2019-01-01
2019-03-12
825 QURATE RETAIL INC
P
2019-01-01
2019-03-13
2575 LIBERTY GLOBAL PLC
P
2019-01-01
2019-03-15
1424 DISCOVERY INC
P
2019-01-01
2019-03-15
619 DISCOVERY INC
P
2019-01-01
2019-03-18
357 DISCOVERY INC
P
2019-01-01
2019-03-19
549 QURATE RETAIL INC
P
2019-01-01
2019-03-19
525 DISCOVERY INC
P
2019-01-01
2019-03-26
2400 LIBERTY GLOBAL PLC
P
2019-01-01
2019-03-27
720 DISCOVERY INC
P
2019-01-01
2019-03-27
576 DISCOVERY INC
P
2019-01-01
2019-03-28
1926 QURATE RETAIL INC
P
2019-01-01
2019-03-29
579 DISCOVERY INC
P
2019-01-01
2019-03-29
1050 LIBERTY GLOBAL PLC
P
2019-01-01
2019-04-01
3700 QURATE RETAIL INC
P
2019-01-01
2019-04-01
1400 LIBERTY GLOBAL PLC
P
2019-01-01
2019-04-02
1873 DISCOVERY INC
P
2019-01-01
2019-04-02
452 DISCOVERY INC
P
2019-01-01
2019-04-03
619 DISCOVERY INC
P
2019-01-01
2019-04-05
1968 LIBERTY GLOBAL PLC
P
2019-01-01
2019-04-08
709 DISCOVERY INC
P
2019-01-01
2019-04-08
540 DISCOVERY INC
P
2019-01-01
2019-04-09
482 DISCOVERY INC
P
2019-01-01
2019-04-10
3150 QURATE RETAIL INC
P
2019-01-01
2019-04-12
1060 DISCOVERY INC
P
2019-01-01
2019-04-10
1165 DISCOVERY INC
P
2019-01-01
2019-04-11
800 PAYPAL HOLDINGS INC
P
2019-01-01
2019-04-23
0.4 ALCON INC
P
2019-01-01
2019-05-01
158 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-05-29
97 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-05-30
89 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-06-05
256 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-06-07
5575 WELLS FARGO & CO
P
2019-01-01
2019-07-11
3750 KROGER CO
P
2019-01-01
2019-07-24
465 KROGER CO
P
2019-01-01
2019-07-25
2635 KROGER CO
P
2019-01-01
2019-07-26
851 KROGER CO
P
2019-01-01
2019-07-26
1568 WELLS FARGO & CO
P
2019-01-01
2019-07-29
1217 WELLS FARGO & CO
P
2019-01-01
2019-08-01
2350 KROGER CO
P
2019-01-01
2019-08-01
291 PAYPAL HOLDINGS INC
P
2019-01-01
2019-08-08
784 PAYPAL HOLDINGS INC
P
2019-01-01
2019-08-13
62 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-08-14
1212 PAYPAL HOLDINGS INC
P
2019-01-01
2001-08-14
115 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-08-15
48 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-08-16
1164 SABRE CORP
P
2019-01-01
2019-09-04
1861 SABRE CORP
P
2019-01-01
2019-09-05
424 SABRE CORP
P
2019-01-01
2019-09-06
1188 SABRE CORP
P
2019-01-01
2019-09-09
563 SABRE CORP
P
2019-01-01
2019-09-10
625 SABRE CORP
P
2019-01-01
2019-09-11
148 NOVARTIS AG-SPONSORED
P
2019-01-01
2019-09-19
802 NOVARTIS AG-SPONSORED
P
2019-01-01
2019-09-17
963 SABRE CORP
P
2019-01-01
2019-09-23
836 SABRE CORP
P
2019-01-01
2019-09-24
1076 SABRE CORP
P
2019-01-01
2019-09-25
3368 SABRE CORP
P
2019-01-01
2019-09-26
409 KLA CORP
P
2019-01-01
2019-11-07
375 NOVARTIS AG-SPONSORED
P
2019-01-01
2019-12-04
425 COPART INC
P
2019-01-01
2019-12-04
725 US BANCORP
P
2019-01-01
2019-12-04
400 ZOETIS INC
P
2019-01-01
2019-12-04
99 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-12-05
300 ALLEGION PLC
P
2019-01-01
2019-12-10
175 CELANESE CORP
P
2019-01-01
2019-12-18
600 KROGER CO
P
2019-01-01
2019-01-04
1665 QUALCOMM INC
P
2019-01-01
2019-01-29
72 COVETRUS INC
P
2019-01-01
2019-02-11
439 COVETRUS INC
P
2019-01-01
2019-02-12
475 KROGER CO
P
2019-01-01
2019-02-14
37 COVETRUS INC
P
2019-01-01
2019-02-20
550 QURATE RETAIL INC
P
2019-01-01
2019-03-08
314 QURATE RETAIL INC
P
2019-01-01
2019-03-11
336 QURATE RETAIL INC
P
2019-01-01
2019-03-12
250 QURATE RETAIL INC
P
2019-01-01
2019-03-13
775 LIBERTY GLOBAL PLC
P
2019-01-01
2019-03-15
430 DISCOVERY INC
P
2019-01-01
2019-03-15
187 DISCOVERY INC
P
2019-01-01
2019-03-18
108 DISCOVERY INC
P
2019-01-01
2019-03-19
166 QURATE RETAIL INC
P
2019-01-01
2019-03-19
164 DISCOVERY INC
P
2019-01-01
2019-03-26
750 LIBERTY GLOBAL PLC
P
2019-01-01
2019-03-27
225 DISCOVERY INC
P
2019-01-01
2019-03-27
180 DISCOVERY INC
P
2019-01-01
2019-03-28
584 QURATE RETAIL INC
P
2019-01-01
2019-03-29
181 DISCOVERY INC
P
2019-01-01
2019-03-29
1150 QURATE RETAIL INC
P
2019-01-01
2019-04-01
325 LIBERTY GLOBAL PLC
P
2019-01-01
2019-04-01
425 LIBERTY GLOBAL PLC
P
2019-01-01
2019-04-02
564 DISCOVERY INC
P
2019-01-01
2019-04-02
136 DISCOVERY INC
P
2019-01-01
2019-04-03
191 DISCOVERY INC
P
2019-01-01
2019-04-05
588 LIBERTY GLOBAL PLC
P
2019-01-01
2019-04-08
219 DISCOVERY INC
P
2019-01-01
2019-04-08
167 DISCOVERY INC
P
2019-01-01
2019-04-09
148 DISCOVERY INC
P
2019-01-01
2019-04-10
950 QURATE RETAIL INC
P
2019-01-01
2019-04-12
187 DISCOVERY INC
P
2019-01-01
2019-04-12
255 DISCOVERY INC
P
2019-01-01
2019-04-11
233 DISCOVERY INC
P
2019-01-01
2019-04-10
225 PAYPAL HOLDINGS INC
P
2019-01-01
2019-04-23
0.8 ALCON INC
P
2019-01-01
2019-05-01
52 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-05-29
33 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-05-30
30 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-06-05
85 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-06-07
1705 WELLS FARGO & CO
P
2019-01-01
2019-07-11
1135 KROGER CO
P
2019-01-01
2019-07-24
141 KROGER CO
P
2019-01-01
2019-07-25
799 KROGER CO
P
2019-01-01
2019-07-26
262 KROGER CO
P
2019-01-01
2019-07-26
481 WELLS FARGO & CO
P
2019-01-01
2019-07-29
374 WELLS FARGO & CO
P
2019-01-01
2019-08-01
722 KROGER CO
P
2019-01-01
2019-08-01
93 PAYPAL HOLDINGS INC
P
2019-01-01
2019-08-08
252 PAYPAL HOLDINGS INC
P
2019-01-01
2019-08-13
14 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-08-14
365 PAYPAL HOLDINGS INC
P
2019-01-01
2019-08-14
25 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-08-15
11 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-08-16
354 SABRE CORP
P
2019-01-01
2019-09-04
566 SABRE CORP
P
2019-01-01
2019-09-05
129 SABRE CORP
P
2019-01-01
2019-09-06
363 SABRE CORP
P
2019-01-01
2019-09-09
172 SABRE CORP
P
2019-01-01
2019-09-10
191 SABRE CORP
P
2019-01-01
2019-09-11
37 NOVARTIS AG
P
2019-01-01
2019-09-16
198 NOVARTIS AG
P
2019-01-01
2019-09-17
293 SABRE CORP
P
2019-01-01
2019-09-23
255 SABRE CORP
P
2019-01-01
2019-09-24
327 SABRE CORP
P
2019-01-01
2019-09-25
1031 SABRE CORP
P
2019-01-01
2019-09-26
125 KLA CORP
P
2019-01-01
2019-11-07
116 NOVARTIS AG
P
2019-01-01
2019-12-06
227 US BANCORP
P
2019-01-01
2019-12-06
134 COPART INC
P
2019-01-01
2019-12-06
130 ZOETIS INC
P
2019-01-01
2019-12-06
32 FLEETCOR TECHNOLOGIES INC
P
2019-01-01
2019-12-09
72 ALLEGION PLC
P
2019-01-01
2019-12-12
55 CELANESE CORP
P
2019-01-01
2019-12-20
725 KROGER CO
P
2019-01-01
2019-01-04
2027 QUALCOMM INC
P
2019-01-01
2019-01-29
87 COVETRUS INC
P
2019-01-01
2019-02-11
526 COVETRUS INC
P
2019-01-01
2019-02-12
575 KROGER CO
P
2019-01-01
2019-02-14
45 COVETRUS INC
P
2019-01-01
2019-02-20
676 QURATE RETAIL INC
P
2019-01-01
2019-03-08
386 QURATE RETAIL INC
P
2019-01-01
2019-03-11
413 QURATE RETAIL INC
P
2019-01-01
2019-03-12
306 QURATE RETAIL INC
P
2019-01-01
2019-03-13
950 LIBERTY GLOBAL PLC
P
2019-01-01
2019-03-15
534 DISCOVERY INC
P
2019-01-01
2019-03-15
232 DISCOVERY INC
P
2019-01-01
2019-03-18
134 DISCOVERY INC
P
2019-01-01
2019-03-19
204 QURATE RETAIL INC
P
2019-01-01
2019-03-19
197 DISCOVERY INC
P
2019-01-01
2019-03-26
900 LIBERTY GLOBAL PLC
P
2019-01-01
2019-03-27
270 DISCOVERY INC
P
2019-01-01
2019-03-27
216 DISCOVERY INC
P
2019-01-01
2019-03-28
715 QURATE RETAIL INC
P
2019-01-01
2019-03-29
217 DISCOVERY INC
P
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44 LIBERTY MEDIA
P
2019-01-01
2019-10-15
79 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-15
114 LIBERTY MEDIA
P
2019-01-01
2019-10-15
13 LIBERTY MEDIA
P
2019-01-01
2019-10-16
64 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-16
28 LIBERTY MEDIA
P
2019-01-01
2019-10-16
43 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-16
33 LIBERTY MEDIA
P
2019-01-01
2019-10-17
163 LIBERTY MEDIA
P
2019-01-01
2019-10-17
26 LIBERTY MEDIA
P
2019-01-01
2019-10-18
2 LIBERTY MEDIA
P
2019-01-01
2019-10-18
9 LIBERTY MEDIA
P
2019-01-01
2019-10-21
68 LIBERTY MEDIA
P
2019-01-01
2019-10-21
25 LIBERTY MEDIA
P
2019-01-01
2019-10-21
57 LIBERTY MEDIA
P
2019-01-01
2019-10-22
25 LIBERTY MEDIA
P
2019-01-01
2019-10-22
10 LIBERTY MEDIA
P
2019-01-01
2019-10-23
9 LIBERTY MEDIA
P
2019-01-01
2019-10-23
33 LIBERTY MEDIA
P
2019-01-01
2019-10-23
51 LIBERTY MEDIA
P
2019-01-01
2019-10-24
48 LIBERTY MEDIA
P
2019-01-01
2019-10-25
58 LIBERTY MEDIA
P
2019-01-01
2019-10-25
46 AMAZON.COM INC
P
2019-01-01
2019-11-15
46 CARMAX INC
P
2019-01-01
2019-12-02
19 CARMAX INC
P
2019-01-01
2019-12-02
43 CARMAX INC
P
2019-01-01
2019-12-02
29 CARMAX INC
P
2019-01-01
2019-12-03
15 CARMAX INC
P
2019-01-01
2019-12-03
29 CARMAX INC
P
2019-01-01
2019-12-04
24 CARMAX INC
P
2019-01-01
2019-12-04
44 CARMAX INC
P
2019-01-01
2019-12-04
152 CARMAX INC
P
2019-01-01
2019-12-05
116 CARMAX INC
P
2019-01-01
2019-12-05
59 CARMAX INC
P
2019-01-01
2019-12-06
68 CARMAX INC
P
2019-01-01
2019-12-06
102 CARMAX INC
P
2019-01-01
2019-12-09
5 CARMAX INC
P
2019-01-01
2019-12-09
40 CARMAX INC
P
2019-01-01
2019-12-09
127 CARMAX INC
P
2019-01-01
2019-12-10
81 CARMAX INC
P
2019-01-01
2019-12-10
71 CARMAX INC
P
2019-01-01
2019-12-10
49 CARMAX INC
P
2019-01-01
2019-12-11
114 CARMAX INC
P
2019-01-01
2019-12-11
39 CARMAX INC
P
2019-01-01
2019-12-11
59 CARMAX INC
P
2019-01-01
2019-12-12
67 CARMAX INC
P
2019-01-01
2019-12-12
30 CARMAX INC
P
2019-01-01
2019-12-12
3036276 ROLLS ROYCE HLDGS
P
2019-01-01
2019-01-08
1012 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-01-29
269 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-01-30
276 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-01-31
251 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-01
462 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-04
439 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-05
151 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-06
31 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-07
556 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-12
240 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-13
418 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-14
182 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-15
80 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-18
158 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-19
104 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-20
160 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-21
304 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-22
763 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-26
248 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-27
177 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-02-28
596 TJX COMPANIES INC
P
2019-01-01
2019-03-04
632 ELECTRONIC ARTS INC
P
2019-01-01
2019-03-11
831 ELECTRONIC ARTS INC
P
2019-01-01
2019-03-12
2189 ELECTRONIC ARTS INC
P
2019-01-01
2019-03-13
75 ALPHABET INC CL C
P
2019-01-01
2019-03-14
33 ALPHABET INC CL A
P
2019-01-01
2019-03-14
53 AMAZON.COM INC
P
2019-01-01
2019-03-14
1048 ELECTRONIC ARTS INC
P
2019-01-01
2019-03-14
281 FACEBOOK INC
P
2019-01-01
2019-03-14
264 JACOBS ENGINEERING
P
2019-01-01
2019-03-14
117 LIBERTY BROADBAND A
P
2019-01-01
2019-03-14
412 LIBERTY BROADBAND C
P
2019-01-01
2019-03-14
140 VISA INC
P
2019-01-01
2019-03-14
1134 BERKSHIRE HATHAWAY INC CL B
P
2019-01-01
2019-03-15
1252 ELECTRONIC ARTS INC
P
2019-01-01
2019-03-15
764 ELECTRONIC ARTS INC
P
2019-01-01
2019-03-18
312 BERKSHIRE HATHAWAY INC CL B
P
2019-01-01
2019-03-26
213 CONSTELLATION SOFTWARE INC
P
2019-01-01
2019-03-14
164 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-01
195 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-04
373 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-05
134 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-06
430 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-07
360 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-08
166 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-11
250 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-12
198 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-13
329 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-14
499 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-15
137 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-18
213 KONINKLIJKE VOPAK NV
P
2019-01-01
2019-03-19
1583 HISCOX
P
2019-01-01
2019-03-14
4323 MELROSE INDUSTRIES
P
2019-01-01
2019-03-14
2035 MULTICHOICE GROUP
P
2019-01-01
2019-03-18
785 MULTICHOICE GROUP
P
2019-01-01
2019-03-19
54 AMAZON.COM INC
P
2019-01-01
2019-05-01
2 AMAZON.COM INC
P
2019-01-01
2019-05-02
289 CARMAX INC
P
2019-01-01
2019-06-05
917 CARMAX INC
P
2019-01-01
2019-06-06
601 CARMAX INC
P
2019-01-01
2019-06-07
1125 CARMAX INC
P
2019-01-01
2019-06-10
4686426 ROLLS ROYCE HLDGS
P
2019-01-01
2019-07-09
1031 VISA INC
P
2019-01-01
2019-07-29
831 VISA INC
P
2019-01-01
2019-08-12
591 VISA INC
P
2019-01-01
2019-08-13
204 VISA INC
P
2019-01-01
2019-08-13
989 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-07
55 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-08
386 LIBERTY MEDIA
P
2019-01-01
2019-10-08
109 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-08
89 LIBERTY MEDIA
P
2019-01-01
2019-10-08
36 LIBERTY MEDIA
P
2019-01-01
2019-10-08
171 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-08
18 LIBERTY MEDIA
P
2019-01-01
2019-10-09
116 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-09
2 LIBERTY MEDIA
P
2019-01-01
2019-10-09
43 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-09
44 LIBERTY MEDIA
P
2019-01-01
2019-10-09
156 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-09
21 LIBERTY MEDIA
P
2019-01-01
2019-10-10
132 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-10
8 LIBERTY MEDIA
P
2019-01-01
2019-10-10
103 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-10
18 LIBERTY MEDIA
P
2019-01-01
2019-10-10
56 LIBERTY MEDIA
P
2019-01-01
2019-10-10
45 LIBERTY MEDIA
P
2019-01-01
2019-10-11
173 LIBERTY MEDIA
P
2019-01-01
2019-10-11
114 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-11
158 LIBERTY MEDIA
P
2019-01-01
2019-10-11
41 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-11
61 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-11
44 LIBERTY MEDIA
P
2019-01-01
2019-10-14
96 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-14
55 LIBERTY MEDIA
P
2019-01-01
2019-10-14
11 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-14
47 LIBERTY MEDIA
P
2019-01-01
2019-10-14
98 LIBERTY MEDIA
P
2019-01-01
2019-10-15
185 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-15
258 LIBERTY MEDIA
P
2019-01-01
2019-10-15
28 LIBERTY MEDIA
P
2019-01-01
2019-10-16
151 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-16
63 LIBERTY MEDIA
P
2019-01-01
2019-10-16
102 MOHAWK INDUSTRIES
P
2019-01-01
2019-10-16
74 LIBERY MEDIA
P
2019-01-01
2019-10-17
369 LIBERTY MEDIA
P
2019-01-01
2019-10-17
59 LIBERTY MEDIA
P
2019-01-01
2019-10-18
5 LIBERTY MEDIA
P
2019-01-01
2019-10-18
21 LIBERTY MEDIA
P
2019-01-01
2019-10-21
153 LIBERTY MEDIA
P
2019-01-01
2019-10-21
56 LIBERTY MEDIA
P
2019-01-01
2019-10-21
129 LIBERTY MEDIA
P
2019-01-01
2019-10-22
55 LIBERTY MEDIA
P
2019-01-01
2019-10-22
23 LIBERTY MEDIA
P
2019-01-01
2019-10-23
21 LIBERTY MEDIA
P
2019-01-01
2019-10-23
75 LIBERTY MEDIA
P
2019-01-01
2019-10-23
116 LIBERTY MEDIA
P
2019-01-01
2019-10-24
109 LIBERTY MEDIA
P
2019-01-01
2019-10-25
132 LIBERTY MEDIA
P
2019-01-01
2019-10-25
106 AMAZON.COM INC
P
2019-01-01
2019-11-15
1 AMAZON.COM INC
P
2019-01-01
2019-11-18
108 CARMAX INC
P
2019-01-01
2019-12-02
45 CARMAX INC
P
2019-01-01
2019-12-02
101 CARMAX INC
P
2019-01-01
2019-12-02
69 CARMAX INC
P
2019-01-01
2019-12-03
35 CARMAX INC
P
2019-01-01
2019-12-03
69 CARMAX INC
P
2019-01-01
2019-12-04
57 CARMAX INC
P
2019-01-01
2019-12-04
103 CARMAX INC
P
2019-01-01
2019-12-04
356 CARMAX INC
P
2019-01-01
2019-12-05
271 CARMAX INC
P
2019-01-01
2019-12-05
138 CARMAX INC
P
2019-01-01
2019-12-06
160 CARMAX INC
P
2019-01-01
2019-12-06
238 CARMAX INC
P
2019-01-01
2019-12-09
10 CARMAX INC
P
2019-01-01
2019-12-09
93 CARMAX INC
P
2019-01-01
2019-12-09
298 CARMAX INC
P
2019-01-01
2019-12-10
190 CARMAX INC
P
2019-01-01
2019-12-10
166 CARMAX INC
P
2019-01-01
2019-12-10
115 CARMAX INC
P
2019-01-01
2019-12-11
268 CARMAX INC
P
2019-01-01
2019-12-11
92 CARMAX INC
P
2019-01-01
2019-12-11
137 CARMAX INC
P
2019-01-01
2019-12-12
157 CARMAX INC
P
2019-01-01
2019-12-12
70 CARMAX INC
P
2019-01-01
2019-12-12
SELECT EQUITY PARTNERSHIP - MANAGED
P
2019-01-01
2019-12-31
SELECT EQUITY PARTNERSHIP - PALEY CENTER
P
2019-01-01
2019-12-31
SELECT EQUITY PARTNERSHIP - PARK
P
2019-01-01
2019-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,012,151
992,695
19,456
b
999,800
999,800
c
341,252
313,106
28,146
d
398,263
400,606
-2,343
e
311,113
314,780
-3,667
509,244
514,433
-5,189
937,677
963,551
-25,874
307,931
314,529
-6,598
179,516
189,950
-10,434
512,031
514,581
-2,550
504,760
541,806
-37,046
323,640
322,984
656
326,514
326,352
162
365,476
360,896
4,580
369,940
369,940
135,278
128,217
7,061
124,306
125,045
-739
113,564
114,902
-1,338
187,850
189,764
-1,914
343,781
363,786
-20,005
122,285
124,906
-2,621
66,136
69,980
-3,844
188,885
189,825
-940
185,472
190,350
-4,878
118,696
118,455
241
119,707
119,648
59
54,586
46,656
7,930
288,725
385,312
-96,587
8,712
5,770
2,942
52,872
32,325
20,547
43,669
35,254
8,415
4,562
2,648
1,914
31,261
51,367
-20,106
17,936
29,332
-11,396
19,211
31,343
-12,132
14,549
23,701
-9,152
65,349
81,328
-15,979
37,070
39,073
-2,003
16,005
16,792
-787
9,271
9,684
-413
9,476
15,772
-6,296
13,734
14,236
-502
59,471
75,347
-15,876
18,708
19,516
-808
14,668
15,545
-877
30,624
55,331
-24,707
14,699
15,601
-902
25,424
32,408
-6,984
59,708
90,746
-31,038
34,188
42,287
-8,099
48,748
49,053
-305
11,843
11,641
202
17,094
15,740
1,354
52,899
56,296
-3,397
19,413
17,736
1,677
14,570
13,480
1,090
13,180
12,004
1,176
53,801
66,971
-13,170
30,008
25,916
4,092
32,998
27,022
5,976
85,500
26,330
59,170
23
23
41,276
28,118
13,158
25,342
17,254
8,088
22,860
15,718
7,142
65,584
42,392
23,192
263,070
147,094
115,976
79,280
83,125
-3,845
9,886
9,921
-35
56,185
56,200
-15
18,306
18,044
262
75,765
41,371
34,394
58,429
32,110
26,319
50,170
48,708
1,462
31,224
9,570
21,654
83,128
25,622
57,506
17,784
9,312
8,472
125,148
39,108
86,040
33,011
17,245
15,766
13,938
7,195
6,743
27,216
26,198
1,018
43,787
41,836
1,951
9,986
9,517
469
27,989
26,457
1,532
13,275
12,471
804
14,638
13,844
794
12,755
9,336
3,419
69,334
50,590
18,744
22,132
20,830
1,302
19,151
17,364
1,787
24,593
22,302
2,291
76,555
64,659
11,896
70,522
40,725
29,797
34,182
22,745
11,437
37,134
24,677
12,457
43,047
32,466
10,581
47,970
16,381
31,589
30,045
14,200
15,845
37,178
29,700
7,478
21,229
19,700
1,529
16,583
14,173
2,410
82,642
110,329
-27,687
2,692
1,784
908
16,357
9,999
6,358
13,829
11,161
2,668
1,383
803
580
9,616
15,801
-6,185
5,516
9,021
-3,505
5,917
9,653
-3,736
4,409
7,182
-2,773
19,668
24,477
-4,809
11,194
11,765
-571
4,835
5,073
-238
2,805
2,929
-124
2,865
4,769
-1,904
4,290
4,446
-156
18,585
23,526
-4,941
5,846
6,092
-246
4,584
4,851
-267
9,286
16,777
-7,491
4,595
4,875
-280
18,558
27,544
-8,986
7,869
10,031
-2,162
10,379
12,778
-2,399
14,679
14,561
118
3,563
3,415
148
5,275
4,776
499
15,805
16,763
-958
5,996
5,467
529
4,506
4,104
402
4,047
3,936
111
16,226
20,108
-3,882
5,240
4,647
593
7,223
5,972
1,251
6,596
5,380
1,216
24,047
7,405
16,642
45
45
13,585
9,253
4,332
8,621
5,844
2,777
7,706
5,259
2,447
21,776
13,443
8,333
80,455
43,778
36,677
23,995
25,114
-1,119
2,998
3,008
-10
17,037
17,040
-3
5,636
5,554
82
23,242
11,742
11,500
17,956
9,130
8,826
15,414
14,965
449
9,979
3,059
6,920
26,720
8,243
18,477
4,016
2,098
1,918
37,689
11,777
25,912
7,176
3,746
3,430
3,194
1,641
1,553
8,277
7,967
310
13,317
12,724
593
3,038
2,896
142
8,552
8,086
466
4,056
3,810
246
4,473
4,231
242
3,189
2,373
816
17,117
12,513
4,604
6,734
6,361
373
5,841
5,282
559
7,474
6,477
997
23,435
18,668
4,767
21,553
12,446
9,107
10,574
7,317
3,257
13,478
10,781
2,697
11,708
7,780
3,928
15,590
5,324
10,266
9,712
4,579
5,133
8,923
7,128
1,795
6,672
6,191
481
20,038
17,127
2,911
100,609
134,295
-33,686
3,253
2,152
1,101
19,599
11,975
7,624
16,740
13,514
3,226
1,683
977
706
11,819
19,420
-7,601
6,781
11,089
-4,308
7,273
11,865
-4,592
5,397
8,791
-3,394
24,109
30,004
-5,895
13,901
14,616
-715
5,998
6,293
-295
3,480
3,634
-154
3,521
5,861
-2,340
5,154
5,340
-186
22,302
28,231
-5,929
7,016
7,311
-295
5,500
5,821
-321
11,369
20,541
-9,172
5,509
5,844
-335
9,685
12,346
-2,661
22,189
32,540
-10,351
12,210
15,017
-2,807
17,828
17,903
-75
4,323
4,248
75
6,379
5,828
551
19,488
20,668
-1,180
7,228
6,599
629
5,423
5,018
405
4,895
4,408
487
19,642
24,231
-4,589
12,095
10,246
1,849
10,984
8,960
2,024
32,062
9,874
22,188
34
34
15,413
10,499
4,914
9,666
6,581
3,085
8,476
5,795
2,681
24,594
15,800
8,794
96,734
54,685
42,049
29,175
30,552
-1,377
3,657
3,670
-13
20,747
20,752
-5
6,819
6,722
97
28,170
15,373
12,797
21,701
11,919
9,782
18,680
18,139
541
11,803
3,618
8,185
31,279
9,647
21,632
6,310
3,304
3,006
45,950
14,360
31,590
11,769
6,147
5,622
4,936
2,548
2,388
9,984
9,610
374
16,070
15,354
716
3,698
3,524
174
10,390
9,822
568
4,928
4,630
298
5,457
5,161
296
4,050
3,014
1,036
21,872
15,987
5,885
8,159
7,684
475
7,056
6,397
659
9,074
8,229
845
28,503
24,077
4,426
27,588
15,931
11,657
12,669
8,419
4,250
12,761
8,831
3,930
15,556
12,471
3,085
16,430
5,611
10,819
12,140
5,785
6,355
12,517
9,999
2,518
7,764
7,204
560
4,972
4,972
64,553
54,062
10,491
17,317
14,388
2,929
17,464
14,732
2,732
15,759
13,440
2,319
28,809
24,683
4,126
27,360
23,391
3,969
9,453
8,055
1,398
1,906
1,637
269
34,352
29,766
4,586
14,663
12,880
1,783
25,460
22,314
3,146
11,098
9,735
1,363
4,824
4,222
602
9,700
8,443
1,257
6,363
5,557
806
9,745
8,572
1,173
18,459
16,283
2,176
46,723
40,794
5,929
15,027
13,225
1,802
10,692
9,434
1,258
39,521
2,558
36,963
80,524
75,381
5,143
105,433
99,024
6,409
281,399
261,097
20,302
232,056
127,629
104,427
98,149
21,337
76,812
156,091
81,407
74,684
305,586
32,095
273,491
29,734
3,124
26,610
24,611
23,565
1,046
133,201
125,078
8,123
94,009
90,508
3,501
63,393
43,748
19,645
21,312
19,583
1,729
74,822
67,702
7,120
42,465
32,130
10,335
399
347
52
85,779
75,410
10,369
159,792
149,278
10,514
96,870
91,143
5,727
189,486
93,919
95,567
9,914
8,745
1,169
11,857
10,468
1,389
22,550
19,945
2,605
8,150
7,194
956
25,871
23,003
2,868
21,608
19,256
2,352
9,943
8,874
1,069
15,118
13,354
1,764
11,965
10,597
1,368
19,932
17,619
2,313
30,087
26,708
3,379
8,269
7,323
946
12,932
11,372
1,560
52,087
19,617
32,470
43,237
39,608
3,629
34,231
29,911
4,320
22,132
17,834
4,298
8,440
6,884
1,556
128,103
58,401
69,702
3,860
1,770
2,090
28,183
20,322
7,861
88,880
64,499
24,381
58,564
42,324
16,240
111,745
79,205
32,540
7,259
7,259
167,831
120,171
47,660
58,724
16,979
41,745
18,120
13,106
5,014
181,483
54,597
126,886
129,238
38,786
90,452
44,875
13,424
31,451
154,009
95,975
58,034
8,498
5,371
3,127
19,215
12,097
7,118
16,641
10,508
6,133
4,398
2,766
1,632
1,807
1,137
670
26,355
16,658
9,697
902
569
333
17,845
11,287
6,558
82
52
30
6,651
4,203
2,448
2,214
1,396
818
23,985
15,179
8,806
1,027
646
381
20,362
12,843
7,519
371
233
138
15,782
9,963
5,819
903
569
334
8,642
5,449
3,193
2,283
1,422
861
8,626
5,402
3,224
17,756
11,053
6,703
7,938
4,963
2,975
6,388
3,970
2,418
9,534
5,916
3,618
2,230
1,396
834
14,786
9,341
5,445
2,711
1,706
1,005
1,728
1,090
638
2,341
1,473
868
4,888
3,076
1,812
28,754
17,903
10,851
12,795
8,065
4,730
1,394
879
515
23,757
14,634
9,123
3,155
1,990
1,165
16,033
9,886
6,147
3,717
2,326
1,391
18,494
11,554
6,940
2,982
1,861
1,121
248
155
93
1,038
646
392
7,682
4,782
2,900
2,832
1,758
1,074
6,530
4,058
2,472
2,787
1,732
1,055
1,120
698
422
1,083
672
411
3,739
2,326
1,413
5,802
3,619
2,183
5,454
3,386
2,068
6,683
4,136
2,547
229,117
115,917
113,200
1,750
885
865
13,176
7,758
5,418
5,512
3,242
2,270
12,397
7,295
5,102
8,294
4,921
3,373
4,205
2,490
1,715
8,225
4,921
3,304
6,794
4,053
2,741
12,309
7,353
4,956
42,349
25,591
16,758
32,223
19,454
12,769
16,649
9,959
6,690
19,336
11,522
7,814
28,362
17,080
11,282
1,251
753
498
11,070
6,658
4,412
36,055
21,423
14,632
23,012
13,664
9,348
19,993
11,869
8,124
13,738
8,222
5,516
32,178
19,222
12,956
11,058
6,600
4,458
16,446
9,843
6,603
18,773
11,232
7,541
8,416
5,037
3,379
1,658
1,658
20,986
17,569
3,417
5,599
4,651
948
5,668
4,780
888
5,102
4,349
753
9,352
8,009
1,343
8,868
7,579
1,289
3,084
2,627
457
602
517
85
11,136
9,645
1,491
4,757
4,177
580
8,307
7,277
1,030
3,585
3,143
442
1,575
1,378
197
3,167
2,756
411
2,071
1,809
262
3,183
2,799
384
6,007
5,296
711
15,147
13,219
1,928
4,895
4,306
589
3,466
3,057
409
13,105
849
12,256
26,940
25,220
1,720
35,243
33,101
2,142
93,733
86,972
6,761
59,501
35,874
23,627
19,151
4,188
14,963
40,719
21,294
19,425
84,518
9,112
75,406
44,335
41,631
2,704
22,610
21,766
844
9,651
6,723
2,928
5,031
4,623
408
17,745
16,056
1,689
13,057
4,426
8,631
53,198
49,698
3,500
32,323
30,412
1,911
26,024
13,164
12,860
3,223
2,842
381
3,855
3,402
453
7,257
6,416
841
2,635
2,325
310
8,381
7,449
932
6,961
6,201
760
3,234
2,885
349
4,926
4,349
577
3,891
3,445
446
6,433
5,684
749
9,705
8,612
1,093
2,675
2,368
307
4,213
3,703
510
7,988
7,317
671
7,386
5,951
1,435
2,813
2,295
518
44,642
20,407
24,235
1,930
887
1,043
9,796
7,109
2,687
30,797
22,494
8,303
20,189
14,685
5,504
38,555
27,505
11,050
2,506
2,506
74,623
53,432
21,191
8,084
5,847
2,237
1,352
1,008
344
58,378
17,236
41,142
2,433
1,815
618
41,724
12,289
29,435
1,359
1,008
351
14,367
4,218
10,149
2,717
2,016
701
52,835
43,068
9,767
2,956
2,444
512
7,021
4,433
2,588
5,670
4,684
986
1,603
1,011
592
657
415
242
8,990
7,433
1,557
328
207
121
6,153
5,091
1,062
41
26
15
2,340
1,934
406
820
518
302
8,241
6,822
1,419
370
233
137
7,034
5,803
1,231
165
104
61
5,425
4,480
945
328
207
121
2,963
2,444
519
830
518
312
3,178
1,996
1,182
6,127
4,989
1,138
2,894
1,815
1,079
2,129
1,731
398
3,262
2,647
615
5,052
4,174
878
986
622
364
617
509
108
862
544
318
826
518
308
1,807
1,141
666
9,876
8,043
1,833
4,675
2,955
1,720
533
337
196
8,088
6,516
1,572
1,147
726
421
5,428
4,378
1,050
1,363
856
507
6,744
4,226
2,518
1,077
674
403
83
52
31
374
233
141
2,824
1,763
1,061
1,041
648
393
2,371
1,478
893
1,040
648
392
415
259
156
375
233
142
1,371
856
515
2,113
1,322
791
1,998
1,244
754
2,422
1,504
918
80,453
40,814
39,639
4,523
2,681
1,842
1,870
1,107
763
4,231
2,507
1,724
2,830
1,690
1,140
1,467
874
593
2,806
1,690
1,116
2,329
1,399
930
4,264
2,564
1,700
14,563
8,858
5,705
11,124
6,760
4,364
5,711
3,438
2,273
6,607
3,963
2,644
9,806
5,944
3,862
481
291
190
3,851
2,331
1,520
12,375
7,401
4,974
7,898
4,720
3,178
6,924
4,137
2,787
4,741
2,855
1,886
11,049
6,643
4,406
3,783
2,273
1,510
5,708
3,438
2,270
6,483
3,904
2,579
2,902
1,748
1,154
3,866
3,866
52,053
43,594
8,459
13,947
11,588
2,359
14,094
11,889
2,205
12,678
10,812
1,866
23,228
19,902
3,326
22,120
18,911
3,209
7,633
6,505
1,128
1,555
1,335
220
27,641
23,951
3,690
11,770
10,339
1,431
20,545
18,006
2,539
8,938
7,840
1,098
3,938
3,446
492
7,819
6,806
1,013
5,129
4,480
649
7,835
6,892
943
14,846
13,095
1,751
37,645
32,868
4,777
12,139
10,683
1,456
8,642
7,625
1,017
30,630
1,994
28,636
62,597
58,598
3,999
82,036
77,049
4,987
218,744
202,962
15,782
89,252
47,518
41,734
39,499
7,945
31,554
89,922
46,760
43,162
103,480
97,169
6,311
47,769
45,996
1,773
19,303
13,299
6,004
10,702
9,833
869
37,685
34,101
3,584
21,505
8,599
12,906
231,933
67,813
164,120
124,260
116,084
8,176
75,289
70,837
4,452
62,261
18,657
43,604
173,221
87,635
85,586
8,010
7,065
945
9,515
8,400
1,115
18,167
16,068
2,099
6,539
5,772
767
20,833
18,523
2,310
17,402
15,508
1,894
8,012
7,151
861
12,192
10,769
1,423
9,630
8,529
1,101
16,034
14,172
1,862
24,215
21,495
2,720
6,664
5,902
762
10,434
9,175
1,259
33,504
12,716
20,788
10,470
9,591
879
17,197
13,857
3,340
6,553
5,345
1,208
104,812
47,642
57,170
3,860
1,764
2,096
23,205
16,624
6,581
73,162
52,749
20,413
48,149
34,571
13,578
91,895
64,714
27,181
5,842
5,842
189,201
63,328
125,873
146,562
51,044
95,518
104,487
36,302
68,185
36,183
12,530
23,653
123,532
153,807
-30,275
6,774
8,553
-1,779
15,848
9,914
5,934
13,436
16,951
-3,515
3,658
2,286
1,372
1,479
925
554
21,060
26,593
-5,533
738
462
276
14,276
18,040
-3,764
82
51
31
5,296
6,687
-1,391
1,804
1,130
674
19,188
24,261
-5,073
863
539
324
16,289
20,528
-4,239
329
205
124
12,700
16,018
-3,318
739
462
277
6,914
8,709
-1,795
1,868
1,156
712
7,140
4,443
2,697
14,255
17,729
-3,474
6,532
4,058
2,474
5,136
6,376
-1,240
7,652
9,486
-1,834
1,817
1,130
687
11,829
14,930
-3,101
2,260
1,413
847
1,358
1,711
-353
1,931
1,207
724
4,025
2,517
1,508
23,128
28,771
-5,643
10,581
6,627
3,954
1,148
719
429
19,082
23,483
-4,401
2,582
1,618
964
12,877
15,863
-2,986
3,056
1,901
1,155
15,267
9,477
5,790
2,444
1,515
929
207
128
79
872
539
333
6,352
3,930
2,422
2,332
1,438
894
5,366
3,313
2,053
2,288
1,413
875
954
591
363
875
539
336
3,116
1,926
1,190
4,807
2,979
1,828
4,538
2,800
1,738
5,513
3,390
2,123
185,392
93,519
91,873
1,750
882
868
10,619
6,213
4,406
4,429
2,589
1,840
9,937
5,810
4,127
6,733
3,969
2,764
3,422
2,013
1,409
6,677
3,969
2,708
5,532
3,279
2,253
9,983
5,925
4,058
34,109
20,478
13,631
25,989
15,589
10,400
13,358
7,938
5,420
15,547
9,204
6,343
22,882
13,691
9,191
962
575
387
8,952
5,350
3,602
29,038
17,142
11,896
18,527
10,929
7,598
16,190
9,549
6,641
11,126
6,615
4,511
25,975
15,416
10,559
8,924
5,292
3,632
13,253
7,881
5,372
15,192
9,031
6,161
6,771
4,026
2,745
506,245
506,245
852,622
852,622
373,020
373,020
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
19,456
b
c
28,146
d
-2,343
e
-3,667
-5,189
-25,874
-6,598
-10,434
-2,550
-37,046
656
162
4,580
7,061
-739
-1,338
-1,914
-20,005
-2,621
-3,844
-940
-4,878
241
59
7,930
-96,587
2,942
20,547
8,415
1,914
-20,106
-11,396
-12,132
-9,152
-15,979
-2,003
-787
-413
-6,296
-502
-15,876
-808
-877
-24,707
-902
-6,984
-31,038
-8,099
-305
202
1,354
-3,397
1,677
1,090
1,176
-13,170
4,092
5,976
59,170
23
13,158
8,088
7,142
23,192
115,976
-3,845
-35
-15
262
34,394
26,319
1,462
21,654
57,506
8,472
86,040
15,766
6,743
1,018
1,951
469
1,532
804
794
3,419
18,744
1,302
1,787
2,291
11,896
29,797
11,437
12,457
10,581
31,589
15,845
7,478
1,529
2,410
-27,687
908
6,358
2,668
580
-6,185
-3,505
-3,736
-2,773
-4,809
-571
-238
-124
-1,904
-156
-4,941
-246
-267
-7,491
-280
-8,986
-2,162
-2,399
118
148
499
-958
529
402
111
-3,882
593
1,251
1,216
16,642
45
4,332
2,777
2,447
8,333
36,677
-1,119
-10
-3
82
11,500
8,826
449
6,920
18,477
1,918
25,912
3,430
1,553
310
593
142
466
246
242
816
4,604
373
559
997
4,767
9,107
3,257
2,697
3,928
10,266
5,133
1,795
481
2,911
-33,686
1,101
7,624
3,226
706
-7,601
-4,308
-4,592
-3,394
-5,895
-715
-295
-154
-2,340
-186
-5,929
-295
-321
-9,172
-335
-2,661
-10,351
-2,807
-75
75
551
-1,180
629
405
487
-4,589
1,849
2,024
22,188
34
4,914
3,085
2,681
8,794
42,049
-1,377
-13
-5
97
12,797
9,782
541
8,185
21,632
3,006
31,590
5,622
2,388
374
716
174
568
298
296
1,036
5,885
475
659
845
4,426
11,657
4,250
3,930
3,085
10,819
6,355
2,518
560
4,972
10,491
2,929
2,732
2,319
4,126
3,969
1,398
269
4,586
1,783
3,146
1,363
602
1,257
806
1,173
2,176
5,929
1,802
1,258
36,963
5,143
6,409
20,302
104,427
76,812
74,684
273,491
26,610
1,046
8,123
3,501
19,645
1,729
7,120
10,335
52
10,369
10,514
5,727
95,567
1,169
1,389
2,605
956
2,868
2,352
1,069
1,764
1,368
2,313
3,379
946
1,560
32,470
3,629
4,320
4,298
1,556
69,702
2,090
7,861
24,381
16,240
32,540
7,259
47,660
41,745
5,014
126,886
90,452
31,451
58,034
3,127
7,118
6,133
1,632
670
9,697
333
6,558
30
2,448
818
8,806
381
7,519
138
5,819
334
3,193
861
3,224
6,703
2,975
2,418
3,618
834
5,445
1,005
638
868
1,812
10,851
4,730
515
9,123
1,165
6,147
1,391
6,940
1,121
93
392
2,900
1,074
2,472
1,055
422
411
1,413
2,183
2,068
2,547
113,200
865
5,418
2,270
5,102
3,373
1,715
3,304
2,741
4,956
16,758
12,769
6,690
7,814
11,282
498
4,412
14,632
9,348
8,124
5,516
12,956
4,458
6,603
7,541
3,379
1,658
3,417
948
888
753
1,343
1,289
457
85
1,491
580
1,030
442
197
411
262
384
711
1,928
589
409
12,256
1,720
2,142
6,761
23,627
14,963
19,425
75,406
2,704
844
2,928
408
1,689
8,631
3,500
1,911
12,860
381
453
841
310
932
760
349
577
446
749
1,093
307
510
671
1,435
518
24,235
1,043
2,687
8,303
5,504
11,050
2,506
21,191
2,237
344
41,142
618
29,435
351
10,149
701
9,767
512
2,588
986
592
242
1,557
121
1,062
15
406
302
1,419
137
1,231
61
945
121
519
312
1,182
1,138
1,079
398
615
878
364
108
318
308
666
1,833
1,720
196
1,572
421
1,050
507
2,518
403
31
141
1,061
393
893
392
156
142
515
791
754
918
39,639
1,842
763
1,724
1,140
593
1,116
930
1,700
5,705
4,364
2,273
2,644
3,862
190
1,520
4,974
3,178
2,787
1,886
4,406
1,510
2,270
2,579
1,154
3,866
8,459
2,359
2,205
1,866
3,326
3,209
1,128
220
3,690
1,431
2,539
1,098
492
1,013
649
943
1,751
4,777
1,456
1,017
28,636
3,999
4,987
15,782
41,734
31,554
43,162
6,311
1,773
6,004
869
3,584
12,906
164,120
8,176
4,452
43,604
85,586
945
1,115
2,099
767
2,310
1,894
861
1,423
1,101
1,862
2,720
762
1,259
20,788
879
3,340
1,208
57,170
2,096
6,581
20,413
13,578
27,181
5,842
125,873
95,518
68,185
23,653
-30,275
-1,779
5,934
-3,515
1,372
554
-5,533
276
-3,764
31
-1,391
674
-5,073
324
-4,239
124
-3,318
277
-1,795
712
2,697
-3,474
2,474
-1,240
-1,834
687
-3,101
847
-353
724
1,508
-5,643
3,954
429
-4,401
964
-2,986
1,155
5,790
929
79
333
2,422
894
2,053
875
363
336
1,190
1,828
1,738
2,123
91,873
868
4,406
1,840
4,127
2,764
1,409
2,708
2,253
4,058
13,631
10,400
5,420
6,343
9,191
387
3,602
11,896
7,598
6,641
4,511
10,559
3,632
5,372
6,161
2,745
506,245
852,622
373,020
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
6,054,700
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
6,054,700
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
4,766,366
107,724,737
0.04425
2017
5,958,957
101,961,948
0.05844
2016
5,898,564
96,367,866
0.06121
2015
2,788,487
119,670,955
0.02330
2014
7,658,772
116,637,757
0.06566
2
Total
of line 1, column (d)
.....................
2
0.252862
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.050572
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
112,060,673
5
Multiply line 4 by line 3
......................
5
5,667,132
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
69,053
7
Add lines 5 and 6
........................
7
5,736,185
8
Enter qualifying distributions from Part XII, line 4
,.............
8
4,377,734
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
138,107
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
138,107
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
138,107
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
120,759
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
100,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
220,759
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
360
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
82,292
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
82,292
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
LEONARD J BENCIVENGA CPA
Telephone no.
(914) 769-5005
Located at
420 COLUMBUS AVENUE SUITE 304
VALHALLA
NY
ZIP+4
105951382
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
PATRICK S GALLAGHER
Executive Dir.
5.00
40,000
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
10595
HENRY A KISSINGER
CHAIRMAN/DIR
1.00
0
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
10595
WILLIAM C PALEY
VICE PRES/DIR
1.00
0
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
10595
DANIEL L MOSLEY
TREAS&SEC/DIR
1.00
0
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
10595
FAIZA J SAEED
Director
1.00
0
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
10595
JACQUELINE SCALISI
Director
1.00
0
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
10595
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
RUANE CUNNIFF & CO
ADVISORY & CUSTODY
545,080
767 FIFTH AVENUE
NEW YORK
,
NY
10153
BENCIVENGA WARD & COMPANY CPAS
ACCOUNTING & TAX
115,322
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
10595
BROWN BROTHERS HARRIMAN
ADVISORY & CUSTODY
197,125
140 BROADWAY
NEW YORK
,
NY
10005
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
113,390,779
b
Average of monthly cash balances
.......................
1b
376,402
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
113,767,181
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
113,767,181
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,706,508
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
112,060,673
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,603,034
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
5,603,034
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
138,107
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
138,107
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,464,927
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
5,464,927
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
5,464,927
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
4,377,734
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
4,377,734
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
4,377,734
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
5,464,927
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
2,147,430
b
From 2015
......
c
From 2016
......
1,257,659
d
From 2017
......
1,097,330
e
From 2018
......
f
Total
of lines 3a through e
........
4,502,419
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
4,377,734
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
4,377,734
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
1,087,193
1,087,193
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
3,415,226
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
1,060,237
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
2,354,989
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
1,257,659
c
Excess from 2017
....
1,097,330
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PATRICK S GALLAGHER
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
105951382
b
The form in which applications should be submitted and information and materials they should include:
NO PARTICULAR FORM REQUIRED, BUT FULL FINANCIAL INFORMATION SHOULD BE DISCLOSED.
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
UNDER THE PROVISION OF THE FOUNDATION'S CHARTER, NO GRANTS MAY BE MADE TO INDIVIDUALS.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
THE GREENPARK FOUNDATION
420 COLUMBUS AVENUE SUITE 304
VALHALLA
,
NY
10595
COMMON DIRECTORS
POF
PALEY PARK - PROGRAM SUPPORT
575,000
CLEAN SOBER STREETS INC
P O BOX 77114
WASHINGTON
,
DC
20013
NONE
PC
GENERAL OPERATING SUPPORT
10,000
THE JERUSALEM FOUNDATION
60 EAST 42ND STREET
NEW YORK
,
NY
10165
NONE
PC
PALEY ART CENTER
100,000
LEGAL ACTION CENTER
153 WAVERLY PLACE
NEW YORK
,
NY
10014
NONE
PC
GENERAL OPERATING SUPPORT
10,000
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUE
NEW YORK
,
NY
10028
NONE
PC
GENERAL OPERATING SUPPORT
10,000
THE MUSEUM OF MODERN ART
11 WEST 53RD STREET
NEW YORK
,
NY
10019
NONE
PC
GENERAL OPERATING SUPPORT
110,000
THE PALEY CENTER FOR MEDIA
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
GENERAL OPERATING SUPPORT
2,435,010
THE PALEY CENTER FOR MEDIA
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
PALEY TELEVISON FESTIVAL
500,000
OXFORD HOUSE
1010 WAYNE AVENUE
SILVER SPRING
,
MD
20910
NONE
PC
GENERAL OPERATING SUPPORT
10,000
WASHINGTON PROJECT FOR THE ART
500 SEVENTEENTH STREET NW
WASHINGTON
,
DC
20006
NONE
PC
GENERAL OPERATING SUPPORT
10,000
THE PALEY CENTER FOR MEDIA
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
GALA
2,500
NEW YORK PRESBYTERIAN HOSPTIAL
525 EAST 68TH STREET BOX 123
NEW YORK
,
NY
10065
NONE
PC
GENERAL OPERATING SUPPORT
10,000
NORTHWEST CENTER FOR THE ARTS
68 MAIN STREET
TORRINGTON
,
CT
06790
NONE
PC
GENERAL OPERATING SUPPORT
10,000
GREENWICH EMERGENCY MEDICAL SERVICE
111 EAST PUTNAM
RIVERSIDE
,
CT
06878
NONE
PC
GENERAL OPERATING SUPPORT
2,500
GREENWICH LIBRARY
101 WEST PUTNAM AVENUE
GREENWICH
,
CT
06830
NONE
PC
GENERAL OPERATING SUPPORT
2,500
DC CENTRAL KITCHEN
425 2ND STREET NW
WASHINGTON
,
DC
20001
NONE
PC
GENERAL OPERATING SUPPORT
10,000
BOYS GIRLS CLUB OF GREENWICH
4 HORSENECK LANE
GREENWICH
,
CT
06830
NONE
PC
GENERAL OPERATING SUPPORT
2,500
DRUG POLICY ALLIANCE
925 15TH STREET NW 2ND FLOOR
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING SUPPORT
10,000
THELONIOUS MONK INSTITUTE
5225 WISCONSIN AVENUE NW SUITE 605
WASHINGTON
,
DC
20015
NONE
PC
GENERAL OPERATING SUPPORT
10,000
COLUMBIA UNIVERSITY
475 RIVERSIDE DRIVE
NEW YORK
,
NY
10015
NONE
PC
DEPT OF OPHTHALMOLOGY
5,000
THE PALEY CENTER FOR MEDIA
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
GENERAL PROGRAM
60,051
FRIENDS OF VIRGIN ISLAND NATIONAL P
PO BOX 811
ST JOHNS
,
ST JOHNS
00831
VQ
NONE
PC
GENERAL OPERATING SUPPORT
10,000
WEST HILL POND ASSOCIATION
29 WHITE PINE LANE
WEST HARTFORD
,
CT
06107
NONE
PC
GENERAL OPERATING SUPPORT
7,500
SO OTHERS MAY EAT
71 O STREET NW
WASHINGTON
,
DC
20001
NONE
PC
GENERAL OPERATING SUPPORT
10,000
DOMUS FOUNDATION
83 LOCKWOOD AVENUE
STAMFORD
,
CT
06902
NONE
PC
GENERAL OPERATING SUPPORT
7,500
VOICES OF ASCENSION
12 WEST 11TH STREET
NEW YORK
,
NY
10011
NONE
PC
GENERAL OPERATING SUPPORT
10,000
MADISON SQUARE BOYS GIRLS CLUB INC
733 THIRD AVENUE FLOOR 2
NEW YORK
,
NY
10017
NONE
PC
GENERAL OPERATING SUPPORT
10,000
CENTER FOR STRATEGIC INTERNATIONAL
1616 RHODE ISLAND AVENUE NW
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
15,000
PARALYZED VETERANS OF AMERICA
801 EIGHTEENTH STREET NW
WASHINGTON
,
DC
20006
NONE
PC
GENERAL OPERATING SUPPORT
10,000
AMERICAN ACADEMY IN BERLIN
14 EAST 60TH STREET
NEW YORK
,
NY
10022
NONE
PC
GENERAL OPERATING SUPPORT
10,000
NATIONAL COALIATION FOR HOMELESS VE
333 1/2 PENNSYLVANIA AVENUE SE
WASHINGTON
,
DC
20003
NONE
PC
GENERAL OPERATING SUPPORT
10,000
REACH PREP
ONE DOCK STREET
STAMFORD
,
CT
06902
NONE
PC
GENERAL OPERATING SUPPORT
5,000
EISENHOWER FOUNDATION
200 SE 4TH STREET
ABILENE
,
KS
67410
NONE
PC
GENERAL OPERATING SUPPORT
25,000
AMERICAN LUNG ASSOCIATION
45 ASH STREET
WAST HARTFORD
,
CT
06108
NONE
PC
GENERAL OPERATING SUPPORT
1,000
THE ROCKFELLER UNIVERSITY
1230 YORK AVENUE BOX 164
NEW YORK
,
NY
10065
NONE
PC
GENERAL OPERATING SUPPORT
10,000
GREENWICH ACADEMY
200 NORTH MAPLE AVENUE
GREENWICH
,
CT
06830
NONE
PC
GENERAL OPERATING SUPPORT
35,000
ROOTED ALLIANCE INC
401 N MICHIGAN AVENUE SUITE 3100
CHICAGO
,
IL
60611
NONE
PF
GENERAL OPERATING SUPPORT
5,000
TIME IN CHILDREN'S ART INITIATIVE
723 HUMBOLDT STREET3
BROOKLYN
,
NY
11222
NONE
PC
GENERAL OPERATING SUPPORT
50,000
Total
.................................
3a
4,126,061
b
Approved for future payment
THE PALEY CENTER FOR MEDIA
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
PALEY TELEVISION FESTIVAL
500,000
THE PALEY CENTER FOR MEDIA
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
GENERAL PROGRAM
533,612
THE PALEY CENTER FOR MEDIA
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
GENERAL OPERATING SUPPORT
439,653
THE PALEY CENTER FOR MEDIA
25 WEST 52ND STREET
NEW YORK
,
NY
10019
NONE
PC
GENERAL OPERATING SUPPORT
2,997,038
Total
.................................
3b
4,470,303
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
69,660
4
Dividends and interest from securities
....
14
1,841,740
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
229,377
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
15,460
8
Gain or (loss) from sales of assets other than
inventory
............
18
6,054,700
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
8,210,937
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
8,210,937
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description