TAYLOR FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TAYLOR FAM FOUNDATION (EIN 13-7138118)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349103132
- Schema version
- 2018v3.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T15:00:31-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 137138118 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAYL | BusinessNameControlTxt |
| Phone | 2128227647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK B TAYLOR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128227647 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER L GILLAM | PreparerPersonNm |
| PTIN | P01212487 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.168.77.32 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E1569D8F87768E2E10BEA7F3C1F26D1E408F8ECA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E1569D8F87768E2E10BEA7F3C1F26D1E408F8ECA | 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 | $1,304,549 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $4,167 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,347 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,631 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,513 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,636 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,636 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $661 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,127 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $265,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $228,173 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $228,173 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $34,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $237,519 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $354,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $325,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $838,857 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $655,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $605,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,304,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $655,097 | CapitalStockBOYAmt |
| Capital Stock EOY | $605,882 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $655,097 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $605,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $655,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $605,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $655,097 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $608,842 | SubtotalAmt |
| Other Decreases | $2,960 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $605,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2000. ENBRIDGE ENERGY PARTNERSH L.P. | PropertyDesc |
| Acquired | 2009-03-13 | AcquiredDt |
| Sold | 2018-12-20 | SoldDt |
| Gross Sales Price | $21,028 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,875 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,847 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,847 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,847 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,363,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038674 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,003 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,253,932 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,256 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,304,189 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042368 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,303,674 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041613 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,548 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $997,948 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060672 | DistributionYr5Rt |
| Total Distribution | 0.240749 | TotalDistributionRt |
| Average Distribution | 0.04815 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,379,769 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,436 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $331 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,767 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,296 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $432 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $432 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $231 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | FREDERICK B TAYLOR | BusinessNameLine1Txt |
| Business Name Line2 | C/O EVERCORE TRUST C | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128227647 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | 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 |
|---|---|---|---|---|---|---|
| FREDERICK B TAYLOR | ||||||
| 55 EAST 52ND STREET | NEW YORK | NY | 10055 | TRUSTEE | 1 | $0 |
| CAROLE L TAYLOR | ||||||
| 55 EAST 52ND STREET | NEW YORK | NY | 10055 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,102,391 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,400,781 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,400,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,379,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $663 | TotalTaxAmt |
| Distributable Before Adj | $68,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,296 | 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 | $65,296 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,296 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,230 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,296 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,230 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,066 | 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 | $27,259 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS INSTITUTE OF TECH | ||||||||
| C/O MIT DEPARTMENT OF ARCHITECTURE | 77 MASSACHUSETTS AVE W92-280 | CAMBRIDGE | MA | 021394309 | NONE | PC | UNRESTRICTED GIFT | $500 |
| HANCOCK CHURCH | ||||||||
| 1912 MASSACHUSETTS AVENUE | LEXINGTON | MA | 02421 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| LEXINGTON EDUCATION FOUNDATION | ||||||||
| 594 MARRET ROAD SUITE 7 | LEXINGTON | MA | 02421 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| CONNECTICUT COLLEGE | ||||||||
| C/O SKIP WILSON | BECKER HOUSE 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | PC | UNRESTRICTED GIFT | $15,000 |
| WESLEYAN UNIVERSITY | ||||||||
| WESLEYAN ANNUAL FUND | 318 HIGH STREET | MIDDLETOWN | CT | 064590472 | NONE | PC | FRED & CAROLE TAYLOR | $25,000 |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFEILD | CT | 06825 | NONE | PC | UNRESTRICTED GIFT | $8,500 | |
| CUP - THE CENTER FOR URBAN PEDAGOGY | ||||||||
| 232 THIRD STREET B402B | BROOKLYN | NY | 11215 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| ASPCA | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| PLANNED PARENTHOOD FED OF AMERICA | ||||||||
| 123 WILLIAM STREET NO 10TH FL | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| RYE FREE READING ROOM | ||||||||
| 1061 BOSTON POST ROAD | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| RYE COUNTRY DAY SCHOOL | ||||||||
| 3 CEDAR STREET | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| RYE YMCA ANNUAL CAMPAIGN | ||||||||
| 21 LOCUST AVENUE | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| FRIENDS OF RYE NATURE CENTER | ||||||||
| PO BOX 274 | RYE | NY | 10580 | NONE | PUBLIC | SUPPORT | $500 | |
| STREAKS RUNNING CLUB INC | ||||||||
| PO BOX 881 | SARATOGA SPRINGS | NY | 12866 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| TSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| C/O THE WHARTON FUND | 344 VANCE HALL 3733 SPRUCE STREET | PHILADELPHIA | PA | 191046360 | NONE | PC | TRACK VARISTY & WHARTON | $2,500 |
| FRIENDS OF LEXINGTON BIKEWAYS | ||||||||
| 20 SLOCUM ROAD | LEXINGTON | MA | 02421 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| THE RYE ARTS CENTER | ||||||||
| 51 MILTON ROAD | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| GEORGETOWN UNIVERSITY | ||||||||
| GIFT PROCESSING | DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 200730734 | NONE | PC | SCHOLARSHIP | $1,000 |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| DUKE UNIVERSITY | ||||||||
| C/O THE FUQUA SCHOOL OF BUSINESS | PO BOX 90581 | DURHAM | NC | 277080581 | NONE | PC | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | 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 | $4,167 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,525 | 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 | -$8,450 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,042 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB CORP | $239 | $195,939 |
| CENTURYLINK INC | $31,442 | $20,756 |
| ENBRIDGE INCORP | $21,028 | $20,824 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENBRIDGE ENERGY PARTNERS LP | |||
| DOUBLELINE TOTAL RETURN BOND F | AT COST | $50,000 | $46,853 |
| OSTERWEIS STRATEGIC INCOME FUN | AT COST | $50,000 | $46,386 |
| VANGUARD INDEX TR 500 PORT #40 | AT COST | $225,000 | $745,618 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CENTURYLINK RETURN OF CAP | $2,959 |
| DUE TO ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $250 | $0 | $250 |
| FROM PARTNERSHIP/S-CORP | $0 | $46 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENBRIDGE ENERGY PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $2,800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,631 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $1,636 | Amt |
| Net Investment Income | $1,636 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $229 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $432 | $0 | $0 |