RYAN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: RYAN FAMILY FOUNDATION (EIN 20-1518978)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-05-06
IRS object ID: 201501269349100425
Schema version: 2014v5.0
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
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-05-06T09:32:36-05:00	ReturnTs
Tax Period End	2014-12-31	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	2014-01-01	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	2015-05-04	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	2015-04-29	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$22,059,636	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	$1,500,262	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$437,228	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$437,228	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,018,785	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,928,092	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,018,785	CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm	$207	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,956,275	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,456,220	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	$75,196	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$75,196	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$55,865	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,844	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	$132,611	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$79,540	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$50	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,004,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,004,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,136,611	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$79,540	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,004,050	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$819,664	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,376,680	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$678,589	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,387,691	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,387,691	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$12,386,424	CorporateStockBOYAmt
Corporate Stock EOY	$13,567,735	CorporateStockEOYAmt
Corporate Stock EOYFMV	$13,567,735	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,702,037	CorporateBondsBOYAmt
Corporate Bonds EOY	$4,257,361	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$4,257,361	CorporateBondsEOYFMVAmt
Other Investments BOY	$3,410,321	OtherInvestmentsBOYAmt
Other Investments EOY	$2,846,849	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,846,849	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$20,177,371	TotalAssetsBOYAmt
Total Assets EOY	$22,059,636	TotalAssetsEOYAmt
Total Assets EOYFMV	$22,059,636	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	$20,177,371	RetainedEarningBOYAmt
Retained Earning EOY	$22,059,636	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$20,177,371	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$22,059,636	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$20,177,371	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$22,059,636	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$20,177,371	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$819,664	ExcessRevenueOverExpensesAmt
Other Increases	$1,062,601	OtherIncreasesAmt
Subtotal	$22,059,636	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$22,059,636	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200,000 SHS AVON PRODUCTS INC	P	2014-09-11	2014-12-30	$200,000	$216,738	-$16,738	-$16,738
200,000 SHS CLIFFS NATURAL RE	P	2014-03-05	2014-12-23	$108,000	$195,970	-$87,970	-$87,970
8,855.279 SHS FRANKLIN MUTUAL EUROPEAN Z	P		2014-12-12	$204,646	$222,860	-$18,214	-$18,214
66,000 SHS NOBLE CORP PLC SHS USD	P		2014-10-01	$127,381	$194,320	-$66,939	-$66,939
600 SHS PHILIP MORRIS INTL INC	P	2014-03-11	2014-06-17	$53,184	$47,745	$5,439	$5,439
700 SHS WILLIAMS CO INC	P	2014-07-09	2014-11-05	$38,144	$40,556	-$2,412	-$2,412
.98 SHS PARAGON OFFSHORE PLC SHS	P	2013-12-30	2014-08-01	$9	$13	-$4	-$4
1,999 SHS PARAGON OFFSHORE PLC SHS	P		2014-08-22	$18,916	$27,278	-$8,362	-$8,362
275 SHS AMAZON COM INC	D	2012-02-01	2014-05-13	$83,641	$48,881	$34,760	$34,760
11,708.254 SHS FRANKLIN MUTUAL EUROPEAN Z	P	2013-11-21	2014-12-12	$270,578	$305,000	-$34,422	-$34,422
3,595.133 SHS TEMPLETON FRONTIER MKTS ADV	P	2013-11-21	2014-12-23	$51,339	$65,000	-$13,661	-$13,661
525 SHS AMAZON COM INC	P		2014-05-13	$159,678	$117,724	$41,954	$41,954
25,000 SHS BOTTLING	P	2008-10-28	2014-03-17	$25,000	$25,000	$0	$0
100,000 SHS CENTURYLINK INC	P	2013-03-07	2014-04-29	$102,627	$101,809	$818	$818
150 SHS CVS CAREMARK CORP	D	2008-01-02	2014-03-11	$10,965	$5,903	$5,062	$5,062
3,500 SHS CVS CAREMARK CORP	D	2008-01-02	2014-04-10	$257,140	$137,725	$119,415	$119,415
1,000 SHS CVS CAREMARK CORP	P	2011-12-01	2014-04-10	$73,469	$38,578	$34,891	$34,891
18,000 SHS CVS CAREMARK CORP	P	2011-12-01	2014-04-30	$1,313,676	$694,410	$619,266	$619,266
4,000 SHS CVS CAREMARK CORP	P	2011-12-01	2014-05-01	$290,634	$154,313	$136,321	$136,321
1,000 SHS CVS CAREMARK CORP	P	2011-12-01	2014-05-02	$72,738	$38,578	$34,160	$34,160
500 SHS CVS CAREMARK CORP	P	2011-12-01	2014-07-09	$38,361	$19,289	$19,072	$19,072
18,195.051 SHS DREYFUS INTERNATIONAL STOCK I	P	2012-04-03	2014-03-05	$275,473	$249,998	$25,475	$25,475
3,533 SHS DUKE ENERGY CORP NEW	P		2014-03-11	$246,352	$203,460	$42,892	$42,892
5,300 SHS EMC CORP MASS	P		2014-06-24	$138,380	$134,519	$3,861	$3,861
100,000 SHS HSBC BANK USA	P	2013-02-01	2014-04-01	$100,000	$100,000	$0	$0
100,000 SHS INTERNATIONAL LEA	P	2013-03-11	2014-09-11	$101,850	$101,432	$418	$418
1,100 SHS KRAFT FOODS GROUP INC	P		2014-09-23	$62,182	$28,580	$33,602	$33,602
1,800 SHS MERCK & CO INC NEW COM	P		2014-05-07	$101,200	$79,951	$21,249	$21,249
600 SHS PHILIP MORRIS INTL INC	P		2014-06-17	$53,184	$48,678	$4,506	$4,506
9,660.422 SHS TEMPLETON FRONTIER MKTS ADV	P	2013-04-09	2014-12-23	$137,951	$164,999	-$27,048	-$27,048
100,000 SHS WACHOVIA CORP	P	2013-04-18	2014-08-01	$100,000	$100,000	$0	$0
CAPITAL GAINS DIVIDENDS	P			$111,394		$111,394	$111,394

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,018,785	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$381,650	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$16,819,939	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.022690	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$356,400	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,996,482	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.059435	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$127,500	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,534,464	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.036073	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$250,694	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,971,860	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.127136	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$119,665	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,966,727	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.060845	DistributionYr5Rt
Total Distribution	0.306179	TotalDistributionRt
Average Distribution	0.061236	AverageDistributionRt
Net Vl Noncharitable Assets	$19,522,222	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,195,463	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$13,767	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,209,230	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$2,004,050	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	$13,767	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$13,767	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$13,767	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$39,300	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$39,300	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$25,533	OverpaymentAmt
Applied To ES Tax	$25,533	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	$18,941,907	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$877,608	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$19,819,515	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$19,819,515	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$297,293	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$19,522,222	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$976,111	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$976,111	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$13,767	TaxBasedOnInvestmentIncomeAmt
Total Tax	$13,767	TotalTaxAmt
Distributable Before Adj	$962,344	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$962,344	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$962,344	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,004,050	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,004,050	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$13,767	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,990,283	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$962,344	DistributableAsAdjustedAmt
Undistributed Income PY	$291,794	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,004,050	QualifyingDistributionsAmt
Applied To Year1	$291,794	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$962,344	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$749,912	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$749,912	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	$749,912	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$749,912	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 (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
RISE
143 PRAIRIE AVE	PROVIDENCE	RI	02905	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$4,000
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	$2,004,000	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	$437,228	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,018,785	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,456,013	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,456,013	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 (6 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	$195,279	Yes (X)
THOMAS M CATHY H RYAN
2	11027 OLD HARBOUR RD	NORTH PALM BEACH	FL	33408	$200,066	Yes (X)
THOMAS M CATHY H RYAN
3	11027 OLD HARBOUR RD	NORTH PALM BEACH	FL	33408	$61,335	Yes (X)
THOMAS M CATHY H RYAN
4	11027 OLD HARBOUR RD	NORTH PALM BEACH	FL	33408	$102,267	Yes (X)
THOMAS M CATHY H RYAN
5	11027 OLD HARBOUR RD	NORTH PALM BEACH	FL	33408	$101,416	Yes (X)
THOMAS M CATHY H RYAN
6	11027 OLD HARBOUR RD	NORTH PALM BEACH	FL	33408	$839,898	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	4,534 SHARES OF FIVE BELOW	$195,279	2014-12-03
2	11,625 SHARES BANK OF AMERICA CORP	$200,066	2014-12-04
3	1,500 SHARES CDK GLOBAL INC COM	$61,335	2014-12-04
4	900 SHARES CELGENE CORP	$102,267	2014-12-04
5	700 SHARES GENERAL DYNAMICS CORP	$101,416	2014-12-04
6	24,616 SHARES VANTIV INC CL-A	$839,898	2014-12-04

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	$4,257,361	EOYBookValueAmt
EOYFMV	$4,257,361	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MORGAN STANLEY	StockNm
EOY Book Value	$13,567,735	EOYBookValueAmt
EOYFMV	$13,567,735	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MORGAN STANLEY - ETFS	FMV	$1,176,526	$1,176,526
MORGAN STANLEY - MUTUAL FUNDS	FMV	$1,670,323	$1,670,323

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 (2 entries)

DescDesc	AmtAmt
UNREALIZED GAIN/(LOSS)	$1,023,979
MISCELLANEOUS ADJUSTMENT	$38,622

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	MORGAN STANLEY AGENCY FEES	CategoryTxt
Amt	$75,196	Amt
Net Investment Income	$75,196	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$2,844	$2,844	$0
2013 BALANCE DUE	$13,721	$0	$0
ESTIMATED TAXES PAID	$39,300	$0	$0