BRESNAN FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BRESNAN FAMILY FOUNDATION INC (EIN 20-0765497)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201711259349101856
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T14:27:54-05:00 | 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 | 200765497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bill and Ann Bresnan Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BRES | 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 | ANN BRESNAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-05-01 | 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 | 06391520171255000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,479,293 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,743 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,743 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $604,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,099 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,887 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,293 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,878 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,873 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $245,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$161,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $844,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $672,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $899,550 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $521,940 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $500,068 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $498,995 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,415,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,253,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,479,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,415,006 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,253,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,415,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,253,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,415,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,253,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,415,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$161,555 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,253,451 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,253,451 | 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 | $604,781 | GrossSalesPriceAmt |
| Cost Or Other Basis | $558,682 | CostOrOtherBasisAmt |
| Gain Or Loss | $46,099 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $46,099 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,099 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $218,007 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,724,768 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126398 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $224,541 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,946,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.115369 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $330,264 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,012,798 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.164082 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $399,901 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,092,752 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.191089 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $499,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,390,212 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.208822 | DistributionYr5Rt |
| Total Distribution | 0.80576 | TotalDistributionRt |
| Average Distribution | 0.161152 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,529,274 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $246,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $665 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $247,111 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $226,873 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,330 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,330 | SubtotalAmt |
| Tax Based On Investment Income | $1,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $841 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $841 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $489 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Jennifer Benedict | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Kirstie Benedict | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Ann Bresnan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / 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 | $1,504,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,552,562 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,552,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,529,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,330 | TotalTaxAmt |
| Distributable Before Adj | $75,134 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,134 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,873 | 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 | $226,873 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $226,873 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,134 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $381,354 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $296,745 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $232,395 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $129,320 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,416 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,173,230 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,873 | QualifyingDistributionsAmt |
| Applied To Current Year | $75,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $151,739 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,324,969 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $381,354 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $943,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $296,745 | ExcessFromYear4Amt |
| Excess From Year3 | $232,395 | ExcessFromYear3Amt |
| Excess From Year2 | $129,320 | ExcessFromYear2Amt |
| Excess From Year1 | $133,416 | ExcessFromYear1Amt |
| Excess From Current Year | $151,739 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ann Bresnan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTISTS FOR PEACE AND JUSTICE | ||||||||||||
| 1507 7TH ST 403 | SANTA MONICA | CA | 90401 | N/A | PC | St. Luke's APJ high school FUND in Haiti | $15,000 | |||||
| COPE CHILDREN'S TRUST | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $25,000 | LARK RISE FAIRMEADOWS WAY | LOUGHBOROUGH | LEIESTERSHIRE | GB | LE11 2HS | ||||
| FIVER CHILDRENS FOUNDATION INC | ||||||||||||
| 519 8TH AVE 24TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 | |||||
| GREENWICH INTERNATIONAL FILM FESTIVAL INC | ||||||||||||
| 55 OLD FIELD POINT RD | GREENWICH | CT | 06830 | N/A | PC | Social Impact Award Project | $10,000 | |||||
| LOST TREE VILLAGE CHARITABLE FOUNDATION INC | ||||||||||||
| 8 CHURCH LN | N PALM BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $25,000 | |||||
| PATHWAYS INC | ||||||||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,000 | |||||
| PROSTATE CANCER FOUNDATION | ||||||||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | for the Research team of Dr. David Nanus at Weill Cornell Hospital | $100,000 | |||||
| THE MATTHEW GAFFNEY FOUNDATION INC | ||||||||||||
| 2704 LONG RIDGE RD | STAMFORD | CT | 06903 | N/A | PC | General & Unrestricted | $5,000 | |||||
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | ||||||||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | in support of Amanda Glendinning's fundraising efforts for the London Marathon | $2,000 | |||||
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | ||||||||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | Charitable Event | $2,000 | |||||
| TREK MEDICS INTERNATIONAL INC | ||||||||||||
| 193-195 BLEECKER ST STE 14 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $10,000 | |||||
| WOMENS JUSTICE INITIATIVE INC | ||||||||||||
| A-625 PO BOX 669004 | MIAMI SPRINGS | FL | 33266 | N/A | PC | General & Unrestricted | $6,000 | |||||
| YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMA | ||||||||||||
| 3114 MERMAID AVE | BROOKLYN | NY | 11224 | N/A | PC | General & Unrestricted | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,000 | 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 | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,743 | 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 | $46,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $83,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,887 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COPE CHILDRENS TRUST | |||||||||||
| LARK RISE FAIRMEADOWS WAY | LOUGHBOROUGH | LEICESTERSHIRE | UK | LE11 2HS | 2009-04-16 | $100,000 | CONSTRUCTION OF A CORRIDOR JOINING THE BEDROOM WING WITH THE THERAPIES BLOCK | $100,000 | NO | 8/17/10, 6/13/12, 9/30/13, 5/20/14, 8/4/15, 7/26/16 | none necessary |
| COPE CHILDRENS TRUST | |||||||||||
| LARK RISE FAIRMEADOWS WAY | LOUGHBOROUGH | LEICESTERSHIRE | UK | LE11 2HS | 2015-03-09 | $25,000 | TO SUPPORT THE THERAPY SERVICES PROJECT | $25,000 | NO | 7/26/16 | none necessary |
| FONDATION FESTIVAL FILM JAKMEL CINE INST | |||||||||||
| ROUTE DE MEYER | JACMEL | HA | 2014-09-22 | $15,000 | TO HELP FUND THE CINE LEKOL PROJECT | $15,000 | NO | 4/18/16 | NONE NECESSARY | ||
| COPE CHILDREN'S TRUST | |||||||||||
| LARK RISE FAIRMEADOWS WAY | LOUGHBOROUGH | LEICESTERSHIRE | UK | LE11 2HS | 2016-04-06 | $25,000 | To support the music therapy project | NO | expected in 2017 | none necessary | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (39 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN TOWER CORP - 5.900% - | $16,045 | $15,676 |
| ARROW ELECTRONICS INC NOTE - 4 | $20,634 | $20,381 |
| AT&T, INC - 3.950% - 01/15/202 | $18,444 | $18,031 |
| BLOCK FINANCIAL - 4.125% - 10/ | $16,206 | $16,335 |
| CDK GLOBAL INC NTS - 4.500% - | $16,253 | $15,520 |
| CDW LLC/CDW FINANCE - 5.000% - | $14,148 | $14,018 |
| CENTURYLINK INC NOTE - 6.450% | $17,034 | $16,840 |
| DAVITA HEALTHCARE PTNRS - 5.12 | $11,987 | $11,970 |
| DAVITA INC - 5.750% - 08/15/20 | $3,188 | $3,135 |
| DISCOVERY COMMUNICATIONS LLC B | $15,186 | $15,795 |
| DISH DBS CORP SR NT - 7.875% - | $15,137 | $15,540 |
| DUN & BRADSTREET - 4.000% - 06 | $8,026 | $8,211 |
| DUN & BRADSTREET CORP - 4.375% | $4,973 | $5,066 |
| EXPEDIA INC DEL - 5.950% - 08/ | $14,237 | $15,303 |
| FIDELITY NATL INFOMATION SVCS | $15,475 | $15,956 |
| FISERV INC - 4.625% - 10/01/20 | $16,378 | $16,021 |
| GAP INC - 5.950% - 04/12/2021 | $16,863 | $18,943 |
| HCA INC SR SEC NT - 6.500% - 0 | $15,610 | $15,316 |
| JUNIPER NETWORKS - 0.044% - 06 | $14,398 | $14,117 |
| JUNIPER NETWORKS INC - 3.300% | $2,083 | $2,043 |
| KLA-TENCOR CORP SR GLBL NT - 4 | $11,194 | $11,471 |
| KLA-TENCOR SR GLBL NT - 4.650% | $4,947 | $5,293 |
| L-3 COMMUNICATIONS CORP - 4.75 | $5,584 | $5,315 |
| L-3 COMMUNICATIONS CORP - 5.20 | $14,920 | $13,982 |
| LABORATORY CORP OF AMER NT - 3 | $16,421 | $16,133 |
| MASCO CORP NT - 5.950% - 03/15 | $20,204 | $19,891 |
| MOTOROLA SOLUTIONS - 0.000% - | $7,982 | $7,885 |
| QVC INC - 4.850% - 04/01/2024 | $16,163 | $16,084 |
| RR DONELLEY & SONS - 7.875% - | $8,868 | $8,240 |
| STEEL DYNAMICS INC - 0.051% - | $16,690 | $16,687 |
| TOTAL SYS SVCS - 0.038% - 04/0 | $7,080 | $7,225 |
| TOTAL SYSTEMS SERVICES - 0.048 | $8,473 | $8,620 |
| TRANSDIGM INC - 0.065% - 07/15 | $5,310 | $5,231 |
| URS CORP - 5.000% - 04/01/2022 | $16,335 | $16,080 |
| VALMONT INDUSTRIES INC - 6.625 | $18,273 | $17,719 |
| VERISK ANALYTICS - 4.125% - 09 | $9,283 | $9,377 |
| VERISK ANALYTICS INC - 4.875% | $5,942 | $6,290 |
| VIACOM INC NOTE - 4.250% - 09/ | $18,431 | $18,014 |
| WILLIS GROUP HLDG - 5.750% - 0 | $15,663 | $15,241 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $17,705 | $19,296 |
| APPLE INC | $11,398 | $25,596 |
| ARTISAN INTERNATIONAL VALUE FU | $397,798 | $484,317 |
| ASML HOLDING NV NY REG SHS | $7,298 | $8,415 |
| BRISTOL-MYERS SQUIBB CO | $9,865 | $10,811 |
| CABOT OIL & GAS CORP | $863 | $584 |
| CDW CORP | $10,817 | $15,887 |
| CHUBB LIMITED | $11,060 | $13,212 |
| CHURCH & DWIGHT | $6,730 | $12,815 |
| CME GROUP, INC | $11,027 | $17,303 |
| COMCAST CORP | $6,851 | $8,631 |
| COSTCO WHOLESALE CORPORATION | $7,389 | $10,407 |
| DANAHER CORP | $6,498 | $11,676 |
| DENTSPLY SIRONA INC | $8,881 | $9,756 |
| DEVON ENERGY CORPORATION | $9,158 | $15,985 |
| DOVER CORP | $6,640 | $7,493 |
| EDWARDS LIFESCIENCES | $8,925 | $9,370 |
| EOG RESOURCES INC | $10,131 | $20,220 |
| ESTEE LAUDER COMPANIES INC | $6,511 | $7,649 |
| FIDELITY NATIONAL INFORMATION | $10,980 | $13,237 |
| FISERV INC | $4,417 | $15,942 |
| INTUIT | $6,278 | $10,315 |
| IPG PHOTONICS CORP | $10,177 | $14,807 |
| JOHNSON & JOHNSON | $11,592 | $14,401 |
| JP MORGAN CHASE | $14,858 | $25,887 |
| LENNAR CORP | $6,487 | $12,879 |
| MARRIOTT INTERNATIONAL INC. | $3,254 | $4,134 |
| MOODYS CORP | $10,131 | $11,784 |
| NESTLE S.A | $9,502 | $12,555 |
| NIKE INC | $10,425 | $10,166 |
| ROPER INDUSTRIES | $9,340 | $18,308 |
| WALT DISNEY HOLDINGS CO | $3,851 | $10,422 |
| WHITEWAVE FOODS COMPANY | $5,798 | $15,290 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,823 | $11,823 | |
| Bank Charges | $5 | $5 | |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $17,293 | Amt |
| Net Investment Income | $17,293 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $800 | |
| 990-PF Extension for 2015 | $388 | |
| Foreign Tax Paid | $83 | $83 |