TILLER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TILLER FAMILY FOUNDATION (EIN 27-4319921)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349100927
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:33:25-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | 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 | 274319921 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TILLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TILL | BusinessNameControlTxt |
| Phone | 2039666842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 CHARTER OAK DRIVE | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068406704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLAS W TILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2039666842 | PhoneNum |
| Signature | 2020-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC PRESCOTT | PreparerPersonNm |
| PTIN | P01383951 | PTIN |
| Phone | 9149492990 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.126.143.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-23 | IPDt |
| IP Tm | 10:27:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 868F53E8D79C275624BEF414988A9A1AF07AD13F | 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 | $459,075 | 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 | $1,424 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,424 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,478 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,623 | 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 | $3,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,958 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,957 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,957 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,707 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$301,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $650,053 | CashBOYAmt |
| Cash EOY | $351,013 | CashEOYAmt |
| Cash EOYFMV | $351,013 | CashEOYFMVAmt |
| Other Investments BOY | $106,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $108,062 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,062 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,789 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $760,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $459,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $459,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $760,242 | CapitalStockBOYAmt |
| Capital Stock EOY | $459,075 | 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 | $760,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $459,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $760,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $459,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $760,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$301,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $459,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $459,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10000 VIPER ENERGY PARTNERS | 2020-06-15 | 2020-07-15 | $315,039 | $280,997 | $34,042 | $34,042 | |
| VILCAP INV K-1 | $61 | $61 | $61 | P | |||
| VILCAP INV K-1 | $5,625 | -$5,625 | -$5,625 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,478 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $264,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $894,805 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.295791 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $375,377 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,242,829 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.302034 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $625,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,695,300 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.369070 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $375,038 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,159,698 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.173653 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $346,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,335,168 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.148576 | DistributionYr5Rt |
| Total Distribution | 1.289124 | TotalDistributionRt |
| Average Distribution | 0.257825 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $577,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,888 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $345 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,233 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $335,707 | 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 | $345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,423 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,423 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,078 | OverpaymentAmt |
| Applied To ES Tax | $6,078 | 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS W TILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039666842 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 CHARTER OAK DRIVE | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068406704 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLAS W TILLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 CHARTER OAK DRIVE | AddressLine1Txt |
| City | NEW CANAAN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068406704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER/DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $132,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $454,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $586,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $586,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $577,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $345 | TotalTaxAmt |
| Distributable Before Adj | $28,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,707 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $335,707 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $345 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $335,362 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $238,947 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $282,130 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $541,232 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $314,712 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $219,935 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,596,956 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,707 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $307,178 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,904,134 | 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 | $238,947 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,665,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $282,130 | ExcessFromYear4Amt |
| Excess From Year3 | $541,232 | ExcessFromYear3Amt |
| Excess From Year2 | $314,712 | ExcessFromYear2Amt |
| Excess From Year1 | $219,935 | ExcessFromYear1Amt |
| Excess From Current Year | $307,178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICOLAS W TILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN IMPACT CAPITAL FOUNDATION | |||||||
| 857 POST RD 133 | FAIRFIELD | CT | 06824 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $50,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $10,000 |
| CATHOLIC CENTRAL | |||||||
| 1200 E HIGH STREET | SPRINGFIELD | OH | 45505 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $500 |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH STREET 6TH FL | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $10,000 |
| DAYTON CHILDRENS HOSPITAL | |||||||
| 1 CHILDRENS PLZ | DAYTON | OH | 45404 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $5,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $10,000 |
| NEW CANAAN YMCA | |||||||
| 564 SOUTH AVENUE | NEW CANAAN | CT | 06840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $1,000 |
| SPRINGFIELD ARTS COUNCIL | |||||||
| 117 SOUTH FOUNTAIN AVE | SPRINGFIELD | OH | 45502 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $2,000 |
| SPRINGFIELD CITY SCHOOL DISTRICT | |||||||
| 1500 W JEFFERSON STREET | SPRINGFIELD | OH | 45506 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $250 |
| SPRINGFIELD FOUNDATION | |||||||
| 333 N LIMESTONE ST 201 | SPRINGFIELD | OH | 45503 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $5,000 |
| SPRINGFIELD MUSEUM OF ART | |||||||
| 107 CLIFF PARD ROAD | SPRINGFIELD | OH | 45504 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $15,000 |
| SUSTAINABLE AMERICA INC | |||||||
| C/O CITRIN COOPERMAN 37 NORTH AVE | NORWALK | CT | 06851 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $220,000 |
| THE GLASS HOUSE | |||||||
| 199 ELM STREET | NEW CANAAN | CT | 06840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $2,500 |
| UNIVERSITY OF KENTUCKY | |||||||
| STRUGILL PHILANTHROPY BUILDING | LEXINGTON | KY | 40506 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,750 | 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 | $1,424 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,721 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,478 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,623 | 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 | $3,915 | Amt |
| Net Investment Income | $1,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,957 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOUNDLESS IMPACT | AT COST | $50,000 | $50,000 |
| VIICAP INVESTMENTS | AT COST | $58,062 | $58,062 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $3,789 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FRESH COAST CAPITAL ORDINARY LOSS | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |