WF WHITMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WF WHITMAN FAMILY FOUNDATION INC (EIN 20-0413209)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201601269349101200
- 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
- Schedule B
- Compensation Explanation
- 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 | 2016-05-05T14:31:37-05:00 | 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 | 200413209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W F Whitman Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WFWH | 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 | LAURA B WHITMAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,387,132 | 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 | $172,867 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $397 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $397 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,686,570 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,145 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $358,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,754 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $35,319 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,319 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,306 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,437 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,451 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $238,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $238,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,238,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,238,745 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,654,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,590,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,148,387 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,783,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,828,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,387,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,783,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,828,896 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,783,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,828,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,783,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,828,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,783,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,772 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,828,896 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,828,896 | 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 | $3,686,570 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,601,425 | CostOrOtherBasisAmt |
| Gain Or Loss | $85,145 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $85,145 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $222,872 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,400,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $201,197 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,852,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041459 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $161,215 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,756,831 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042912 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $167,054 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,616,664 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04619 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $145,213 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,215,789 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045156 | DistributionYr5Rt |
| Total Distribution | 0.216986 | TotalDistributionRt |
| Average Distribution | 0.043397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,565,399 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $241,522 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $242,996 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $266,614 | 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 | $1,474 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,474 | SubtotalAmt |
| Tax Based On Investment Income | $1,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $426 | OverpaymentAmt |
| Applied To ES Tax | $426 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Thomas C Danziger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec* | 1.0 | $0 | $0 | $0 |
| Heather B Warren | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Barbara K Whitman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Laura B Whitman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / First VP* / Dir / Sec | 1.0 | $0 | $0 | $0 |
| W Fifield Whitman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| William F Whitman Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,281,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $369,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,650,151 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,650,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,565,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,474 | TotalTaxAmt |
| Distributable Before Adj | $276,796 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $276,796 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $276,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,614 | 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 | $266,614 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,474 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $265,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $244,887 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $266,614 | QualifyingDistributionsAmt |
| Applied To Year1 | $244,887 | AppliedToYear1Amt |
| Applied To Current Year | $21,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $255,069 | 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 | Barbara K Whitman | ContributingManagerNm |
| Contributing Manager | William F Whitman Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH ST AT CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $10,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $1,000 |
| COLD SPRING HARBOR LABORATORY | |||||||
| PO BOX 100 | COLD SPG HBR | NY | 11724 | N/A | PC | General & Unrestricted | $300 |
| COLD SPRING HARBOR LABORATORY | |||||||
| PO BOX 100 | COLD SPG HBR | NY | 11724 | N/A | PC | Double Helix Medal Dinner Campaign | $4,000 |
| COMMUNITY FOUNDATION OF OYSTER BAY INC | |||||||
| 200 SUNSET RD | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $5,000 |
| DILLER-QUAILE SCHOOL OF MUSIC INC | |||||||
| 24 E 95TH ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $1,000 |
| DUCKS UNLIMITED | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | General & Unrestricted | $100 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | Isle Au Haut Mail Boat Project | $50,000 |
| FRIENDS OF RAYNHAM HALL INC | |||||||
| 20 W MAIN ST | OYSTER BAY | NY | 11771 | N/A | PC | Charitable Event | $500 |
| FRIENDS OF THE COLD SPRING HARBOR FISH HATCHERY IN | |||||||
| 1660 RTE 25A | COLD SPG HBR | NY | 11724 | N/A | PC | General & Unrestricted | $5,241 |
| GLEN COVE BOYS AND GIRLS CLUB AT LINCOLN HOUSE INC | |||||||
| 113 GLEN COVE AVE | GLEN COVE | NY | 11542 | N/A | PC | General & Unrestricted | $100 |
| GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LN | OLD BROOKVILLE | NY | 11545 | N/A | PC | General & Unrestricted | $14,475 |
| GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LN | OLD BROOKVILLE | NY | 11545 | N/A | PC | Annual Fund | $2,500 |
| ISLAND INSTITUTE | |||||||
| 386 MAIN ST | ROCKLAND | ME | 04841 | N/A | PC | President's Circle Fund | $17,000 |
| LOCUST VALLEY LIBRARY | |||||||
| 170 BUCKRAM RD | LOCUST VALLEY | NY | 11560 | N/A | PC | General & Unrestricted | $500 |
| MARTIN MEMORIAL FOUNDATION INC | |||||||
| PO BOX 9010 | STUART | FL | 34995 | N/A | PC | General & Unrestricted | $10,000 |
| MEMORIAL AMBULANCE CORPS ISLE AU HAUT-STONINGTON-D | |||||||
| 77 SUNSHINE RD | DEER ISLE | ME | 04627 | N/A | PC | New Ambulance Project | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 3RD AVE 28TH FL | NEW YORK | NY | 10017 | N/A | PC | Dr. Peter Scardino's research on Prostate Cancer | $5,000 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIP | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | N/A | PC | Spine Council Fund | $10,000 |
| NEW YORK SOCIETY LIBRARY TRUSTEES | |||||||
| 53 E 79TH ST | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK UNIVERSITY | |||||||
| 110 W 3RD ST 2ND FL | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $1,250 |
| NORTH SHORE LAND ALLIANCE INC | |||||||
| 151 POST RD | OLD WESTBURY | NY | 11568 | N/A | PC | General & Unrestricted | $790 |
| NORTH SHORE LAND ALLIANCE INC | |||||||
| 151 POST RD | OLD WESTBURY | NY | 11568 | N/A | PC | Wine Auction campaign | $434 |
| OAKCLIFF SAILING INCORPORATED | |||||||
| 4 S ST | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $5,000 |
| OLD WESTBURY GARDENS INC | |||||||
| PO BOX 430 | OLD WESTBURY | NY | 11568 | N/A | PC | Charitable Event | $800 |
| ONE WEST 54TH STREET FOUNDATION | |||||||
| C/O UNIVERSITY CLUB 1 W 54 ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $250 |
| OPERA HOUSE ARTS | |||||||
| PO BOX 56 | STONINGTON | ME | 04681 | N/A | PC | Live for $5 Series Program | $12,500 |
| PENOBSCOT EAST RESOURCE CENTER INC | |||||||
| PO BOX 27 | STONINGTON | ME | 04681 | N/A | PC | Fishermen Engagement Program | $20,000 |
| SCYC PRESERVATION FOUNDATION INC | |||||||
| 314 YACHT CLUB RD | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $12,000 |
| ST BERNARDS SCHOOL INC | |||||||
| 4 E 98TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $12,500 |
| ST JOHNS CHURCH | |||||||
| PO BOX 266 | COLD SPG HBR | NY | 11724 | N/A | PC | General & Unrestricted | $150 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | General & Unrestricted | $6,000 |
| THE EVERGLADES FOUNDATION INC | |||||||
| 18001 OLD CUTLER RD STE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | General & Unrestricted | $5,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $4,000 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | |||||||
| 445 5TH AVE | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,000 |
| WESLEYAN UNIVERSITY | |||||||
| 237 HIGH ST | MIDDLETOWN | CT | 06459 | N/A | PC | General & Unrestricted | $1,250 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | General & Unrestricted | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $11,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $250 |
| YALE UNIVERSITY ART GALLERY | |||||||
| PO BOX 208271 | NEW HAVEN | CT | 06520 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $238,890 | 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 | $397 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,212 | 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 | $84,637 | 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 | $185,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,246 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WHITMAN CLUT DTD 22505 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8050 SE LITTLE HARBOUR DRIVE | AddressLine1Txt |
| City | HOBE SOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $172,867 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Thomas C Danziger |
| *Removed from position in 2015. |
| Barbara K Whitman |
| *Resigned from foundation in 2015. |
| Laura B Whitman |
| *Removed from position in 2015. |
| William F Whitman Jr |
| *Resigned from Foundation in 2015. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (173 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABAXIS, INC | $3,434 | $6,125 |
| ABBOTT LABS | $23,727 | $27,620 |
| ACCENTURE PLC | $19,890 | $24,976 |
| ADT LTD | $4,459 | $6,926 |
| ADVISORY BOARD COMPANY | $12,694 | $12,403 |
| AES CORP | $21,199 | $14,661 |
| ALLERGAN PLC | $18,453 | $81,250 |
| ALPHABET INC CL A | $16,645 | $23,340 |
| AMC NETWORKS INC | $2,859 | $9,111 |
| AMER INTERNATIONAL GROUP INC | $18,392 | $27,391 |
| ANADARKO PETROLEUM CORP | $40,323 | $31,091 |
| ANGLO AM PLC ADR | $17,225 | $3,103 |
| APPLE INC | $12,015 | $17,578 |
| ATHENAHEALTH | $11,072 | $18,029 |
| AUTODESK, INC | $12,446 | $29,856 |
| BANCO BILBAO ARG SA | $15,892 | $13,062 |
| BASF AG SPONS ADR | $21,678 | $15,280 |
| BAXALTA INCORPORATED | $4,876 | $6,128 |
| BEACON ROOFING SUPPLY, INC | $7,135 | $14,207 |
| BIO TECHNE CORPORATION | $6,479 | $8,550 |
| BORG WARNER INC | $19,976 | $16,644 |
| BOSTON SCIENTIFIC | $11,314 | $23,234 |
| BROADCOM CORPORATION | $19,550 | $30,413 |
| BROOKFIELD ASSET MANAGEMENT CL | $16,225 | $18,792 |
| CABOT MICROELECTRONICS CORPORA | $7,378 | $8,143 |
| CAMECO CORPORATION | $17,935 | $11,344 |
| CAPITAL ONE FINANCIAL CORP | $22,081 | $19,850 |
| CASS INFORMATION SYSTEMS, INC | $3,309 | $5,969 |
| CEPHEID | $9,652 | $12,457 |
| CHANNELADVISOR CORP | $7,305 | $2,355 |
| CHARTER COMMUNICATIONS | $4,345 | $4,578 |
| CHEESECAKE FACTORY INC | $3,435 | $6,225 |
| CHEMED CORP | $4,454 | $12,733 |
| CIMAREX ENERGY CO | $17,460 | $15,731 |
| CISCO SYSTEMS INC | $18,273 | $21,398 |
| CITIGROUP INC | $23,801 | $27,272 |
| CITRIX SYSTEMS INC | $15,409 | $18,156 |
| COMCAST CORP | $33,233 | $82,274 |
| COMPAGNIE FINANCIERE RICHEMONT | $16,064 | $14,012 |
| COMPASS GROUP PLC ADR | $20,759 | $22,166 |
| COSTAR GROUP, INC | $7,947 | $14,882 |
| CREE, INC | $20,004 | $11,975 |
| DAIICHI SANKYO CO LTD SPONSORE | $10,937 | $13,424 |
| DASSAULT SYS SA SPN ADR | $20,629 | $23,724 |
| DB X TRACKERS MSCI EAFE HEDGED | $994,815 | $1,015,321 |
| DBS GROUP HLDGS SPON ADR | $17,173 | $15,878 |
| DIAGEO PLC ADS | $17,523 | $15,815 |
| DIGI INTERNATIONAL INC | $4,072 | $4,666 |
| DIPLOMAT PHARMACY INC | $4,409 | $4,414 |
| DISCOVERY COMMUNICATIONS CL A | $13,073 | $11,526 |
| DOLBY LABORATORIES | $10,183 | $8,278 |
| DORMAN PRODUCTS INC | $10,581 | $9,257 |
| EASTMAN CHEMICAL CO | $8,645 | $7,696 |
| ECHO GLOBAL LOGISTICS, INC | $3,331 | $4,588 |
| EOG RESOURCES INC | $16,155 | $16,140 |
| ERSTE BK DER OEST SP | $18,231 | $17,303 |
| EXAMWORKS GROUP INC | $10,998 | $7,448 |
| EXPERIAN GROUP LTD S/ADR | $19,180 | $19,658 |
| EXPRESS SCRIPTS HOLDING CO | $11,476 | $15,821 |
| FINANCIAL ENGINES INC COM | $7,686 | $8,754 |
| FIVE BELOW INC | $8,282 | $7,062 |
| FLUOR CORP | $11,037 | $9,208 |
| FORWARD AIR CORP | $2,771 | $4,301 |
| FRANKLIN RES INC | $13,061 | $8,690 |
| FREEPORT-MCMORAN COPPER & GOLD | $25,381 | $11,306 |
| GENTEX CORPORATION | $6,536 | $10,310 |
| GOLDMAN SACHS TACTICAL TILT IM | $418,418 | $404,078 |
| GOODYEAR TIRE & RUBBER COMPANY | $8,739 | $12,970 |
| GRAND CANYON EDUCATION, INC | $9,159 | $14,925 |
| HEALTHCARE SVCS GROUP INC | $10,996 | $12,553 |
| HEALTHSTREAM INC | $4,765 | $3,520 |
| HEICO CORP | $6,958 | $6,523 |
| HEINEKEN N V S ADR | $20,042 | $25,736 |
| HSBC HOLDINGS PLC | $16,414 | $12,946 |
| ILLINOIS TOOL WORKS | $9,653 | $14,087 |
| IMMUNOGEN, INC | $4,594 | $6,581 |
| INNERWORKINGS, INC | $2,224 | $3,038 |
| INTERNATIONAL BUSINESS MACHINE | $16,606 | $11,973 |
| IONIS PHARMACEUTICALS INC | $4,252 | $27,559 |
| JP MORGAN CHASE | $22,145 | $28,261 |
| JUNIPER NETWORKS | $8,014 | $10,295 |
| KDDI CP UNSP ADR | $18,619 | $25,139 |
| KIMBERLY CLARK | $19,131 | $19,049 |
| KIMBERLY CLARK CORP | $15,920 | $21,386 |
| KONINKLIJKE DSM NV ADR | $20,134 | $15,655 |
| KUBOTA CORPORATION | $18,899 | $17,799 |
| L-3 COMMUNICATIONS CORP | $16,118 | $26,890 |
| LIBERTY BROADBAND CORP (LBRDA) | $750 | $4,132 |
| LIBERTY BROADBAND CORP (LBRDK) | $1,453 | $8,298 |
| LIBERTY INTERACTIVE CORPORATIO | $5,517 | $24,861 |
| LIBERTY MEDIA CORPORATION | $4,247 | $24,371 |
| LIBERTY MEDIA CORPORATION COM | $2,207 | $12,560 |
| LIBERTY VENTURES | $855 | $5,819 |
| LINEAR TECHNOLOGY CORP | $11,012 | $11,679 |
| LOEWS CORP | $8,740 | $9,024 |
| MARSH AND MCLENNAN COMPANIES I | $15,971 | $18,465 |
| MAXIMUS INC | $3,668 | $11,813 |
| MEDNAX, INC | $4,645 | $10,749 |
| MEDTRONIC PLC | $58,221 | $58,305 |
| METLIFE INC | $15,339 | $14,511 |
| MICROSOFT CORP | $11,902 | $19,862 |
| MOBILE MINI, INC | $2,316 | $4,981 |
| MONDELEZ INTERNATIONAL INC | $18,583 | $21,523 |
| MORGAN STANLEY | $16,572 | $21,917 |
| NATIONAL GRID TRANSCO PLC | $14,304 | $14,951 |
| NATIONAL INSTRUMENTS CORPORATI | $9,636 | $12,394 |
| NATL OILWELL VARCO | $4,493 | $4,354 |
| NEOGEN CORPORATION | $3,686 | $10,739 |
| NESTLE S.A | $12,533 | $12,428 |
| NIDEC CORPORATION ADR | $21,136 | $24,752 |
| NOODLES AND CO CL A | $7,231 | $2,665 |
| NOVADAQ TECHNOLOGIES INC | $4,914 | $3,886 |
| NOVARTIS AG ADR | $19,907 | $20,564 |
| NOW INC | $554 | $538 |
| NUANCE COMMUNICATIONS, INC | $8,455 | $10,601 |
| NUCOR CP | $13,155 | $11,687 |
| ORIX CORP ADS | $16,243 | $15,734 |
| PARKER HANNIFIN CP | $13,692 | $13,383 |
| PEGASYSTEMS INC | $7,966 | $9,405 |
| PENTAIR INC. COM | $2,652 | $5,201 |
| PFIZER INC | $24,333 | $27,147 |
| PHILIP MORRIS INTL | $13,875 | $13,714 |
| PNC FINANCIAL GROUP INC | $14,320 | $20,206 |
| PORTFOLIO RECOVERY ASSOCIATES, | $4,669 | $7,181 |
| POWER INTEGRATIONS, INC | $4,862 | $7,051 |
| PRAXAIR INC | $13,112 | $10,445 |
| PROCTER GAMBLE CO | $28,628 | $28,746 |
| PROGRESSIVE CORP OHIO | $13,137 | $16,345 |
| PROS HOLDINGS INC | $8,425 | $7,834 |
| BIOGEN INC. | $27,125 | $43,502 |
| PROTO LABS INC | $9,524 | $11,146 |
| PRUDENTIAL FINCL INC | $11,523 | $13,188 |
| RECKITT BENCKISER GROUP | $21,568 | $25,299 |
| RITCHIE BROS AUCTIONEERS | $9,659 | $10,199 |
| ROLLINS INC | $3,324 | $6,423 |
| SAMSONITE | $18,321 | $15,012 |
| SANDISK CORP | $16,282 | $34,727 |
| SCIQUEST INC | $6,544 | $5,344 |
| SEAGATE TECHNOLOGY | $18,032 | $43,552 |
| SENSATA TECHNOLOGIES HOLDINGS | $9,669 | $8,429 |
| SHINSEI BANK LTD S/ADR | $17,154 | $15,163 |
| SIEMENS AG | $19,937 | $15,196 |
| SPS COMMERCE, INC | $3,629 | $11,865 |
| STARZ | $995 | $10,720 |
| STRATASYS, INC | $8,570 | $6,668 |
| STRYKER CORPORATION | $9,716 | $10,781 |
| SYSCO CORP | $19,902 | $22,017 |
| TCW CONV SECS FD INC | $6,689 | $8,553 |
| TE CONNECTIVITY LTD | $29,321 | $50,719 |
| TEGNA | $7,524 | $8,345 |
| TILE SHOP HOLDINGS INC | $7,028 | $6,888 |
| TJX COMPANIES INC | $14,424 | $20,280 |
| TORAY INDUSTRIES INC | $18,596 | $20,504 |
| TOTAL FINA ELF S.A | $21,313 | $15,058 |
| TWENTY-FIRST CENTURY CL B | $13,467 | $10,756 |
| TWITTER INC | $6,544 | $5,993 |
| TYCO INTERNATIONAL LTD | $6,759 | $13,713 |
| UBS AG | $18,053 | $20,823 |
| ULTIMATE SOFTWARE GROUP, INC. | $3,548 | $18,182 |
| UNILEVER N V N Y | $16,830 | $18,844 |
| UNITED NATURAL FOODS, INC | $5,623 | $7,164 |
| UNITED PARCEL SERVICE | $10,039 | $9,815 |
| UNITED TECHNOLOGIES CORP | $23,480 | $23,921 |
| UNITEDHEALTH GROUP INC | $18,293 | $74,113 |
| V F CORP | $10,775 | $14,878 |
| VANTIV INC - CLASS A | $9,857 | $14,273 |
| VERINT SYSTEMS INC | $6,150 | $7,909 |
| VERTEX PHARMCTLS INC | $9,450 | $30,199 |
| WALT DISNEY HOLDINGS CO | $9,611 | $16,603 |
| WEATHERFORD INTL | $43,376 | $21,109 |
| WESTERN DIGITAL CORP | $1,973 | $1,741 |
| WHIRLPOOL CORP | $15,578 | $14,834 |
| ZELTIQ AESTHETICS INC | $7,693 | $6,277 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $27,663 | $27,663 | |
| Bank Charges | $713 | $713 | |
| State or Local Filing Fees | $61 | $61 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $35,319 | Amt |
| Net Investment Income | $35,319 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $1,900 | |
| 990-PF Excise Tax for 2014 | $5,489 | |
| Foreign Tax Paid | $2,306 | $2,306 |