D J MCMANUS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- D J MCMANUS FOUNDATION INC (EIN 13-4080144)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349102343
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T15:47:29-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAI Capital Management | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 E 9th St Ste 1100 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141717 | 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 | 134080144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE D J MCMANUS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JASON D MCMANUS | InCareOfNm |
| Business Name Control | DJMC | BusinessNameControlTxt |
| Phone | 2128747426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 WEST BROADWAY PH A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100123741 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MCMANUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128747426 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carla M Wainwright | PreparerPersonNm |
| PTIN | P00165578 | PTIN |
| Phone | 2169204800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.218.176.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34294220173185000020 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 97DE8A8A655B5BE1E35FB05F104F40E708A737F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DC95699E4C5D1A1C3706912563D22508120863DC | 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 | $14,910,564 | 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 | $1,500,014 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $71,547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71,547 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $222,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,340,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $222,819 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,023 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,023 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,026,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $526,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $102,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,742 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,686 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $106,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $638,622 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $638,622 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $745,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $638,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,281,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $421,427 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $575,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $524,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $524,368 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,858,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,218,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,188,936 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $197,260 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,633,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,943,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,910,564 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $10,650 | GrantsPayableBOYAmt |
| Grants Payable EOY | $39,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $10,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Tot Net Ast Or Fund Balances BOY | $11,622,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,904,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,633,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,943,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,622,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,281,319 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,904,112 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,904,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT TERM GAIN/LOSS SUMMERY | P | 2016-12-31 | $242,469 | $210,431 | $32,038 | $32,038 |
| LONG TERM GAIN/LOSS SUMMARY | P | 2016-12-31 | $785,053 | $907,037 | -$121,984 | -$121,984 |
| CAPITAL GAIN DIVIDENDS | P | $312,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $222,819 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $653,488 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,653,788 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047861 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $486,310 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,196,598 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036851 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $470,247 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,944,890 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $434,265 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,598,606 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045243 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $417,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,676,174 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043173 | DistributionYr5Rt |
| Total Distribution | 0.2257 | TotalDistributionRt |
| Average Distribution | 0.04514 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,278,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $599,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,214 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $603,610 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $638,622 | 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 | $4,214 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,214 | SubtotalAmt |
| Tax Based On Investment Income | $4,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,561 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,561 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,347 | OverpaymentAmt |
| Applied To ES Tax | $14,347 | AppliedToESTaxAmt |
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 | NY | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON D MCMANUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128747426 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 WEST BROADWAY PH A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100123741 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JASON D MCMANUS | ||||||||
| 420 WEST BROADWAY PH A | NEW YORK | NY | 100123741 | SECRETARY | 0 | $0 | $0 | $0 |
| DEBORAH H M MCMANUS | ||||||||
| 420 WEST BROADWAY PH A | NEW YORK | NY | 100123741 | PRESIDENT | 0 | $0 | $0 | $0 |
| SOPHIE MCMANUS | ||||||||
| 420 WEST BROADWAY PH A | NEW YORK | NY | 100123741 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE D J MCMANUS FOUNDATION ENGAGED IN NO DIRECT CHARITABLE ACTIVITIES DURING 2016. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE D J MCMANUS FOUNDATION MADE NO PROGRAM-RELATED INVESTMENTS DURING 2016. | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,976,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $504,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,480,819 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,480,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,278,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $663,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $663,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,214 | TotalTaxAmt |
| Distributable Before Adj | $659,716 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $659,716 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $659,716 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $638,622 | 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 | $638,622 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,214 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $634,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $659,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $34,371 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $34,371 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $638,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $638,622 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $21,094 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $21,094 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,277 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,277 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JASON D MCMANUS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBORAH MCMANUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 WEST BROADWAY PH A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100123741 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128747426 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS SHOULD BE SUBMITTED ON CORPORATE LETTERHEAD WITH FUNDING REQUIREMENTS AND SPECIFIC USES FOR GRANTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARCHEOLOGIGICAL INSTITUTE OF AMERICA | ||||||||
| 657 BEACON STREET | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $500 | |
| CATS HAVEN | ||||||||
| PO BOX 30206 | INDIANAPOLIS | IN | 46230 | NONE | PC | GENERAL SUPPORT | $250 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CLEARWATER SLOOP | ||||||||
| 112 LITTLE MARKET ST | POUGHKEEPSIE | NY | 12601 | NONE | PC | GENERAL SUPPORT | $500 | |
| DESMOND FISH LIBRARY | ||||||||
| 472 NEW YORK RD | GARRISON | NY | 10524 | NONE | PC | GENERAL SUPPORT | $2,200 | |
| THE DOE FUND | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $350 | |
| ETHS DISTRICT FOUNDATION | ||||||||
| 1600 DODGE AVENUE | EVANSTON | IL | 60201 | NONE | PC | GENERAL SUPPORT | $250 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GLYNWOOD CENTER INC | ||||||||
| PO BOX 157 | COLD SPRING | NY | 10516 | NONE | PC | GENERAL SUPPORT | $10,700 | |
| GODDARD-RIVERSIDE | ||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $43,945 | |
| GREENWICH HOUSE | ||||||||
| 27 BARRON STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HARTLEY HOUSE | ||||||||
| 413 WEST 46TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $26,900 | |
| HUDSON GUILD | ||||||||
| 441 WEST 26TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HUDSON HIGHLANDS LAND TRUST | ||||||||
| PO BOX | GARRISON | NY | 10524 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HUDSON HIGHLANDS NATURE MUSUEM | ||||||||
| PO BOX 451 | CORNWALL | NY | 12518 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | ||||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LIBRARY OF AMERICA | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL SUPPORT | $21,500 | |
| NEW DRAMATISTS | ||||||||
| 424 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $500 | |
| NEW YORK WOMEN'S FOUNDATION | ||||||||
| 34 WEST 22ND STREET | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $500 | |
| PHILIPSTOWN DEPOT THEATRE | ||||||||
| PO BOX 221 GARRISON LANDING | GARRISON | NY | 10524 | NONE | PC | GENERAL SUPPORT | $250 | |
| POLICE ATHLETIC LEAGUE | ||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $300 | |
| PRESERVATION LEAGUE OF NEW YORK STATE | ||||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PC | GENERAL SUPPORT | $300 | |
| PUTNAM COUNTY HISTORICAL SOCIETY | ||||||||
| 63 CHESTNUT | COLD SPRING | NY | 10516 | NONE | PC | GENERAL SUPPORT | $300 | |
| RIVERKEEPER | ||||||||
| 828 SOUTH BROADWAY | FARRYTOWN | NY | 10591 | NONE | PC | GENERAL SUPPORT | $500 | |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| YOUNG PEOPLE CHORUS OF NEW YOUR CITY INC | ||||||||
| 1995 BROADWAY SUITE 305 | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CITY HARVEST | ||||||||
| 575 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $360 | |
| NATIONAL WOMEN'S MUSEUM | ||||||||
| 205 S WHITING STREET SUITE 254 | ALEXANDRIA | VA | 22304 | NONE | PC | GENERAL SUPPORT | $500 | |
| ACLU | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ARBOR BROTHERS INC | ||||||||
| 299 E 11TH STREET SUITE 4B | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| BRONXWORKS | ||||||||
| 66 E TREMONT AVENUE | BRONX | NY | 10453 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SHE SHOULD RUN FOUNDATION | ||||||||
| 1900 L ST NEW STE 500 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $23,717 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLD SPRINGS | NY | 10516 | NONE | PC | GENERAL SUPPORT | $125 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $200 | |
| ARTWORK NYC | ||||||||
| 975 PARK AVENUE 12C | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| GARRISON CENTER INC | ||||||||
| 23 GARRISONS LANDING | GARRISON | NY | 10524 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| ICAAN | ||||||||
| PO BOX 53174 | INDIANAPOLIS | IN | 46253 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LINC | ||||||||
| 237 WEST 35TH STREET STE 1202 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $500 | |
| NEW YORK LANDMARKS CONSERVANCY | ||||||||
| ONE WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $200 | |
| WNET | ||||||||
| ONE CENTER STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WOMENS DONOR NETWORK | ||||||||
| 565 COMMERICAL STREET | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WNYC | ||||||||
| ONE CENTER STREET | NEW YORK | NY | 10007 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 2 PARK AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| LEGAL AID SOCIETY | ||||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $300 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| QUEENS COMMUNITY HOUSE | ||||||||
| 108-25 62ND DRIVE | FOREST HILLS | NY | 11375 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SALVATION ARMY | ||||||||
| 615 SLATER LANE PO BOX 269 | ALEXANDRIA | VA | 22313 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SCENIC HUDSON | ||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHSKEEPSI | NY | 12601 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SPECIAL OLYMPICS | ||||||||
| 504 BALLTOWN ROAD | SCHENECTADY | NY | 12304 | NONE | PC | GENERAL SUPPORT | $500 | |
| VOCAL EASE | ||||||||
| 240 WEST 73RD STREET SUITE 1403 | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $250 | |
| CHILDRENS AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $500 | |
| CHILDRENS ADVOCACY CENTER | ||||||||
| 2460 CHERRY STREET | TOLEDO | OH | 43608 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| COMMON GROUND FARM INC | ||||||||
| 79 FARLMSTEAD LN | WAPPINGERS FALLS | NY | 12590 | NONE | PC | GENERAL SUPPORT | $500 | |
| FOUNDATION FOR PERIPHERAL NEUROPATHY | ||||||||
| 485 HALF DAY ROAD STE 350 | BUFFALO GROVE | IL | 60089 | NONE | PC | GENERAL SUPPORT | $500 | |
| I CHALLENGE MYSELF | ||||||||
| 1460 BROADWAY SUITE 1013 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 112 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MANITOGA | ||||||||
| 584 ROUTE 9D | GARRISON | NY | 10524 | NONE | PC | GENERAL SUPPORT | $350 | |
| METROPOLITAN MUSEUM | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $600 | |
| NATIONAL PSORIASIS FOUNDATION | ||||||||
| 6600 SW 92ND AVENUE | PORTLAND | OR | 97223 | NONE | PC | GENERAL SUPPORT | $250 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 1785 MASS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $300 | |
| PHILIPSTOWNINFO INC | ||||||||
| 69 MAIN STREET | COLD SPRING | NY | 10516 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SOHARMONIUMS | ||||||||
| 420 W BROADWAY PH A | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $17,775 | |
| ACLU INDIANA | ||||||||
| 1031 E WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ACTION AGAINST HUNGER | ||||||||
| ONE WHITEHALL STREET 2ND FL | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| ANIMAL WELFARE INSTITUTE | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| COMMITTEE TO PROTECT JOURNALISTS | ||||||||
| 330 7TH AVENUE FL11 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FAIR VOTE | ||||||||
| 6930 CARROLL AVENUE STE 240 | TAKOMA PARK | MD | 20912 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF BOSTON HOMELESS | ||||||||
| 12 WISE STREET | BOSTON | MA | 02130 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| GIBNEY DANCE | ||||||||
| 890 BROADWAY FIFTH FL | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $500 | |
| GLEASON GIVE A KID A DREAM | ||||||||
| 77 FRONT STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $250 | |
| GOVERNMENT ACCOUNTABILITY PROJECT | ||||||||
| 1612 K ST NEW STE 1100 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| HIGHLAND CURRENT INC | ||||||||
| 161 MAIN STREET | COLD SPRINGS | NY | 10516 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| URBAN JUSTICE CENTER | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $2,000 | 40 RECTOR STREET 9TH FL |
| LAWYERS FOR CHILDREN | ||||||||
| 110 LAYFAYETTE ST FL 8 | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| MASTER VOICES | ||||||||
| 115 E 57TH | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| MARY ANNE CONNOR SCHOLARSHIP | ||||||||
| THE HIGH SCHOOL SCHOLARSHIP FOUNDAT | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL SUPPORT | $500 | PO BOX 682 |
| MEXICAN AMERICAN LEGAL DEFENSE | ||||||||
| 634 S SPRING ST 12TH FL | LOS ANGELES | CA | 90014 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| MOUNT VERNON LADIES ASSOCIATION | ||||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| NEWBURGH COMMUNITY LAND BANK | ||||||||
| 15 CHAMBERS STREET | NEWBURGH | NY | 12550 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| OPEN SPACE | ||||||||
| 151 POST ROAD | OLD WESTBURY | NY | 11568 | NONE | PC | GENERAL SUPPORT | $500 | |
| PINE STREET INN INC | ||||||||
| 363 ALBANY STREET | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $6,500 | |
| PLANNED PARENTHOOD IN & KY | ||||||||
| PO BOX 397 | INDIANAPOLIS | IN | 46206 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PROBULICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH FLO | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| RAFIKIS | ||||||||
| PO BOX 711723 | SALT LAKE CITY | UT | 84171 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| RENSSELAERVILLE LIBRARY | ||||||||
| PO BOX 188 | RENSSELAERVILLE | NY | 12147 | NONE | PC | GENERAL SUPPORT | $500 | 1459 COUNTY ROUTE 351 |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST PHILIPS CHURCH | ||||||||
| 204 W 134TH STREET | NEW YORK | NY | 10030 | NONE | PC | GENERAL SUPPORT | $500 | |
| THE CHAPEL RESTORATION | ||||||||
| 45 MARKET STREET | COLD SPRING | NY | 10516 | NONE | PC | GENERAL SUPPORT | $100 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE STREET STE 8000 | ANN ARBOR | MI | 48109 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WOMEN'S CITY CLUB | ||||||||
| 110 W 40TH STREET ROOM 1002 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $100 | |
| DRAMA LEAGUE | ||||||||
| 359 WILLIS AVENUE | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $500 | |
| SCHOLARSHIPS PLUS | ||||||||
| 525 EAST 80TH STREET 11A | NEW YORK | NY | 10075 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $638,622 | 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 | $71,547 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,466 | 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 | $222,819 | 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 | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $16,023 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $510,832 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,023 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $526,855 | 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 | JASON AND DEBORAH MCMANUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 WEST BROADWAY PENTHOUSE A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,014 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,700 SHS WILLIAMS PARTNERS LP | $97,119 | 2016-08-04 |
| 1 | 8,646 SHS UDR, INC | $318,778 | 2016-08-04 |
| 1 | 17,970 SHS TEMPLETON GLOBAL | $201,444 | 2016-08-04 |
| 1 | 2,000 ROPER INDUSTRIES | $335,140 | 2016-08-04 |
| 1 | 1,500 MAGELLAN MIDSTREAM PTRS | $104,250 | 2016-08-04 |
| 1 | 700 SHS L-3 COMMUNICATIONS | $105,357 | 2016-08-04 |
| 1 | 7,700 SHS ENTERPRISE PRODUCTS | $206,206 | 2016-08-04 |
| 1 | 1,000 SHS APPLE | $105,870 | 2016-08-04 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200,000 GOLDMAN SACHS 4.5% | $0 | $0 |
| 200,000 GOLDMAN SACHS 1.611% | $200,000 | $197,260 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9,827.275 SHS VANGUARD INDEX | $1,311,087 | $2,030,020 |
| 7,394.206 SHS HARBOR CAPITAL | $270,636 | $318,882 |
| 48,166.533 SHS COLUMBIA ACORN | $1,048,389 | $736,466 |
| 13,038.108 SHS VANGUARD SMALL | $329,001 | $805,103 |
| 1,300 SHS TIME WARNER INC | $38,879 | $125,489 |
| 9,746.840 FIDELITY DIV INTL | $220,875 | $324,570 |
| 5,136.700 FIDELITY DIS EQTY | $140,930 | $170,641 |
| 13,321.150 MATTHEW CHINA FD | $226,097 | $205,679 |
| 18,615.850 MUTUAL BEACON | $279,446 | $282,589 |
| 16146.360 TROWE PRICE NW ASIA | $256,580 | $245,425 |
| 10,838.184 MATTHEWS INDIA FD | $162,713 | $277,999 |
| 12,241.535 T.ROWE PRICE GRWTH | $409,532 | $652,229 |
| 3,500 GUGGENHE ETF SABRIENT IN | $97,027 | $172,194 |
| 5,311.234 SHS DODGE & COX INTL | $231,951 | $202,358 |
| 500 SHS TIME WARNER CABLE | ||
| 5,174.777 SHS MAI WEALTH INC. | ||
| 3,617.930 SHS GATEWAY INDEX | $91,391 | $111,577 |
| 16,510.973 GOLDMAN SACHS GRWTH | $409,407 | $384,706 |
| 6,707.361 SHS MERGER FUND | $105,132 | $104,367 |
| 37,932.845 SHS TEMPLETON GLOBA | $464,311 | $453,677 |
| 200,000 BARCLAYS BANK | ||
| 100,000 PNC BANK | $100,000 | $107,625 |
| 200,000 ENTERPRISE PRODUCTS | $215,588 | $204,204 |
| 200,000 GE CAP CORP | $215,865 | $255,274 |
| 4,539 SHS REINS GROUP | $122,963 | $122,462 |
| 28,626.766 FIDELITY FLOATING | $282,439 | $275,962 |
| 100,000 BARCLAYS BK STRUCTURED | ||
| 100,000 CREDIT SUISSE EEM NOTE | ||
| 100,000 GS EAFE NOTE | $100,000 | $107,091 |
| 26,764.698 SHS BLACKROCK STRAT | $269,520 | $262,440 |
| 200,000 BARCLAYS RUSSELL 2000 | ||
| 100,000 STANLEY B&D | $102,101 | $105,500 |
| 2,000 SHS SPDR 400 MIDCAP | $493,467 | $603,460 |
| 23,099.052 SHS DOUBLELINE TOTA | $253,469 | $244,516 |
| 24,285.526 SHS T ROWE GLOB TEC | $347,736 | $321,054 |
| 1,900 SHS SPDR S&P 500 ETF | $384,428 | $424,707 |
| 33,888.205 SHS STONERIDGE REIN | $344,992 | $343,626 |
| 12,000 SHS UBS E-TRACS ALERIAN | $299,181 | $340,920 |
| 5,000 SHS DEUTSHE X TRACKS MSC | $150,504 | $140,300 |
| 4,000 SHS ISHARES CORE MSCI EM | $184,524 | $169,800 |
| 2,000 SHS ISHARES S&P MID CAP | $302,138 | $330,680 |
| 2,000 SHS ISHARES S&P SMALL CA | $233,613 | $275,040 |
| 1,000 SHS APPLE INC | $105,870 | $115,820 |
| 244 SHS CHARTER COMMUNICATIONS | $21,862 | $70,252 |
| 700 SHS L-3 COMMUNICATIONS | $105,357 | $106,477 |
| 2,000 SHS ROPER INDUSTRIES | $339,140 | $366,160 |
| 8,646 SHS UDR INC | $318,778 | $315,406 |
| 1,500 SHS MAGELLAN MIDSTREAM | $104,250 | $113,445 |
| 2,700 SHS WILLIAMS PTRS | $97,119 | $102,681 |
| 125,000 JPM S&P 500 NOTE | $125,000 | $129,175 |
| 100,000 MS EFA NOTE | $99,750 | $99,705 |
| 100,000 MS EURO STOXX | $99,750 | $109,410 |
| 100,000 MS SPX | $99,750 | $113,565 |
| 7,700 SHS ENTERPRISE PRODUCTS | $206,206 | $208,208 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGUIRE WOODS | CategoryTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $16,023 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,023 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $102,742 | Amt |
| Net Investment Income | $102,742 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAXES | $2,686 | $2,686 |
| FEDERAL INVESTMENT INCOME TAX |