RILEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RILEY FAMILY FOUNDATION (EIN 13-3638509)
- Tax period
- 2019-03-01 to 2020-02-29
- Filed
- 2020-12-21
- IRS object ID
- 202003569349100500
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-21T14:28:26-06:00 | ReturnTs |
| Tax Period End | 2020-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133638509 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RILEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O RAICH ENDE MALTER & CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RILE | BusinessNameControlTxt |
| Phone | 2129444433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY 15TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES P RILEY JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129444433 | PhoneNum |
| Signature | 2020-12-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROMEO | PreparerPersonNm |
| PTIN | P00482624 | PTIN |
| Phone | 2129444433 | PhoneNum |
| Preparation | 2020-12-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.198.189.72 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-21 | IPDt |
| IP Tm | 14:28:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7835D8FAF8B7CF0549E32B659EB0E0CA9985B1C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,140,472 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $375,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $375,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,243,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $401,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $401,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $843 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,803 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $568,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $568,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $600,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $572,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$199,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,713 | CashBOYAmt |
| Cash EOY | $32,287 | CashEOYAmt |
| Cash EOYFMV | $32,287 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $545,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $563,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $563,074 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $10,148,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,959,335 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,544,911 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,666 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $312 | OtherAssetsBOYAmt |
| Other Assets EOY | $200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,754,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,554,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,140,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,754,093 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,554,896 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,754,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,554,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,754,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,554,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,754,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$199,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,555,047 | SubtotalAmt |
| Other Decreases | $151 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,554,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GZ MEZZANINE PARTNERS 2006 OFFSHORE LP | P | 2019-12-31 | $159 | $159 | $159 | ||
| PEG DIGITAL GROWTH FUND OFFSHORE SPECIAL II LP | P | 2019-12-31 | $7,822 | $7,822 | $7,822 | ||
| 6,000 SHS JOHNSON CONTROLS INTL | P | 2019-05-17 | $6,198 | $172 | $172 | 2016-12-29 | $6,026 |
| 200,000 SHS SOFTBANK GROUP CORP VAR 1/19/2167 DTD 7/19/17 | P | 2019-07-01 | $193,500 | -$9,667 | -$9,667 | 2017-08-29 | $203,167 |
| 150,000 SHS ST STR CORP | P | 2019-11-22 | $127,500 | $1,500 | $1,500 | 2016-06-23 | $126,000 |
| 1 SH CORTEVA INC | P | 2019-06-13 | $17 | $17 | $17 | ||
| 1 SH DOW INC | P | 2019-04-23 | $38 | $38 | $38 | ||
| 1 SH DUPONT DE NEMOURS INC | P | 2019-06-13 | $50 | $50 | $50 | ||
| 100,000 SHS STATE OF FLORIDA DEPARTMENT | P | 2019-07-01 | $100,000 | $0 | $0 | 2010-01-08 | $100,000 |
| 20,000 SHS WATFORD RE PREFERRED | P | 2019-08-05 | $497,634 | $7,634 | $7,634 | 2014-03-31 | $490,000 |
| 4,000 SHS EBAY INC PFD 6% | P | 2020-01-15 | $106,740 | $6,740 | $6,740 | 2016-02-22 | $100,000 |
| 3,800 SHS EBAY INC PFD 6% | P | 2020-01-15 | $101,403 | $2,386 | $2,386 | 2016-05-05 | $99,017 |
| 4,000 SHS ALLSTATE CORPORATION (THE) PFD SERIES E | P | 2019-10-15 | $100,000 | $0 | $0 | 2014-02-24 | $100,000 |
| HPS MEZZANINE PRIVATE INVESTOR III LP OFFSHORE | P | 2019-12-31 | $444 | $444 | $444 | ||
| CAPITAL GAINS DIVIDENDS | P | $1,822 | $1,822 | $1,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,117 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $675,160 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,858,689 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048717 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $727,412 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,961,741 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052100 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $424,851 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,521,492 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $706,767 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,214,912 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053483 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $912,989 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,786,216 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066225 | DistributionYr5Rt |
| Total Distribution | 0.251945 | TotalDistributionRt |
| Average Distribution | 0.050389 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,215,345 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $716,297 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,745 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $720,042 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $572,680 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,490 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,490 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,780 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,290 | OverpaymentAmt |
| Applied To ES Tax | $8,290 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAICH ENDE MALTER CO LLP | IndividualWithBooksNm |
| Phone | 2129444433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY 15TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES P RILEY JR | ||||||||
| 136 EAST 79TH STREET APT 10B | NEW YORK | NY | 10075 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| ELLEN C RILEY | ||||||||
| 136 EAST 79TH STREET APT 10B | NEW YORK | NY | 10075 | TREASURER & SECRETARY | 10.00 | $0 | $0 | $0 |
| BRIGID A HUTCHINSON | ||||||||
| 1125 PARK AVENUE APT 10D | NEW YORK | NY | 10128 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| SHANNON C RILEY | ||||||||
| 35 EAST 9TH STREET APT 60 | NEW YORK | NY | 10003 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| KERRYLYNN RILEY | ||||||||
| 400 CHAMBERS STREET APT 10C | NEW YORK | NY | 10282 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| COURTNEY RILEY | ||||||||
| 136 EAST 79TH STREET APT 10B | NEW YORK | NY | 10075 | VICE PRESIDENT | 10.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,841,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $590,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,431,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,431,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,215,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $710,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $710,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,490 | TotalTaxAmt |
| Distributable Before Adj | $703,277 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $703,277 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $703,277 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $572,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $572,680 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $572,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $703,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,912 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $572,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,912 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $492,768 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $210,509 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES P RILEY JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADELPHI UNIVERSITY | ||||||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 11530 | NONE | EXEMPT | SEE STATEMENT #11 | $10,000 | |
| B CURED | ||||||||
| PO BOX 1071 | GREENWICH | CT | 06836 | NONE | EXEMPT | SEE STATEMENT #11 | $5,000 | |
| BCCA SCHOLARSHIP | ||||||||
| BROOKLYN COLLEGE 213 WEST QUAD | BROOKLYN | NY | 11210 | NONE | EXEMPT | SEE STATEMENT #11 | $1,000 | CENTER |
| CASITAS ROWING | ||||||||
| 11311 SANTA ANA RD | VENTURA | CA | 93001 | NONE | EXEMPT | SEE STATEMENT #11 | $410 | |
| COLUMBIA UNIVERSITY PANCREAS CENTER | ||||||||
| 161 FORT WASHINGTON AVE | NEW YORK | NY | 10032 | NONE | EXEMPT | SEE STATEMENT #11 | $2,500 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | EXEMPT | SEE STATEMENT #11 | $1,000 | |
| CUTCHOGUE FIRE DEPARTMENT | ||||||||
| 260 NEW SUFFOLK RD | CUTCHOGUE | NY | 11935 | NONE | EXEMPT | SEE STATEMENT #11 | $200 | |
| CUTCHOGUE LIBRARY | ||||||||
| 27550 MAIN RD PO BOX 935 | CUTCHOGUE | NY | 11935 | NONE | EXEMPT | SEE STATEMENT #11 | $500 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BLVD NCW4B | BOSTON | MA | 02210 | NONE | EXEMPT | SEE STATEMENT #11 | $50,000 | |
| GILLEN BREWER SCHOOL | ||||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | EXEMPT | SEE STATEMENT #11 | $53,500 | |
| INTERFAITH NUTRITION NETWORK | ||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | EXEMPT | SEE STATEMENT #11 | $10,000 | |
| NCH HEALTHCARE FOUNDATION | ||||||||
| 350 SEVENTH STREET N | NAPLES | FL | 34102 | NONE | EXEMPT | SEE STATEMENT #11 | $7,500 | |
| NYU LANGONE MEDICAL CENTER | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | EXEMPT | SEE STATEMENT #11 | $2,500 | |
| NYU WINTHROP HOSPITAL | ||||||||
| 259 1ST STREET | MINEOLA | NY | 11501 | NONE | EXEMPT | SEE STATEMENT #11 | $11,200 | |
| OPERATION SMILE | ||||||||
| PO BOX 5017 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | SEE STATEMENT #11 | $15,000 | |
| SACRED HEART ACADEMY | ||||||||
| 47 CATHEDRAL AVENUE | HEMPSTEAD | NY | 11550 | NONE | EXEMPT | SEE STATEMENT #11 | $10,000 | |
| SHELTER ISLAND LIONS CLUB | ||||||||
| PO BOX 760 | SHELTER ISLAND | NY | 11964 | NONE | EXEMPT | SEE STATEMENT #11 | $1,000 | |
| SOUTHSIDE HOSPITAL | ||||||||
| 301 E MAIN STREET | BAY SHORE | NY | 11706 | NONE | EXEMPT | SEE STATEMENT #11 | $11,000 | |
| ST BRIGID'S PARISH | ||||||||
| 75 POST AVENUE | WESTBURY | NY | 11590 | NONE | EXEMPT | SEE STATEMENT #11 | $2,500 | |
| ST IGNATIUS LOYOLA | ||||||||
| 300 EAST GITTINGS STREET | BALTIMORE | MD | 21230 | NONE | EXEMPT | SEE STATEMENT #11 | $262,200 | |
| ST JOHN'S BREAD OF LIFE PROGRAM | ||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | EXEMPT | SEE STATEMENT #11 | $5,000 | |
| ST JOHN'S UNIVERSITY | ||||||||
| 800 UTOPIA PARKWAY | QUEENS | NY | 11439 | NONE | EXEMPT | SEE STATEMENT #11 | $74,670 | |
| SWIM ACROSS AMERICA INC | ||||||||
| ONE INTERNATIONAL PLACE SUITE 4600 | BOSTON | MA | 02110 | NONE | EXEMPT | SEE STATEMENT #11 | $1,500 | |
| THE CENTER | ||||||||
| 208 W 13TH STREET | NEW YORK | NY | 10011 | NONE | EXEMPT | SEE STATEMENT #11 | $10,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 EAST LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | EXEMPT | SEE STATEMENT #11 | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $568,180 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,521 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $375,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $401,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $401,030 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART XV, LINE 2 | THE ORGANIZATION'S PRIMARY ACTIVITY IS TO SUPPORT BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUSTEES CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATIONS' ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS ETC. ARE MADE TO INDIVIDUALS. THE ORGANIZATION DOES NOT PRESENTLY RECEIVE APPLICATIONS OR CONDUCT PROGRAMS FOR DONATIONS IN ITS ACTIVITIES. |
| FORM 990-PF | PUBLIC INSPECTIONDATE THE NOTICE OF AVAILABILITY OF THE ANNUAL RETURNAPPEARED IN A NEWSPAPER: MAY 1, 2020NAME OF NEWSPAPER: NEW YORK LAW JOURNAL |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS (STATEMENT FURNISHED UPON REQUEST) | FMV | $397,018 | $375,748 |
| BRIGADE LEVERAGED CAPITAL STRUCTURES OFFSHORE LTD | FMV | $2,500,000 | $5,934,492 |
| JP MORGAN (STATEMENT FURNISHED UPON REQUEST) | FMV | $7,062,317 | $7,234,671 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST PAID | $112 | ||
| OTHER RECEIVABLES | $200 | $200 | $200 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE INTEREST/FEES | Desc |
| Amt | $151 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $750 | $0 | $750 |
| SECTION 212 EXPENSES | $22,803 | $22,803 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $843 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |