VIRGINIA B TOULMIN CHARITABLE FOUNDATION III 20-102080246164: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA B TOULMIN CHARITABLE FOUNDATION III 20-102080246164 (EIN 13-7385769)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-09-13
- IRS object ID
- 201612579349100311
- Schema version
- 2014v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-13T15:20:30-05:00 | ReturnTs |
| Tax Period End | 2015-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 W DOROTHY LN | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137385769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOULMIN VIRGINIA B CHARITABLE FOUNDATION III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOUL | BusinessNameControlTxt |
| Phone | 2125466211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 FIFTH AVENUE 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S VILLAFRANCO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125466211 | PhoneNum |
| Signature | 2016-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $134,122,822 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,043 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,946 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,013,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,992,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,756,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,131,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,508,155 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162,163 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $211,185 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,936,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,717,154 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $300,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $42,339 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $100,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $75,413 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,388 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,354,418 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,047,728 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $289,153 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $135,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $101,989 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,842 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Net Invst Incm | $115,436 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,034,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,358,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $492,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,650,519 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,367,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,685,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,358,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,859,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $251,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,358,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $251,378 | CashBOYAmt |
| Cash EOY | $308,767 | CashEOYAmt |
| Cash EOYFMV | $308,767 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,881,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,768,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,768,170 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $40,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $44,575 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $44,575 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $21,275,880 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,460,655 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,460,655 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $70,653,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,244,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,244,866 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,886,259 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,374,895 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,374,895 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,058,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,405,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,405,664 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,421,782 | OtherAssetsBOYAmt |
| Other Assets EOY | $515,230 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $515,230 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $141,468,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,122,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,122,822 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $179,860 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $135,106 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,754,511 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,037,730 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $509,321 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $349,893 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,443,692 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,522,729 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $137,024,726 | UnrestrictedBOYAmt |
| Unrestricted EOY | $129,600,093 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $137,024,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,600,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,468,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,122,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $137,024,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $251,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $137,276,646 | SubtotalAmt |
| Other Decreases | $7,676,553 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,600,093 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $49,735,047 | $43,375,087 | $6,359,960 | $6,359,960 | |
| PARTNERSHIP INCOME/LOSS | -$248,457 | -$248,457 | P | ||
| CAPITAL GAINS DIVIDENDS | $396,652 | $396,652 | $396,652 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,508,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,207,706 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $138,957,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,641,427 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $121,073,138 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,553,673 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $101,653,486 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,107,931 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,726,885 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043065 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $456,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $157,491 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.896356 | DistributionYr5Rt |
| Total Distribution | 3.090942 | TotalDistributionRt |
| Average Distribution | 0.618188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $136,737,285 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,529,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73,586 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,602,935 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,859,683 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147,172 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147,172 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147,172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $191,747 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $211,747 | TotalPaymentsAndCreditsAmt |
| Overpayment | $64,575 | OverpaymentAmt |
| Applied To ES Tax | $64,575 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125466211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 FIFTH AVENUE 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM S VILLAFRANCO | ||||||||
| 623 FIFTH AVENUE 28TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 10.00 | $100,000 | $0 | $0 |
| ALEXANDER C SANGER | ||||||||
| IPPF 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | TRUSTEE | 10.00 | $100,000 | $0 | $0 |
| KEVIN L MCDONALD | ||||||||
| 10 WEST SECOND ST 27TH FLOOR | DAYTON | OH | 45402 | TRUSTEE (TO NOVEMBER 2015) | 10.00 | $100,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUTHWIND ASSOCIATES OF NJ INC | |||||
| 623 FIFTH AVENUE 28TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT SERVICES | $389,033 |
| TCC GROUP | |||||
| 31 WEST 27TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | CONSULTING SERVICES | $246,485 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 499 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT SERVICES | $174,811 |
| SANDS CAPITAL MANAGEMENT | |||||
| 1101 WILSON BLVD SUITE 2300 | ARLINGTON | VA | 22209 | INVESTMENT MANAGEMENT SERVICES | $173,685 |
| WASMER SCHROEDER & CO INC | |||||
| 600 5TH AVE S SUITE 210 | NAPLES | FL | 34102 | INVESTMENT MANAGEMENT SERVICES | $140,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,838,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,981,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,819,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $138,819,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,082,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $136,737,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,836,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,836,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147,172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147,172 | TotalTaxAmt |
| Distributable Before Adj | $6,689,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,689,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,689,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,859,683 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,859,683 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,859,683 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,689,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $448,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $710,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $381,935 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,540,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,859,683 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,689,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $169,991 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,710,535 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $448,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,262,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $710,334 | ExcessFromYear2Amt |
| Excess From Year1 | $381,935 | ExcessFromYear1Amt |
| Excess From Current Year | $169,991 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALIVEANDKICKN | ||||||
| 320 PARK STREET | HAWORTH | NJ | 07641 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| AMERICAN CONSERVATORY THEATER | ||||||
| 30 GRANT AVE 6TH FL | SAN FRANCISCO | CA | 94108 | PC | RESEARCH AND IMPROVE THE STATUS OF WOMEN IN THE THEATER | $25,000 |
| ASOLO THEATRE | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM | $25,000 |
| ASOLO THEATRE | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | SARASOTA PERFORMING ARTS TESSITURA COLLABORATION | $28,880 |
| ASOLO THEATRE | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BALL4LYFE | ||||||
| PO BOX 16581 | WEST PALM BEACH | FL | 33416 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| BRIGID'S PATH | ||||||
| 3601 S DIXIE HWY | KETTERING | OH | 45439 | PC | TO ASSIST IN THE DEVELOPMENT OF ONE NURSERY | $25,000 |
| BROOKLYN ACADEMY OF MUSIC | ||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | SUPPORTING FEMALE COMPOSERS IN 2015 NEXT WAVE FESTIVAL | $50,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | 1 INT'L NURSING SCHOLARSHIP & 2 NEONATAL NURSE PRACTITIONERS SCHOLARSHIPS | $175,000 |
| CENTER FOR CONTEMPORARY OPERA | ||||||
| PO BOX 3169 | NEW YORK | NY | 10163 | PC | PRODUCTION OF RECORDING "IS PARIS BURNING?" | $25,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | BOYS HOPE GIRLS HOPE - CLEVELAND, OH VIDEO | $15,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | SUPPORT OPEN ROADS SUMMER PROGRAM | $40,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | WAHTRUN RAJAU SCHOOL FOR DEVELOPMENT OF HUMANITY VIDEO | $40,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | SUPPORT OPEN ROADS DIRECTOR OF STUDENT RELATIONS | $12,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | "GENTLE MAN" ANIMATED VIDEO FOR NAPLES SHELTER | $50,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | GENERAL OPERATING SUPPORT FOR OPEN ROADS CAMP | $10,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | SUNRISE ASSOCIATION VIDEO | $32,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | SUPPORT DEVELOPMENT OF OPEN ROADS ACADEMY | $69,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | SEAVIEW PRIMARY SCHOOL IN JAMAICA VIDEO | $15,000 |
| CREATIVE VISIONS FOUNDATION | ||||||
| 18820 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| DAYTON CHILDREN'S HOSPITAL | ||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | PC | CAMPUS RENEWAL AND A NEW PATIENT CARE FACILITY | $200,000 |
| DAYTON CONTEMPORARY DANCE COMPANY | ||||||
| 840 GERMANTOWN STREET | DAYTON | OH | 45402 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| DAYTON PERFORMING ARTS ALLIANCE | ||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | PC | GENERAL OPERATING SUPPORT | $250,000 |
| DAYTON'S CRAYONS TO CLASSROOMS | ||||||
| 1511 KUNTZ ROAD | DAYTON | OH | 45404 | PC | OPERATIONAL & FUND DEVELOPMENT MANAGER POSITIONS | $155,000 |
| DUBIN BREAST CENTER | ||||||
| 1176 5TH AVENUE | NEW YORK | NY | 10029 | PC | FAMILY PSYCHOLOGY PROGRAM & SOCIAL WORKER POSITION | $250,000 |
| ENSEMBLE STUDIO THEATRE | ||||||
| 549 W 52ND ST 2ND FL | NEW YORK | NY | 10019 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM | $25,000 |
| FAMILY PROMISE OF GREATER CLEVELAND | ||||||
| 3470 EAST 152ND STREET | CLEVELAND | OH | 44120 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| GIVE2ASIA | ||||||
| 340 PINE STREET | SAN FRANCISCO | CA | 94104 | PC | THAILAND NURSING SCHOOL VAN | $27,500 |
| GOODWILL EASTER SEALS MIAMI VALLEY | ||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT CAPACITY NEEDS | $50,000 |
| GOODWILL EASTER SEALS MIAMI VALLEY | ||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT FOR MIAMI VALLEY WORKS PROGRAM | $50,000 |
| HANOVER COLLEGE | ||||||
| 484 BALL DRIVE | HANOVER | IN | 47243 | PC | VIRGINIA B. TOULMIN SCHOLARSHIP IN THE PERFORMING ARTS | $62,500 |
| HERE ARTS CENTER | ||||||
| 145 SIXTH AVE | NEW YORK | NY | 10013 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM | $25,000 |
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | MEDICAL RESEARCH | $100,000 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | ||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | SUPPORT COMMUNICATIONS AND DEVELOPMENT CONSULTANT FOR CAPACITY BUILDING | $60,000 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | ||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | SUPPORT THE CARMEN BARROSO FELLOWSHIP FOR YOUTH PROGRAM | $10,000 |
| JUILLIARD SCHOOL | ||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10031 | PC | SCHOLARSHIPS FOR TOULMIN SCHOLARS IN THE VOCAL ARTS | $200,000 |
| JUILLIARD SCHOOL | ||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10031 | PC | MARKET COMPOSITION DEPT. TO FEMALE STUDENTS & PARTIAL SCHOLARSHIPS | $25,000 |
| LEAGUE OF AMERICAN ORCHESTRAS | ||||||
| 33 W 60TH ST 5TH FL | NEW YORK | NY | 10023 | PC | COMMISSIONING 6 WOMEN COMPOSERS AND SUPPORT 4 ORCHESTRAL READING SESSIONS | $100,000 |
| LEAGUE OF AMERICAN ORCHESTRAS | ||||||
| 33 W 60TH ST 5TH FL | NEW YORK | NY | 10023 | PC | PROVIDING ONE ADDITIONAL COMMISSION TO A FEMALE COMPOSER | $30,000 |
| LINCOLN CENTER THEATER | ||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | PC | COMMISSIONING FEMALE WRITERS | $100,000 |
| LYNNE MITCHELL FOUNDATION | ||||||
| 18510 SW 39TH STREET | MIAMI | FL | 33029 | PC | GENERAL OPERATING EXPENSES FOR SEAVIEW PRIMARY SCHOOL | $25,000 |
| LYNNE MITCHELL FOUNDATION | ||||||
| 18510 SW 39TH STREET | MIAMI | FL | 33029 | PC | SEAVIEW PRIMARY SCHOOL GENERAL OPERATIONS & SCHOLARSHIP PROGRAM | $40,000 |
| MA-YI THEATER COMPANY | ||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM | $25,000 |
| MCCARTER THEATRE | ||||||
| 91 UNIVERSITY PL | PRINCETON | NJ | 08540 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM | $25,000 |
| MS CENTER OF SOUTHWEST FLORIDA | ||||||
| 2647 PROFESSIONAL CIRCLE SUITE 1205 | NAPLES | FL | 34119 | PC | $50,000 GENERAL OPERATING SUPPORT & $25,000 EXPANDING MENTAL HEALTH SERVICES | $75,000 |
| MYFACE | ||||||
| 330 MADISON AVENUE | NEW YORK | NY | 10017 | PC | NEWMAN FAMILY SUPPORT CENTER | $145,000 |
| MYFACE | ||||||
| 330 MADISON AVENUE | NEW YORK | NY | 10017 | PC | EXPANSION OF FAMILY SUPPORT GROUPS VIA NEWMAN FAMILY SUPPORT CENTER | $30,000 |
| NAMI OF COLLIER COUNTY | ||||||
| 6216 TRAIL BLVD BLDG C | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| NAPLES EQUESTRIAN CHALLENGE | ||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | SUPPORT PATH ADVANCE INSTRUCTOR AND GENERAL OPERATING SUPPORT | $75,000 |
| NEW YORK CITY CENTER | ||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | FOR ORGANIZATIONAL CAPACITY BUILDING | $100,000 |
| NEW YORK CITY CENTER | ||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | DANCE COMMISSIONS IN 2015-2016 & FALL FOR DANCE FESTIVAL | $100,000 |
| NEW YORK CITY CENTER | ||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | FEMALE CHOREOGRAPHER COMMISSION | $25,000 |
| NEW YORK COMMUNITY TRUST | ||||||
| 909 THIRD AVE 22ND FL | NEW YORK | NY | 10022 | PC | SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS | $100,000 |
| NORTH HAVEN ARTS AND ENRICHMENT | ||||||
| PO BOX 526 | NORTH HAVEN | ME | 04853 | PC | WATERMAN'S COMMUNITY CENTER SUMMER 2016 PRODUCTION BY A FEMALE PLAYWRIGHT | $37,500 |
| NYU - WOMEN BALLET CHOREOGRAPHERS | ||||||
| 20 COOPER SQUARE 2ND FLOOR | NEW YORK | NY | 10003 | PC | TOULMIN FELLOWSHIP FOR WOMEN CHOREOGRAPHERS | $50,000 |
| OPEN CENTER NYC | ||||||
| 22 EAST 30TH STREET | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| OPERA AMERICA | ||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | COMMISSIONING OF WOMEN OPERA COMPOSERS | $150,000 |
| OPERA AMERICA | ||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | OPERA GRANTS FOR FEMALE COMPOSERS | $150,000 |
| PLANNED PARENTHOOD OF SW AND CENTRAL FLORIDA | ||||||
| 736 CENTRAL AVENUE | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PRACTICE MAKES PERFECT | ||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| RIVERDALE MENTAL HEALTH ASSOCIATION | ||||||
| 5676 RIVERDALE AVENUE | BRONX | NY | 10471 | PC | SUPPORT THE CHANCES FOR CHILDREN INSTITUTE | $60,000 |
| ROYAL FAMILY PRODUCTIONS | ||||||
| 145 WEST 46TH ST 3RD FL | NEW YORK | NY | 10036 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| SARASOTA OPERA ASSOCIATION | ||||||
| 50 CENTRAL AVENUE | SARASOTA | FL | 34236 | PC | SARASOTA PERFORMING ARTS TESSITURA COLLABORATION | $25,229 |
| SARASOTA OPERA ASSOCIATION | ||||||
| 50 CENTRAL AVENUE | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $150,000 |
| SARASOTA ORCHESTRA | ||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | SARASOTA PERFORMING ARTS TESSITURA COLLABORATION | $30,191 |
| SARASOTA ORCHESTRA | ||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| SCHOOL OF AMERICAN BALLET | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT PROGRAM FOR FEMALE STUDENT CHOREOGRAPHERS | $50,000 |
| SHELTER FOR ABUSED WOMEN AND CHILDREN | ||||||
| 674 PALM CIRCLE | NAPLES | FL | 34101 | PC | COMMUNITY EDUCATION, TRAINING, & HEALING ARTS PROGRAMS | $112,500 |
| SILVER HILL HOSPITAL | ||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SOHO REPERTORY THEATRE | ||||||
| 401 BROADWAY SUITE 300 | NEW YORK | NY | 10013 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM | $25,000 |
| ST ARMANDS KEY LUTHERAN CHURCH | ||||||
| 40 N ADAMS DRIVE | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| ST BONAVENTURE UNIVERSITY | ||||||
| 3261 WEST STATE ROAD | ST BONAVENTURE | NY | 14778 | PC | UNIVERSITY MINISTRIES BONA BUDDIES YOUTH MENTORS | $10,000 |
| SUNRISE ASSOCIATION | ||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | SCHOLARSHIPS & GENERAL OPERATING SUPPORT | $90,000 |
| THE DAYTON FOUNDATION | ||||||
| 40 N MAIN ST 500 | DAYTON | OH | 45423 | PC | SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS IN DAYTON, OHIO | $325,000 |
| THE FIRST TEE OF METROPOLITAN NY | ||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | PC | ENHANCING DIVERSITY AND FEMALE PARTICIPATION | $100,000 |
| THE HUMAN RACE THEATRE COMPANY | ||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | PC | CAMPAIGN FOR DEVELOPMENT OF NEW WORKS | $50,000 |
| THE INTERNATIONAL GROUP FOR HISTORIC AIRCRAFT RECOVERY | ||||||
| 2366 HICKORY HILL RD | OXFORD | PA | 19363 | PC | SUPPORT FOR EARHART PROJECT | $100,000 |
| THE PAINTED TURTLE | ||||||
| 1300 4TH STREET | SANTA MONICA | CA | 90401 | PC | NURSING STABILITY AND HEALTHCARE SCHOLARSHIP | $200,000 |
| VICTORIA THEATRE ASSOCIATION | ||||||
| 138 N MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT FOR THE NEXT STAGE CAMPAIGN | $250,000 |
| VICTORY GARDENS THEATER | ||||||
| 2433 N LINCOLN AVE | CHICAGO | IL | 60614 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM | $25,000 |
| WATSON INSTITUTE FOR INT'L STUDIES - BROWN UNIVERSITY | ||||||
| 111 THAYER STREET | PROVIDENCE | RI | 02912 | PC | JOINT VENTURE BETWEEN WATSON INSTITUTE - BROWN UNIVERSITY AND IPPF/WHR TO PLAN A HEALTH CARE CONFERENCE | $30,000 |
| WATSON INSTITUTE FOR INT'L STUDIES - BROWN UNIVERSITY | ||||||
| 111 THAYER STREET | PROVIDENCE | RI | 02912 | PC | JOINT VENTURE BETWEEN WATSON INSTITUTE - BROWN UNIVERSITY AND IPPF/WHR TO CONDUCT A HEALTH CARE CONFERENCE | $250,000 |
| WELLESLEY-NIOST | ||||||
| 106 CENTRAL ST CHEEVER HOUSE | WELLESLEY | MA | 02481 | PC | EXPANSION OF APT VALIDATION STUDY II | $50,000 |
| WILMA THEATER | ||||||
| 265 S BROAD ST | PHILADELPHIA | PA | 19107 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM | $25,000 |
| WRIGHT STATE UNIVERSITY | ||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | PC | DISTINGUISHED VISITING ARTIST PROGRAM | $25,000 |
| WRIGHT STATE UNIVERSITY | ||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | PC | NATIONAL DISASTER HEALTH CONSORTIUM | $125,000 |
| YORK STREET PROJECT | ||||||
| 89 YORK STREET | JERSEY CITY | NJ | 07302 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | PC | STAFFING OF SHELTER EXPANSION FOR HOMELESS & RUNAWAY TEENS | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,367,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CONSERVATORY THEATER | ||||||
| 30 GRANT AVE 6TH FL | SAN FRANCISCO | CA | 94108 | PC | RESEARCH AND IMPROVE THE STATUS OF WOMEN IN THE THEATER | $75,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | 1 INT'L NURSING SCHOLARSHIP & 2 NEONATAL NURSE PRACTITIONERS SCHOLARSHIPS | $175,000 |
| DAYTON CHILDREN'S HOSPITAL | ||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | PC | CAMPUS RENEWAL AND A NEW PATIENT CARE FACILITY | $600,000 |
| DAYTON PERFORMING ARTS ALLIANCE | ||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | PC | GENERAL OPERATING SUPPORT | $500,000 |
| DAYTON'S CRAYONS TO CLASSROOMS | ||||||
| 1511 KUNTZ ROAD | DAYTON | OH | 45404 | PC | OPERATIONAL & FUND DEVELOPMENT MANAGER POSITIONS | $195,000 |
| DUBIN BREAST CENTER | ||||||
| 1176 5TH AVENUE | NEW YORK | NY | 10029 | PC | FAMILY PSYCHOLOGY PROGRAM & SOCIAL WORKER POSITION | $250,000 |
| GOODWILL EASTER SEALS MIAMI VALLEY | ||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT CAPACITY NEEDS | $25,000 |
| GOODWILL EASTER SEALS MIAMI VALLEY | ||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT FOR MIAMI VALLEY WORKS PROGRAM | $150,000 |
| HANOVER COLLEGE | ||||||
| 484 BALL DRIVE | HANOVER | IN | 47243 | PC | VIRGINIA B. TOULMIN SCHOLARSHIP IN THE PERFORMING ARTS | $62,500 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | ||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | SUPPORT IPPF/WHR MEMBER ASSOCIATIONS SUSTAINABILITY PROJECT | $750,000 |
| JUILLIARD SCHOOL | ||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10031 | PC | SCHOLARSHIPS FOR TOULMIN SCHOLARS IN THE VOCAL ARTS | $100,000 |
| NEW YORK CITY CENTER | ||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | FOR ORGANIZATIONAL CAPACITY BUILDING | $75,000 |
| NYU - WOMEN BALLET CHOREOGRAPHERS | ||||||
| 20 COOPER SQUARE 2ND FLOOR | NEW YORK | NY | 10003 | PC | TOULMIN FELLOWSHIP FOR WOMEN CHOREOGRAPHERS | $100,000 |
| OPEN ROADS | ||||||
| 1223 WILSHIRE BLVD SUITE 351 | SANTA MONICA | CA | 90403 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| OPERA AMERICA | ||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | OPERA GRANTS FOR FEMALE COMPOSERS | $150,000 |
| PACIFIC NORTHWEST BALLET | ||||||
| 301 MERCER STREET | SEATTLE | WA | 98109 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER JESSICA LANG | $50,000 |
| ST BONAVENTURE UNIVERSITY | ||||||
| 3261 WEST STATE ROAD | ST BONAVENTURE | NY | 14778 | PC | UNIVERSITY MINISTRIES BONA BUDDIES YOUTH MENTORS | $20,000 |
| SUNRISE ASSOCIATION | ||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | SCHOLARSHIPS & GENERAL OPERATING SUPPORT | $90,000 |
| THE HUMAN RACE THEATRE COMPANY | ||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | PC | CAMPAIGN FOR DEVELOPMENT OF NEW WORKS | $50,000 |
| VICTORIA THEATRE ASSOCIATION | ||||||
| 138 N MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT FOR THE NEXT STAGE CAMPAIGN | $500,000 |
| WRIGHT STATE UNIVERSITY | ||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | PC | DISTINGUISHED VISITING ARTIST PROGRAM | $50,000 |
| WRIGHT STATE UNIVERSITY | ||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | PC | NATIONAL DISASTER HEALTH CONSORTIUM | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,072,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,043 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,013,152 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,756,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,936,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,936,970 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $100,550 | Amt |
| Net Investment Income | $75,413 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,388 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $12,374,895 | EOYBookValueAmt |
| EOYFMV | $12,374,895 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $51,244,866 | EOYBookValueAmt |
| EOYFMV | $51,244,866 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,624,726 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,624,726 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $14,835,929 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $14,835,929 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL LONG/SHORT FUND | FMV | $9,508,855 | $9,508,855 |
| LIMITED PARTNERSHIP INTEREST | FMV | $4,489,569 | $4,489,569 |
| OVERSEAS FUND | FMV | $4,362,207 | $4,362,207 |
| REAL ESTATE INVESTMENT TRUST | FMV | $149,921 | $149,921 |
| EXCHANGE TRADED FUNDS | FMV | $2,307,496 | $2,307,496 |
| MUTUAL FUND | FMV | $11,587,616 | $11,587,616 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $42,339 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $256,489 | $275,740 | $275,740 |
| CONTRIBUTION RECEIVABLE | $1,165,293 | $214,490 | $214,490 |
| OTHER RECEIVABLE | $25,000 | $25,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS | $7,204,019 |
| GAIN/LOSS ON CONTRIBUTION RECEIVABLE | $472,534 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $208,450 | ||
| CLASS ACTION SETTLEMENTS | $2,735 | $2,735 | $2,735 |
| DEFERRED FEDERAL EXCISE TAX | $0 | $159,428 | $159,428 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $509,321 | BOYBookValueAmt |
| EOY Book Value | $349,893 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,047,728 | $1,047,728 | $0 |
| CONSULTANTS | $306,690 | $0 | $289,153 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $135,235 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA B TOULMIN IRREVOCABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST SECOND STREET 26TH FLOOR | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616399748 | EIN |
| Desc | CASH TRANSFERS OF CONTRIBUTION RECEIVABLE FROM TRUST DURING THE YEAR | Desc |
| Amt | $478,269 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,269 | TotalAmt |