RYAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RYAN FAMILY FOUNDATION (EIN 20-1518978)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-13
- IRS object ID
- 201621659349100312
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-13T12:48:15-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050479760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDSAGER BARTLETT & PIERONI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CATAMORE BLVD | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02914 | 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 | 201518978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RYAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RYAN | BusinessNameControlTxt |
| Phone | 4018638402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11027 OLD HARBOUR ROAD | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RYAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4018638402 | PhoneNum |
| Signature | 2016-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD P PIERONI | PreparerPersonNm |
| PTIN | P00189634 | PTIN |
| Phone | 4012729100 | PhoneNum |
| Preparation | 2016-05-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $22,009,767 | 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 | $1,488,399 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $446,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $446,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $312,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,958,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $312,424 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $6,146 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,246,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $764,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,453 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,453 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,129 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,145,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,145,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,232,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,145,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $677,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,387,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $517,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $517,973 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $756,444 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $756,444 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,567,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,156,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,156,867 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,257,361 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,622,410 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,622,410 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,846,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,956,073 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,956,073 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,059,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,009,767 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,009,767 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,059,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,009,767 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,059,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,009,767 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,059,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,009,767 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,059,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,078 | OtherIncreasesAmt |
| Subtotal | $22,116,915 | SubtotalAmt |
| Other Decreases | $107,148 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,009,767 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 300 SHS BLACKROCK INC | P | 2015-12-14 | $95,616 | $103,004 | -$7,388 | -$7,388 | |
| 1,500 SHS EATON CORP PLC SHS | P | 2015-12-14 | $75,464 | $100,421 | -$24,957 | -$24,957 | |
| 200,000 SHS ENSCO PLC | P | 2015-11-30 | $164,154 | $205,639 | -$41,485 | -$41,485 | 2015-05-01 |
| 1,000 SHS KANSAS CY SOUTHN IND NEW | P | 2015-03-03 | $115,741 | $119,374 | -$3,633 | -$3,633 | |
| 500 SHS LYONDELLBASELL NV CL-A | P | 2015-08-19 | $41,729 | $51,684 | -$9,955 | -$9,955 | 2015-04-30 |
| 500 SHS PRUDENTIAL FINANCIAL INC | P | 2015-12-31 | $40,926 | $45,248 | -$4,322 | -$4,322 | 2015-01-02 |
| 15,366.074 SHS T ROWE PRICE NEW ASIA FUND | P | 2015-12-08 | $235,562 | $250,000 | -$14,438 | -$14,438 | |
| 200,000 SHS TRANSOCEAN SEDCO | P | 2015-08-18 | $196,600 | $199,500 | -$2,900 | -$2,900 | 2014-12-30 |
| 200,000 SHS WEATHERFORD INTL | P | 2015-12-31 | $194,000 | $212,959 | -$18,959 | -$18,959 | 2015-01-26 |
| 2,100 SHS BLACKSTONE GROUP LP | P | 2015-12-14 | $57,728 | $70,764 | -$13,036 | -$13,036 | |
| 100 SHS ALLERGAN PLC SHS | P | 2015-10-06 | $26,562 | $23,835 | $2,727 | $2,727 | 2014-10-01 |
| 200,000 SHS PETROBRAS INTL | P | 2015-10-13 | $168,700 | $210,845 | -$42,145 | -$42,145 | 2014-07-09 |
| 500 SHS PRUDENTIAL FINANCIAL INC | P | 2015-12-31 | $40,926 | $46,015 | -$5,089 | -$5,089 | 2014-12-23 |
| 400 SHS QUALCOMM INC | P | 2015-11-30 | $19,506 | $30,739 | -$11,233 | -$11,233 | 2014-03-11 |
| 5934.833 SHS T ROWE PRICE NEW ASIA FUND | P | 2015-12-08 | $90,981 | $100,000 | -$9,019 | -$9,019 | |
| 800 SHS ALLERGAN PLC SHS | P | 2015-10-06 | $212,495 | $115,200 | $97,295 | $97,295 | 2013-09-30 |
| 200 SHS BLACKROCK INC | P | 2015-12-14 | $63,744 | $40,286 | $23,458 | $23,458 | 2012-12-14 |
| 1,300 SHS BLACKSTONE GROUP LP | P | 2015-12-14 | $35,736 | $38,726 | -$2,990 | -$2,990 | 2014-11-05 |
| 83,000 SHS CITIGROUP INC | P | 2015-12-15 | $83,000 | $83,000 | $0 | $0 | 2012-03-08 |
| 7,315 SHS CVS HEALTH CORP | D | $710,322 | $283,138 | $427,184 | $427,184 | ||
| 75 SHS EXXON MOBIL CORP | P | 2015-03-11 | $6,314 | $6,598 | -$284 | -$284 | 2013-01-02 |
| .549 SHS GOOGLE INC | P | 2015-05-04 | $306 | $195 | $111 | $111 | 2012-12-21 |
| 2,975 SHS ISHARES IBOXX $ H/Y COR BD ETF | P | 2015-12-09 | $241,149 | $269,437 | -$28,288 | -$28,288 | 2012-03-16 |
| 1,600 SHS QUALCOMM INC | P | 2015-11-30 | $78,022 | $86,076 | -$8,054 | -$8,054 | |
| 21,900 SHS SCHLUMBERGER LTD | P | 2015-09-14 | $137,709 | $140,848 | -$3,139 | -$3,139 | |
| 15,664.16 SHS T ROWE PRICE NEW ASIA FUND | P | 2015-12-08 | $240,132 | $250,000 | -$9,868 | -$9,868 | 2012-04-02 |
| 175,000 SHS TELEFONICA EMISNS | P | 2015-01-15 | $175,000 | $175,000 | $0 | $0 | 2013-11-18 |
| 1,000 SHS TRANSCANADA CORP | P | 2015-03-03 | $44,242 | $47,821 | -$3,579 | -$3,579 | |
| 600 SHS UNION PACIFIC CORP | P | 2015-12-09 | $45,023 | $37,064 | $7,959 | $7,959 | |
| 100,000 SHS VALE OVERSEAS LIM | P | 2015-12-31 | $75,750 | $101,866 | -$26,116 | -$26,116 | 2013-03-08 |
| 100,000 SHS VORNADO REALTY | P | 2015-01-02 | $100,000 | $100,694 | -$694 | -$694 | 2013-05-07 |
| 100,000 SHS XEROX CORPORATION | P | 2015-02-17 | $100,000 | $100,000 | $0 | $0 | 2013-02-27 |
| CAPITAL GAINS DIVIDENDS | P | $45,261 | $45,261 | $45,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $312,424 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,990,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,522,222 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.101950 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $381,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,819,939 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022690 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $356,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,996,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059435 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,534,464 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036073 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $250,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,971,860 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.127136 | DistributionYr5Rt |
| Total Distribution | 0.347284 | TotalDistributionRt |
| Average Distribution | 0.069457 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,323,062 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,550,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,776 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,557,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,145,650 | 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 | $6,776 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,776 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,533 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,533 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $18,757 | OverpaymentAmt |
| Applied To ES Tax | $18,757 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRICIA O'NEIL | IndividualWithBooksNm |
| Phone | 4018638402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MORGAN STANLEY WEALTH MANAGEMEN | AddressLine1Txt |
| Address Line2 | ONE FINANCIAL PLAZA 19TH FLOOR | AddressLine2Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS M RYAN | ||||||||
| 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CATHY H RYAN | ||||||||
| 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,387,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,275,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,663,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,663,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $339,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,323,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,116,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,116,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,776 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,776 | TotalTaxAmt |
| Distributable Before Adj | $1,109,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,109,377 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,109,377 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,145,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,145,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,776 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,138,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,109,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $749,912 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $749,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,145,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,109,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,036,273 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,786,185 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,786,185 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $749,912 | ExcessFromYear1Amt |
| Excess From Current Year | $1,036,273 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS M RYAN | ContributingManagerNm |
| Contributing Manager | CATHY H RYAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY PREPARATORY SCHOOL | |||||||
| 126 SOMMERSET STREET | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $31,600 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $50,000 |
| LOST TREE CHARITABLE FOUNDATION | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| RISE | |||||||
| 143 PRAIRIE AVE | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $4,000 |
| SOUTH COUNTY HOSPITAL | |||||||
| 100 KENYON AVE | WAKEFIELD | RI | 02879 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $50,000 |
| UNIVERSITY OF RHODE ISLAND FOUNDATION | |||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,145,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,110 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $312,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $758,534 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $758,534 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| THOMAS M CATHY H RYAN | ||||||
| 1 | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | $990,221 | Yes (X) |
| THOMAS M CATHY H RYAN | ||||||
| 2 | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | $249,711 | Yes (X) |
| THOMAS M CATHY H RYAN | ||||||
| 3 | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | $148,786 | Yes (X) |
| THOMAS M CATHY H RYAN | ||||||
| 4 | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | $99,681 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,815 SHARES OF CVS | $990,221 | 2015-11-23 |
| 2 | 2350 SHARES OF FACEBOOK | $249,711 | 2015-11-19 |
| 3 | 225 SHARES OF AMAZON | $148,786 | 2015-11-19 |
| 4 | 625 SHARES OF AMGEN | $99,681 | 2015-11-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDSAGER, BARTLETT & PIERONI, LLP | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY | BondNm |
| EOY Book Value | $3,622,410 | EOYBookValueAmt |
| EOYFMV | $3,622,410 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $15,156,867 | EOYBookValueAmt |
| EOYFMV | $15,156,867 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $756,444 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $756,444 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY - ETFS | FMV | $885,397 | $885,397 |
| MORGAN STANLEY - MUTUAL FUNDS | FMV | $1,070,676 | $1,070,676 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $107,148 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADJUSTMENT | Desc |
| Amt | $43,078 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY AGENCY FEES | CategoryTxt |
| Amt | $84,453 | Amt |
| Net Investment Income | $84,453 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,129 | Amt |
| Net Investment Income | $1,129 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |