EDWARD E STONE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD E STONE FOUNDATION (EIN 20-8147488)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-04
- IRS object ID
- 201801249349100410
- Schema version
- 2017v2.2
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-04T09:29:14-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812393002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEALTH ENHANCEMENT TAX & CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Old Kings Hwy S | AddressLine1Txt |
| City | Darien | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208147488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward E Stone Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 2036565500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o WEG-23 Old Kings Highway South | AddressLine1Txt |
| City | Darien | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edward E Stone | PersonNm |
| Person Title | Chairman/Trustee | PersonTitleTxt |
| Phone | 2036565500 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas W Hynes | PreparerPersonNm |
| PTIN | P00019525 | PTIN |
| Phone | 2036565500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,200,056 | 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 |
| Dividends Rev And Expnss | $100,419 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,729,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,356 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,266 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,772 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,900 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,900 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,140,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $735,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $735,735 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,785 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,477 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,477 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,932,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,135,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,461,844 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,075,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,873,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,200,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,075,701 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,873,918 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,075,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,873,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,075,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,873,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,075,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,329 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,546 | OtherIncreasesAmt |
| Subtotal | $4,873,918 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,873,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| iShares Total US Stock Market | P | 2017-01-18 | 2017-06-01 | $11,990 | $11,225 | $765 | $765 |
| iShares ACWIETF | P | 2017-06-01 | 2017-08-11 | $8,187 | $8,199 | -$12 | -$12 |
| iShares Shrt Trs Bd | P | 2017-01-18 | 2017-07-21 | $15,663 | $15,671 | -$8 | -$8 |
| iShares Commodities Select | P | 2017-01-18 | 2017-04-17 | $1,930 | $1,993 | -$63 | -$63 |
| Vanguard Small Cap | P | 2017-01-18 | 2017-04-04 | $12,932 | $13,006 | -$74 | -$74 |
| iShares Gold Trust | P | 2017-12-31 | $10,721 | $11,212 | -$491 | -$491 | |
| Timessquare Mid Cap Growth | P | 2016-12-27 | 2017-08-14 | $15,757 | $14,249 | $1,508 | $1,508 |
| Yacktman Focused | P | 2016-12-27 | 2017-08-14 | $31,484 | $28,636 | $2,848 | $2,848 |
| CRM Mid Cap Value | P | 2016-12-08 | 2017-08-14 | $11,685 | $10,923 | $762 | $762 |
| GS Strategic Income | P | 2017-06-20 | $2,742 | $2,708 | $34 | $34 | |
| Homestead Small Company | P | 2016-12-30 | 2017-08-14 | $4,113 | $4,136 | -$23 | -$23 |
| Timessquare Mid Cap Growth | P | 2017-08-14 | $270,637 | $241,187 | $29,450 | $29,450 | |
| Yacktman Focused | P | 2017-08-14 | $262,046 | $296,846 | -$34,800 | -$34,800 | |
| CRM Mid Cap Value | P | 2017-08-14 | $269,257 | $267,572 | $1,685 | $1,685 | |
| Doubleline Total Return | P | 2017-06-20 | $199,975 | $208,593 | -$8,618 | -$8,618 | |
| GS Strategic Income | P | 2017-06-20 | $147,648 | $160,366 | -$12,718 | -$12,718 | |
| Homestead Small Company | P | 2017-08-14 | $168,928 | $149,149 | $19,779 | $19,779 | |
| Tortoise Energy Infra | P | 2014-07-22 | 2017-08-14 | $41,579 | $69,493 | -$27,914 | -$27,914 |
| CRM Mid Cap Value | P | 2017-08-14 | $18,149 | $19,958 | -$1,809 | -$1,809 | |
| Tortoise Energy Infra | P | 2007-06-26 | 2017-08-14 | $24,905 | $29,367 | -$4,462 | -$4,462 |
| Tortoise Energy Infra | P | 2017-08-14 | $24,905 | $12,533 | $12,372 | $12,372 | |
| Chevron | P | 2017-11-15 | $43,730 | $41,934 | $1,796 | $1,796 | |
| Commerce Bancshares | P | 2017-12-19 | $45 | $29 | $16 | $16 | |
| General Mills | P | 2017-09-12 | $32,823 | $29,857 | $2,966 | $2,966 | |
| JM Smucker | P | 2017-08-30 | $29,953 | $36,234 | -$6,281 | -$6,281 | |
| Valspar Corp | P | 2017-05-04 | $43,865 | $29,537 | $14,328 | $14,328 | |
| Capital Gains Dividends | P | $23,360 | $23,360 | $23,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,396 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $306,380 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,050,738 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060660 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $241,748 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,575,470 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043359 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,159 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,765,504 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $142,105 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,694,804 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024953 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,332 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,473,294 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.004811 | DistributionYr5Rt |
| Total Distribution | 0.162256 | TotalDistributionRt |
| Average Distribution | 0.032451 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,097,900 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $165,432 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $308 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $257,222 | 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 | $308 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $308 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,785 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,785 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,477 | OverpaymentAmt |
| Applied To ES Tax | $2,477 | 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 | 0 | 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 |
| Individual With Books | WETCS | IndividualWithBooksNm |
| Phone | 2036565500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Old Kings Highway South | AddressLine1Txt |
| City | Darien | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edward E Stone | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o WEG - 23 Old Kings Highway | AddressLine1Txt |
| Address Line2 | South | AddressLine2Txt |
| City | Darien | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Chairman/Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 17.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $42,600 | 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 | $4,120,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,054,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,175,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,175,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,097,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,895 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,895 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $308 | TotalTaxAmt |
| Distributable Before Adj | $254,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $254,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $254,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,222 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $257,222 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $308 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $256,914 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $224,231 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $224,231 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,991 | 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 | $221,596 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Friends Without a Broder | |||||||
| 1123 Broadway 1210 | New York | NY | 10010 | None | 509(a) | General | $100,000 |
| Ponheary Ly Foundation | |||||||
| PO Box 17034 | Austin | TX | 78760 | None | School | Educational Enrichment | $50,000 |
| Positive Directions | |||||||
| 420 Post Road West | Westport | CT | 06880 | None | 509(a) | Substance Recovery Program | $20,000 |
| Trailblazer Foundation | |||||||
| PO Box 3694 | Jackson | WY | 83001 | None | 509(a) | Ssustainable Rural Infrastructure | $50,000 |
| JDRF | |||||||
| 26 Broadway | New York | NY | 10004 | None | 509(a) | General support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,419 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,815 | 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 | Tax preparation | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The Foundation elects to distribute excess qualifying distributions to prior years under code section 4942. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $1,820,069 | $2,115,700 |
| Fixed income | $865,759 | $866,686 |
| Alternative | $673,676 | $686,173 |
| Balanced | $686,340 | $671,197 |
| Real estate | $89,862 | $122,088 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain/loss on investments | Desc |
| Amt | $22,546 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $50,393 | $50,393 | $0 |
| Foundation Services | $2,250 | $0 | $2,250 |
| Trustee fees | $2,963 | $2,963 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax paid | $494 | $494 | $0 |
| Payroll tax | $3,544 | $1,772 | $1,772 |