BRESNAN FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BRESNAN FAMILY FOUNDATION INC (EIN 20-0765497)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349102595
- Schema version
- 2018v3.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:19:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200765497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bill and Ann Bresnan Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BRES | 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 | ANN BRESNAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000627 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,163,411 | 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 | $382 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $382 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $334,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,796 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,723 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,982 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,922 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,922 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,210 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,491 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,491 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $731,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $684,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $636,423 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $535,321 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $533,679 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $513,497 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,336,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,231,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,163,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,336,319 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,231,232 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,336,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,336,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,231,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,336,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,087 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,231,232 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $334,920 | GrossSalesPriceAmt |
| Cost Or Other Basis | $274,124 | CostOrOtherBasisAmt |
| Gain Or Loss | $60,796 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $60,796 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,796 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $239,842 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,487,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.161249 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $226,873 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,529,274 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.148353 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $218,007 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,724,768 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126398 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $224,541 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,946,286 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.115369 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $330,264 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,012,798 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.164082 | DistributionYr5Rt |
| Total Distribution | 0.715451 | TotalDistributionRt |
| Average Distribution | 0.14309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,327,146 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $189,901 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $853 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $190,754 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $187,922 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,706 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,706 | SubtotalAmt |
| Tax Based On Investment Income | $1,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,106 | TaxDueAmt |
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 | CT | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Jennifer Benedict | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Ann Bresnan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Courtenay Carella | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| 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 | $1,319,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,347,356 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,347,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,210 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,327,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,706 | TotalTaxAmt |
| Distributable Before Adj | $64,651 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,651 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,651 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,922 | 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 | $187,922 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $187,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,651 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $232,395 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,320 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,739 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $172,030 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $818,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,922 | QualifyingDistributionsAmt |
| Applied To Current Year | $64,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,271 | RemainingDistriFromCorpusAmt |
| Total Corpus | $942,171 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $232,395 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $709,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,320 | ExcessFromYear4Amt |
| Excess From Year3 | $133,416 | ExcessFromYear3Amt |
| Excess From Year2 | $151,739 | ExcessFromYear2Amt |
| Excess From Year1 | $172,030 | ExcessFromYear1Amt |
| Excess From Current Year | $123,271 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ann Bresnan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BURR & BURTON ACADEMY | |||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | N/A | PC | Student Success Program and Elementary School Alliances Program | $10,000 |
| FIVER CHILDRENS FOUNDATION INC | |||||||
| 519 8TH AVE 24TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| GREENWICH INTERNATIONAL FILM FESTIVAL INC | |||||||
| 0 HORSENECK LN | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $10,000 |
| KIDS SHARE WORKSHOPS AND PUBLISHING INCORPORATED | |||||||
| 405 HAGGETT RD | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $1,000 |
| LOST TREE VILLAGE CHARITABLE FOUNDATION INC | |||||||
| 8 CHURCH LN | N PALM BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $50,000 |
| NORTON MUSEUM OF ART INC | |||||||
| 1450 S DIXIE HWY | WEST PALM BCH | FL | 33401 | N/A | PC | Capital Campaign | $10,000 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,000 |
| QUOGUE FREE LIBRARY INC | |||||||
| PO BOX 5036 | QUOGUE | NY | 11959 | N/A | PC | Outdoor Children's Area Project | $50,000 |
| SCHOOL OF LEADERSHIP-AFGHANISTAN INC | |||||||
| PO BOX 603253 | PROVIDENCE | RI | 02906 | N/A | PC | General & Unrestricted | $1,000 |
| TREK MEDICS INTERNATIONAL INC | |||||||
| 16600 DOVES CANYON LN | CHARLOTTE | NC | 28278 | N/A | PC | General & Unrestricted | $15,000 |
| VWM FAMILIES FOUNDATION INC | |||||||
| 7 LANTERN LN | GREENWICH | CT | 06831 | N/A | PC | General & Unrestricted | $5,000 |
| WOMENS JUSTICE INITIATIVE INC | |||||||
| A-625 PO BOX 669004 | MIAMI SPRINGS | FL | 33266 | N/A | PC | General & Unrestricted | $5,000 |
| YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMA | |||||||
| 3114 MERMAID AVE | BROOKLYN | NY | 11224 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,000 | 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 | $382 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,923 | 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 | $60,796 | 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 | $97,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,101 | 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
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPE CHILDRENS TRUST | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LARK RISE FAIRMEADOWS WAY | AddressLine1Txt |
| City | LOUGHBOROUGH | CityNm |
| Province Or State | LEICESTERSHIRE | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | LE11 2HS | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2009-04-16 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | CONSTRUCTION OF A CORRIDOR JOINING THE BEDROOM WING WITH THE THERAPIES BLOCK | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 8/17/10,6/13/12,9/30/13,5/20/14,8/4/15,7/26/16,8/17/17 | DatesOfReportsByGranteeTxt |
| Results Of Verification | Additional Dates of Annual Reports: 10/16/18 No verification was necessary | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (50 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGION US HOLDING CO - 3.200 | $17,026 | $16,035 |
| AMERICAN TOWER CORP - 5.900% - | $16,045 | $14,794 |
| AT&T, INC - 3.950% - 01/15/202 | $18,444 | $17,600 |
| CA INC - 4.700% - 03/15/2027 | $16,835 | $15,172 |
| CAMPBELL SOUP CO - 3.650% - 03 | $15,957 | $15,609 |
| CARLISLE COS INC NOTE CALL - 3 | $6,791 | $6,703 |
| CDK GLOBAL INC NTS - 4.500% - | $16,253 | $15,680 |
| CDW LLC/CDW FINANCE - 5.000% - | $16,178 | $15,720 |
| CENTURYLINK INC NOTE - 0.000% | $17,150 | $15,440 |
| DAVITA HEALTHCARE PTNRS - 5.12 | $11,987 | $11,250 |
| DAVITA INC - 5.750% - 08/15/20 | $3,188 | $2,985 |
| DISCOVERY COMMUNICATIONS LLC B | $15,186 | $15,111 |
| DUN & BRADSTREET - 4.000% - 06 | $10,092 | $10,094 |
| EXPEDIA INC - 4.500% - 08/15/2 | $2,032 | $2,003 |
| EXPEDIA INC DEL - 5.950% - 08/ | $14,237 | $14,465 |
| FORTUNE BRANDS HOME & SEC - 4. | $3,009 | $2,968 |
| GAP INC - 5.950% - 04/12/2021 | $16,863 | $18,379 |
| HOST HOTELS & RESORTS - 4.750% | $3,081 | $3,065 |
| HOST HOTELS &RESORTS LP - ?% - | $3,203 | $3,149 |
| HOST HOTELS &RESORTSLP NOTE - | $4,986 | $4,863 |
| HOST HOTELS - 5.250% - 03/15/2 | $5,456 | $5,173 |
| JUNIPER NETWORKS - 0.044% - 06 | $10,202 | $9,975 |
| JUNIPER NETWORKS INC - 3.300% | $6,073 | $5,978 |
| KLA-TENCOR CORP SR GLBL NT - 4 | $11,194 | $11,177 |
| KLA-TENCOR SR GLBL NT - 4.650% | $4,947 | $5,124 |
| KOHLS CORP - 4.250% - 07/17/20 | $11,963 | $11,715 |
| KOHLS CORP - 4.750% - 12/15/20 | $2,068 | $2,077 |
| KRAFT HEINZ FOODS CO - 3.950% | $16,667 | $15,484 |
| L BRANDS INC - 5.625% - 10/15/ | $15,631 | $14,719 |
| L3 TECHNOLOGIES INC NOTE CALL | $15,940 | $16,025 |
| LABORATORY CORP - 3.750% - 08/ | $16,329 | $16,089 |
| MASCO CORP NT - 5.950% - 03/15 | $15,715 | $14,835 |
| MOTOROLA SOLUTIONS - 0.000% - | $7,982 | $7,733 |
| MOTOROLA SOLUTIONS INC - 4.000 | $8,084 | $7,785 |
| OMNICOM GROUP INC BOND - 3.600 | $16,285 | $16,270 |
| QVC INC - 4.850% - 04/01/2024 | $16,163 | $15,461 |
| REYNOLDS AMERICAN INC - 4.850% | $4,101 | $4,048 |
| RPM INTL - 3.450% - 11/15/2022 | $4,982 | $4,953 |
| SALLY HLDGS LLC - 5.625% - 12/ | $13,479 | $12,880 |
| STEEL DYNAMICS INC - 5.500% - | $5,499 | $4,950 |
| TOTAL SYS SVCS - 3.800% - 04/0 | $7,080 | $6,999 |
| TOTAL SYSTEMS SERVICES - 4.800 | $8,473 | $8,062 |
| TRANSDIGM INC - 6.500% - 07/15 | $15,585 | $14,588 |
| TRINITY PARTNERS ACQUISITION - | $10,924 | $10,285 |
| UNITED RENTALS - 5.750% - 11/1 | $12,775 | $11,550 |
| UNITED RENTALS NT - 5.500% - 0 | $2,100 | $1,885 |
| VERISK ANALYTICS - 4.125% - 09 | $9,283 | $9,117 |
| VERISK ANALYTICS INC - 4.875% | $5,942 | $6,002 |
| WESTERN DIGITAL CORP - 4.750% | $17,979 | $15,615 |
| WILLIS NORTH AMERICA - 3.600% | $6,235 | $5,858 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN PLC | $14,949 | $9,490 |
| AMC NETWORKS INC | $1,826 | $1,811 |
| ANADARKO PETROLEUM CORP | $9,789 | $8,198 |
| ARTISAN INTERNATIONAL VALUE FU | $251,826 | $264,146 |
| AUTODESK, INC | $4,019 | $5,530 |
| BIOGEN INC | $9,672 | $10,833 |
| BROADCOM INC | $5,126 | $5,848 |
| CITRIX SYSTEMS INC | $3,120 | $3,689 |
| COMCAST CORP | $14,196 | $12,633 |
| CREE, INC | $965 | $1,882 |
| DISCOVERY INC (FORMERLY DISC C | $2,765 | $2,573 |
| DOLBY LABORATORIES | $2,996 | $3,587 |
| FLUOR CORP | $8,877 | $5,603 |
| FMI LARGE CAP FUND INST | $248,639 | $209,110 |
| FREEPORT-MCMORAN COPPER & GOLD | $5,167 | $4,567 |
| GCI LIBERTY, INC. | $778 | $617 |
| IMMUNOGEN, INC | $746 | $518 |
| IONIS PHARMACEUTICALS INC | $3,358 | $3,784 |
| JOHNSON CONTROLS INTERNATIONAL | $8,771 | $6,256 |
| L3 TECHNOLOGIES, INC | $6,899 | $7,120 |
| LIBERTY BROADBAND CORPORATION | $424 | $359 |
| LIBERTY BROADBAND CORPORATION | $603 | $504 |
| LIBERTY MEDIA CORPORATION - SE | $290 | $267 |
| LIBERTY MEDIA CORPORATION - SE | $433 | $399 |
| LIBERTY SIRIUS XM CORP - SER C | $1,811 | $1,812 |
| LIBERTY SIRIUS XM GROUP - SER | $929 | $920 |
| LIONS GATE ENTERTAINMENT CORP | $1,513 | $982 |
| LOGMEIN, INC | $1,241 | $897 |
| MEDTRONIC PLC | $2,607 | $2,820 |
| NATL OILWELL VARCO | $3,896 | $3,007 |
| NOW INC | $2,598 | $1,804 |
| NUANCE COMMUNICATIONS, INC | $2,611 | $2,130 |
| NUCOR CP | $5,323 | $4,507 |
| PENTAIR INC. COM | $2,562 | $2,229 |
| QURATE RETAIL INC QVC GROUP | $3,894 | $3,611 |
| SEAGATE TECHNOLOGY | $8,392 | $7,564 |
| TE CONNECTIVITY LTD | $7,946 | $7,941 |
| TWITTER INC | $3,004 | $4,656 |
| UNITEDHEALTH GROUP INC | $8,865 | $12,706 |
| VERTEX PHARMCTLS INC | $3,272 | $4,640 |
| WEATHERFORD INTL | $8,949 | $991 |
| WESTERN DIGITAL CORP | $8,415 | $3,882 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,872 | $10,872 | |
| Bank Charges | $60 | $60 | |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $11,723 | Amt |
| Net Investment Income | $11,723 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $600 | |
| 990-PF Extension for 2017 | $1,879 | |
| Foreign Tax Paid | $4 | $4 |