WELDON FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WELDON FOUNDATION INC (EIN 65-0715451)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349102842
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:45:44-06:00 | 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 | 650715451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Weldon Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WELD | 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 | NORMAN WELDON | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-11-13 | 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 | 108.14.9.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173195000031 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | 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 | $8,070,827 | 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 | $564 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $564 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,885 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $103,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,031 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,628 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,879 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,235 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,152 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,791,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $585,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $585,877 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,568,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,508,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $925,696 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,745,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,636,865 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,409,254 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,105,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,881,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,070,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,105,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,881,622 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,105,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,881,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,105,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,881,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,105,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,211 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,881,622 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,881,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $173,985 | $107,472 | $66,513 | $66,513 | |||
| Passthrough K1 Capital Gain/(Loss) | -$2,464 | ||||||
| SKYLINE VENTURE PARTNERS III, L.P. | $0 | $0 | $2,836 | $0 | P | 2009-12-31 | 2016-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,885 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,287,024 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,116,925 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127215 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,330,991 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,832,124 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.135372 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,042 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,496,407 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,129,236 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,931,911 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.162904 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $811,788 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,928,720 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090919 | DistributionYr5Rt |
| Total Distribution | 0.534691 | TotalDistributionRt |
| Average Distribution | 0.106938 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,973,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $852,640 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,012 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $853,652 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $302,735 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,023 | SubtotalAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,551 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,551 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,528 | OverpaymentAmt |
| Applied To ES Tax | $2,528 | 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 | FL | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Carol J Weldon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Committee Chair / Sec | 1.0 | $0 | $0 | $0 |
| Cynthia M Weldon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Committee Member | 3.0 | $0 | $0 | $0 |
| Norman R Weldon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 2.0 | $0 | $0 | $0 |
| Thomas D Weldon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $972,471 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $787,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,334,692 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,094,642 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,094,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,973,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,023 | TotalTaxAmt |
| Distributable Before Adj | $396,638 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $396,638 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $396,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,735 | 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 | $302,735 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $302,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,638 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $452,046 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $785,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $854,445 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $871,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,963,465 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,735 | QualifyingDistributionsAmt |
| Applied To Current Year | $302,735 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $93,903 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,903 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,869,562 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $358,143 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,511,419 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $785,242 | ExcessFromYear4Amt |
| Excess From Year2 | $854,445 | ExcessFromYear2Amt |
| Excess From Year1 | $871,732 | ExcessFromYear1Amt |
| 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMELIA PLANTATION CHAPEL INC | |||||||
| 36 BOWMAN RD | AMELIA ISLAND | FL | 32034 | N/A | PC | General & Unrestricted | $5,000 |
| BLUE RIDGE SCHOOL INCORPORATED | |||||||
| 273 MAYO DR | ST GEORGE | VA | 22935 | N/A | PC | BAC Campaign | $10,000 |
| BLUE SPRUCE HABITAT FOR HUMANITY | |||||||
| PO BOX 2366 | EVERGREEN | CO | 80437 | N/A | PC | General & Unrestricted | $1,000 |
| BUCK INSTITUTE FOR RESEARCH ON AGING | |||||||
| 8001 REDWOOD BLVD | NOVATO | CA | 94945 | N/A | PC | General & Unrestricted | $10,000 |
| BUCK INSTITUTE FOR RESEARCH ON AGING | |||||||
| 8001 REDWOOD BLVD | NOVATO | CA | 94945 | N/A | PC | Advisory Board Membership for Thomas D. Weldon Program | $10,000 |
| BUCK INSTITUTE FOR RESEARCH ON AGING | |||||||
| 8001 REDWOOD BLVD | NOVATO | CA | 94945 | N/A | PC | Mouse healthspan study of GRAS compounds | $50,000 |
| BUCK INSTITUTE FOR RESEARCH ON AGING | |||||||
| 8001 REDWOOD BLVD | NOVATO | CA | 94945 | N/A | PC | Weldon Sponsored Research Fund | $50,000 |
| BUCK INSTITUTE FOR RESEARCH ON AGING | |||||||
| 8001 REDWOOD BLVD | NOVATO | CA | 94945 | N/A | PC | Weldon Sponsored Research Fund | $80,000 |
| CAMBODIA CLEAN WATER | |||||||
| 1512 W FAIRWAY DR | SPOKANE | WA | 99218 | N/A | PC | General & Unrestricted | $2,000 |
| CAMBODIA CLEAN WATER | |||||||
| 1512 W FAIRWAY DR | SPOKANE | WA | 99218 | N/A | PC | Cambodia Clean Water Project | $2,000 |
| DEETTE HOLDEN CUMMER MUSEUM FOUNDATION INC | |||||||
| 829 RIVERSIDE AVE | JACKSONVILLE | FL | 32204 | N/A | PC | General & Unrestricted | $1,000 |
| FIRST PLYMOUTH CONGREGATIONAL CHURCH UCC | |||||||
| 3501 S COLORADO BLVD | ENGELWOOD | CO | 80113 | N/A | PC | General & Unrestricted | $5,000 |
| FIRST PLYMOUTH CONGREGATIONAL CHURCH UCC | |||||||
| 3501 S COLORADO BLVD | ENGELWOOD | CO | 80113 | N/A | PC | Loaves & Fishes - Habitat for Humanity Program | $1,000 |
| FIRST PLYMOUTH CONGREGATIONAL CHURCH UCC | |||||||
| 3501 S COLORADO BLVD | ENGELWOOD | CO | 80113 | N/A | PC | Rwanda Project | $1,000 |
| FIRST PLYMOUTH CONGREGATIONAL CHURCH UCC | |||||||
| 3501 S COLORADO BLVD | ENGELWOOD | CO | 80113 | N/A | PC | General & Unrestricted | $2,500 |
| GEORGIA PERIMETER COLLEGE FOUNDATION INC | |||||||
| ONE PARK S SE STE 533 | ATLANTA | GA | 30303 | N/A | PC | The Weldon Foundation endowment Scholarship fund | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 516 S 10TH ST STE 115 | FERNANDINA | FL | 32034 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL FOUNDATION FOR RESEARCH IN EXPERIMEN | |||||||
| 2122 E CAMINO EL GANADO | TUCSON | AZ | 85718 | N/A | PC | General & Unrestricted | $2,000 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | N/A | PC | Good Samaritan Fund | $1,000 |
| MICAHS PLACE INC | |||||||
| PO BOX 16287 | FERNANDINA | FL | 32035 | N/A | PC | General & Unrestricted | $2,000 |
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | N/A | PC | Spirit Squad via John Purdue Club Fund | $500 |
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | N/A | PC | HISEAS Research Project | $3,500 |
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | N/A | PC | Women in Engineering - SWE Scholarship fund | $4,500 |
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | N/A | PC | Dean of Agriculture Discretionary Fund | $2,500 |
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | N/A | PC | HHS Dean's Discretionary Fund | $2,500 |
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD ST | W LAFAYETTE | IN | 47907 | N/A | PC | Krannert Dean's Discretionary Fund | $5,000 |
| SAFERIDE AMERICA INC | |||||||
| 5825 GLENRIDGE DR STE 3-101 | ATLANTA | GA | 30328 | N/A | PC | Corporate Awareness Campaign | $1,000 |
| WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | SO I | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,500 | 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 | $564 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,576 | 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 | $66,885 | 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 | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $103,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,031 | 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
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN GROWTH FD OF AMERICA | $138,061 | $211,504 |
| CAPITAL WORLD GROWTH & INCOME | $138,360 | $203,942 |
| PROSHARES TRUST | $1,232,459 | $510,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|
| ENABLE INJECTIONS, INC | $365,310 | |
| ENABLE INJECTIONS, INC. SER. A | $867,032 | $894,896 |
| NEURONETICS, INC. SER. D PFD | $28,689 | $125,000 |
| NEURONETICS, INC. SER. E PFD | $93,389 | $300,000 |
| NEURONETICS, INC. SER. F PFD | $824,771 | $814,097 |
| PERCEPTIS MEDICAL SERIES A PRE | $506,691 | $506,692 |
| SUREFIRE MEDICAL SERIES B-1 PR | $490,956 | $1,000,000 |
| SUREFIRE MEDICAL SERIES B-2 PR | $1,255,813 | $1,500,000 |
| SUREFIRE SERIES A PREFERRED ST | $244,531 | $805,000 |
| SUREFIRE SERIES C1 PREFERRED S | $616,174 | $530,000 |
| SUREFIRE SERIES C2 PREFERRED S | $1,035,851 | $930,148 |
| USVP ENTREPRENEUR PARTNERS VII | $20,261 | $31,032 |
| ZUREX PHARMA, INC SERIES A PRE | $59,786 | $200,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $33,174 | $33,174 | |
| K-1 Exp SKYLINE VENTURE PARTNE | $482 | $482 | |
| K-1 Exp USVP ENTREPRENEUR PART | $1,397 | $1,397 | |
| State or Local Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ENABLE INJECTIONS, LLC | ||
| K-1 Inc/Loss SKYLINE VENTURE PARTNERS III, L.P. | $2 | $2 |
| K-1 Inc/Loss USVP ENTREPRENEUR PARTNERS VIII-B, LP | $4 | $4 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRECEPTIS MEDICAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $150,000 | LoanOriginalAmt |
| Balance Due | $150,000 | BalanceDueAmt |
| Note | 2016-05 | NoteDt |
| Loan Maturity | 2017-12 | LoanMaturityDt |
| Interest | 5. | InterestRt |
| Loan Purpose | INVESTMENT | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPIC CONSULTING FEES | CategoryTxt |
| Amt | $12,000 | Amt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $2,400 |
| 990-PF Extension for 2015 | $20,228 |