THE AFRICA PLAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE AFRICA PLAN FOUNDATION (EIN 45-3998232)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349101543
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:40:49-05:00 | 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 | 453998232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Africa Plan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AFRI | 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 | K ONI CHUKWU | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-05-10 | 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 | $1,085,015 | 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 | $2,668 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,668 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$150 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $490 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$5,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,569 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $56 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,246 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,846 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,073,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $834,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $902,937 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $50,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,788 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,073,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,011,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,085,015 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,073,867 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,011,870 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,073,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,011,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,073,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,011,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,073,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,997 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,011,870 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,011,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $331,220 | $348,955 | -$17,735 | -$17,735 |
| Passthrough K1 Capital Gain/(Loss) | -$2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,737 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,657 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,097,339 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049809 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,148,616 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051823 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,635 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,157,360 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016965 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,037,227 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $980,904 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015221 | DistributionYr5Rt |
| Total Distribution | 0.199859 | TotalDistributionRt |
| Average Distribution | 0.039972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,100,274 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,980 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $122 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,102 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,846 | 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 | $122 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122 | SubtotalAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7 | TotalPaymentsAndCreditsAmt |
| Tax Due | $115 | TaxDueAmt |
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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| K Oni Chukwu | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Leslie Koons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 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 | $418,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $698,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,117,029 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,117,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,100,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,014 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,014 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122 | TotalTaxAmt |
| Distributable Before Adj | $54,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,846 | 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 | $55,846 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $122 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,735 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $55,846 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,735 | AppliedToYear1Amt |
| Applied To Current Year | $1,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $53,781 | 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 | K Oni Chukwu | ContributingManagerNm |
| Contributing Manager | Leslie Koons | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF WESTPORT INC | |||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $1,600 |
| CONNECTICUT INVENTION CONVENTION INC | |||||||
| PO BOX 230311 | HARTFORD | CT | 06123 | N/A | PC | General & Unrestricted | $1,000 |
| DOMUS KIDS INC | |||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $20,000 |
| FRIENDS OF APPALACHIA | |||||||
| 929 WHITE PLAINS RD 342 | TRUMBULL | CT | 06611 | N/A | PC | General & Unrestricted | $300 |
| GATEWAY CLASSICAL MUSIC SOCIETY INC | |||||||
| 1117 E PUTNAM AVE 315 | RIVERSIDE | CT | 06878 | N/A | PC | General & Unrestricted | $1,000 |
| RISE AND WALK FOUNDATION INC | |||||||
| 971 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | N/A | PC | General & Unrestricted | $1,000 |
| SATURDAY ACADEMY INC | |||||||
| 38 CALF PASTURE BEACH RD | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $5,500 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC | |||||||
| 55 EXCHANGE PL | NEW YORK | NY | 10005 | N/A | PC | SEO Scholars Program | $200 |
| THE DANIEL TRUST FOUNDATION INC | |||||||
| 285 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $7,000 |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | N/A | PC | K. Oni Chukwu Endowed Chair in African Studies Fund | $8,000 |
| NETWORK FOR GOOD INC | |||||||
| 1140 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | n/a | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,600 | 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 | $2,668 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,411 | 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 | -$17,737 | 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 | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$640 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$640 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$5,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,808 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM | $20,403 | $24,559 |
| HOME DEPOT INC | $8,105 | $9,477 |
| UNITEDHEALTH GROUP INC | $10,680 | $11,023 |
| FIRST REPUBLIC BANK | $4,550 | $4,332 |
| BAIDU.COM - ADR | $11,974 | $11,711 |
| AMGEN INC | $10,467 | $10,434 |
| ADOBE SYSTEMS, INC | $9,964 | $12,267 |
| ALIBABA GROUP HOLDING LTD | $12,493 | $12,070 |
| SPDR DOW JONES INDUSTRIAL AVER | $23,636 | $24,738 |
| POWERSHARES QQQ NASDAQ 100 | $13,246 | $15,576 |
| ISHARE DJ FIN SC INX | $10,404 | $11,943 |
| MICROSOFT CORP | $6,623 | $8,554 |
| JP MORGAN CHASE | $9,900 | $10,694 |
| INTERNATIONAL BUSINESS MACHINE | $15,134 | $15,342 |
| LOWES COMPANIES INC | $7,950 | $9,294 |
| IRON MOUNTAIN | $3,700 | $3,773 |
| MCCORMICK & CO | $9,097 | $10,239 |
| ROCKWELL COLLINS INC | $10,711 | $13,562 |
| SERVICE NOW | $10,594 | $13,039 |
| BLUEBIRD BIO INC | $18,500 | $17,810 |
| GW PHARMACEUTICALS PLC | $11,500 | $13,201 |
| JELD WEN HOLDING INC | $3,075 | $3,937 |
| US FOODS HOLDING CORPORATION | $2,825 | $3,193 |
| TPG RE FINANCE TRUST INC | $2,000 | $1,905 |
| ALTERYX INC | $2,125 | $2,527 |
| RHYTHM PHARMACEUTICALS INC | $1,700 | $2,906 |
| FORESCOUT TECHNOLOGIES INC | $2,200 | $3,189 |
| BLUEGREEN VACATIONS CORPORATIO | $1,400 | $1,826 |
| TRITON INTL LTD | $3,320 | $3,789 |
| MGM GROWTH PROPERTIES LLC | $3,100 | $2,954 |
| VERISK ANALYTICS, INC | $9,825 | $11,040 |
| APPLE INC | $24,818 | $25,385 |
| VMWARE INC | $16,900 | $18,798 |
| ISHARES CORE MSCI EAFE ETF | $10,125 | $10,905 |
| ISHARES DJ US BASIC MTLS SCTR | $18,762 | $20,440 |
| QUALCOMM INC | $10,681 | $12,804 |
| ORACLE CORP | $10,678 | $9,456 |
| PAYCHEX | $12,550 | $13,616 |
| ROYAL DUTCH SHELL CL A | $10,727 | $13,342 |
| VENATOR MATERIALS PLC | $4,500 | $4,424 |
| FLOOR AND DECOR HOLDINGS | $7,600 | $9,736 |
| LOMA NEGRA CO SA ADR | $3,800 | $4,608 |
| INDEPENDENCE REALTY TR | $1,886 | $2,053 |
| ISHARES S&P 500 INDEX FD | $58,888 | $61,836 |
| TRANSUNION COM USD0.01 | $10,115 | $12,641 |
| PAYPAL HOLDINGS, INC | $15,738 | $18,405 |
| MASCO CORP | $10,159 | $11,644 |
| TCG BDC INC | $5,550 | $6,012 |
| VODAFONE GROUP PLC | $10,386 | $11,165 |
| ISHARES DJ US TECH ETF | $62,589 | $65,107 |
| AT&T, INC | $14,746 | $15,552 |
| POWERSHARES S&P 500 HI DIV POR | $20,716 | $21,215 |
| NMRK | $7,000 | $7,950 |
| FIRST DATA CORP | $17,750 | $16,710 |
| AIR TRANS SVCS GROUP INC | $22,750 | $23,140 |
| MOELIS AND COMPANY | $41,581 | $48,500 |
| ISHARES CORE MSCI EMERGING MAR | $56,783 | $59,745 |
| AT&T INC GLOBAL 66 5.35000% 11 | $50,000 | $52,180 |
| OPPENHEIMER SENIOR FLTG RATE F | $25,502 | $24,664 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BP MIDSTREAM PARTNERS LP | $1,789 | $2,057 |
| WESTLAKE CHEMICAL PARTNERS LP | $5,857 | $7,485 |
| BROOKFIELD INFRASTRUCTURE PART | $42,453 | $45,246 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,221 | $9,221 | |
| Bank Charges | $151 | $151 | |
| K-1 Exp BROOKFIELD INFRASTRUCT | $136 | $136 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BP MIDSTREAM PARTNERS LP | -$11 | -$1 |
| K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE PARTNERS LP | $491 | $491 |
| K-1 Inc/Loss WESTLAKE CHEMICAL PARTNERS LP | -$630 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $56 | Amt |
| Net Investment Income | $56 | NetInvestmentIncomeAmt |