TAYLOR FAM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TAYLOR FAM FOUNDATION (EIN 13-7138118)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201611339349101801
- Schema version
- 2015v2.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T11:00:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 137138118 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAYL | BusinessNameControlTxt |
| Phone | 2128227647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK B TAYLOR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128227647 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY KOWALCZYK | PreparerPersonNm |
| PTIN | P01387686 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| 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 | $1,277,754 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,612 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $33,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,654 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,977 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,977 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $531 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $256 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,677 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,382 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $85,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,977 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $356,961 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $251,900 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $254,248 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $259,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $189,833 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $354,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $747,696 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $750,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $726,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,277,754 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $750,461 | CapitalStockBOYAmt |
| Capital Stock EOY | $726,995 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $750,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $726,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $750,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $726,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $750,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $726,995 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $726,995 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,303,674 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041613 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,548 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $997,948 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,141,812 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066522 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,513 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,136,280 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052375 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,056 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,113,465 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05214 | DistributionYr5Rt |
| Total Distribution | 0.273322 | TotalDistributionRt |
| Average Distribution | 0.054664 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,304,189 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,292 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,559 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,256 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $157 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $377 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 | FREDERICK B TAYLOR | BusinessNameLine1Txt |
| Business Name Line2 | C/O EVERCORE TRUST C | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128227647 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FREDERICK B TAYLOR | ||||||
| 55 EAST 52ND STREET | NEW YORK | NY | 10055 | TRUSTEE | 1 | $0 |
| CAROLE L TAYLOR | ||||||
| 55 EAST 52ND STREET | NEW YORK | NY | 10055 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $1,220,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,324,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,324,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,304,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $534 | TotalTaxAmt |
| Distributable Before Adj | $64,675 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,675 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,675 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,256 | 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 | $55,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,256 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,675 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,596 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,596 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $19,015 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS INST OF TECHNOLOGY | ||||||||
| DEPT OF ARCHITECTURE | 77 MASSACHUSETTS AVENUE W92-280 | CAMBRIDGE | MA | 021394309 | NONE | PC | UNRESTRICTED GIFT | $500 |
| PILGRIM CONGREGATIONAL CHURCH | ||||||||
| UCC | 55 COOLIDGE AVENUE | LEXINGTON | MA | 02420 | NONE | PC | UNRESTRICTED GIFT | $1,500 |
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| LEXINGTON EDUCATION FOUNDATION | ||||||||
| 594 MARRET ROAD SUITE 7 | LEXINGTON | MA | 02421 | NONE | PC | UNRESTRICTED GIFT | $1,500 | |
| YALE UNIVERSITY | ||||||||
| BOX 2038 | NEW HAVEN | CT | 065212038 | NONE | PC | UNRESTRICTED CURRENT USE | $1,000 | |
| WESLEYAN ANNUAL FUND | ||||||||
| WESLEYAN UNIVERSITY | 318 HIGH STREET | MIDDLETOWN | CT | 064590472 | NONE | PC | FRED & CAROLE TAYLOR | $30,000 |
| SAVE THE CHILDREN FEDERATION | ||||||||
| INC | 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | UNRESTRICTED GIFT | $3,000 |
| CUP - THE CENTER FOR URBAN PEDAGOGY | ||||||||
| 232 THIRD STREET B402B | BROOKLYN | NY | 11215 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| ASPCA | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| RYE FREE READING ROOM | ||||||||
| 1061 BOSTON POST ROAD | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| RYE COUNTRY DAY SCHOOL | ||||||||
| CEDAR STREET | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| RYE YMCA ANNUAL CAMPAIGN | ||||||||
| 21 LOCUST AVENUE | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| FRIENDS OF RYE NATURE CENTER | ||||||||
| PO BOX 274 | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMADA DRIVE | CANTON | NY | 13617 | NONE | PC | UNRESTRICTED GIFT | $2,000 | |
| TRUSTEES OF THE UNIVERSITY | ||||||||
| OF PENNSYLVANIA | 3451 WALNUT ST STE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | TRACK VARISTY & WHARTON | $2,500 |
| FRIENDS OF LEXINGTON BIKEWAYS | ||||||||
| 20 SLOCUM ROAD | LEXINGTON | MA | 02421 | NONE | PC | UNRESTRICTED OPERATING | $1,000 | |
| THE RYE ARTS CENTER | ||||||||
| 51 MILTON ROAD | RYE | NM | 10580 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| GEORGETOWN UNIVERSITY | ||||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 20073 | NONE | PC | SCHOLARSHIP | $1,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 N DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| THE FUQUA SCHOOL OF BUSINESS | ||||||||
| DUKE UNIVERSITY | PO BOX 90581 | DURHAM | NC | 277080581 | NONE | PC | EDUCATION | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPI | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | UNRESTRICTED GIFT | $500 | |
| THE SANTA MONICA ART MUSEUM | ||||||||
| BUILDING G1 | 2525 MICHIGAN AVENUE | SANTA MONICA | CA | 90404 | NONE | PC | UNRESTRICTED GIFT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,675 | 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 | $0 | 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 | ENBRIDGE ENERGY CA | Desc |
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,292 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB CORP | $239 | $155,364 |
| CENTURYLINK INC | $34,401 | $34,469 |
| VANGUARD INDEX TR 500 PORT #40 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $251,900 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $254,248 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENBRIDGE ENERGY PARTNERS LP | AT COST | $29,478 | $46,140 |
| DOUBLELINE TOTAL RETURN BOND F | AT COST | $50,000 | $48,471 |
| OSTERWEIS STRATEGIC INCOME FUN | AT COST | $50,000 | $45,869 |
| VANGUARD INDEX TR 500 PORT #40 | AT COST | $225,000 | $607,216 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK CHARITABLE FILING FEE | $250 | $0 | $250 |
| ENBRIDGE ENERGY LP CHARITABLE | $0 | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENBRIDGE ENERGY LP | Desc |
| Revenue And Expenses Per Books | $4,612 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF AMOUNTS TREATED AS QUALIFY | Desc |
| Amt | $1,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $1,977 | Amt |
| Net Investment Income | $1,977 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $374 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $157 | $0 | $0 |