The Whitehead Foundation Inc: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- The Whitehead Foundation Inc (EIN 20-5605569)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-28
- IRS object ID
- 201621199349100217
- 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
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-28T14:21:48-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205605569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Whitehead Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WHIT | 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 | robert chartener | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-19 | 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 | 2016-08-17 19:52:53Z | 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 | $11,015,347 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $85,905 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,905 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,284,115 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,161 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,420,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,066 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,793 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,599 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,127 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,316,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,872 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,701 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $10,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,365 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments EOY | $10,933,982 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,933,982 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,577,910 | OtherAssetsBOYAmt |
| Total Assets BOY | $7,698,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,015,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,015,347 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,698,648 | CapitalStockBOYAmt |
| Retained Earning EOY | $11,015,347 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,698,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,015,347 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,698,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,015,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,698,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,316,699 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,015,347 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,015,347 | 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 | $224,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,364,792 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030456 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $405,624 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,173,293 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056546 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $409,918 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,251,255 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065574 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $574,059 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,214,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092368 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,813,690 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,150,845 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.294868 | DistributionYr5Rt |
| Total Distribution | 0.539812 | TotalDistributionRt |
| Average Distribution | 0.107962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,744,429 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $944,066 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,139 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $945,205 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,127 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,277 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,277 | SubtotalAmt |
| Tax Based On Investment Income | $2,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $769 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,508 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,277 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | 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 |
|---|---|---|---|---|---|---|
| Robert Chartener | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 |
| Susan Ginsburg | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Wade Greene | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Timothy P Maloney | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| J Gregory Whitehead | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Treas | 1.0 | $0 |
| John C Whitehead | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,793,461 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,084,132 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,877,593 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,877,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,744,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $437,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $437,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,277 | TotalTaxAmt |
| Distributable Before Adj | $434,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $434,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $434,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,127 | 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 | $103,127 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $103,127 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $434,944 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,474,557 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $263,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,959 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,879,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,127 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $331,817 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $331,817 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,547,867 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,142,740 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $405,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $263,313 | ExcessFromYear4Amt |
| Excess From Year3 | $94,855 | ExcessFromYear3Amt |
| Excess From Year2 | $46,959 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN C WHITEHEAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASTLETON FESTIVAL | |||||||
| PO BOX 576 | GREAT FALLS | VA | 22066 | N/A | PC | General & Unrestricted | $1,000 |
| COUNCIL ON FOREIGN RELATIONS INC | |||||||
| 58 E 68TH ST | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $3,610 |
| ECONOMIC CLUB OF NEW YORK | |||||||
| 350 5TH AVE STE 4910 | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $400 |
| FREE CONGRESS RESEARCH AND EDUCATION FOUNDATION | |||||||
| 901 N WASHINGTON ST STE 206 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $10,000 |
| FREEDOM HOUSE INC | |||||||
| 1850 M ST NW 11TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF GLEN GRAY INC | |||||||
| 200 MIDVALE MOUNTAIN RD | MAHWAH | NJ | 07430 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE BROWNELL LIBRARY | |||||||
| PO BOX 523 | L COMPTON | RI | 02837 | N/A | PC | General & Unrestricted | $1,000 |
| HURRICANE ISLAND FOUNDATION | |||||||
| PO BOX 1280 | ROCKLAND | ME | 04841 | N/A | PC | General & Unrestricted | $2,500 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $3,150 |
| LITTLE COMPTON COMMUNITY CENTER CORP | |||||||
| 34 COMMONS | LITTLE COMPTON | RI | 02837 | N/A | PC | General & Unrestricted | $1,000 |
| LITTLE COMPTON HISTORICAL SOCIETY INC | |||||||
| PO BOX 577 | L COMPTON | RI | 02837 | N/A | PC | General & Unrestricted | $1,000 |
| NANTUCKET LAND COUNCIL INC | |||||||
| PO BOX 502 | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $5,000 |
| NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION | |||||||
| PO BOX 1244 | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL DANCE INSTITUTE INC | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | N/A | PC | General & Unrestricted | $3,868 |
| NEW GATE TO PEACE FOUNDATION | |||||||
| 584 COLUMBUS AVE | THORNWOOD | NY | 10594 | N/A | PC | General & Unrestricted | $2,500 |
| OBLATE SISTERS OF THE SACRED HEART OF JESUS | |||||||
| 50 WARNER RD | HUBBARD | OH | 44425 | N/A | PC | General & Unrestricted | $1,000 |
| OPERA LAFAYETTE | |||||||
| 10 4TH ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $3,000 |
| PATHNORTH INC | |||||||
| 1717 RHODE ISLAND AVE NW STE 700 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,000 |
| PINGRY CORPORATION | |||||||
| 131 MARTINSVILLE RD | BASKING RIDGE | NJ | 07920 | N/A | PC | General & Unrestricted | $5,000 |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $3,500 |
| SAKONNET PRESERVATION ASSOC INC | |||||||
| PO BOX 945 | L COMPTON | RI | 02837 | N/A | PC | General & Unrestricted | $1,000 |
| ST THOMAS CHURCH IN THE CITY AND COUNTY OF NY | |||||||
| 1 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $10,000 |
| TROOP 310 GREATER NY COUNCILS BOY SCOUTS OF AMERIC | |||||||
| 26 RAY ST | STATEN ISLAND | NY | 10312 | N/A | PC | General & Unrestricted | $15,000 |
| UNITED NATIONS FOUNDATION INC | |||||||
| 1750 PENNSYLVANIA AVE NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,528 | 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 | $85,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PROCEEDS FROM LIFE INSURANCE | 01 | $3,255,954 |
| ANNUITY INCOME | 01 | $28,161 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,370,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,370,020 | 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 | Whitehead John C | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Wade Greene |
| *Retired from foundation on 6/30/2015. |
| John C Whitehead |
| *Deceased on 02/07/2015. |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MASS MUTUAL - ANNUITY POLICY | $7,526,513 | $7,526,513 |
| PRUDENTIAL - ANNUITY POLICY | $3,407,469 | $3,407,469 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $194 | $194 | |
| Indemnification Insurance | $1,204 | $1,204 | |
| State or Local Filing Fees | $250 | $250 | |
| PUBLIC DISCLOSURE AD | $145 | $145 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Annuity Income | $28,161 | $28,161 |
| Increase in life insurance Policy Value | $3,255,954 |