EFRUSY FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: EFRUSY FAMILY FOUNDATION (EIN 46-1252608)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-10
IRS object ID: 201733149349101408
Schema version: 2016v3.1
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 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	2017-11-10T14:28:05-06:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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	2017-11-07	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	06391520173145000035	FederalOriginalSubmissionId
Federal Original Submission Id	2017-11-10	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	BC971FC33BAF52379132A0473611089A0DAEC697	AtSubmissionCreationDeviceId
At Submission Filing Device Id	259C731B7C7CCB55DA46458F0098BC0D5A2501CB	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$22,101,624	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	$249,098	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,134	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,134	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$181,544	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$181,544	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,127,167	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$12,005,114	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,911,588	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$7	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$7	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,558,950	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,094,273	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$12,091	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$12,091	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$35,000	TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$24,955	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$24,955	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$56,058	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$50	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$56,008	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$128,104	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$12,141	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$80,963	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$851,550	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$851,550	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$979,654	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$12,141	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$932,513	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$579,296	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,082,132	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,430,872	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,875,244	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,875,244	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$6,235	AcctRcvblAmt
Acct Rcvbl BOY	$12,330	AcctRcvblBOYAmt
Acct Rcvbl EOY	$6,235	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$6,235	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$1,052,693	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,101,200	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,096,672	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$4,936,781	CorporateStockBOYAmt
Corporate Stock EOY	$2,971,082	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,513,191	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$10,604,048	CorporateBondsBOYAmt
Corporate Bonds EOY	$10,611,268	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$10,559,248	CorporateBondsEOYFMVAmt
Other Investments EOY	$50,991	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$51,034	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$19,036,724	TotalAssetsBOYAmt
Total Assets EOY	$19,616,020	TotalAssetsEOYAmt
Total Assets EOYFMV	$22,101,624	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$19,036,724	RetainedEarningBOYAmt
Retained Earning EOY	$19,616,020	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,036,724	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$19,616,020	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,036,724	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$19,616,020	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,036,724	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$579,296	ExcessRevenueOverExpensesAmt
Subtotal	$19,616,020	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$19,616,020	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	$12,005,114	GrossSalesPriceAmt
Cost Or Other Basis	$9,093,526	CostOrOtherBasisAmt
Gain Or Loss	$2,911,588	GainOrLossAmt
Gains Minus Excess Or Losses	$2,911,588	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,911,588	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$838,016	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$21,314,694	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.039316	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$416,183	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$16,210,365	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.025674	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$3,900	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$11,411,059	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.000342	DistributionYr3Rt
Net Vl Noncharitable Assets Yr4	$3,151,374	NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5	$0	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$0	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.0	DistributionYr5Rt
Total Distribution	0.065332	TotalDistributionRt
Average Distribution	0.016333	AverageDistributionRt
Net Vl Noncharitable Assets	$22,078,763	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$360,612	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$30,821	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$391,433	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$932,513	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	$30,821	InvestmentIncomeExciseTaxAmt
Subtotal	$30,821	SubtotalAmt
Tax Based On Investment Income	$30,821	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$50,408	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$12,818	AppliedToEsTaxAmt
Total Payments And Credits	$63,226	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$32,405	OverpaymentAmt
Applied To ES Tax	$30,900	AppliedToESTaxAmt
Refund	$1,505	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	Yes (true)	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
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	Pres / Dir / Sec	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	AddressLine1Txt
City	Fairfield	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06824	ZIPCd

Field	Value	IRS element (for citing)
Service Type	Administrative	ServiceTypeTxt
Compensation	$55,661	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	$18,325,690	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,080,792	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$8,506	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$22,414,988	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$22,414,988	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$336,225	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$22,078,763	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,103,938	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,103,938	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$30,821	TaxBasedOnInvestmentIncomeAmt
Total Tax	$30,821	TotalTaxAmt
Distributable Before Adj	$1,073,117	DistributableBeforeAdjAmt
Distributable Before Ded	$1,073,117	DistributableBeforeDedAmt
Distributable As Adjusted	$1,073,117	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$932,513	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	$932,513	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$30,821	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$901,692	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,073,117	DistributableAsAdjustedAmt
Undistributed Income PY	$913,383	UndistributedIncomePYAmt
Prior Year1	2014	PriorYear1Yr
Prior Year2	2013	PriorYear2Yr
Prior Year3	2012	PriorYear3Yr
Qualifying Distributions	$932,513	QualifyingDistributionsAmt
Applied To Year1	$913,383	AppliedToYear1Amt
Applied To Current Year	$19,130	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$1,053,987	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 (23 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	African Leadership Academy student scholarship fund	$30,000
CHRISTIAN CENTER OF PARK CITY
PO BOX 683480	PARK CITY	UT	84068	N/A	PC	Back 2 School Basics Program	$300
EASTSIDE COLLEGE PREPARATORY SCHOOL INC
1041 MYRTLE ST	E PALO ALTO	CA	94303	N/A	PC	scholarship fund for incoming non-boarding 7th grader	$19,000
FIRELIGHT FOUNDATION
740 FRONT ST STE 380	SANTA CRUZ	CA	95060	N/A	PC	General & Unrestricted	$25,000
FUTURE PROJECT INC
636 BROADWAY RM 704	NEW YORK	NY	10012	N/A	PC	General & Unrestricted	$50,000
INTERNATIONAL JUSTICE MISSION
PO BOX 96961	WASHINGTON	DC	20090	N/A	PC	General & Unrestricted	$25,000
LINKING THE WORLD
211 N ERVAY ST	DALLAS	TX	75201	N/A	PC	pilot project in connection with Nuru International	$10,000
NORTHWESTERN UNIVERSITY
1201 DAVIS ST 3RD FL	EVANSTON	IL	60208	N/A	PC	Global Engagement Studies Institute for study abroad program in sub-Saharan Africa	$25,000
NURU INTERNATIONAL
5405 ALTON PKWY STE A-474	IRVINE	CA	92604	N/A	PC	General & Unrestricted	$10,000
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	Expansion of the coding program in Park City School District	$180,000
PARK CITY PERFORMING ARTS FOUNDATION
PO BOX 1297	PARK CITY	UT	84060	N/A	PC	General & Unrestricted	$3,000
PARK CITY YOUTH LACROSSE ORGANIZATION INC
PO BOX 683033	PARK CITY	UT	84068	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	$10,000
STANFORD UNIVERSITY
PO BOX 20466	STANFORD	CA	94309	N/A	PC	Hasso Plattner Institute of Design, Project Wayfinder	$250,000
STANFORD UNIVERSITY
PO BOX 20466	STANFORD	CA	94309	N/A	PC	Global Fellows Program	$66,250
STANFORD UNIVERSITY
PO BOX 20466	STANFORD	CA	94309	N/A	PC	Haas Center for Public Service	$25,000
STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
518 MEMORIAL WAY RM S239	STANFORD	CA	94305	N/A	PC	Design for Extreme Affordability Course Support Fund	$20,000
THE PARK CITY FOUNDATION
PO BOX 681499	PARK CITY	UT	84068	N/A	PC	Women's Giving Fund	$1,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION-SCHOO
50 UNIVERSITY HALL 7360	BERKELEY	CA	94720	N/A	PC	Patricia A. Buffler Memorial Fund	$1,000
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	$10,000
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	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$851,550	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	$1,134	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$181,544	ExclusionAmt

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

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,127,167	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
Exclusion	14	ExclusionCd
Exclusion	$7	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,309,852	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,309,852	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	Efrusy Living Trust	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	c/o Kevin Efrusy PO Box 4168	AddressLine1Txt
City	Park City	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	840604168	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$249,098	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	TWITTER INC TWTR, 14512 sh.	NoncashPropertyDesc
Fair Market Value	$249,098	FairMarketValueAmt
Received	2016-10-14	ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (38 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBVIE INC - 1.800% - 05/14/20	$226,424	$225,169
AT&T INC - 2.400% - 03/15/2017	$353,644	$350,861
AUTOZONE - 1.300% - 01/13/2017	$399,919	$400,011
CARDINAL HEALTH INC - 0.019% -	$201,048	$200,548
CARNIVAL CORP NOTE - 1.875% -	$302,121	$301,293
CHEVRON CORP NOTE - 0.000% - 0	$300,000	$301,101
CITIGROUP INC - 2.050% - 06/07	$299,844	$298,869
DAIMLER AG - 1.125% - 03/10/20	$224,404	$224,951
DAIMLER FINANCE NORTH AMER LLC	$150,330	$149,805
DOLLAR GENERAL NOTE - 0.019% -	$251,803	$250,320
DUKE ENERGY - 0.000% - 04/03/2	$200,000	$200,150
EBAY INC - 1.350% - 07/15/2017	$298,476	$300,126
ECOLAB INC SR NT - 1.450% - 12	$249,840	$249,753
EXPRESS SCRIPTS NOTE - 0.013%	$199,450	$199,256
EXXON MOBIL - 0.921% - 03/15/2	$350,000	$350,095
GENERAL ELEC CAP CORP MTN BE -	$250,860	$250,818
GENERAL MLS INC NTS - 5.700% -	$257,363	$250,915
GENERAL MTRS NOTE - 0.024% - 0	$300,219	$299,205
GLAXOSMITHKLINE - 1.500% - 05/	$301,566	$300,444
HONEYWELL INTL - 1.400% - 10/3	$299,763	$297,225
INGERSOLL-RAND - 6.875% - 08/1	$301,447	$297,077
INTERNATIONAL LEASE FIN CORP -	$216,000	$209,000
JP MORGAN CHASE - 6.125% - 06/	$260,369	$255,475
LOCKHEED MARTIN CORPNOTE NOTE	$429,422	$426,691
MASCO CORP - 0.066% - 04/15/20	$243,563	$239,625
MCKESSON CORP BOND - 1.292% -	$349,716	$350,084
METLIFE INC NOTE - 1.756% - 12	$200,936	$200,334
PEPSICO INC NOTE - 1.000% - 10	$374,208	$374,752
PFIZER INC - 1.200% - 06/01/20	$149,891	$149,607
RYDER SYS MTN BE FR - 2.500% -	$302,724	$302,178
SANTANDER UK PLC - 1.650% - 09	$175,000	$175,105
SIMON PPTY GROUP - 2.150% - 09	$302,241	$301,287
SYNCHRONY FINANCIAL - 2.600% -	$358,042	$351,770
SYSCO CORP NOTE - 1.900% - 04/	$229,874	$229,248
TORONTO DOMINION BANK - 1.450%	$349,969	$344,971
VENTAS REALTY LP - 2.000% - 02	$300,000	$300,618
VERIZON COMMUNICATIONS SR NT -	$399,999	$400,463
WHIRLPOOL CORP - 1.350% - 03/0	$250,793	$250,048

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ALPHABET INC CL A	$809,242	$1,217,203
ALPHABET INC CL C	$804,142	$1,188,603
FACEBOOK INC	$1,357,698	$3,107,385

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$1,101,200	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$1,096,672	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	ACCEL INVESTORS 2016 LLC	CategoryOrItemTxt
Book Value	$50,991	BookValueAmt
EOYFMV	$51,034	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$55,661	$55,661
TRAINING & PROFESSIONAL DEVEL	$89	$89
K-1 Exp ACCEL INVESTORS 2016 L	$50		$50
Office Supplies	$52	$52
State or Local Filing Fees	$25	$25
COMPUTERS/ELECTRONIC DEVICES	$181	$181

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	K-1 Inc/Loss ACCEL INVESTORS 2016 LLC	Desc
Revenue And Expenses Per Books	$7	RevenueAndExpensesPerBooksAmt
Net Investment Income	$7	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$12,091	Amt
Net Investment Income	$12,091	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Estimated Tax for 2016	CategoryTxt
Amt	$35,000	Amt