RICHARD L & DIANE M BLOCK FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD L & DIANE M BLOCK FOUNDATION TR (EIN 30-6136901)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201621339349102487
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T15:30:55-05:00 | 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 | 306136901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard L and Diane M Block Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RICH | 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 | RICHARD BLOCK | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-21 | 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 | $10,052,964 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $678,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $678,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $645,584 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,221 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,179 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$23 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $706,212 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $707,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $24,547 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,210 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,064 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,064 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,464 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $436,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $436,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $513,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $492,817 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $192,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $693,966 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,937 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,991,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,144,411 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,106,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,558 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,823 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,513 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,362,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,359,221 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,678,905 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,580,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,772,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,052,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,580,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,772,392 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,580,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,772,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,580,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,772,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,580,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $192,379 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,772,392 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,772,392 | 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 | $645,584 | GrossSalesPriceAmt |
| Cost Or Other Basis | $616,363 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,221 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,221 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $480,073 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,994,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048034 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $352,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,835,218 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035886 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $234,194 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,321,294 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031988 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,354 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,688,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032583 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,412 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,313,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034828 | DistributionYr5Rt |
| Total Distribution | 0.183319 | TotalDistributionRt |
| Average Distribution | 0.036664 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,036,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $367,972 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,940 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $374,912 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $492,817 | 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 | $6,940 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,940 | SubtotalAmt |
| Tax Based On Investment Income | $6,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,135 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,135 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,195 | OverpaymentAmt |
| Applied To ES Tax | $7,000 | AppliedToESTaxAmt |
| Refund | $195 | 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 | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Debbie Bellange | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Warren Berckmann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| David Richard Block | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Diane M Block | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Patrick Block | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Richard L Block | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Trustee | 1.0 | $0 | $0 | $0 |
| Jennifer D Green | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Administrative Manager | 5.0 | $0 | $0 | $0 |
| Ned McCarty | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 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 | $2,261,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,666,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,189,170 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,189,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,036,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $501,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $501,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,940 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,940 | TotalTaxAmt |
| Distributable Before Adj | $494,877 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $494,877 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $494,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $492,817 | 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 | $492,817 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,940 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $485,877 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $486,408 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $492,817 | QualifyingDistributionsAmt |
| Applied To Year1 | $486,408 | AppliedToYear1Amt |
| Applied To Current Year | $6,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $488,468 | 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 | Diane M Block | ContributingManagerNm |
| Contributing Manager | Richard L Block | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION SOURCE CO RYAN DEMARIA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DR 3RD FLOOR | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | RDEMARIA@FOUNDATIONSOURCE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WWW.FSREQUESTS.COM/BLOCKFOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WWW.FSREQUESTS.COM/BLOCKFOUNDATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.FSREQUESTS.COM/BLOCKFOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABUSED WOMENS AID IN CRISIS INCORPORATED | ||||||||
| 100 W 13TH AVE | ANCHORAGE | AK | 99501 | N/A | PC | AWAIC Data Improvement Project and Moving Forward Program Support | $31,901 | |
| ALASKA CENTER FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||
| 3903 TAFT DR | ANCHORAGE | AK | 99517 | N/A | PC | General & Unrestricted | $1,000 | |
| ALASKA CHAMBER SINGERS | ||||||||
| PO BOX 102055 | ANCHORAGE | AK | 99510 | N/A | PC | General & Unrestricted | $1,000 | |
| ALASKA PACIFIC UNIVERSITY | ||||||||
| 4101 UNIVERSITY DR | ANCHORAGE | AK | 99508 | N/A | PC | Balance of 2013/2014 and Fall of 2014/15 Scholarship Funds | $15,000 | |
| ALASKA PACIFIC UNIVERSITY | ||||||||
| 4101 UNIVERSITY DR | ANCHORAGE | AK | 99508 | N/A | PC | Block Foundation Financial Needs Scholarship Fund | $10,000 | |
| ALASKA PUBLIC TELECOMMUNICATIONS INC | ||||||||
| 3877 UNIVERSITY DR | ANCHORAGE | AK | 99508 | N/A | PC | Urban Affairs Reporter Project | $30,000 | |
| AMERICAN RED CROSS | ||||||||
| 235 E 8TH AVE | ANCHORAGE | AK | 99501 | N/A | PC | General & Unrestricted | $6,500 | |
| ANCHORAGE CIVIC ORCHESTRA | ||||||||
| PO BOX 233256 | ANCHORAGE | AK | 99523 | N/A | PC | General & Unrestricted | $1,000 | |
| ANCHORAGE COMMUNITY THEATRE INC | ||||||||
| 1133 E 70TH AVE | ANCHORAGE | AK | 99518 | N/A | PC | General & Unrestricted | $1,000 | |
| ANCHORAGE MUSEUM ASSOCIATION | ||||||||
| 625 C ST | ANCHORAGE | AK | 99501 | N/A | PC | General & Unrestricted | $4,000 | |
| ANCHORAGE SYMPHONY ORCHESTRA | ||||||||
| 400 D ST STE 230 | ANCHORAGE | AK | 99501 | N/A | PC | General & Unrestricted | $4,680 | |
| BEANS CAFE INC | ||||||||
| PO BOX 100940 | ANCHORAGE | AK | 99510 | N/A | PC | General & Unrestricted | $5,000 | |
| BEANS CAFE INC | ||||||||
| PO BOX 100940 | ANCHORAGE | AK | 99510 | N/A | PC | Childrens LunchBox Wonder Park Project | $10,000 | |
| CATHOLIC SOCIAL SERVICES | ||||||||
| 3710 E 20TH AVE | ANCHORAGE | AK | 99508 | N/A | PC | Individual Placement and Support Employment Specialist Project | $30,000 | |
| COVENANT HOUSE ALASKA | ||||||||
| 755 A ST | ANCHORAGE | AK | 99501 | N/A | PC | Data Manager/ETO Program | $80,000 | |
| DOWNTOWN SOUP KITCHEN | ||||||||
| PO BOX 202684 | ANCHORAGE | AK | 99520 | N/A | PC | General & Unrestricted | $1,000 | |
| FIRST CHURCH OF CHRIST SCIENTIST | ||||||||
| 210 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $80,000 | |
| FOOD BANK OF ALASKA INC | ||||||||
| 2121 SPAR AVE | ANCHORAGE | AK | 99501 | N/A | PC | Thanksgiving boxes fund | $2,500 | |
| GIRL SCOUTS OF ALASKA | ||||||||
| 3911 TUMAGAIN BLVD E | ANCHORAGE | AK | 99517 | N/A | PC | Bethel Full Year Program | $10,000 | |
| NINE STAR ENTERPRISES INC | ||||||||
| 730 I ST | ANCHORAGE | AK | 99501 | N/A | PC | General & Unrestricted | $10,000 | |
| SHILOH COMMUNITY HOUSING INC | ||||||||
| 1928 JUNEAU DR | ANCHORAGE | AK | 99501 | N/A | PC | General & Unrestricted | $7,000 | |
| THE SALVATION ARMY ALASKA DIVISIONAL HQ | ||||||||
| 143 E 9TH AVE | ANCHORAGE | AK | 99501 | N/A | PC | McKinnell House Follow-up Support Program | $53,600 | |
| VOLUNTEERS OF AMERICA INC | ||||||||
| 509 W 3RD AVE STE 103 | ANCHORAGE | AK | 99501 | N/A | PC | Project Hope | $31,318 | |
| West Anchorage High School | ||||||||
| 1700 HILLCREST DR | ANCHORAGE | AK | 99517 | N/A | PC | Theatre Department Program | $4,580 | |
| D Vano | ||||||||
| West Anchorage High School | Anchorage | AK | 99517 | None | I | Excellent Teacher award, English winner | $1,000 | 1700 Hillcrest Drive |
| D Dobler | ||||||||
| West Anchorage High School | Anchorage | AK | 99517 | None | I | Excellent Teacher Award, Math Winner | $1,000 | 1700 Hillcrest Drive |
| R Miller | ||||||||
| West Anchorage High School | Anchorage | AK | 99517 | None | I | Excellent Teacher award, Science winner | $1,000 | 1700 Hillcrest Drive |
| C Carr | ||||||||
| West Anchorage High School | Anchorage | AK | 99517 | None | I | Excellent Teacher award, Foreign Language winner | $1,000 | 1700 Hillcrest Drive |
| L Honemann | ||||||||
| West Anchorage High School | Anchorage | AK | 99517 | None | I | Excellent Teacher award, Life skills winner | $1,000 | 1700 Hillcrest Drive |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $436,079 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $678,164 | 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 | $29,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,156 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$23 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,156 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $707,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $706,212 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP - 5.750% | $21,392 | $20,490 |
| LLOYDS TSB BANK PLC NOTE - 4.8 | $15,431 | $15,023 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVISORS DISCIPLINED UNIT 1528 | $82,804 | $80,441 |
| BARCLAYS BANK PLC SER 3 - 7.10 | $25,312 | $25,970 |
| BLACKROCK CORPORATE HIGH YIELD | $46,225 | $39,120 |
| BLACKROCK GLOBAL OPPORTUNITIES | $80,809 | $57,420 |
| BLACKROCK INTL GROWTH & INCOME | $75,688 | $49,920 |
| BLACKROCK RESOURCES & COMMODIT | $68,841 | $34,021 |
| DWS FLOATING RATE PLS FD | $58,921 | $52,732 |
| E-TRACS UBS BLOOMBERG CMCI | $85,660 | $49,077 |
| FAMCO MLP & ENERGY INCOME FD C | $14 | $8 |
| GOLDMAN SACHS PFD SER D - 4.00 | $21,839 | $20,400 |
| ISHARES CORE MSCI EAFE ETF | $303,599 | $288,268 |
| ISHARES CORE MSCI EMERGING MAR | $100,044 | $85,673 |
| MAINSTAY CONVERTIBLE FD CLASS | $69,044 | $64,264 |
| MERRILL LYNCH GLOBAL ALLOCATIO | $54,263 | $52,862 |
| VANGUARD CHARLOTTE INTL BD IDX | $47,012 | $47,592 |
| VANGUARD HIGH DIV YIELD | $298,083 | $367,190 |
| VANGUARD SF REIT ETF | $163,423 | $185,771 |
| VANGUARD SHORT TERM INFLATION | $99,262 | $96,700 |
| VANGUARD TOTAL BOND MARKET ETF | $256,975 | $250,375 |
| WISDOMTREE MIDCAP DIVIDEND F | $137,299 | $173,097 |
| WISDOMTREE SC DIV | $69,294 | $85,708 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALASKA NATIONAL CORP | $8,348,050 | $7,666,750 |
| SUBURBAN PROPANE PARTNERS LP | $11,171 | $12,155 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $36,000 | $36,000 | |
| Bank Charges | $65 | $65 | |
| Indemnification Insurance | $897 | $897 | |
| K-1 EXP SUBURBAN PROPANE | $14 | ||
| OFFICE SUPPLIES | $3,567 | $3,567 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss SUBURBAN PROPANE PARTNERS | Desc |
| Revenue And Expenses Per Books | -$1,179 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$23 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $13,337 | $13,337 | |
| Philanthropic Consulting Srvcs | $10,460 | $10,460 | |
| HOSTING SERVICES | $750 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2015 | CategoryTxt |
| Amt | $7,600 | Amt |