BRODER FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRODER FAMILY FOUNDATION INC (EIN 20-3979691)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201502239349100425
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T13:45:12-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203979691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Broder Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BROD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | paul broder | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,899,672 | 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 | $334 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $334 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $180,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,042,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,014,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,042,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,223,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,223,124 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,533 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $71,852 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $71,852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,852 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $667,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $667,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $763,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $738,852 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $459,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,223,124 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,738,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,290,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,290,869 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,240,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,120,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,997,081 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,015,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,042,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,611,722 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,993,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,453,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,899,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $16,993,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,453,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,993,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,453,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,993,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,453,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,993,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $459,739 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,453,612 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,453,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $199,444 | $0 | $199,444 | $199,444 | |||
| MEDALLION INTERNATIONAL LTD. | $1,815,288 | $972,615 | $842,673 | $842,673 | P | 2013-01-01 | 2014-06-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,042,117 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $306,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,142,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.015209 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $536,729 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,947,737 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035907 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $653,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,506,158 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048406 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $670,224 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,410,827 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054003 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $511,910 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,635,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043996 | DistributionYr5Rt |
| Total Distribution | 0.197521 | TotalDistributionRt |
| Average Distribution | 0.039504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,633,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $973,140 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,231 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $985,371 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $738,852 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,462 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,462 | SubtotalAmt |
| Tax Based On Investment Income | $24,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,562 | AppliedToEsTaxAmt |
| Total Payments And Credits | $24,462 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| Paul G Broder | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Kimberly J Griffiths | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $71,852 | CompensationAmt |
| 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 | $10,032,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,539,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,437,305 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,009,106 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,009,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $375,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,633,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,231,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,231,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,462 | TotalTaxAmt |
| Distributable Before Adj | $1,207,236 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,207,236 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,207,236 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $738,852 | 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 | $738,852 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $738,852 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,207,236 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $732,957 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $738,852 | QualifyingDistributionsAmt |
| Applied To Year1 | $732,957 | AppliedToYear1Amt |
| Applied To Current Year | $5,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,201,341 | 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 | KIMBERLY J GRIFFITHS | ContributingManagerNm |
| Contributing Manager | PAUL G BRODER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | N/A | PC | Typhoon Appeal Program | $1,000 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 5 PENN PLZ FL 16 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $20,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $20,000 |
| CONNECTICUT FUND FOR THE ENVIRONMENT INC | |||||||
| 142 TEMPLE ST 3RD FL | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $10,000 |
| COPE | |||||||
| PO BOX 1251 | MELVILLE | NY | 11747 | N/A | PC | General & Unrestricted | $10,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $20,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | N/A | PC | General & Unrestricted | $245,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS ACADEMY | |||||||
| 270 DUCK POND RD | LOCUST VALLEY | NY | 11560 | N/A | PC | ANNUAL FUND | $100,000 |
| FRIENDS ACADEMY | |||||||
| 270 DUCK POND RD | LOCUST VALLEY | NY | 11560 | N/A | PC | scholarship fund | $10,000 |
| FRIENDS OF NASSAU COUNTY BAILEY ARBORETUM | |||||||
| BAYVILLE RD AND FEEKS LN | LOCUST VALLEY | NY | 11560 | N/A | PC | General & Unrestricted | $5,000 |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1101 FOURTEENTH ST NW STE 420 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $20,000 |
| GRASSROOTS INTERNATIONAL INC | |||||||
| 179 BOYLSTON ST 4TH FL | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $20,000 |
| HEARTS FOR HEROES CORP | |||||||
| PO BOX 394 | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $60,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | Typhoon Haiyan Campaign | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $15,000 |
| MOUNTAIN RESCUE ASPEN INC | |||||||
| 37925 HWY 82 | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE FL 3 | NEW YORK | NY | 10017 | N/A | PC | Climb to the Top Project | $5,000 |
| NORTH SHORE SHELTERING PROGRAM INC | |||||||
| PO BOX 415 | GLEN COVE | NY | 11542 | N/A | PC | General & Unrestricted | $5,000 |
| OAK NECK ATHLETIC COUNCIL INC | |||||||
| PO BOX 1421 | BAYVILLE | NY | 11709 | N/A | PC | General & Unrestricted | $5,000 |
| OLD FIELD FARMS LTD | |||||||
| PO BOX 598 | STONY BROOK | NY | 11790 | N/A | PC | General & Unrestricted | $7,000 |
| PLANTING FIELDS FOUNDATION | |||||||
| PO BOX 58 | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $5,000 |
| TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NY INC | |||||||
| 521 W 57TH ST FL 4 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $10,000 |
| TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NY INC | |||||||
| 521 W 57TH ST FL 4 | NEW YORK | NY | 10019 | N/A | PC | STEM CELL PADDLE RAISE Project | $10,000 |
| WHEELS FOR HUMANITY | |||||||
| 12750 RAYMER ST | NORTH HOLLYWOOD | CA | 91605 | N/A | PC | General & Unrestricted | $10,000 |
| WSHU PUBLIC RADIO | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $667,000 | 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 | $334 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,673 | 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 | $1,042,117 | 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 | $1,223,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,223,124 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INFLATION PROTECTED | $2,060,796 | $2,190,589 |
| FIDELITY SEL PORT NATURAL RESO | $2,600,429 | $2,776,576 |
| PIMCO EMERGING LOCAL BOND FUND | $1,402,768 | $1,103,031 |
| SPARTAN INTL INDEX FID ADVANTA | $1,987,435 | $2,224,004 |
| SPARTAN TOTAL MARKET INDEX FD | $1,870,409 | $2,567,081 |
| SPDR GOLD SHARES | $1,198,163 | $1,135,800 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MEDALLION INTERNATIONAL LTD. | $3,457,598 | $8,708,708 |
| MERITAGE HOLDINGS, LTD CLASS C | $1,585,145 | $1,903,014 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $71,827 | $71,827 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $18,900 |
| 990-PF Excise Tax for 2013 | $5,633 |