THE AMMON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE AMMON FOUNDATION (EIN 13-6904321)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-08-29
- IRS object ID
- 201802419349100305
- Schema version
- 2016v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-29T12:17:48-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | 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 | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136904321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ammon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUNDATION SOURCE | InCareOfNm |
| Business Name Control | AMMO | 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 | GREGORY R AMMON | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-08-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,811,021 | 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 | $2,572 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,572 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $263,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $263,030 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,558,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,207,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,558,508 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,825,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,824,110 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,320 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,621 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $45,857 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $45,857 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $625,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $596,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,199,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,807,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $301,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,160 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,677,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,026,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,647,861 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,979,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,189,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,811,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,979,297 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,189,204 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,979,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,189,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,979,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,189,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,979,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,199,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,000 | OtherIncreasesAmt |
| Subtotal | $12,189,204 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,189,204 | 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 | $15,207,047 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,648,539 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,558,508 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,558,508 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,558,508 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $525,146 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,753,534 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04468 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $658,531 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,428,407 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052986 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $599,951 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,545,981 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04782 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $595,898 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,150,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049043 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $559,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,832,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04732 | DistributionYr5Rt |
| Total Distribution | 0.241849 | TotalDistributionRt |
| Average Distribution | 0.04837 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,246,448 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $592,361 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,078 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $610,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $596,207 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,156 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,156 | SubtotalAmt |
| Tax Based On Investment Income | $36,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $26,460 | AppliedToEsTaxAmt |
| Total Payments And Credits | $37,060 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $902 | OverpaymentAmt |
| Applied To ES Tax | $902 | AppliedToESTaxAmt |
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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Alexa S Ammon | ||||||||
| FOUNDATION SOURCE 501 SILVERSIDE RD | WILMINGTON | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Gregory Ammon | ||||||||
| FOUNDATION SOURCE 501 SILVERSIDE RD | WILMINGTON | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Michael G Dowd | ||||||||
| FOUNDATION SOURCE 501 SILVERSIDE RD | WILMINGTON | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Gerard J Sweeney | ||||||||
| FOUNDATION SOURCE 501 SILVERSIDE RD | WILMINGTON | DE | 198091377 | Trustee | 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 | $12,134,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,432,942 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,432,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,246,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $612,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $612,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,156 | TotalTaxAmt |
| Distributable Before Adj | $576,166 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $586,166 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $586,166 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $596,207 | 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 | $596,207 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $596,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $586,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $573,579 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $596,207 | QualifyingDistributionsAmt |
| Applied To Year1 | $573,579 | AppliedToYear1Amt |
| Applied To Current Year | $22,628 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $563,538 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NEW LEASH ON LIFE | |||||||
| 707 ANDREW JACKSON WAY NE | HUNTSVILLE | AL | 35801 | N/A | PC | General & Unrestricted | $10,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Ammon Scholarship Fund | $75,000 |
| CURE CHILDHOOD CANCER INC | |||||||
| 1117 PERIMETER CENTER W STE N4 | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $10,000 |
| DREAMLIFE ALLIANCE INC | |||||||
| 2560 STILLWELL AVE | BROOKLYN | NY | 11223 | N/A | PC | Hero Academy Project | $10,000 |
| EAST HAMPTON ARTISTS WRITERS SOFTBALL GAME INC | |||||||
| 1411 SAG TPKE | SAG HARBOR | NY | 11963 | N/A | PC | General & Unrestricted | $10,000 |
| EAST HAMPTON HISTORICAL SOCIETY INC | |||||||
| 101 MAIN ST | EAST HAMPTON | NY | 11937 | N/A | PC | Renovation of Hedges Barn | $25,000 |
| FRIENDS OF KAREN INC | |||||||
| 118 TITICUS RD | NORTH SALEM | NY | 10560 | N/A | PC | General & Unrestricted | $25,000 |
| GARRETT SNIDER FOUNDATION | |||||||
| 2005 MARKET ST STE 840 | PHILDELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $25,000 |
| HEARTS & HORSES INC | |||||||
| 163 N COUNTY RD 29 | LOVELAND | CO | 80537 | N/A | PC | Horse Fund and The Rider Scholarship Fund | $25,000 |
| HEROES OF THE SECOND WORLD WAR | |||||||
| 6317 CAPRICORN AVE | AGOURA HILLS | CA | 91301 | N/A | PC | General & Unrestricted | $10,000 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | N/A | PC | Great Dane Rescue Facility - New Hampshire | $10,000 |
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA INC | |||||||
| 633 3RD AVE 6TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $20,000 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIR 12TH FL | NEW YORK | NY | 10019 | N/A | PC | Annual Grant to the Theodore R. Ammon Archives Division | $100,000 |
| MILK AND BOOKIES | |||||||
| 2801 OCEAN PARK BLVD STE 407 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $25,000 |
| NATIONAL CLEARINGHOUSE FOR THE DEFENSE OF BATTERED | |||||||
| 125 S 9TH ST STE 302 | PHILADELPHIA | PA | 19107 | N/A | PC | General & Unrestricted | $60,000 |
| NO BARRIERS USA | |||||||
| 224 CANYON AVE UNIT 207 | FORT COLLINS | CO | 80521 | N/A | PC | Summit Program | $25,000 |
| SPECIAL OLYMPICS INC | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | Special Olympics Georgia Division | $10,000 |
| TAKING THE REINS | |||||||
| 3919 1/2 RIGALI AVE | LOS ANGELES | CA | 90039 | N/A | PC | General & Unrestricted | $10,000 |
| VILLAGE HEALTH WORKS | |||||||
| 45 W 36TH ST 8TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $50,000 |
| YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | PC | 92Y Program | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $545,000 | 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 | $2,572 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263,975 | 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 | $1,558,508 | 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 | $1,825,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,825,055 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $5,350 | Amt |
| Disbursements Charitable Prps | $5,350 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Michael G Dowd |
| * Removed from foundation during FYE 2017 |
| Gerard J Sweeney |
| * Removed from foundation during FYE 2017 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES DJ US OG EP | $15,593 | $17,687 |
| DB X TRACKERS MSCI JAPAN HEDGE | $15,091 | $16,788 |
| JANUS GLOBAL LIFE SCIENCES I S | $25,986 | $26,469 |
| VANGUARD FTSE EMERGING MARKETS | $29,526 | $30,202 |
| VANGUARD FTSE EUROPEAN ETF | $48,711 | $49,960 |
| TECHNOLOGY SPDR | $57,879 | $62,755 |
| SPDR S&P BANK ETF | $46,042 | $50,012 |
| DODGE & COX FUNDS INTERNATIONA | $62,992 | $63,638 |
| MATTHEWS PACIFIC TIGER FUND I | $46,829 | $50,708 |
| TORTOISE MLP AND PIPELINE FUND | $22,107 | $21,505 |
| ISHARES JP MORGAN USD EM MKTS | $241,051 | $241,836 |
| HARTFORD INTL VAL FD CL F | $46,863 | $49,046 |
| BROWN ADVISORY STRATEGIC EUROP | $38,422 | $39,730 |
| ISHARES BARCLAYS TIPS BOND FUN | $317,052 | $361,389 |
| VANGUARD INFORMATION TECHNOLOG | $481,974 | $538,593 |
| SELECT SECTOR SPDR-HEALTH CARE | $495,763 | $516,930 |
| FINANCIAL SELECT SECTOR SPDR F | $361,742 | $393,096 |
| SPDR S&P 500 ETF TRUST | $5,459,991 | $5,931,453 |
| ISHARES BARCLAYS US AGGREGATE | $3,474,040 | $3,455,000 |
| PIMCO HIGH-YIELD INSTL | $738,390 | $731,064 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $45,107 | $45,107 |
| State or Local Filing Fees | $750 | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $10,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $16,320 | Amt |
| Net Investment Income | $16,320 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $10,600 |
| 990-PF Excise Tax for 2016 | $2,021 |