EFRUSY FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EFRUSY FAMILY FOUNDATION (EIN 46-1252608)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-29
- IRS object ID
- 201822419349100027
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-29T12:16:16-05:00 | 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 | 461252608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Efrusy Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | EFRU | 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 | KEVIN EFRUSY | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-08-20 | 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 | $23,689,529 | 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 | $38,470 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,470 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,552,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,013 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,572 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $224,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,490 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,818 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $58,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $869 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,006,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,006,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,089,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,063,546 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$864,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,875,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,779,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,779,621 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,976 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,235 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,976 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,976 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,101,200 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $823,283 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $819,672 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,971,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,971,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,995,487 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,611,268 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,447,826 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,365,517 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,991 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $725,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $725,256 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,616,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,751,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,689,529 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $19,616,020 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,751,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,616,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,751,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,616,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,751,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,616,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$864,946 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,751,074 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,751,074 | 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 | $13,552,992 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,529,979 | CostOrOtherBasisAmt |
| Gain Or Loss | $23,013 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23,013 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,013 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $901,692 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,078,763 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04084 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $838,016 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,314,694 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039316 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $416,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,210,365 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025674 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,411,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000342 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $3,151,374 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.106172 | TotalDistributionRt |
| Average Distribution | 0.021234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,097,224 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $490,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $492,575 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,063,546 | 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 | $2,129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,129 | SubtotalAmt |
| Tax Based On Investment Income | $2,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $31,771 | OverpaymentAmt |
| Applied To ES Tax | $2,200 | AppliedToESTaxAmt |
| Refund | $29,571 | 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 | DE | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Kevin Efrusy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman, Treas | 5.0 | $0 | $0 | $0 |
| Molly Efrusy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Pres | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $57,271 | CompensationAmt |
| 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 | $15,175,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,645,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $627,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,448,958 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,448,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $351,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,097,224 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,154,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,154,861 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,129 | TotalTaxAmt |
| Distributable Before Adj | $1,152,732 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,152,732 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,152,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,063,546 | 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 | $1,063,546 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,129 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,061,417 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,152,732 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,053,987 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $1,063,546 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,053,987 | AppliedToYear1Amt |
| Applied To Current Year | $9,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,143,173 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP FOUNDATION | |||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | N/A | PC | scholarship fund for two students, general & unrestricted | $90,000 |
| CHALLENGE SUCCESS | |||||||
| PO BOX 20053 | STANFORD | CA | 94309 | N/A | PC | General & Unrestricted | $2,500 |
| CIYOTA INC | |||||||
| 4492 BURR PL | BOULDER | CO | 80303 | N/A | PC | General & Unrestricted | $2,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | scholarship fund for a non-boarding 8th grade student | $19,000 |
| FIRELIGHT FOUNDATION | |||||||
| 1231 DELAWARE AVE | SANTA CRUZ | CA | 95060 | N/A | PC | General & Unrestricted | $26,000 |
| FUTURE PROJECT INC | |||||||
| 636 BROADWAY RM 704 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $150,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | in support of their work in Kenya | $30,000 |
| KENYAN KIDS FOUNDATION | |||||||
| 9812 SHELBYVILLE RD STE 1 | LOUISVILLE | KY | 40223 | N/A | PC | school uniform fund | $10,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | Northwestern's Global Engagement Studies Institute study abroad program in sub-Saharan Africa | $25,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | Northwestern's Global Engagement Studies Institute study abroad program in sub-Saharan Africa | $25,000 |
| ONGOZA FOUNDATION INC | |||||||
| 111 BROADWAY RM 1703 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $75,000 |
| PARK CITY EDUCATION FOUNDATION | |||||||
| PO BOX 681422 | PARK CITY | UT | 84068 | N/A | PC | coding Program | $90,000 |
| PARK CITY HIGH SCHOOL | |||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | N/A | GOV | Park City High School (PCHS) Community Scholarship fund | $2,000 |
| PARK CITY PERFORMING ARTS FOUNDATION | |||||||
| PO BOX 1297 | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $5,000 |
| PARK CITY-SUMMIT COUNTY ARTS COUNCIL | |||||||
| PO BOX 4455 | PARK CITY | UT | 84060 | N/A | PC | General & Unrestricted | $250 |
| PURSUIT OF EXCELLENCE | |||||||
| 1249 PINE ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $750 |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $15,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | The Efrusy Cardinal Service Fund | $35,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Global Fellows Program | $66,250 |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 518 MEMORIAL WAY RM S239 | STANFORD | CA | 94305 | N/A | PC | Design for Extreme Affordability Course Support | $40,000 |
| TEACH FOR GHANA | |||||||
| 16025 S 50TH ST APT 2036 | PHOENIX | AZ | 85048 | N/A | PC | "Sponsor A Teacher" Campaign | $2,500 |
| TRUST FOR CONSERVATION INNOVATION | |||||||
| 405 14TH ST STE 164 | OAKLAND | CA | 94612 | N/A | PC | Project Wayfinder | $175,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION-SCHOO | |||||||
| 50 UNIVERSITY HALL 7360 | BERKELEY | CA | 94720 | N/A | PC | The Schwartz-Efrusy-Levy Global Public Health Doctoral Fellowship Fund | $40,000 |
| USHAHIDI INC | |||||||
| 83 NORWOOD AVE | KENSINGTON | CA | 94707 | N/A | PC | General & Unrestricted | $5,000 |
| USHAHIDI INC | |||||||
| 83 NORWOOD AVE | KENSINGTON | CA | 94707 | N/A | PC | Election monitoring in Cherengani and Migori in Kenya for 2017 Project | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,006,250 | 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 | $38,470 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,722 | 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 | $23,013 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $67 |
| Federal Tax Refund | 01 | $1,505 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $224,777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,777 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARTER COMMUNICATIONS - 3.579 | $103,574 | $101,864 |
| GLENCORE FDG LLC - 2.719% - 01 | $100,950 | $100,838 |
| MONSATO - 2.125% - 07/15/2019 | $104,283 | $103,505 |
| AFRICAN DEVELOPMENT BK - 1.000 | $139,002 | $138,964 |
| BANK AMER FDG CORP MTN-L - 5.6 | $156,179 | $151,790 |
| BOEING CO BONDS - 4.875% - 02/ | $163,034 | $158,446 |
| GILEAD SCIENCES INC - 1.850% - | $150,399 | $150,006 |
| PFIZER INC - 1.200% - 06/01/20 | $149,891 | $149,672 |
| DAIMLER FINANCE NORTH AMER LLC | $150,330 | $149,949 |
| GILEAD SCIENCES INC NOTE - 2.3 | $151,148 | $150,702 |
| GLENCORE FDG LLC - 2.500% - 01 | $150,732 | $150,098 |
| JOHN DEERE CAP - 1.950% - 06/2 | $174,893 | $173,759 |
| TRANSCANADA PIPELINES - 1.875% | $175,263 | $174,997 |
| ATT INC BOND - 2.300% - 03/11/ | $201,121 | $200,214 |
| JPMORGAN CHASE & CO SR NT - 2. | $200,878 | $199,866 |
| HEALTH CARE REIT INC - 2.250% | $201,092 | $200,078 |
| MEDTRONIC GLOBAL HLDINGS NOTE | $199,852 | $199,300 |
| MARRIOTT INTL - 6.750% - 05/15 | $208,950 | $203,492 |
| THERMO FISHER SCIENTIFIC - 2.1 | $200,264 | $200,274 |
| BP CAPITAL MARKETS PLC MTN - 2 | $226,517 | $225,414 |
| ABBVIE INC - 1.800% - 05/14/20 | $226,424 | $224,890 |
| MASCO CORP - 6.625% - 04/15/20 | $243,563 | $227,817 |
| SYSCO CORP NOTE - 1.900% - 04/ | $229,874 | $229,365 |
| GENERAL ELEC CAP CORP MTN BE - | $250,860 | $249,880 |
| ROPER INDS INC - 2.050% - 10/0 | $250,050 | $249,975 |
| INGERSOLL-RAND - 6.875% - 08/1 | $301,446 | $282,964 |
| VENTAS REALTY LP - 2.000% - 02 | $300,000 | $299,982 |
| GENERAL MTRS NOTE - 2.400% - 0 | $300,218 | $300,072 |
| CHEVRON CORP NOTE - 0.000% - 0 | $300,000 | $300,396 |
| CITIGROUP INC - 2.050% - 06/07 | $299,844 | $299,130 |
| HONEYWELL INTL - 1.400% - 10/3 | $299,763 | $296,751 |
| SYNCHRONY FINANCIAL - 2.600% - | $358,042 | $350,661 |
| TORONTO DOMINION BANK - 1.450% | $349,968 | $345,925 |
| LOCKHEED MARTIN CORPNOTE NOTE | $429,422 | $424,481 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $809,242 | $1,618,022 |
| ALPHABET INC CL C | $804,142 | $1,611,456 |
| FACEBOOK INC | $1,357,698 | $4,766,009 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $823,283 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $819,672 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCEL INVESTORS 2016 LLC | $186,959 | $118,405 |
| ACCEL GROWTH FUND INVESTORS 20 | $402,458 | $470,982 |
| ACCEL LEADERS FUND INVESTORS 2 | $135,869 | $135,869 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $57,271 | $57,271 | |
| K-1 Exp ACCEL GROWTH FUND INVE | $429 | $429 | |
| K-1 Exp ACCEL INVESTORS 2016 L | $257 | $257 | |
| K-1 Exp ACCEL LEADERS FUND INV | $183 | $183 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ACCEL INVESTORS 2016 LLC | $67 | $67 |
| Federal Tax Refund | $1,505 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $9,490 | Amt |
| Net Investment Income | $9,490 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $3,000 |
| 990-PF Extension for 2016 | $12,818 |