THE AMMON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE AMMON FOUNDATION (EIN 13-6904321)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-10-14
- IRS object ID
- 201632889349100018
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-14T13:10:13-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | 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 | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136904321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ammon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SWEENEYGALLOREICH & BOLZ L | InCareOfNm |
| Business Name Control | AMMO | BusinessNameControlTxt |
| Phone | 7184599000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1981 Marcus Avenue Suite 200 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | gerard j sweeney | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-10-04 | 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 | 2014 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,958,020 | 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 | $107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $293,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $582,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,205,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $582,589 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $876,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $876,342 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,475 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,853 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $47,060 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $47,060 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $620,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $620,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $705,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $667,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $170,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $852,867 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $136,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,053 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,663,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,809,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,796,967 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,799,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,970,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,958,020 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,799,675 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,970,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,799,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,970,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,799,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,970,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,799,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $170,954 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,970,629 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,970,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,205,994 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,623,405 | CostOrOtherBasisAmt |
| Gain Or Loss | $582,589 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $582,589 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $582,589 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $599,951 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,545,981 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04782 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $595,898 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,150,599 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049043 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $559,911 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,832,333 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04732 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $585,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,813,924 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049529 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $502,182 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,279,594 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044521 | DistributionYr5Rt |
| Total Distribution | 0.238233 | TotalDistributionRt |
| Average Distribution | 0.047647 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,428,407 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $592,176 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,529 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $600,705 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $667,060 | 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 | $8,529 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,529 | SubtotalAmt |
| Tax Based On Investment Income | $8,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,971 | OverpaymentAmt |
| Applied To ES Tax | $1,971 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEYGALLOREICH & BOLZ LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184599000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1981 MARCUS AVENUE SUITE 200 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 |
|---|---|---|---|---|---|---|
| Alexa S Ammon | ||||||
| SWEENEY GALLO REICH BOLZ LLP | Lake Success | NY | 11042 | Trustee | 1.0 | $0 |
| Gregory Ammon | ||||||
| SWEENEY GALLO REICH BOLZ LLP | Lake Success | NY | 11042 | Trustee | 1.0 | $0 |
| Michael G Dowd | ||||||
| SWEENEY GALLO REICH BOLZ LLP | Lake Success | NY | 11042 | Trustee | 1.0 | $0 |
| Gerard J Sweeney | ||||||
| SWEENEY GALLO REICH BOLZ LLP | Lake success | NY | 11042 | Trustee | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,382,656 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,617,672 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,617,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,428,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $621,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $621,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,529 | TotalTaxAmt |
| Distributable Before Adj | $612,891 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $612,891 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $612,891 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $667,060 | 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 | $667,060 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,529 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $658,531 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $612,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $575,809 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $667,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $575,809 | AppliedToYear1Amt |
| Applied To Current Year | $91,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $521,640 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COVENANT HOUSE | |||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $20,000 |
| CURE CHILDHOOD CANCER INC | |||||||
| 1117 PERIMETER CENTER W STE N4 | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $10,000 |
| FRACTURED ATLAS INC | |||||||
| 248 W 35TH ST 10TH FLR | NEW YORK | NY | 10001 | N/A | PC | Beyond ALS Documentary Program | $25,000 |
| FRIENDS OF KAREN INC | |||||||
| 118 TITICUS RD | NORTH SALEM | NY | 10560 | N/A | PC | General & Unrestricted | $35,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $25,000 |
| HUDSON FAMILY FOUNDATION | |||||||
| 300 N DEAN RD STE 5-163 | AUBURN | AL | 36830 | N/A | PC | The Freeman Family Fund | $10,000 |
| HUDSON VALLEY HONOR FLIGHT INC | |||||||
| PO BOX 375 | WALDEN | NY | 12586 | N/A | PC | General & Unrestricted | $25,000 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIR | NEW YORK | NY | 10019 | N/A | PC | Ted Ammon Archives | $100,000 |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 1 PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | Neurology Department | $10,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 1 PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | Cardiac Care | $15,000 |
| SPECIAL OLYMPICS MASSACHUSETTS INC | |||||||
| 512 FOREST ST | MALBOROUGH | MA | 01752 | N/A | PC | General & Unrestricted | $10,000 |
| SUNDANCE INSTITUTE | |||||||
| PO BOX 68442 | PARK CITY | UT | 84068 | N/A | PC | WOMAN FILM MAKERS FELLOWSHIP PROGRAM | $50,000 |
| TAKING THE REINS | |||||||
| 3919 1/2 RIGALI AVE | LOS ANGELES | CA | 90039 | N/A | PC | General & Unrestricted | $25,000 |
| TEMPLE AM ECHAD | |||||||
| 1 SAPERSTEIN PLZ | LYNBROOK | NY | 11563 | N/A | PC | General & Unrestricted | $25,000 |
| THE DONALDSON ADOPTION INSTITUTE INC | |||||||
| 120 E 38TH ST | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $50,000 |
| THE DONALDSON ADOPTION INSTITUTE INC | |||||||
| 120 E 38TH ST | NEW YORK | NY | 10016 | N/A | PC | Social Media Marketing Fund | $75,000 |
| THE NATIONAL CLEARINGHOUSE FOR THE DEFENSE | |||||||
| 125 S 9TH ST STE 302 | PHILADELPHIA | PA | 19107 | N/A | PC | General & Unrestricted | $50,000 |
| VIETNAM VETERANS WORKSHOP INC | |||||||
| 17 COURT ST | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $10,000 |
| XAVIER HIGH SCHOOL | |||||||
| 30 W 16TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $620,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,646 | 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 | $582,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $876,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $876,342 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL VALUE FU | $157,340 | $220,482 |
| BROWN ADVISORY WMC JAPAN ALPHA | $125,000 | $136,712 |
| CAPITAL PRIVATE CLIENT SVCS FD | $463,750 | $477,414 |
| DODGE & COX FUNDS INTERNATIONA | $535,660 | $555,773 |
| DOUBLELINE TOTAL RETURN BOND | $880,860 | $853,309 |
| ISHARES BARCLAYS TIPS BOND FUN | $440,947 | $495,387 |
| JP MORGAN MID CAP EQUITY SELEC | $617,659 | $840,807 |
| JP MORGAN SHORT DURATION BOND | $1,350,496 | $1,347,830 |
| JP MORGAN STRATEGIC INCOME OPP | $622,658 | $590,945 |
| JP MORGAN US LARGE CAP CORE PL | $682,122 | $1,190,187 |
| JPMORGAN HIGH YIELD BOND FUND | $738,966 | $784,991 |
| JPMORGAN LARGE CAP GROWTH FUND | $233,742 | $392,637 |
| JPMORGAN MULTI-SECT INC-SEL | $820,010 | $780,695 |
| PARNASSUS EQUITY INCOME FUND I | $490,000 | $475,752 |
| RIDGEWORTH FDS SEIX FLOATING R | $739,513 | $696,100 |
| SPDR S&P 500 ETF TRUST | $487,802 | $495,013 |
| T. ROWE PRICE NEW ASIA FUND | $181,596 | $194,238 |
| VANGUARD INTERMEDIATE TERM INV | $1,241,455 | $1,268,695 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $46,310 | $46,310 |
| State or Local Filing Fees | $750 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $23,475 | Amt |
| Net Investment Income | $23,475 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $10,500 |
| 990-PF Excise Tax for 2014 | $4,353 |