UTAY FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UTAY FAMILY FOUNDATION (EIN 46-4156036)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-25
- IRS object ID
- 201822989349100817
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-25T13:39:47-05:00 | 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 | 464156036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Utay Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | UTAY | 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 | MARC A UTAY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-10-11 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520182985000019 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-25 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | 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 | $3,995,250 | 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 | $2,482,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,040 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,040 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,483,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,040 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $9 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,758 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $807,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $807,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $823,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $823,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,660,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,344,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $522,750 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $522,750 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,689,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,172,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,472,500 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,034,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,695,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,995,250 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,034,627 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,695,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,034,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,695,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,034,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,695,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,034,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,660,373 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,695,000 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,695,000 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,457 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,102,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091532 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,279,635 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,888 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $388,212 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040926 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $2,462 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.204377 | TotalDistributionRt |
| Average Distribution | 0.051094 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,315,732 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,320 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,330 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $823,158 | 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 | $10 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10 | SubtotalAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $10 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10 | TotalPaymentsAndCreditsAmt |
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 | Yes (true) | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alexander Utay | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Eric Utay | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Marc A Utay | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Mindy Utay | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,492,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $858,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,350,997 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,350,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,315,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10 | TotalTaxAmt |
| Distributable Before Adj | $115,777 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,777 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $823,158 | 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 | $823,158 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $823,148 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,777 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $22,137 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,086 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,344 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $823,158 | QualifyingDistributionsAmt |
| Applied To Current Year | $115,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $707,381 | RemainingDistriFromCorpusAmt |
| Total Corpus | $844,948 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $844,948 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,137 | ExcessFromYear3Amt |
| Excess From Year2 | $28,086 | ExcessFromYear2Amt |
| Excess From Year1 | $87,344 | ExcessFromYear1Amt |
| Excess From Current Year | $707,381 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marc A Utay | ContributingManagerNm |
| Contributing Manager | Mindy Utay | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | |||||||
| 2025 E ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $5,000 |
| BATON ROUGE YOUTH COALITION INC | |||||||
| 4559 ORCHID ST | BATON ROUGE | LA | 70808 | N/A | PC | General & Unrestricted | $300 |
| BOTTOMLESS CLOSET | |||||||
| 16 E 52ND ST 15TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| BRIDGE BOSTON FOUNDATION INC | |||||||
| 2 MCLELLAN ST | DORCHESTER | MA | 02121 | N/A | PC | General & Unrestricted | $500 |
| BUILDING ONE COMMUNITY CORP | |||||||
| 75 SELLECK ST | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $50 |
| CARVER FOUNDATION OF NORWALK INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $250 |
| CHRISTIAN HERALD ASSN INC | |||||||
| PO BOX 2000 THE MURRAY HILL STA | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 |
| DARIEN LIBRARY INC | |||||||
| 1441 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $350 |
| DOMUS KIDS INC | |||||||
| 83 LOCKWOOD AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $1,000 |
| EXODUS SCHOOL | |||||||
| 309 E 103RD ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $250 |
| FACING HISTORY AND OURSELVES INC | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $250 |
| FAMILY SERVICES OF WESTCHESTER INC | |||||||
| ONE GATEWAY PLZ | PORT CHESTER | NY | 10573 | N/A | PC | Camp VIVA Program | $10,000 |
| GREENWICH TOWN PARTY INC | |||||||
| PO BOX 59 | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $300 |
| HIMALAYAN HOPE CHARITABLE FOUNDATION | |||||||
| 124 SCARLET DR | CONSHOHOCKEN | PA | 19428 | N/A | PC | General & Unrestricted | $10,000 |
| HORIZONS AT GREENS FARMS ACADEMY | |||||||
| 35 BEACHSIDE AVE PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | General & Unrestricted | $250 |
| IMPACT 100 FAIRFIELD COUNTY | |||||||
| 30 RIDGEBROOK RD | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,200 |
| INSPIRICA INC | |||||||
| 141 FRANKLIN ST | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $250 |
| JEWISH COMMUNITY RELATIONS COUNCIL OF NEW YORK INC | |||||||
| 225 W 34TH ST STE 1607 | NEW YORK | NY | 10122 | N/A | PC | Charitable Event | $2,500 |
| LAND TRUST OF DARIEN INC | |||||||
| PO BOX 1074 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $250 |
| LEUKEMIA RESEARCH FOUNDATION INC | |||||||
| 191 WAUKEGAN RD STE 105 | NORTHFIELD | IL | 60093 | N/A | PC | General & Unrestricted | $2,500 |
| MELANOMA RESEARCH ALLIANCE FOUNDATION | |||||||
| 1101 NEW YORK AVE NW STE 620 | WASHINGTON | DC | 20005 | N/A | SO I | Charitable Event | $5,000 |
| NEW CANAAN HIGH SCHOOL SCHOLARSHIP FOUNDATION INC | |||||||
| 11 FARM RD | NEW CANAAN | CT | 06840 | N/A | PC | NCSF Annual Appeal Campaign | $250 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,200 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $25,000 |
| PERSON TO PERSON INC | |||||||
| 1864 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $4,250 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | 2016 Marc A. Utay and Andy Astrachan - PCF Young Investigator Award | $37,500 |
| REUT USA | |||||||
| 8383 WILSHIRE BLVD STE 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | Tikkun Olam Makers Initiative New York 2017 | $25,000 |
| REUT USA | |||||||
| 8383 WILSHIRE BLVD STE 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | Tikkun Olam Makers Initiative 2017 | $25,000 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||||
| 26345 NETWORK PL | CHICAGO | IL | 60673 | N/A | PC | General & Unrestricted | $5,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY 2ND FL | LOS ANGELES | CA | 90035 | N/A | PC | Charitable Event | $50,000 |
| THE CIVILIANS INC | |||||||
| 138 S OXFORD ST 3C | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $1,000 |
| THE COMMUNITY FUND OF DARIEN | |||||||
| 30 OLD KINGS HWY S | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $5,000 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | N/A | PC | Overseas Supplemental Giving for the Jewish People Policy Institute | $50,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Puerto Rico Relief | $13,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Annual Campaign | $250,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY ADM 160 | LOS ANGELES | CA | 90089 | N/A | PC | USC School of Dramatic Arts Theatre for Social Change Fund | $15,000 |
| YEAR UP INC | |||||||
| 45 MILK ST 9TH FL | BOSTON | MA | 02109 | N/A | PC | Chicago growth Project | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $807,400 | 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 | $1,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,040 | 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 |
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 Person | Utay Marc A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 527 Madison Avenue 10th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,482,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | IMAX CORPORATION IMAX, 100000 sh. | NoncashPropertyDesc |
| Fair Market Value | $2,482,500 | FairMarketValueAmt |
| Received | 2017-12-18 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | IMAX CORPORATION | StockNm |
| EOY Book Value | $4,172,250 | EOYBookValueAmt |
| EOYFMV | $3,472,500 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2017, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $807,400. This amount represents over 25% of the Foundation's net assets of $2,914,877 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2017. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,733 | $15,733 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2016 | CategoryTxt |
| Amt | $9 | Amt |