GLENLAUREL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GLENLAUREL FOUNDATION (EIN 47-2158353)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-21
- IRS object ID
- 201631129349100233
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-21T14:05:34-05:00 | 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 | 472158353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Glenlaurel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GLEN | 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 | STEPHEN H MCKNIGHT | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-18 | 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 | $1,298,397 | 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 | $385,005 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,645,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,233,764 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $387,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,240,622 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,820 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,820 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,223 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,223 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $345,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,235,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $259,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,565 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $965,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,051,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,038,832 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $965,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,310,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,298,397 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $965,402 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,310,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $965,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,310,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $965,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,310,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $965,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $345,474 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,310,876 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,310,876 | 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 | $1,645,290 | GrossSalesPriceAmt |
| Cost Or Other Basis | $411,526 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,233,764 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,233,764 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,233,764 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $310,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,146,932 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,358 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,223 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,715 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,715 | SubtotalAmt |
| Tax Based On Investment Income | $24,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $149 | OverpaymentAmt |
| Applied To ES Tax | $149 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Peggy T McKnight | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Stephen Hayward McKnight | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $859,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $305,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,164,398 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,164,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,146,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,715 | TotalTaxAmt |
| Distributable Before Adj | $32,632 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,632 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,223 | 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 | $12,223 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,223 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,314 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $12,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,314 | AppliedToYear1Amt |
| Applied To Current Year | $8,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $23,723 | 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 | Peggy T McKnight | ContributingManagerNm |
| Contributing Manager | Stephen Hayward McKnight | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 | $89 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,769 | 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 | -$4,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,441 | 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 | McKnight Stephen Hayward | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 Squaw Run Road East | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $385,005 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INTUITIVE SURGICAL, INC ISRG, 776 sh. | NoncashPropertyDesc |
| Fair Market Value | $385,005 | FairMarketValueAmt |
| Received | 2015-06-24 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $7,595 | $7,227 |
| ADOBE SYSTEMS, INC | $3,744 | $4,415 |
| ADVANCE AUTO PARTS INC | $4,150 | $3,311 |
| AETNA INC | $8,114 | $7,568 |
| ALASKA AIR GROUP INC | $8,282 | $8,373 |
| ALLERGAN PLC | $8,743 | $9,375 |
| ALPHABET INC CL A | $7,020 | $8,558 |
| ALPHABET INC CL C | $6,245 | $7,589 |
| AMAZON COM | $1,615 | $2,028 |
| AMDOCS LIMITED | $7,242 | $7,258 |
| AMERICAN TOWER REIT INC | $9,441 | $10,083 |
| AMERIPRISE FINANCIAL INC | $8,254 | $7,130 |
| AMGEN INC | $7,567 | $7,954 |
| APPLE INC | $15,561 | $13,684 |
| AT&T, INC | $5,048 | $4,955 |
| BE AEROSPACE, INC | $3,938 | $3,432 |
| BERKSHIRE HATHAWAY INC. CLASS | $10,329 | $10,299 |
| BOEING CO | $7,880 | $8,097 |
| BROADRIDGE FINANCIAL | $8,174 | $8,274 |
| CARDINAL HEALTH INC | $7,612 | $7,677 |
| CHEVRON CORP | $7,428 | $7,287 |
| CISCO SYSTEMS INC | $8,485 | $8,201 |
| CITIGROUP INC | $7,564 | $6,986 |
| CMS ENERGY CP | $5,971 | $6,350 |
| COMCAST CORP | $7,702 | $7,223 |
| CORE LABORATORIES | $5,833 | $5,654 |
| CVS CAREMARK CORP | $8,172 | $7,724 |
| D R HORTON | $7,621 | $7,623 |
| DR PEPPER SNAPPLE GROUP, INC | $6,729 | $8,202 |
| DREW INDUSTRIES INC. | $6,428 | $7,777 |
| ECOLAB INC | $5,852 | $6,062 |
| EXXON MOBIL CORP | $7,304 | $6,938 |
| GEN DYNAMICS CP | $8,181 | $7,967 |
| GENERAL ELECTRIC CO | $8,390 | $8,597 |
| GILEAD SCIENCES INC | $7,794 | $6,982 |
| GOLDMAN SACHS GROUP | $7,776 | $6,849 |
| HARTFORD FINANCIALSERVICES GRO | $7,615 | $6,823 |
| HONEYWELL INTL | $7,098 | $7,353 |
| INTERPUBLIC GROUP OF COS | $7,685 | $7,613 |
| INTUIT | $4,250 | $4,825 |
| INTUITIVE SURGICAL, INC | $99,229 | $109,233 |
| JOHNSON & JOHNSON | $12,686 | $13,456 |
| KANSAS CITY SOUTHERN | $5,075 | $4,032 |
| KIMBERLY CLARK CORP | $7,363 | $8,656 |
| KROGER CO | $7,926 | $9,035 |
| LAM RESEARCH CORP | $7,920 | $8,816 |
| LEAR CORP | $7,686 | $7,493 |
| LIBERTY GLOBAL LILAC - CLASS K | $2,112 | $2,580 |
| LIBERTY GLOBAL PLC - SERIES C | $4,267 | $3,873 |
| LOWES COMPANIES INC | $6,991 | $7,832 |
| LYONDELLBASELL INDUSTRIES NV | $6,571 | $5,822 |
| MARKEL CORP | $7,354 | $7,950 |
| METTLER-TOLEDO INTL | $6,538 | $7,461 |
| MICROSOFT CORP | $6,672 | $8,267 |
| MONDELEZ INTERNATIONAL INC | $6,388 | $6,681 |
| MYLAN NV | $347,054 | $324,421 |
| O'REILLY AUTOMOTIVE INC | $2,997 | $3,041 |
| OMEGA HEALTHCARE INV | $7,567 | $7,381 |
| ORACLE CORP | $4,841 | $4,822 |
| PEPSICO INC | $7,217 | $7,794 |
| PFIZER INC | $7,933 | $7,328 |
| PNC FINANCIAL GROUP INC | $7,499 | $7,529 |
| PRAXAIR INC | $2,839 | $2,765 |
| PRECISION CASTPARTS | $3,215 | $3,248 |
| PRINCIPAL FINANCIAL GROUP | $8,402 | $6,792 |
| QORVO INC | $10,441 | $7,330 |
| REYNOLDS AMERICAN INC | $6,653 | $8,122 |
| ROYAL CARRIBEAN CRUISE | $6,269 | $8,198 |
| SCHLUMBERGER LTD | $14,108 | $12,137 |
| SEALED AIR CORP | $5,612 | $5,352 |
| SENSATA TECHNOLOGIES HOLDINGS | $4,045 | $4,007 |
| SKYWORKS SOLUTIONS, INC | $9,326 | $7,145 |
| ST. JUDE MED INC | $3,896 | $3,459 |
| STANLEY BLACK & DECKER INC | $7,966 | $8,111 |
| STARBUCKS CORP COM | $2,759 | $2,941 |
| STERIS PLC | $7,766 | $7,685 |
| SUNTRUST BKS INC | $7,498 | $7,540 |
| TARGET CORPORATION | $7,872 | $7,043 |
| TESORO CORP | $5,911 | $6,954 |
| TJX COMPANIES INC | $8,314 | $8,296 |
| TRANSDIGM GRP INC | $6,888 | $6,854 |
| UNILEVER N V N Y | $6,329 | $6,845 |
| US BANCORP | $3,045 | $3,115 |
| VANGUARD HEALTH CARE ETF | $20,164 | $19,002 |
| VERIZON COMMUNICATIONS | $4,530 | $4,345 |
| VISA INC | $4,046 | $4,420 |
| WELLS FARGO & CO | $7,496 | $7,339 |
| XCEL ENERGY INC | $5,603 | $5,961 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,348 | $6,348 |
| Administrative Set-Up Fee | $4,500 | $4,500 |
| Delaware Incorporation Fees | $500 | $500 |
| IRS Application Fees | $850 | $850 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,820 | Amt |
| Net Investment Income | $4,820 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $24,900 | |
| Foreign Tax Paid | $29 | $29 |