VRANOS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VRANOS FOUNDATION (EIN 13-3948273)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202433069349100513
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T09:01:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133948273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VRANOS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VRAN | BusinessNameControlTxt |
| Phone | 2128809896 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL VRANOS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128809896 | PhoneNum |
| Signature | 2024-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2024-09-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,425,188 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,046,144 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,060,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,567,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,060,671 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $7,146,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,099,870 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,669 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,401 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,268 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,159 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,518 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,821,117 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,821,117 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,853,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,824,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,292,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,095,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,357 | CashBOYAmt |
| Cash EOY | $15,207 | CashEOYAmt |
| Cash EOYFMV | $15,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,971 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,971 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $250,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl EOY | $250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $250,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $200,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $214,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $214,439 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $457,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $754,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $891,571 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $696,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,288,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,425,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $696,675 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,288,597 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $696,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,288,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $696,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,288,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $696,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,292,169 | ExcessRevenueOverExpensesAmt |
| Other Increases | $265,759 | OtherIncreasesAmt |
| Subtotal | $4,254,603 | SubtotalAmt |
| Other Decreases | $2,966,006 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,288,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 678. ABBOTT LABORATORIES | 2012-12-17 | 2023-01-05 | $75,072 | $21,241 | $53,831 | $53,831 |
| 2943. ABBOTT LABORATORIES | 2012-12-17 | 2023-01-05 | $325,865 | $92,200 | $233,665 | $233,665 |
| 946. BERKSHIRE HATHAWAYINC | 2012-12-17 | 2023-01-05 | $294,838 | $85,176 | $209,662 | $209,662 |
| 751. BERKSHIRE HATHAWAYINC | 2010-03-22 | 2023-01-05 | $234,062 | $61,676 | $172,386 | $172,386 |
| 4200. BERKSHIRE HATHAWAYINC | 2010-03-23 | 2023-01-05 | $1,309,004 | $345,916 | $963,088 | $963,088 |
| 1248. BERKSHIRE HATHAWAYINC | 2010-03-23 | 2023-01-05 | $388,961 | $102,781 | $286,180 | $286,180 |
| 164. BERKSHIRE HATHAWAYINC | 2010-03-22 | 2023-01-05 | $51,114 | $13,468 | $37,646 | $37,646 |
| 948. MERCEDES-BENZ GROUP AG | 2020-04-06 | 2023-01-05 | $16,510 | $2,645 | $13,865 | $13,865 |
| 675. DANAHER CORP | 2016-05-06 | 2023-01-05 | $173,492 | $49,968 | $123,524 | $123,524 |
| 2930. DANAHER CORP | 2016-05-06 | 2023-01-05 | $753,084 | $216,897 | $536,187 | $536,187 |
| 738. ISHARES RUSSELL 2500 ETF | 2022-08-19 | 2023-01-06 | $39,831 | $43,704 | -$3,873 | -$3,873 |
| 1880. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-01-06 | $101,468 | $99,396 | $2,072 | $2,072 |
| 788. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-01-10 | $42,875 | $41,662 | $1,213 | $1,213 |
| 310. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-04-21 | $16,831 | $16,390 | $441 | $441 |
| 987. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-05-05 | $52,701 | $52,183 | $518 | $518 |
| 244. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-07-03 | $14,083 | $12,900 | $1,183 | $1,183 |
| 266. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-08-21 | $14,993 | $14,063 | $930 | $930 |
| 472. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-09-15 | $26,629 | $24,955 | $1,674 | $1,674 |
| 75. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-09-20 | $4,230 | $3,965 | $265 | $265 |
| 281. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-09-27 | $15,209 | $14,856 | $353 | $353 |
| 383. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-10-02 | $20,510 | $20,249 | $261 | $261 |
| 193. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-11-03 | $10,394 | $10,204 | $190 | $190 |
| 179. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2023-12-13 | $10,330 | $9,464 | $866 | $866 |
| 637. S&P DEPOSITARY RECEIPTS SERIES 1 | 2022-08-19 | 2023-01-06 | $244,934 | $270,240 | -$25,306 | -$25,306 |
| 1178. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-01-06 | $452,954 | $446,698 | $6,256 | $6,256 |
| 554. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-01-10 | $214,817 | $210,077 | $4,740 | $4,740 |
| 409. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-04-21 | $168,276 | $155,093 | $13,183 | $13,183 |
| 690. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-05-05 | $284,174 | $261,648 | $22,526 | $22,526 |
| 203. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-07-03 | $90,092 | $76,978 | $13,114 | $13,114 |
| 148. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-08-21 | $64,840 | $56,122 | $8,718 | $8,718 |
| 109. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-09-14 | $48,944 | $41,333 | $7,611 | $7,611 |
| 266. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-09-15 | $118,077 | $100,867 | $17,210 | $17,210 |
| 34. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-09-20 | $15,078 | $12,893 | $2,185 | $2,185 |
| 181. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-09-27 | $77,059 | $68,635 | $8,424 | $8,424 |
| 230. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-10-02 | $97,784 | $87,216 | $10,568 | $10,568 |
| 147. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-11-03 | $64,022 | $55,742 | $8,280 | $8,280 |
| 101. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2023-12-13 | $46,925 | $38,299 | $8,626 | $8,626 |
| 2742. HEALTH CARE SELECT SPDR | 2013-03-22 | 2023-01-05 | $367,474 | $88,170 | $279,304 | $279,304 |
| 5255. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-01-06 | $226,117 | $222,497 | $3,620 | $3,620 |
| 2280. VANGUARD FTSE DEVELOPED MARKETS ETF | 2022-08-19 | 2023-01-06 | $98,106 | $96,900 | $1,206 | $1,206 |
| 2272. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-01-10 | $99,136 | $96,196 | $2,940 | $2,940 |
| 1730. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-04-21 | $80,021 | $73,248 | $6,773 | $6,773 |
| 2869. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-05-05 | $133,468 | $121,473 | $11,995 | $11,995 |
| 649. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-08-21 | $29,025 | $27,479 | $1,546 | $1,546 |
| 108. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-09-14 | $4,923 | $4,573 | $350 | $350 |
| 1399. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-09-15 | $64,046 | $59,234 | $4,812 | $4,812 |
| 228. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-09-20 | $10,391 | $9,654 | $737 | $737 |
| 707. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-09-27 | $30,793 | $29,934 | $859 | $859 |
| 1073. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-10-02 | $46,090 | $45,431 | $659 | $659 |
| 645. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-11-03 | $28,531 | $27,309 | $1,222 | $1,222 |
| 391. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2023-12-13 | $18,109 | $16,555 | $1,554 | $1,554 |
| 2315. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-01-06 | $93,964 | $92,762 | $1,202 | $1,202 |
| 1111. VANGUARD INTL EQTY INDX | 2022-08-19 | 2023-01-06 | $45,094 | $46,318 | -$1,224 | -$1,224 |
| 1047. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-01-10 | $43,172 | $41,953 | $1,219 | $1,219 |
| 249. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-04-21 | $9,934 | $9,977 | -$43 | -$43 |
| 1479. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-05-05 | $59,743 | $59,264 | $479 | $479 |
| 49. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-07-03 | $2,012 | $1,963 | $49 | $49 |
| 334. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-08-21 | $13,301 | $13,383 | -$82 | -$82 |
| 2. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-09-14 | $81 | $80 | $1 | $1 |
| 648. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-09-15 | $26,286 | $25,965 | $321 | $321 |
| 120. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-09-20 | $4,815 | $4,808 | $7 | $7 |
| 393. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-09-27 | $15,376 | $15,748 | -$372 | -$372 |
| 529. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-10-02 | $20,633 | $21,197 | -$564 | -$564 |
| 306. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-11-03 | $12,100 | $12,261 | -$161 | -$161 |
| 116. VANGUARD INTL EQTY INDX | 2023-01-05 | 2023-12-13 | $4,648 | $4,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,060,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,023 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,023 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,257 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $62,257 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,234 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $19,234 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES LEDLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128809896 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 FOREST AVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES LEDLEY | ||||||
| 551 FIFTH AVE 18TH FL | NEW YORK | NY | 10176 | TRUSTEE | 0 | $0 |
| MICHAEL VRANOS | ||||||
| 53 FOREST AVE 3RD FL | OLD GREENWICH | CT | 06870 | TRUSTEE | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,776,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,882,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,882,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,854,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,023 | TotalTaxAmt |
| Distributable Before Adj | $49,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,690 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,824,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,824,635 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,408,050 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,211,220 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,609,010 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,162,730 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,807,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,198,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,824,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,774,945 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,973,695 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,408,050 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,565,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,211,220 | ExcessFromYear4Amt |
| Excess From Year3 | $2,609,010 | ExcessFromYear3Amt |
| Excess From Year2 | $3,162,730 | ExcessFromYear2Amt |
| Excess From Year1 | $4,807,740 | ExcessFromYear1Amt |
| Excess From Current Year | $3,774,945 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL VRANOS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PERUVIAN PAWS ASSOCIATION | ||||||||||||
| CALL ALCANFORES 427 | LIMA | MIRAFLORES | PE | 15074 | N/A | UNRESTRICTED GENERAL | $19,750 | |||||
| WORLD MISSION BAPTIST CHURCH | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $5,000 | 62 S SAN THOMAS AQUINO RD | CAMPBELL | CA | 950082562 | PC | |||||
| HARDY GLOBAL MISSIONS | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $5,000 | 128 TARDY LN S | WANTAGH | NY | 117931931 | PC | |||||
| TUTWILER COMM EDUCATION CENTER | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $30,000 | PO BOX 448 | TUTWILER | MS | 38963 | PC | |||||
| PHILOPTOCHOS SOCIETY INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | 126 EAST 37TH ST | NEW YORK | NY | 100163011 | PC | |||||
| NYC HABITAT FOR HUMANITY | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | 111 JOHN ST STE 770 | NEW YORK | NY | 100383101 | PC | |||||
| HARVARD UNIVERSITY | ||||||||||||
| N/A | STEM CELL INSTITUTE | $1,700,000 | 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021385366 | PC | |||||
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 100 INSTITUTE RD | WORCESTER | MA | 01609 | PC | |||||
| YALE NEW HAVEN HOSPITAL | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $25,000 | PO BOX 1849 | NEW HAVEN | CT | 06508 | PC | |||||
| HOPKINS SCHOOL | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $100,000 | 986 FOREST ROAD | NEW HAVEN | CT | 06515 | PC | |||||
| CLC OF FAIRFIELD COUNTY | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 64 PALMERS HILL ROAD | STAMFORD | CT | 06902 | PC | |||||
| DOMUS | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $55,000 | 83 LOCKWOOD AVENUE | STAMFORD | CT | 06902 | PC | |||||
| SAVE THE SOUND | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | 900 CHAPEL STREET UPPER MEZZANINE | NEW HAVEN | CT | 06510 | PC | |||||
| PACIFIC HOUSE INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $42,000 | PO BOX 1252 | STAMFORD | CT | 069041252 | PC | |||||
| WOMENS MENTORING NETWORK INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $1,200 | 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | |||||
| LEAS FDN FOR LEUKEMIA RESEARCH INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $25,000 | 522 COTTAGE GROVE ROAD | BLOOMFIELD | CT | 06002 | PC | |||||
| WATERSIDE SCHOOL | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 770 PACIFIC STREET | STAMFORD | CT | 06902 | PC | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $35,000 | 30 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | |||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $138,667 | 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | |||||
| FUND FOR THE CITY OF NY CASA | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | 121 SIXTH AVENUE | NEW YORK | NY | 100131510 | PC | |||||
| ALZHEIMER'S ASSOCIATION | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 225 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | |||||
| NY POLICE FIRE WIDOWS CHILDRENS FUND | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $25,000 | PO BOX 26837 GRAND CENTRAL STATION | NEW YORK | NY | 10019 | PC | |||||
| ROBIN HOOD FOUNDATION | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $120,000 | 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 100034826 | PC | |||||
| EAST HARLEM SCHOOL AT EXODUS HOUSE | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $25,000 | 309 EAST 103RD STREET | NEW YORK | NY | 10029 | PC | |||||
| GABRIELLES ANGEL FOUNDATION FOR CANCER | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $82,500 | 142 W 57TH STREET FL 11 | NEW YORK | NY | 100193590 | PC | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | 165 E 56TH STREEET | NEW YORK | NY | 10022 | PC | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 615 WEST 131 STREET | NEW YORK | NY | 100277922 | PC | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 122 E 42ND STREET | NEW YORK | NY | 101681299 | PC | |||||
| WORLD CHILDHOOD FOUNDATION | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $30,000 | 900 THIRD AVENUE | NEW YORK | NY | 10022 | PC | |||||
| STAMFORD POLICE FOUNDATION | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $5,000 | 725 BEDFORD STREET | STAMFORD | CT | 069011102 | PC | |||||
| FOUNDATION FOR A DRUG FREE WORLD | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $5,000 | 6331 HOLLYWOOD BLVD | LOS ANGELES | CA | 900286393 | PC | |||||
| COMMUNITY FOUNDATION OF NJ | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $255,000 | PO BOX 33835 KNOX HILL RD | MORRISTOWN | NJ | 07963 | PC | |||||
| THE OPEN DOOR SHELTER INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 4 MERRITT STREET | NORWALK | CT | 068543605 | PC | |||||
| ECSA ELLINGTON CMTY SCHOLARSHIP ASSN | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $20,000 | PO BOX 54 | ELLINGTON | CT | 060290054 | PC | |||||
| VILLA MARIA ACADEMY | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $15,000 | 370 OLD LINCOLN HWY | MALVERN | PA | 193553026 | PC | |||||
| JOSE LIMON DANCE FDN | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $5,000 | 466 WEST 152ND STREET | NEW YORK | NY | 10031 | PC | |||||
| WHEELCHAIR SPORTS | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $5,000 | 6454 82ND ST SUITE 2 | MIDDLE VILLAGE | NY | 113792329 | PC | |||||
| HILDEGARD BEHRENS FOUNDATION | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $30,000 | 276 RIVERSIDE DR APT 12F | NEW YORK | NY | 10025 | PC | |||||
| CHICAGO HOPE ACADEMY | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $100,000 | 2189 WEST BOWLER STREET | CHICAGO | IL | 606124201 | PC | |||||
| HEDGE FUNDS CARE INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $125,000 | 330 7TH AVENUE STE 2B | NEW YORK | NY | 100015759 | PC | |||||
| WORLD SCIENCE FESTIVAL | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PC | |||||
| ADAM J LEWIS ACADEMY | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | 500 STATE ST | BRIDGEPORT | CT | 06604 | PC | |||||
| STARELIEF AND PET ASSISTANCE INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | PO BOX 3035 | STAMFORD | CT | 069050035 | PC | |||||
| FOUNDATION FOR FINANCIAL JOURNALISM | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | 3819 PARK AVENUE | WILMINGTON | NC | 284036720 | PC | |||||
| DUKE UNIVERSITY HEALTH SYSTEM INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $100,000 | 324 BLACKWELL STREET | DURHAM | NC | 277013659 | PC | |||||
| CASA OF GRAYSON COUNTY | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 101 E JONES STREET | SHERMAN | TX | 75090 | PC | |||||
| DAVID LYNCH FOUNDATION | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $2,000 | 1000 N 4TH STREET | FAIRFIELD | IA | 52557 | PC | |||||
| REGENERATIVE SPORTSCARE FOUNDATION INC | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $50,000 | 377 OAK STREET | GARDEN CITY | NY | 11530 | PC | |||||
| BIG BROTHERS BIG SISTERS OF FSW | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $10,000 | 2975 WESTCHESTER AVE STE 401 | PURCHASE | NY | 105772580 | PC | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| N/A | UNRESTRICTED GENERAL | $100,000 | 3551 TROUSDALE PARKWAY ST | LOS ANGELES | CA | 90089 | PC | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,821,117 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,060,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,099,870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,099,870 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL VRANOS | |||||||
| 1 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $16,519 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 2 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $372,213 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 3 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $2,295,647 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 4 | C/0 GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $959,327 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 5 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $402,438 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 948 SHS MERCEDES BENZ GROUP | $16,519 | 2023-01-04 |
| 2 | 2742 SHS SELECT SECTOR HEALTH CARE SPDR | $372,213 | 2023-01-04 |
| 3 | 7309 SHS BERKSHIRE HATHAWAY INC | $2,295,647 | 2023-01-04 |
| 4 | 3605 SHS DANAHER CORP | $959,327 | 2023-01-04 |
| 5 | 3621 SHS ABBOTT LABORATORIES | $402,438 | 2023-01-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERUVIAN PAWS ASSOC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JIRON STA LEONOR 6438 | AddressLine1Txt |
| Province Or State | LIMA | ProvinceOrStateNm |
| Country | PE | CountryCd |
| Foreign Postal | 15074 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-12-01 | GrantDt |
| Grant | $19,750 | GrantAmt |
| Purpose Of Grant | VETERINARIAN FEES, FOOD, TRANSPORTATION, CONSTRUCTION | PurposeOfGrantTxt |
| Expended By Grantee | $19,750 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 4/1/2024 | DatesOfReportsByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CLASS A SHARES PREFERRED | StockNm |
| EOY Book Value | $214,439 | EOYBookValueAmt |
| EOYFMV | $214,439 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 78462F103 SPDR S&P 500 ETF TRU | AT COST | $371,995 | $466,279 |
| 46435G268 ISHARES RUSSELL 2500 | AT COST | $88,216 | $102,452 |
| 921943858 VANGUARD FTSE DEVELO | AT COST | $198,761 | $224,364 |
| 922042858 VANGUARD INTL EQTY I | AT COST | $96,008 | $98,476 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ MARKET VALUE TO TAX COST | Desc |
| Amt | $2,966,006 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PROMISSORY NOTE PAID OFF | $250,000 |
| TAX COST ADJ | $15,759 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO HOPE ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $250,000 | LoanOriginalAmt |
| Balance Due | $250,000 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $5,669 | Amt |
| Net Investment Income | $3,401 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,268 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $614 | $614 | $0 |
| EXCISE TAX ESTIMATES | $24,500 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $545 | $545 | $0 |