TAYLOR FAM FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: TAYLOR FAM FOUNDATION (EIN 13-7138118)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-03-22
IRS object ID: 201820819349100602
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
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-03-22T11:00:42-05:00	ReturnTs
Tax Period End	2017-12-31	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	155 N WACKER	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	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	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	2017-05-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KELLY KOWALCZYK	PreparerPersonNm
PTIN	P01387686	PTIN
Phone	3128792000	PhoneNum
Preparation	2018-03-03	PreparationDt

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	$1,450,617	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Interest On Sav Rev And Expnss	$1,918	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,072	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$21,923	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$21,904	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$3,266	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$27,108	TotalRevAndExpnssAmt
Total Net Invst Incm	$23,977	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	$800	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$800	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,549	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,549	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
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	$250	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,599	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,349	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$250	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$52,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$52,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$55,099	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,349	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$52,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$27,991	ExcessRevenueOverExpensesAmt
Net Investment Income	$21,628	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$293,970	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$265,979	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$265,979	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	$34,640	CorporateStockEOYAmt
Corporate Stock EOYFMV	$265,216	CorporateStockEOYFMVAmt
Other Investments BOY	$354,478	OtherInvestmentsBOYAmt
Other Investments EOY	$354,478	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$919,422	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$683,088	TotalAssetsBOYAmt
Total Assets EOY	$655,097	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,450,617	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$683,088	CapitalStockBOYAmt
Capital Stock EOY	$655,097	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$683,088	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$655,097	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$683,088	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$655,097	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$683,088	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$27,991	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$655,097	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$655,097	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAIN DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gain Or Loss	$1	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$72,003	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,253,932	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.057422	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$55,256	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,304,189	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.042368	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$54,250	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,303,674	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.041613	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$60,548	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$997,948	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.060672	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$75,956	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,141,812	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.066522	DistributionYr5Rt
Total Distribution	0.268597	TotalDistributionRt
Average Distribution	0.053719	AverageDistributionRt
Net Vl Noncharitable Assets	$1,363,959	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$73,271	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$216	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$73,487	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$52,750	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$433	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$433	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$433	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$248	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$248	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$185	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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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 (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	$1,096,205	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$288,525	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,384,730	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,384,730	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$20,771	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,363,959	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$68,198	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$68,198	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$433	TaxBasedOnInvestmentIncomeAmt
Total Tax	$433	TotalTaxAmt
Distributable Before Adj	$67,765	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$67,765	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$67,765	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$52,750	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	$52,750	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$52,750	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$67,765	DistributableAsAdjustedAmt
Undistributed Income PY	$9,215	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	$52,750	QualifyingDistributionsAmt
Applied To Year1	$9,215	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$43,535	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	$24,230	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 (22 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
YALE UNIVERSITY
	PO BOX 2038	NEW HAVEN	CT	06521	NONE	PC	UNRESTRICTED CURRENT USE	$1,500
CONNECTICUT COLLEGE
C/O SKIP WILSON	BECKER HOUSE 270 MOHEGAN AVENUE	NEW LONDON	CT	06320	NONE	PC	UNRESTRICTED GIFT	$10,000
WESLEYAN UNIVERSITY
WESLEYAN ANNUAL FUND	318 HIGH STREET	MIDDLETOWN	CT	064590472	NONE	PC	FRED & CAROLE TAYLOR	$25,000
SAVE THE CHILDREN FEDERATION INC
	501 KINGS HIGHWAY EAST	FAIRFEILD	CT	06825	NONE	PC	UNRESTRICTED GIFT	$1,000
CUP - THE CENTER FOR URBAN PEDAGOGY
	232 THIRD STREET B402B	BROOKLYN	NY	11215	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
FRIENDS OF RYE NATURE CENTER
	PO BOX 274	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
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	$52,500	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	$1,918	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$21,923	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1	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	ENBRIDGE ENERGY LP	Desc
Business	523000	BusinessCd
Exclusion	14	ExclusionCd
Exclusion	$3,266	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$27,108	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$27,108	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	$800	Amt
Net Investment Income	$800	NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CHARLES SCHWAB CORP	$239	$242,364
CENTURYLINK INC	$34,401	$22,852

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ENBRIDGE ENERGY PARTNERS LP	AT COST	$29,478	$27,620
DOUBLELINE TOTAL RETURN BOND F	AT COST	$50,000	$47,797
OSTERWEIS STRATEGIC INCOME FUN	AT COST	$50,000	$48,838
VANGUARD INDEX TR 500 PORT #40	AT COST	$225,000	$795,167

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER ALLOCABLE EXPENSE-PRINCI	Desc
Revenue And Expenses Per Books	$250	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$250	DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MGMT FEES-SUBJECT T	CategoryTxt
Amt	$1,549	Amt
Net Investment Income	$1,549	NetInvestmentIncomeAmt