BRODER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRODER FAMILY FOUNDATION INC (EIN 20-3979691)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202002329349101205
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-19T15:35:19-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203979691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Broder Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BROD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BRODER | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,956,388 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $55,978 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,978 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $445,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $445,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,194,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,377,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,194,605 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $321,741 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $282,631 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,018,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,979,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $77,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $311,940 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $218,478 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,328 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $389,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $218,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,887,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,887,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,276,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $218,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,980,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,741,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,760,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,565,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,928,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,928,245 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,372,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,470,094 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,394,298 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,485,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,766,612 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,633,845 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,423,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,164,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,956,388 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $32,423,442 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,164,951 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,423,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,164,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,423,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,164,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,423,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,741,509 | ExcessRevenueOverExpensesAmt |
| Subtotal | $37,164,951 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $37,164,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $27,593 | $0 | $27,593 | $27,593 | |||
| Passthrough K1 Capital Gain/(Loss) | $141,912 | ||||||
| MEDALLION INTERNATIONAL LTD. | $2,000,000 | $112,088 | $1,887,912 | $1,887,912 | P | 2013-01-01 | 2019-06-28 |
| MEDALLION INTERNATIONAL LTD. | $4,349,699 | $212,511 | $4,137,188 | $4,137,188 | P | 2013-01-01 | 2019-09-27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,194,605 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,681,686 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,842,620 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042208 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,566,414 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,306,356 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040892 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,353,157 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,107,046 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040872 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,210,009 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,118,384 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043033 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $738,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,633,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029993 | DistributionYr5Rt |
| Total Distribution | 0.196998 | TotalDistributionRt |
| Average Distribution | 0.0394 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,781,649 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,764,397 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $67,606 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,832,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,980,328 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $67,606 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67,606 | SubtotalAmt |
| Tax Based On Investment Income | $67,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $134,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $134,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $66,994 | OverpaymentAmt |
| Applied To ES Tax | $66,994 | AppliedToESTaxAmt |
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 | false | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Paul G Broder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Kimberly J Griffiths | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $93,303 | CompensationAmt |
| 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 | $24,661,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,969,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,832,252 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,463,603 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,463,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $681,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,781,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,239,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,239,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,606 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,606 | TotalTaxAmt |
| Distributable Before Adj | $2,171,476 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,171,476 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,171,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,980,328 | 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 | $1,980,328 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $67,606 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,912,722 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,171,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,931,137 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $1,980,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,931,137 | AppliedToYear1Amt |
| Applied To Current Year | $49,191 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,122,285 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kimberly J Griffiths | ContributingManagerNm |
| Contributing Manager | Paul G Broder | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 5 PENN PLZ FL 16 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $25,000 |
| BAYVILLE FREE LIBRARY | |||||||
| 34 SCHOOL ST | BAYVILLE | NY | 11709 | N/A | PC | General & Unrestricted | $10,000 |
| BIG FLUFFY DOG RESCUE | |||||||
| 196 JEFFERSON PIKE | LA VERGNE | TN | 37086 | N/A | PC | General & Unrestricted | $10,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $50,000 |
| CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE | |||||||
| 1779 MASSACHUSETTS AV NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $25,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $25,000 |
| CHILDREN AND SCREENS-INSTITUTE OF DIGITAL MEDIA AN | |||||||
| 100 JERICHO QUADRANGLE STE 220 | JERICHO | NY | 11753 | N/A | PC | General & Unrestricted | $50,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 120 WALL ST 16TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $20,000 |
| COLD SPRING HARBOR LABORATORY | |||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | General & Unrestricted | $10,000 |
| CONNECTICUT FUND FOR THE ENVIRONMENT INC | |||||||
| 900 CHAPEL ST UPPER MEZZANINE | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $5,000 |
| COPE FOUNDATION INC | |||||||
| PO BOX 1251 | MELVILLE | NY | 11747 | N/A | PC | General & Unrestricted | $20,000 |
| DRUGS FOR NEGLECTED DISEASESINITIATIVE NORTH AMERI | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $125,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BLVD STE NCW4B | BOSTON | MA | 02210 | N/A | PC | General & Unrestricted | $674,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 8551 N 125TH E AVE STE 100 | OWASSO | OK | 74055 | N/A | PC | General & Unrestricted | $35,000 |
| FRIENDS OF NASSAU COUNTY BAILEY ARBORETUM | |||||||
| BAYVILLE RD AND FEEKS LN | LOCUST VALLEY | NY | 11560 | N/A | PC | General & Unrestricted | $10,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $200,000 |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1101 FOURTEENTH ST NW STE 420 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $25,000 |
| GRASSROOTS INTERNATIONAL INC | |||||||
| 179 BOYLSTON ST 4TH FL | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $25,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $125,000 |
| JOSHS BENCHES FOR AWARENESS | |||||||
| 891 QUAYE LAKE CIR APT 103 | WEST PALM BCH | FL | 33411 | N/A | PC | General & Unrestricted | $10,000 |
| LITTLE BRITCHES THERAPEUTIC RIDING INC | |||||||
| 510 JEREMY SWAMP RD | SOUTHBURY | CT | 06488 | N/A | PC | General & Unrestricted | $10,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $75,000 |
| NORTH SHORE SHELTERING PROGRAM INC | |||||||
| PO BOX 415 | GLEN COVE | NY | 11542 | N/A | PC | General & Unrestricted | $10,000 |
| OAK NECK ATHLETIC COUNCIL INC | |||||||
| PO BOX 1421 | BAYVILLE | NY | 11709 | N/A | PC | General & Unrestricted | $5,000 |
| OLD FIELD FARMS LTD | |||||||
| PO BOX 598 | STONY BROOK | NY | 11790 | N/A | PC | General & Unrestricted | $33,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $75,000 |
| PLANTING FIELDS FOUNDATION | |||||||
| PO BOX 58 | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $15,000 |
| SACRED HEART UNIVERSITY - WSHU PUBLIC RADIO | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $12,000 |
| UNITED STATES EQUESTRIAN FEDERATION INC | |||||||
| 4001 WING COMMANDER WAY | LEXINGTON | KY | 40511 | N/A | PC | General & Unrestricted | $10,000 |
| WHEELS FOR HUMANITY | |||||||
| 9509 VASSAR AVE UNIT A | CHATSWORTH | CA | 91311 | N/A | PC | General & Unrestricted | $18,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $10,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | N/A | PC | For relief work in the Bahamas | $30,000 |
| WORLD HOPE INTERNATIONAL INC | |||||||
| PO BOX 743794 | ATLANTA | GA | 30374 | N/A | PC | General & Unrestricted | $20,000 |
| WORLD HOPE INTERNATIONAL INC | |||||||
| PO BOX 743794 | ATLANTA | GA | 30374 | N/A | PC | For relief work in the Bahamas | $30,000 |
| YACHTAID GLOBAL | |||||||
| 224 BIRMINGHAM DR | ENCINITAS | CA | 92007 | N/A | PC | For relief work in the Bahamas | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,887,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,978 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $445,825 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,194,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $282,631 |
| Federal Tax Refund | 01 | $39,110 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,018,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,018,149 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INTERNATL INDEX INSTL | $5,543,288 | $6,501,920 |
| FIDELITY SEL PORT NATURAL RESO | $5,560,049 | $5,330,209 |
| FIDELITY TOTAL MARKET INDEX FU | $7,474,341 | $10,774,719 |
| SPDR GOLD SHARES | $4,892,416 | $5,787,450 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERITAGE HOLDINGS, LTD CLASS C | $1,585,145 | $2,569,121 |
| RENAISSANCE INSTL DIVERSIFIED | $10,181,467 | $11,064,724 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $93,303 | $93,303 | |
| K-1 Exp RENAISSANCE INSTL DIVE | $218,612 | $218,478 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss RENAISSANCE INSTL DIVERSIFIED GLOBAL | $282,631 | $282,631 |
| Federal Tax Refund | $39,110 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2019 | CategoryTxt |
| Amt | $77,700 | Amt |