REYNOLDS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- REYNOLDS FAMILY FOUNDATION (EIN 38-3739715)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349102107
- Schema version
- 2015v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:45:52-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383739715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reynolds Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | REYN | 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 | PATRICIA R MINTMIRE | PersonNm |
| Person Title | managing trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-11-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $54,344,617 | 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 | $9,987 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,987 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,122,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,122,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,835,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,733 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110,641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $167,357 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,277,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,334,009 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $67,225 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,225 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $89,961 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $188,891 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,526 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $346,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,808,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,808,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,154,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,896,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,876,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,168,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,786,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,427,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,427,118 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,022,050 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,371,156 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,312,248 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,380,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,157,678 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,214,780 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,145,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,694,413 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,355,147 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,827,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,634,623 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,035,324 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,161,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,284,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,344,617 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $48,161,920 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,284,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,161,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,284,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,161,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,284,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,161,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,876,932 | ExcessRevenueOverExpensesAmt |
| Subtotal | $46,284,988 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $46,284,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $3,835,478 | $3,647,677 | $187,801 | $187,801 |
| Passthrough K1 Capital Gain | -$154,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,733 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,798,622 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,887,636 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,664,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,502,020 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047164 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,580,469 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,730,598 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048026 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,548,660 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,242,082 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,527,054 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,613,698 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048961 | DistributionYr5Rt |
| Total Distribution | 0.240462 | TotalDistributionRt |
| Average Distribution | 0.048092 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,224,587 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,703,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,683 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,715,636 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,896,468 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,683 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,683 | SubtotalAmt |
| Tax Based On Investment Income | $11,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,065 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,065 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $23,382 | OverpaymentAmt |
| Applied To ES Tax | $11,700 | AppliedToESTaxAmt |
| Refund | $11,682 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| Alison L Baird | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Timothy D Friedman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Donald F Mintmire | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Patricia R Mintmire | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Managing Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd fl | Fairfield | CT | 06824 | Administrative | $88,320 |
| Atlantic Trust Company NA | |||||
| ONE SOUTH WACKER DR SUITE 3500 | CHICAGO | IL | 60606 | Investment Mgt | $67,225 |
| 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 | $45,211,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,665,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,203,974 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,080,799 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,080,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $856,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,224,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,811,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,811,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,683 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,029 | IncomeTaxAmt |
| Total Tax | $13,712 | TotalTaxAmt |
| Distributable Before Adj | $2,797,517 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,797,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,797,517 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,896,468 | 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 | $2,896,468 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,683 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,884,785 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,797,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,843,404 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $2,896,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,843,404 | AppliedToYear1Amt |
| Applied To Current Year | $53,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,744,453 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 W JACKSON BLVD STE 2100 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $65,000 |
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 W JACKSON BLVD STE 2100 | CHICAGO | IL | 60606 | N/A | PC | Charitable Event | $25,000 |
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 W JACKSON BLVD STE 2100 | CHICAGO | IL | 60606 | N/A | PC | Charitable Event | $10,000 |
| AIDS PROJECT LOS ANGELES INC | |||||||
| 611 S KINGSLEY DR | LOS ANGELES | CA | 90005 | N/A | PC | General & Unrestricted | $500 |
| ALEXANDRIA HOUSE | |||||||
| 426 S ALEXANDRIA AVE | LOS ANGELES | CA | 90020 | N/A | PC | General & Unrestricted | $1,000 |
| ALEXS LEMONADE STAND FOUNDATION | |||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | N/A | PC | General & Unrestricted | $10,000 |
| ALLIANCE FOR CHILDRENS RIGHTS | |||||||
| 3333 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $500 |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STAT | |||||||
| 1301 K ST NW STE 850E | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| ANTI DEFAMATION LEAGUE FOUNDATION | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | education programs | $10,000 |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $1,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $2,500 |
| ATI FOUNDATION | |||||||
| 790 REMINGTON BLVD | BOLINGBROOK | IL | 60440 | N/A | PC | General & Unrestricted | $500 |
| BLESSINGS IN A BACKPACK INC | |||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | N/A | PC | Benoist Farms Elementary School | $1,000 |
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | N/A | PC | General & Unrestricted | $2,000 |
| CAPITAL REGION COMMUNITY FOUNDATION | |||||||
| 330 MARSHALL ST | LANSING | MI | 48912 | N/A | PC | Camp Grayling Officers Club in honor of Nancy W. Karger | $500 |
| CENTER FOR CHILD COUNSELING INC | |||||||
| 7731 N MILITARY TRAIL STE 4 | WEST PALM BEACH | FL | 33410 | N/A | PC | General & Unrestricted | $15,500 |
| CENTRAL INSTITUTE FOR THE DEAF | |||||||
| 825 S TAYLOR AVE | SAINT LOUIS | MO | 63110 | N/A | PC | General & Unrestricted | $25,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $500 |
| CHICAGO CHILD CARE SOCIETY | |||||||
| 5467 S UNIVERSITY AVE | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO CHILDRENS CHOIR | |||||||
| 78 E WASHINGTON ST | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $1,000 |
| CHICAGO HORTICULTURAL SOCIETY | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | General & Unrestricted | $8,500 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 120 WALL ST 16TH FL | NEW YORK | NY | 10005 | N/A | PC | Team Taub-Boca NF Walk | $1,000 |
| CHILDRENS DEFENSE FUND | |||||||
| 25 E ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS GOLF FOUNDATION INC | |||||||
| 7301 HAVERHILL RD N | WEST PALM BEACH | FL | 33407 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS HOME SOCIETY OF FLORIDA South Coastal D | |||||||
| 3333 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | N/A | PC | The Nell Smith Home Program | $2,500 |
| CHILDRENS RESEARCH FUND | |||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | Charitable Event | $10,000 |
| CHRISTOPHER HOUSE | |||||||
| 1611 W DIVISION ST STE 207 | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $2,500 |
| CONGREGATION SOLEL | |||||||
| 1301 CLAVEY RD | HIGHLAND PARK | IL | 60035 | N/A | PC | General & Unrestricted | $1,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 733 3RD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,500 |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||||
| 309 W WASHINGTON STE 1250 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $500 |
| DIAN FOSSEY GORILLA FUND | |||||||
| 800 CHEROKEE AVE | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $5,000 |
| EASTER SEALS METROPOLITAN CHICAGO INC | |||||||
| 1939 W 13TH ST STE 300 | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $5,000 |
| EASTER SEALS METROPOLITAN CHICAGO INC | |||||||
| 1939 W 13TH ST STE 300 | CHICAGO | IL | 60608 | N/A | PC | School Project | $1,000 |
| ENGAGING SCHOOLS INC | |||||||
| 23 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $60,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 1 BRIAR RD | GOLF | IL | 60029 | N/A | PC | General & Unrestricted | $2,500 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| 450 LEXINGTON AVE PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $40,000 |
| FAITH-HOPE-LOVE-CHARITY INC | |||||||
| 3175 S CONGRESS AVE STE 310 | PALM SPRINGS | FL | 33461 | N/A | PC | General & Unrestricted | $100,000 |
| FLORIDAS CHILDREN FIRST INC | |||||||
| 1401 UNIVERSITY DR STE 408 | CORAL SPRINGS | FL | 33071 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDCARE INC | |||||||
| 2330 S CONGRESS AVE | WEST PALM BCH | FL | 33406 | N/A | PC | Comprehensive Aids Program (CAP) | $50,000 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $62,100 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | Auction Underwriting Scholarship Fund | $5,000 |
| FRIENDS OF THE MOUNTS BOTANICAL GARDEN INC | |||||||
| 559 N MILITARY TRL | WEST PALM BCH | FL | 33415 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF WLRN INC | |||||||
| 169 E FLAGLER ST | MIAMI | FL | 33131 | N/A | PC | 101.9 Palm Beaches Campaign | $5,000 |
| FULCRUM POINT NEW MUSIC PROJECT | |||||||
| 73 W MONROE ST | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $2,500 |
| GALAPAGOS CONSERVANCY INC | |||||||
| 11150 FAIRFAX BLVD STE 408 | FAIRFAX | VA | 22030 | N/A | PC | General & Unrestricted | $1,000 |
| GARDEN SCHOOL FOUNDATION INC | |||||||
| PO BOX 191300 | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $5,000 |
| GARMENT WORKER CENTER | |||||||
| 1250 S LOS ANGELES ST STE 213 | LOS ANGELES | CA | 90015 | N/A | PC | General & Unrestricted | $1,000 |
| GORILLA FOUNDATION | |||||||
| 1733 WOODSIDE RD STE 330 | REDWOOD CITY | CA | 94061 | N/A | PC | General & Unrestricted | $2,000 |
| GUMBO LIMBO NATURE CENTER INC | |||||||
| 1801 N OCEAN BLVD | BOCA RATON | FL | 33432 | N/A | PC | General & Unrestricted | $1,000 |
| HIGH JUMP | |||||||
| 59 W N BLVD | CHICAGO | IL | 60610 | N/A | PC | General & Unrestricted | $155,000 |
| HISTORICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| PO BOX 4364 | WEST PALM BCH | FL | 33402 | N/A | PC | General & Unrestricted | $2,500 |
| HOMEBOY INDUSTRIES | |||||||
| 130 BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $20,000 |
| ISRAEL CANCER ASSOCIATION USA | |||||||
| 2751 S DIXIE HWY STE 3A | WEST PALM BEACH | FL | 33405 | N/A | PC | General & Unrestricted | $5,000 |
| JACK THE BIKE MAN INC | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | N/A | PC | General & Unrestricted | $2,500 |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | |||||||
| 4601 COMMUNITY DR | WEST PALM BEACH | FL | 33417 | N/A | PC | Charitable Event | $2,500 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,500 |
| KCRW FOUNDATION INC | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $5,000 |
| KEMP ELEMENTARY SCHOOL | |||||||
| 865 CORNER RD | POWDER SPRINGS | GA | 30127 | N/A | PC | General & Unrestricted | $1,000 |
| LA GOAL | |||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | N/A | PC | General & Unrestricted | $1,000 |
| LAKEVIEW PANTRY | |||||||
| 3945 N SHERIDAN RD | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $10,500 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||
| 120 WALL ST FL 19 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $15,000 |
| LARCHMONT SCHOOLS | |||||||
| 1265 N FAIRFAX AVE | WEST HOLLYWOOD | CA | 90046 | N/A | PC | General & Unrestricted | $85,750 |
| LEGAL SERVICES CORPORATION | |||||||
| 3333 K ST NW 3RD FL | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $35,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHLEHEM | PA | 18015 | N/A | PC | General & Unrestricted | $1,000 |
| LIVE LIKE KATIE FOUNDATION | |||||||
| 390 AMY CT | GLEN ELLYN | IL | 60137 | N/A | PC | General & Unrestricted | $25,000 |
| LOGGERHEAD MARINELIFE CENTER INC | |||||||
| 14200 US HWY 1 | JUNO BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $5,000 |
| LORDS PLACE INC | |||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | N/A | PC | General & Unrestricted | $126,500 |
| LOS ANGELES COALITION TO END HUNGER AND HOMELESSNE | |||||||
| 3300 WILSHIRE BLVD STE 310 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $10,000 |
| LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUND | |||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | N/A | PC | General & Unrestricted | $2,000 |
| LOS ANGELES HOUSE OF RUTH | |||||||
| 605 N CUMMINGS ST | LOS ANGELES | CA | 90033 | N/A | PC | General & Unrestricted | $1,000 |
| LOS ANGELES YOUTH NETWORK LA YOUTH | |||||||
| 1754 TAFT AVE | LOS ANGELES | CA | 90028 | N/A | PC | General & Unrestricted | $5,000 |
| LYNN SAGE FOUNDATION | |||||||
| 141 W JACKSON BLVD STE 1702 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $2,500 |
| MAKE-A-WISH FOUNDATION OF ILLINOIS INC | |||||||
| 640 N LA SALLE DR STE 280 | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $1,000 |
| MARCH OF DIMES FOUNDATION | |||||||
| 111 W JACKSON BLVD STE 2200 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $250 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL ST | WOODS HOLE | MA | 02543 | N/A | PC | General & Unrestricted | $30,000 |
| MENTAL HEALTH AMERICA INC | |||||||
| 500 MONTGOMERY ST STE 820 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $10,000 |
| MIDWEST PALLIATIVE & HOSPICE CARECENTER | |||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | N/A | PC | General & Unrestricted | $500 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $5,000 |
| MUSIC AND DANCE THEATER CHICAGO INC | |||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $500 |
| NAMI FLORIDA INC | |||||||
| 5205 GREENWOOD AVE STE 110 | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FL | EVANSTON | IL | 60208 | N/A | PC | General & Unrestricted | $100,000 |
| ONEKID ONEWORLD INC | |||||||
| 10525 OAKLAWN RD | LOS ANGELES | CA | 90064 | N/A | PC | General & Unrestricted | $1,000 |
| OUNCE OF PREVENTION FUND | |||||||
| 33 W MONROE ST STE 2400 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $500 |
| OUR TIME | |||||||
| 12154 DARNESDOWN RD 209 | GAITHERSBURG | MD | 20878 | N/A | PC | General & Unrestricted | $5,000 |
| P S ARTS | |||||||
| 1728 ABBOT KINNEY BLVD STE 101 | VENICE | CA | 90291 | N/A | PC | General & Unrestricted | $25,000 |
| PABLOVE FOUNDATION INC | |||||||
| 6607 W SUNSET BLVD | LOS ANGELES | CA | 90028 | N/A | PC | General & Unrestricted | $1,000 |
| PALM BEACH CIVIC ASSOCIATION INC | |||||||
| 139 N COUNTY RD STE 33 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $2,500 |
| PALM BEACH COUNTY FOOD BANK INC | |||||||
| 525 GATOR DR | LANTANA | FL | 33462 | N/A | PC | General & Unrestricted | $125,000 |
| PALM BEACH DRAMAWORKS INC | |||||||
| 201 CLEMATIS ST | WEST PALM BCH | FL | 33401 | N/A | PC | General & Unrestricted | $25,000 |
| PALM BEACH DRAMAWORKS INC | |||||||
| 201 CLEMATIS ST | WEST PALM BCH | FL | 33401 | N/A | PC | Palm Beach DramaWorks Dinner Dance | $2,500 |
| PALM BEACH FELLOWSHIP OF CHRISTIANS | |||||||
| PO BOX 507 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $2,500 |
| PALM BEACH HABILITATION CENTER INC | |||||||
| 4522 S CONGRESS AVE | LAKE WORTH | FL | 33461 | N/A | PC | General & Unrestricted | $500,000 |
| PALM BEACH PUBLIC SCHOOL ORCHESTRAL STRINGS FOUNDA | |||||||
| PO BOX 2825 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $5,000 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $10,000 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | N/A | PC | The Ruth Williams Fund for Tuition Assistance | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $100,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVE NO 6TH FL | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $20,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | General & Unrestricted | $501,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Charitable Event | $1,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Charitable Event | $6,000 |
| PRESERVATION FOUNDATION OF PALM BEACH INC | |||||||
| 311 PERUVIAN AVE | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $500 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | N/A | PC | General & Unrestricted | $2,500 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS IN | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BCH | FL | 33401 | N/A | PC | General & Unrestricted | $12,500 |
| RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE EDUCAT | |||||||
| 1413 K ST NW 14TH FL NO 1400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1700 W VAN BUREN ST STE 250 | CHICAGO | IL | 60612 | N/A | PC | intended to support the research and education programs in Dr. Reiser's department and under his direction | $10,000 |
| SHARE OUR STRENGTH INC | |||||||
| 1030 15TH ST NW STE 1100W | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $540 |
| SHEDD AQUARIUM SOCIETY | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | General & Unrestricted | $2,500 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | School of Social Work Scholarship Fund | $25,000 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 2 FOUR ARTS PLZ | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTH FLORIDA PBS INC | |||||||
| 14901 NE 20TH AVE | NORTH MIAMI | FL | 33181 | N/A | PC | General & Unrestricted | $10,000 |
| SOUTHERN CALIFORNIA COUNSELING CENTER | |||||||
| 5615 W PICO BLVD | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $1,000 |
| TASC INC | |||||||
| 700 S CLINTON ST | CHICAGO | IL | 60607 | N/A | PC | Matching fund effort for SRC program | $5,000 |
| TEACH FOR AMERICA-CHICAGO | |||||||
| 300 W ADAMS ST STE 1000 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $20,000 |
| TENNIS OPPORTUNITY PROGRAM INCORPORATED | |||||||
| 332 S MICHIGAN AVE STE 1032 T530 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $1,000 |
| THE CHICAGO ACADEMY OF MUSIC FOUNDATION | |||||||
| 5655 S UNIVERSITY AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $10,000 |
| THE EDIBLE SCHOOLYARD PROJECT - DBA CHEZ PANISSE F | |||||||
| 1517 SHATTUCK AVE | BERKELEY | CA | 94709 | N/A | PC | General & Unrestricted | $15,000 |
| TOWN OF PALM BEACH | |||||||
| 360 S COUNTY RD | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $1,000 |
| TOWN OF PALM BEACH UNITED WAY INC | |||||||
| 44 COCOANUT ROW STE 201 | PALM BEACH | FL | 33480 | N/A | PC | Planned Parenthood of South Florida and the Treasure Coast and General & Unrestricted | $15,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $500 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 500 N MICHIGAN AVE STE 1000 | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $25,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN FL 11 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF CHICAGO - SMART MUSEUM OF ART | |||||||
| 5550 S GREENWOOD AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF CHICAGO WOMEN'S BOARD | |||||||
| 5801 S ELLIS AVE RM 302 | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| 100 STURGILL BLDG | LEXINGTON | KY | 40506 | N/A | PC | College of Law Dean's Discretionary Fund | $5,000 |
| VIOLENCE POLICY CENTER | |||||||
| 1730 RHODE ISLAND AVE NW STE 1014 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $40,000 |
| WANER CHILDRENS VASCULAR ANOMALY FOUNDATION | |||||||
| 210 E 64TH ST 7TH FL | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $1,008 |
| WOLCOTT SCHOOL | |||||||
| 524 N WOLCOTT AVE | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $3,000 |
| ZIMMER CHILDRENS MUSEUM | |||||||
| 6505 WILSHIRE BLVD 1ST FL | LOS ANGELES | CA | 90048 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,808,148 | 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 | $9,987 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,122,932 | 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 | $33,733 | 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 |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$56,719 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$56,719 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,334,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,277,293 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK AMER FDG CORP MTN-L - 5.6 | $290,687 | $268,828 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $433,552 | $421,564 |
| BLACKROCK INC - 5.000% - 12/10 | $300,828 | $276,214 |
| BLACKROCK INC NOTE - 4.250% - | $220,968 | $216,172 |
| CHEVRON CORP NOTES - 4.950% - | $432,423 | $435,803 |
| CISCO SYSTEMS INC - 3.625% - 0 | $206,132 | $208,654 |
| CISCO SYSTEMS INC - 4.450% - 0 | $438,431 | $435,224 |
| CITIGROUP INC - 4.450% - 01/10 | $273,452 | $257,541 |
| DU PONT E I DE NEMOURS & CO - | $452,045 | $423,828 |
| GENERAL ELECTRIC CO - 5.250% - | $641,336 | $587,688 |
| GLAXOSMITHKLINE CAP - 5.650% - | $301,455 | $272,470 |
| GOOGLE INC - 3.625% - 05/19/20 | $434,397 | $425,924 |
| HONEYWELL INTL - 5.000% - 02/1 | $217,078 | $219,008 |
| IBM CORP NOTES - 5.700% - 09/1 | $333,869 | $321,775 |
| INTEL CORP NOTE - 3.300% - 10/ | $425,873 | $414,328 |
| JP MORGAN CHASE - 3.450% - 03/ | $214,056 | $200,834 |
| JPMORGAN CHASE & CO SR NT - 6. | $484,580 | $432,024 |
| MORGAN STANLEY SR NT-F - 4.750 | $221,203 | $207,164 |
| NBCUNIVERSAL MEDIA LLC - 2.875 | $318,067 | $301,464 |
| ORACLE CORP - 5.250% - 01/15/2 | $319,236 | $300,192 |
| PEPSICO INC - 5.000% - 06/01/2 | $285,840 | $324,237 |
| PEPSICO INC NOTES - 4.500% - 0 | $455,689 | $434,436 |
| SHELL INTERNATIONAL FIN - 4.30 | $422,275 | $426,320 |
| WAL MART STORES INC NT - 4.250 | $277,176 | $275,245 |
| WELLS FARGO - 5.625% - 12/11/2 | $293,765 | $268,210 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETNA INC | $67,249 | $165,424 |
| ALLERGAN PLC | $204,667 | $224,688 |
| ALLIANCE DATA SYSTEM CORP | $60,484 | $105,097 |
| ALPHABET INC CL A | $43,657 | $95,695 |
| ALPHABET INC CL C | $187,276 | $287,616 |
| AMAZON COM | $162,481 | $335,917 |
| AMERICAN EXPRESS CO | $112,249 | $99,109 |
| ANADARKO PETROLEUM CORP | $153,430 | $106,147 |
| APPLE INC | $218,485 | $266,203 |
| AT&T, INC | $502,024 | $461,094 |
| AUTOMATIC DATA PROCESSING INC | $156,690 | $243,570 |
| BANK OF AMERICA CORP | $209,430 | $194,218 |
| BLACKROCK INC | $54,045 | $101,475 |
| BOEING CO | $77,642 | $141,698 |
| BP PLC SPONSORED ADR | $508,964 | $246,079 |
| CAPITAL ONE FINANCIAL CORP | $128,080 | $155,909 |
| CIGNA | $103,064 | $108,284 |
| CISCO SYSTEMS INC | $123,056 | $159,943 |
| CITIGROUP INC | $99,810 | $118,973 |
| CITRIX SYSTEMS INC | $83,357 | $102,884 |
| COLGATE-PALMOLIVE COMPANY | $5,600,506 | $9,473,896 |
| COMCAST CORP | $146,462 | $198,069 |
| CVS CAREMARK CORP | $82,306 | $171,098 |
| DANAHER CORP | $108,142 | $191,797 |
| DOLLAR GENERAL CORP | $90,211 | $139,428 |
| EMC CORP-MASS | $148,551 | $153,310 |
| EOG RESOURCES INC | $78,858 | $66,189 |
| EQT CORPORATION | $41,111 | $44,050 |
| EXPRESS SCRIPTS HOLDING CO | $134,111 | $187,932 |
| FEDERAL NATIONAL MTG ASSN | $502,253 | $66,325 |
| FIDELITY NATIONAL INFORMATION | $49,234 | $94,778 |
| FISERV INC | $56,499 | $130,788 |
| FREDDIE MAC 8.375% PERPETUAL | $498,648 | $63,240 |
| GENERAL ELECTRIC CO | $154,703 | $223,501 |
| GENERAL MOTORS | $8,099 | $3,571 |
| GENERAL MTRS CO WARRANT EXP 07 | $5,303 | $2,310 |
| GM CP SR NT - 7.375% - 05/15/2 | $1,809 | |
| GRAMERCY PROPERTY TRUST INC | $4,272 | $733 |
| HOME DEPOT INC | $135,950 | $225,486 |
| ING GROEP DEBT - 6.200% - PERP | $25,450 | $25,500 |
| ISHARE SP SMALL CAP 600 INDEX | $2,011,182 | $3,028,025 |
| ISHARES S&P 500 INDEX FD | $2,010,174 | $2,663,310 |
| ISHARES TR DJ SEL DIVIDEND INX | $504,338 | $811,620 |
| ISHARES TR S & P MIDCAP 400 IN | $2,007,225 | $3,051,108 |
| ISHARES TRUST RUSSELL 1000 GRO | $502,726 | $815,736 |
| JOHN HANCOCK PFD EQ INC FUND | $25,550 | $20,020 |
| JOHNSON & JOHNSON | $129,697 | $167,947 |
| JP MORGAN CHASE | $124,252 | $196,769 |
| KINDER MORGAN INC | $295,895 | $106,290 |
| MACY'S INC | $182,118 | $118,407 |
| MEDTRONIC PLC | $242,527 | $242,606 |
| MERCK & CO INC | $97,067 | $127,296 |
| MICROSOFT CORP | $165,059 | $274,903 |
| MORGAN STANLEY CAP TR IV PFD - | $49,920 | $50,740 |
| MOTORS LIQ CO GUC TR UBI | $364 | |
| NEXTERA ENERGY, INC | $102,674 | $100,254 |
| NUVEEN QUALITY PREFERRED INC F | $29,710 | $18,220 |
| OMNICOM GROUP | $85,906 | $91,927 |
| ORACLE CORP | $148,547 | $181,919 |
| PEPSICO INC | $88,910 | $118,905 |
| PIONEER MUNICIPAL HIGH INC TR | $15,240 | $13,530 |
| PLUM CREEK TIMBER REIT | $19,440 | $23,860 |
| PRAXAIR INC | $115,066 | $120,832 |
| PRUDENTIAL FINCL INC | $199,459 | $185,615 |
| PRUDENTIAL PLC - 6.500% - PERP | $25,550 | $26,670 |
| QUALCOMM INC | $66,600 | $49,735 |
| RBS CAP FDG TR VII GTD TR PFD | $25,150 | $24,930 |
| SIMON PPTY GROUP INC | $94,685 | $121,525 |
| STRYKER CORPORATION | $85,774 | $140,804 |
| THERMO FISHER SCIENTIFIC INC | $68,290 | $70,925 |
| TJX COMPANIES INC | $86,754 | $123,029 |
| TOUCHSTONE FDS GROUP TR SMLCAP | $131,970 | $125,311 |
| TUPPERWARE CORP | $204,179 | $509,531 |
| TYCO INTERNATIONAL LTD | $136,004 | $107,310 |
| UNION PACIFIC | $103,094 | $104,788 |
| UNITED TECHNOLOGIES CORP | $93,250 | $117,686 |
| UNITEDHEALTH GROUP INC | $79,078 | $179,989 |
| US BANCORP | $142,295 | $165,133 |
| V F CORP | $61,536 | $95,865 |
| VERIZON COMMUNICATIONS | $159,278 | $151,833 |
| VISA INC | $76,531 | $124,545 |
| WELLS FARGO & CO | $105,323 | $172,865 |
| WILLIAMS COS | $131,037 | $90,079 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,371,156 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,312,248 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT MLP FUND, LLC | $3,543,024 | $3,203,974 |
| ENTERPRISE PRODUCTS PARTNERS L | $91,599 | $831,350 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $88,320 | $88,320 | |
| Bank Charges | $223 | $223 | |
| K-1 Exp AT MLP FUND, LLC | $100,314 | $98,303 | |
| K-1 Exp ENTERPRISE PRODUCTS PA | $34 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss AT MLP FUND, LLC | $80,567 | $167,619 |
| K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP | $30,074 | -$262 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $67,225 | Amt |
| Net Investment Income | $67,225 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $32,900 |
| 990-PF Extension for 2014 | $1,561 |
| 990-T 1st Extension for 2014 | $50,900 |
| STATE INCOME TAX 2014 | $4,600 |