BRESNAN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRESNAN FAMILY FOUNDATION INC (EIN 20-0765497)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-03
- IRS object ID
- 201811849349100601
- Schema version
- 2017v2.3
- 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
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-03T09:55:34-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 L BRESNAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-06-19 | 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 | 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 | $1,439,249 | 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 | $535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,055,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $271,998 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $233 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $233 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $340,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,850 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,621 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,924 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $243,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $327,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,210 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,210 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $672,635 | CorporateStockBOYAmt |
| Corporate Stock EOY | $731,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $833,586 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $500,068 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $535,321 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $536,453 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,253,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,336,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,439,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,253,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,336,319 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,253,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,253,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,336,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,253,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,868 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,336,319 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,319 | 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 | $1,055,672 | GrossSalesPriceAmt |
| Cost Or Other Basis | $783,674 | CostOrOtherBasisAmt |
| Gain Or Loss | $271,998 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $271,998 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $271,998 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $226,873 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,529,274 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.148353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $218,007 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,724,768 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.126398 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $224,541 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,946,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115369 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $330,264 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,012,798 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.164082 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $399,901 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,092,752 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.191089 | DistributionYr5Rt |
| Total Distribution | 0.745291 | TotalDistributionRt |
| Average Distribution | 0.149058 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,487,406 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $221,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,989 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $243,121 | 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 | $3,279 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,279 | SubtotalAmt |
| Tax Based On Investment Income | $3,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,879 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,279 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Jennifer Benedict | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas, VP | 1.0 | $0 | $0 | $0 |
| Kirstie Benedict | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 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 | $1,415,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,510,057 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,510,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,487,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,279 | TotalTaxAmt |
| Distributable Before Adj | $71,091 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,091 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,091 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $243,121 | 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 | $243,121 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,279 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $239,842 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,091 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $296,745 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,395 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,320 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $133,416 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,739 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $943,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $243,121 | QualifyingDistributionsAmt |
| Applied To Current Year | $71,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $172,030 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,115,645 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $296,745 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $818,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,395 | ExcessFromYear4Amt |
| Excess From Year3 | $129,320 | ExcessFromYear3Amt |
| Excess From Year2 | $133,416 | ExcessFromYear2Amt |
| Excess From Year1 | $151,739 | ExcessFromYear1Amt |
| Excess From Current Year | $172,030 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | Social Impact Award Initiative | $10,000 |
| LOST TREE VILLAGE CHARITABLE FOUNDATION INC | |||||||
| 8 CHURCH LN | N PALM BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $75,000 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,000 |
| PROJECT NIGHT NIGHT | |||||||
| 1800 GOUGH ST STE 5 | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $1,500 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | for the Research team of Dr. David Nanus at Weill Cornell Hospital/Beltran research Project | $100,000 |
| TREK MEDICS INTERNATIONAL INC | |||||||
| 193-195 BLEECKER ST STE 14 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $25,000 |
| 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 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,500 | 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 | $535 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,026 | 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 | $271,998 | 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 | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $340,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,792 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kirstie Benedict | PersonNm |
| Short Explanation | *Resigned from foundation in 2017 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COPE CHILDRENS TRUST | |||||||||||
| LARK RISE FAIRMEADOWS WAY | LOUGHBOROUGH | LEICESTERSHIRE | UK | LE11 2HS | 2009-04-16 | $100,000 | CONSTRUCTION OF A CORRIDOR JOINING THE BEDROOM WING WITH THE THERAPIES BLOCK | $100,000 | NO | 8/17/10,6/13/12,9/30/13,5/20/14,8/4/15,7/26/16,8/17/17 | none necessary |
| COPE CHILDREN'S TRUST | |||||||||||
| LARK RISE FAIRMEADOWS WAY | LOUGHBOROUGH | LEICESTERSHIRE | UK | LE11 2HS | 2016-04-06 | $25,000 | To provide funding for the music therapy project | $25,000 | NO | 8/17/17 | none necessary |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGION US HOLDING CO - 3.200 | $17,026 | $16,800 |
| AMERICAN TOWER CORP - 5.900% - | $16,045 | $15,486 |
| ARROW ELECTRONICS INC NOTE - 4 | $20,634 | $21,036 |
| AT&T, INC - 3.950% - 01/15/202 | $18,444 | $18,429 |
| CDK GLOBAL INC NTS - 4.500% - | $16,253 | $16,616 |
| CDW LLC/CDW FINANCE - 5.000% - | $16,178 | $16,540 |
| CENTURYLINK INC NOTE - 0.000% | $17,150 | $15,960 |
| DAVITA HEALTHCARE PTNRS - 5.12 | $11,987 | $12,120 |
| DAVITA INC - 5.750% - 08/15/20 | $3,188 | $3,086 |
| DISCOVERY COMMUNICATIONS LLC B | $15,186 | $16,002 |
| DISH DBS CORP NTS - 6.750% - 0 | $15,428 | $14,700 |
| DUN & BRADSTREET - 4.000% - 06 | $10,092 | $10,256 |
| DUN & BRADSTREET CORP - 4.375% | $4,973 | $5,071 |
| EXPEDIA INC DEL - 5.950% - 08/ | $14,237 | $15,062 |
| FISERV INC - 4.625% - 10/01/20 | $16,378 | $15,829 |
| GAP INC - 5.950% - 04/12/2021 | $16,863 | $19,409 |
| HOST HOTELS - 5.250% - 03/15/2 | $2,203 | $2,154 |
| KLA-TENCOR CORP SR GLBL NT - 4 | $11,194 | $11,475 |
| KLA-TENCOR SR GLBL NT - 4.650% | $4,947 | $5,424 |
| KOHLS CORP - 4.250% - 07/17/20 | $9,946 | $10,178 |
| KOHLS CORP - 4.750% - 12/15/20 | $6,204 | $6,322 |
| KRAFT HEINZ FOODS CO - 3.950% | $16,667 | $16,526 |
| L BRANDS INC - 5.625% - 10/15/ | $15,631 | $16,181 |
| L-3 COMMUNICATIONS CORP - 4.75 | $5,584 | $5,260 |
| L-3 COMMUNICATIONS CORP - 5.20 | $14,920 | $13,616 |
| LABORATORY CORP OF AMER NT - 3 | $16,421 | $16,313 |
| MASCO CORP NT - 5.950% - 03/15 | $15,715 | $15,500 |
| MOTOROLA SOLUTIONS - 0.000% - | $7,982 | $8,056 |
| MOTOROLA SOLUTIONS INC - 4.000 | $8,084 | $8,205 |
| OMNICOM GROUP INC BOND - 3.600 | $16,264 | $16,187 |
| QVC INC - 4.850% - 04/01/2024 | $16,163 | $16,814 |
| SALLY HLDGS LLC - 5.625% - 12/ | $2,066 | $1,990 |
| STEEL DYNAMICS INC - 5.500% - | $5,499 | $5,313 |
| TOTAL SYS SVCS - 3.800% - 04/0 | $7,080 | $7,175 |
| TOTAL SYSTEMS SERVICES - 4.800 | $8,473 | $8,655 |
| TRANSDIGM INC - 6.500% - 07/15 | $15,585 | $15,375 |
| TRINITY PARTNERS ACQUISITION - | $10,924 | $10,594 |
| UNITED RENTALS - 5.750% - 11/1 | $12,775 | $12,630 |
| VALMONT INDUSTRIES INC - 6.625 | $18,273 | $17,408 |
| VERISK ANALYTICS - 4.125% - 09 | $9,283 | $9,396 |
| VERISK ANALYTICS INC - 4.875% | $5,942 | $6,144 |
| VERIZON COMMUNICATIONS INC - 5 | $16,768 | $16,682 |
| VIACOM INC NOTE - 4.250% - 09/ | $18,431 | $18,378 |
| WILLIS NORTH AMERICA - 3.600% | $6,235 | $6,100 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN PLC | $16,439 | $10,960 |
| AMC NETWORKS INC | $2,988 | $2,920 |
| ANADARKO PETROLEUM CORP | $15,076 | $15,448 |
| ARTISAN INTERNATIONAL VALUE FU | $250,689 | $333,325 |
| AUTODESK, INC | $7,383 | $8,282 |
| BIOGEN INC | $12,627 | $14,973 |
| BIOVERATIV INC | $1,534 | $1,510 |
| BROADCOM LIMITED | $7,132 | $8,221 |
| CITRIX SYSTEMS INC | $5,979 | $6,072 |
| COMCAST CORP | $18,980 | $19,865 |
| CREE, INC | $1,688 | $2,860 |
| DISCOVERY COMMUNICATIONS CL A | $4,494 | $3,782 |
| DOLBY LABORATORIES | $4,701 | $5,642 |
| FLUOR CORP | $9,031 | $9,142 |
| FMI LARGE CAP FUND INST | $231,053 | $235,887 |
| FREEPORT-MCMORAN COPPER & GOLD | $5,167 | $8,399 |
| IMMUNOGEN, INC | $953 | $885 |
| IONIS PHARMACEUTICALS INC | $5,037 | $5,282 |
| JOHNSON CONTROLS INTERNATIONAL | $10,516 | $9,642 |
| L3 TECHNOLOGIES, INC | $9,591 | $11,277 |
| LIBERTY BROADBAND CORP | $424 | $425 |
| LIBERTY BROADBAND CORP K | $861 | $852 |
| LIBERTY INTERACTIVE CORPORATIO | $4,799 | $5,568 |
| LIBERTY MEDIA CORP - SER A | $290 | $294 |
| LIBERTY MEDIA CORP - SER C | $433 | $444 |
| LIBERTY SIRIUS XM CORP - SER C | $2,994 | $3,212 |
| LIBERTY SIRIUS XM GROUP - SER | $1,487 | $1,586 |
| LIBERTY VENTURES | $1,037 | $1,085 |
| LIONS GATE ENTERTAINMENT CORP | $1,513 | $2,095 |
| LOGMEIN, INC | $1,466 | $1,489 |
| MEDTRONIC PLC | $4,457 | $4,280 |
| NATL OILWELL VARCO | $6,026 | $6,520 |
| NOW INC | $3,000 | $1,974 |
| NUANCE COMMUNICATIONS, INC | $3,003 | $2,747 |
| NUCOR CP | $7,526 | $7,820 |
| PENTAIR INC. COM | $4,514 | $4,873 |
| SEAGATE TECHNOLOGY | $11,899 | $11,673 |
| TE CONNECTIVITY LTD | $8,778 | $11,025 |
| TWITTER INC | $7,121 | $9,220 |
| UNITEDHEALTH GROUP INC | $15,297 | $19,400 |
| VERTEX PHARMCTLS INC | $5,727 | $7,343 |
| WEATHERFORD INTL | $12,073 | $9,958 |
| WESTERN DIGITAL CORP | $6,005 | $5,329 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,571 | $11,571 | |
| Bank Charges | $4 | $4 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $233 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $233 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $12,850 | Amt |
| Net Investment Income | $12,850 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2017 | $1,400 | |
| 990-PF Excise Tax for 2016 | $489 | |
| Foreign Tax Paid | $60 | $60 |