RYAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RYAN FAMILY FOUNDATION (EIN 20-1518978)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-10
- IRS object ID
- 201822539349100307
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-10T10:49:15-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050479760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDSAGER BARTLETT & PIERONI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 WAMPANOAG TRAIL | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02915 | 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 | 201518978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RYAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RYAN | BusinessNameControlTxt |
| Phone | 4018638402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11027 OLD HARBOUR ROAD | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RYAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4018638402 | PhoneNum |
| Signature | 2018-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD P PIERONI | PreparerPersonNm |
| PTIN | P00189634 | PTIN |
| Phone | 4012729100 | PhoneNum |
| Preparation | 2018-07-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.191.58.143 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-07-31 | IPDt |
| IP Tm | 14:04:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C6F424F1E90091D4766D9910809A06A5322349E0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B987966F4672BA7D5764CC012205D48FFF821460 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,456,375 | 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 | $3,307,804 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $433,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,387 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $509,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,446,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $509,861 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,777 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,777 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,279,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $972,025 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,988 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,988 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $579 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $579 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,135,072 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,135,072 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,218,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,135,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,061,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $888,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $433,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,233,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,233,677 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,455,130 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,404,759 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,404,759 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,096,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,470,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,470,700 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,556,963 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,099,382 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,099,382 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,899,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,247,857 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,247,857 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,441,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,456,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,456,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,441,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,456,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,441,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,456,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,441,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,456,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,441,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,061,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,953,486 | OtherIncreasesAmt |
| Subtotal | $23,456,375 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,456,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200000 SHS CIMAREX ENERGY CO | P | 2016-05-20 | 2017-05-12 | $205,876 | $208,981 | -$3,105 | -$3,105 |
| 1000 SHS FMC CORP NEW | P | 2017-10-20 | 2017-11-17 | $93,043 | $94,416 | -$1,373 | -$1,373 |
| 600 SHS GOLDMAN SACHS GRP INC | P | 2016-09-06 | 2017-06-06 | $128,521 | $101,368 | $27,153 | $27,153 |
| 1700 SHS TIME WARNER INC | P | 2017-02-17 | $163,860 | $130,516 | $33,344 | $33,344 | |
| 600 SHS BOEING CO | P | 2017-04-21 | $108,151 | $89,516 | $18,635 | $18,635 | |
| 900 SHS GENERAL ELECTRIC CO | P | 2016-02-17 | 2017-12-18 | $16,048 | $26,476 | -$10,428 | -$10,428 |
| 1100 SHS TIME WARNER INC | P | 2016-02-01 | 2017-02-17 | $106,027 | $79,187 | $26,840 | $26,840 |
| 1200 SHS UNITED TECHNOLOGIES | P | 2017-03-22 | $134,274 | $108,747 | $25,527 | $25,527 | |
| 2125 SHS AMGEN INC | P | 2017-05-26 | $331,195 | $147,887 | $183,308 | $183,308 | |
| 6100 SHS GENERAL ELECTRIC CO | P | 2017-12-18 | $108,770 | $131,072 | -$22,302 | -$22,302 | |
| 400 SHS GOLDMAN SACHS GRP INC | P | 2017-06-06 | $85,681 | $45,203 | $40,478 | $40,478 | |
| 6400 SHS INTEL CORP | P | 2017-02-06 | $231,740 | $139,744 | $91,996 | $91,996 | |
| 100000 SHS PNC BANK NA | P | 2013-01-28 | 2017-09-21 | $100,000 | $100,000 | $0 | $0 |
| 1900 SHS SEMPRA ENERGY | P | 2017-10-20 | $216,464 | $125,391 | $91,073 | $91,073 | |
| 125000 SHS STPL A6L80 ERLY | P | 2013-06-10 | 2017-09-12 | $126,563 | $125,639 | $924 | $924 |
| 500 SHS UNITED TECHNOLOGIES CORP | P | 2017-03-22 | $55,947 | $42,270 | $13,677 | $13,677 | |
| 5350 SHS OAKTREE CAPITAL GP LLC | P | 2017-12-18 | $224,160 | $240,067 | -$15,907 | -$15,907 | |
| CAPITAL GAINS DIVIDENDS | P | $10,021 | $10,021 | $10,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $509,861 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,649,408 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,907,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.166580 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,138,874 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,323,062 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095815 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,990,283 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,522,222 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101950 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $381,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,819,939 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022690 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $356,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,996,482 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059435 | DistributionYr5Rt |
| Total Distribution | 0.446470 | TotalDistributionRt |
| Average Distribution | 0.089294 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,152,205 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,888,765 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,890 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,897,655 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,135,122 | 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 | $8,890 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,890 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,566 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,566 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,676 | OverpaymentAmt |
| Applied To ES Tax | $15,676 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRICIA O'NEIL | IndividualWithBooksNm |
| Phone | 4018638402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MORGAN STANLEY WEALTH MANAGEMEN | AddressLine1Txt |
| Address Line2 | ONE FINANCIAL PLAZA 19TH FLOOR | AddressLine2Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS M RYAN | ||||||||
| 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CATHY H RYAN | ||||||||
| 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,654,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $819,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,474,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,474,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $322,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,152,205 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,057,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,057,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,890 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $223 | IncomeTaxAmt |
| Total Tax | $9,113 | TotalTaxAmt |
| Distributable Before Adj | $1,048,497 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,048,497 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,048,497 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,135,122 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,135,122 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,890 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,126,232 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,048,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $749,912 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,036,273 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,603,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,389,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,135,122 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,048,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,086,625 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,475,956 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,475,956 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $749,912 | ExcessFromYear3Amt |
| Excess From Year2 | $1,036,273 | ExcessFromYear2Amt |
| Excess From Year1 | $2,603,146 | ExcessFromYear1Amt |
| Excess From Current Year | $2,086,625 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS M RYAN | ContributingManagerNm |
| Contributing Manager | CATHY H RYAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONNECTICUT CHILDREN'S | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 67 BATTERYMARCH ST 6TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 |
| LOWCOUNTRY AIDS SERVICE | |||||||
| 3547 MEETING STREET RD | NORTH CHARLESTON | SC | 29405 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 |
| NEW YORK WOMEN'S FOUNDATION | |||||||
| 39 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| TRIDENT ACADEMY | |||||||
| 1455 WAKENDAW ROAD | MT PLEASANT | SC | 29464 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 |
| UNIVERSITY OF RHODE ISLAND FOUNDATION | |||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NONE | PUBLIC CHARITY | ANNE & GEORGE RYAN NEUROSCIENCE INSTITUTE | $3,100,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,135,072 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $433,387 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $509,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $972,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $972,025 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M AND CATHY H RYAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11027 OLD HARBOUR RD | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,307,804 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 39,700 SHARES YUM BRANDS INC. | NoncashPropertyDesc |
| Fair Market Value | $3,307,804 | FairMarketValueAmt |
| Received | 2017-12-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDSAGER, BARTLETT & PIERONI, LLP | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY | BondNm |
| EOY Book Value | $3,099,382 | EOYBookValueAmt |
| EOYFMV | $3,099,382 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $15,470,700 | EOYBookValueAmt |
| EOYFMV | $15,470,700 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,404,759 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,404,759 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY - ETFS | FMV | $1,491,019 | $1,491,019 |
| MORGAN STANLEY - MUTUAL FUNDS | FMV | $756,838 | $756,838 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OAKTREE CAPITAL GROUP LLC - INTEREST | $2,886 | $2,886 | $2,886 |
| OAKTREE CAPITAL GROUP LLC - DIVIDENDS | $2,594 | $2,594 | $2,594 |
| OAKTREE CAPITAL GROUP LLC - S/T GAIN | $623 | $623 | $623 |
| OAKTREE CAPITAL GROUP LLC - L/T GAIN | $9,392 | $9,392 | $9,392 |
| OAKTREE CAPITAL GROUP LLC - OTHER LOSS | -$324 | -$324 | -$324 |
| OAKTREE CAPITAL GROUP LLC - OTHER DEDUCTIONS | -$408 | -$408 | -$408 |
| THE BLACKSTONE GROUP LP - ORDINARY INCOME | $133 | $133 | $133 |
| THE BLACKSTONE GROUP LP - RENTAL INCOME | $145 | $145 | $145 |
| THE BLACKSTONE GROUP LP - INTEREST | $1,949 | $1,949 | $1,949 |
| THE BLACKSTONE GROUP LP - DIVIDENDS | $474 | $474 | $474 |
| THE BLACKSTONE GROUP LP - ROYALTIES | $28 | $28 | $28 |
| THE BLACKSTONE GROUP LP - S/T GAIN | $3 | $3 | $3 |
| THE BLACKSTONE GROUP LP - L/T GAIN | $6,715 | $6,715 | $6,715 |
| THE BLACKSTONE GROUP LP - 1231 GAIN | $773 | $773 | $773 |
| THE BLACKSTONE GROUP LP - OTHER INCOME | $4,430 | $4,430 | $4,430 |
| THE BLACKSTONE GROUP LP - OTHER DEDUCTIONS | -$636 | -$636 | -$636 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/(LOSS) | $1,856,213 |
| MISCELLANEOUS ADJUSTMENT | $97,273 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY AGENCY FEES | CategoryTxt |
| Amt | $80,988 | Amt |
| Net Investment Income | $80,988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $579 | Amt |
| Net Investment Income | $579 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |