CAMPBELL FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL FAMILY FOUNDATION (EIN 13-4149591)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201503099349100730
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T13:31:09-06:00 | 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 | 134149591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Campbell Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CAMP | 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 | William I Campbell | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-10-26 | 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 | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,671,697 | 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 | $84 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $780,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,228,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $780,937 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $875,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $875,200 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $25,181 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,181 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,300 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,349 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,349 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $37,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $624,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $624,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $662,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $184,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $850,019 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $299,536 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $753,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $753,938 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $45,237 | AcctRcvblAmt |
| Acct Rcvbl EOY | $45,237 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $45,237 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,672,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,759,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,413,754 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $410,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $230,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $218,318 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,414,160 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,192,013 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,240,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,796,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,980,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,671,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,796,195 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,980,508 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,796,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,980,508 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,796,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,980,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,796,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $184,313 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,980,508 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,980,508 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| Publicly-traded Securities | $2,850,352 | $2,447,321 | $403,031 | $403,031 | ||
| 47799K911 - JPMORGAN GLOBAL ACCESS FUND STRATEGIES CLASS A | $870,000 | $714,742 | $155,258 | $155,258 | P | 2014-08-15 |
| 47799K911 - JPMORGAN GLOBAL ACCESS FUND STRATEGIES CLASS A | $1,507,906 | $1,285,258 | $222,648 | $222,648 | P | 2014-10-27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $780,937 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $645,203 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,822,597 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082479 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $693,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,663,588 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090445 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $413,793 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,077,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051229 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $457,582 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,722,746 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $340,926 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,177,365 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0475 | DistributionYr5Rt |
| Total Distribution | 0.330904 | TotalDistributionRt |
| Average Distribution | 0.066181 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,823,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $517,779 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,500 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $526,279 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $662,454 | 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 | $8,500 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,500 | SubtotalAmt |
| Tax Based On Investment Income | $8,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,440 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,985 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,425 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,925 | OverpaymentAmt |
| Applied To ES Tax | $8,500 | AppliedToESTaxAmt |
| Refund | $425 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sarah Campbell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Member / Sec | 1.0 | $0 |
| William I Campbell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Christine Wachter-Campbell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Nora Wood | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Member / Treas | 1.0 | $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 | $5,350,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,197,639 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,942,824 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,942,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,142 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,823,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $391,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $391,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,500 | TotalTaxAmt |
| Distributable Before Adj | $382,684 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $382,684 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $382,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $662,454 | 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 | $662,454 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,500 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $653,954 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $382,684 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $75,897 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,878 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $313,629 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $262,793 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $673,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $662,454 | QualifyingDistributionsAmt |
| Applied To Current Year | $382,684 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $279,770 | RemainingDistriFromCorpusAmt |
| Total Corpus | $952,967 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $952,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,897 | ExcessFromYear4Amt |
| Excess From Year3 | $20,878 | ExcessFromYear3Amt |
| Excess From Year2 | $313,629 | ExcessFromYear2Amt |
| Excess From Year1 | $262,793 | ExcessFromYear1Amt |
| Excess From Current Year | $279,770 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christine Wachter-Campbell | ContributingManagerNm |
| Contributing Manager | William I Campbell | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF AMERICAN POETS INCORPORATED | |||||||||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | Annual Fund | $10,000 | ||||||
| ACADEMY OF AMERICAN POETS INCORPORATED | |||||||||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | FY 2013 Annual Fund | $10,000 | ||||||
| ACADEMY OF AMERICAN POETS INCORPORATED | |||||||||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | yearly reading event Program | $10,000 | ||||||
| ACADEMY OF AMERICAN POETS INCORPORATED | |||||||||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | website design Project | $5,000 | ||||||
| ACADEMY OF AMERICAN POETS INCORPORATED | |||||||||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | website building Initiative | $5,000 | ||||||
| ACF LONG ISLAND CHEFS INC | |||||||||||||
| 235 N KINGS AVE | MASSAPEQUA | NY | 11758 | N/A | PC | Chef and Child Program | $1,000 | ||||||
| BAY STREET THEATRE FESTIVAL INC | |||||||||||||
| PO BOX 810 | SAG HARBOR | NY | 11963 | N/A | PC | General & Unrestricted | $50,000 | ||||||
| BEST BUDDIES INTERNATIONAL INC | |||||||||||||
| 930 MADISON AVE | ALBANY | NY | 12208 | N/A | PC | General & Unrestricted | $2,500 | ||||||
| BRIDGE HAMPTON HISTORICAL SOCIETY | |||||||||||||
| PO BOX 977 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | General & Unrestricted | $1,000 | ||||||
| BRIDGEHAMPTON VOLUNTEER FIRE DEPARTMENT | |||||||||||||
| PO BOX 1280 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | General & Unrestricted | $500 | ||||||
| BROOKLYN ACADEMY OF MUSIC INC | |||||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $28,500 | ||||||
| BROOKLYN ACADEMY OF MUSIC INC | |||||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | Next Stage Campaign and 2014 Pledge | $100,000 | ||||||
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||||||||
| 115 W 29TH ST FL 10 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $25,000 | ||||||
| BYRD HOFFMAN WATERMILL FOUNDATION | |||||||||||||
| 115 W 29TH ST FL 10 | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $20,000 | ||||||
| CATHOLIC CHAr COMMUNITY SVcs ARCHDIOCESE of ny | |||||||||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 | ||||||
| CHILDREN OF GOD RELIEF FUND INC | |||||||||||||
| C/O CROWELL MORING LP | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $1,000 | 1001 PENNSYLVania ave nw | |||||
| END FUND INC | |||||||||||||
| 41 E 11TH ST 11TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $215,000 | ||||||
| END FUND INC | |||||||||||||
| 41 E 11TH ST 11TH FL | NEW YORK | NY | 10003 | N/A | PC | summit to see the end Initiative | $10,000 | ||||||
| GLOBAL IMPACT | |||||||||||||
| 1199 N FAIRFAX ST STE 300 | ALEXANDRIA | VA | 22314 | N/A | PC | Miss Universe, Cordaid Relief Fund | $15,000 | ||||||
| MARYMOUNT SCHOOL OF NEW YORK | |||||||||||||
| 1026 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $5,000 | ||||||
| MONTEFIORE MEDICAL CENTER | |||||||||||||
| 111 E 210TH ST | BRONX | NY | 10467 | N/A | PC | Schoolhouse Program | $25,000 | ||||||
| NEW YORK EYE & EAR INFIRMARY | |||||||||||||
| 310 E 14TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 | ||||||
| P S 81 PARENTS ASSOCIATION | |||||||||||||
| 5550 RIVERDALE AVE | BRONX | NY | 10471 | N/A | PC | General & Unrestricted | $1,500 | ||||||
| PECONIC LAND TRUST INCORPORATED | |||||||||||||
| 296 HAMPTON RD | SOUTHAMPTON | NY | 11968 | N/A | PC | General & Unrestricted | $1,000 | ||||||
| PHOENIX HOUSE FOUNDATION INC | |||||||||||||
| 164 W 74TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,000 | ||||||
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||||||||
| 26 BLEECKER ST 4TH FL | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $10,000 | ||||||
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||||||||
| 26 BLEECKER ST 4TH FL | NEW YORK | NY | 10012 | N/A | PC | Charitable Event | $10,000 | ||||||
| SOUTH BRONX CLASSICAL CHARTER SCHOOL | |||||||||||||
| 977 FOX ST | BRONX | NY | 10459 | N/A | PC | General & Unrestricted | $2,000 | ||||||
| SYNERGOS INSTITUTE INC | |||||||||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $25,000 | ||||||
| TENEO INC | |||||||||||||
| 2605 W 8TH ST | AUSTIN | TX | 78703 | N/A | PC | Billie Jean King Leadership Initiative | $10,000 | ||||||
| TREE MUSKETEERS | |||||||||||||
| 305 RICHMOND ST | EL SEGUNDO | CA | 90245 | N/A | PC | General & Unrestricted | $3,000 | ||||||
| UNIVERSITY OF WESTERN ONTARIO | |||||||||||||
| N/A | PC | General & Unrestricted | $10,000 | Ivey Business School | London | Ontario | CA | N3A 5B9 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $624,000 | 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 | $84 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,179 | 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 | $780,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $875,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $875,248 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARCLAYS BANK PLC SR CMDTY 0.0 | $40,000 | $43,224 |
| DEUTSCHE BK - 0.00% - 07/21/20 | $40,000 | $22,116 |
| GOLDMAN SACHS GROUP INC - 0% - | $75,000 | $85,305 |
| JP MORGAN CHASE BANK NA - 00.0 | $75,000 | $67,673 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (107 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $3,046 | $3,241 |
| ACCENTURE PLC | $4,626 | $5,091 |
| ACE LTD | $5,404 | $9,305 |
| ACTAVIS PLC | $5,100 | $5,663 |
| ADOBE SYSTEMS, INC. | $2,620 | $5,162 |
| ALCOA INC. | $5,986 | $5,621 |
| ALEXION PHARMACEUTICALS, INC. | $1,675 | $2,775 |
| ALLIANCE DATA SYSTEM CORP | $2,120 | $3,433 |
| ANADARKO PETROLEUM CORP | $5,837 | $6,518 |
| APPLE INC. | $11,279 | $28,147 |
| ARTISAN INTERNATIONAL VALUE FU | $267,645 | $323,513 |
| AVAGO TECHNOLOGIES LIMITED | $4,771 | $13,177 |
| BANK OF AMERICA CORP | $9,112 | $13,865 |
| BIOGEN IDEC INC | $3,060 | $8,486 |
| BLACKROCK INC | $3,307 | $3,576 |
| BRISTOL-MYERS SQUIBB CO | $6,619 | $9,327 |
| BROADCOM CORPORATION | $3,647 | $4,160 |
| BROWN ADVISORY WMC JAPAN ALPHA | $76,000 | $81,928 |
| CAPITAL ONE FINANCIAL CORP | $3,734 | $5,696 |
| CAPITAL PRIVATE CLIENT SVCS FD | $270,000 | $262,372 |
| CELGENE CORP | $2,297 | $6,376 |
| CHARLES SCHWAB CORP | $4,303 | $4,317 |
| CHARTER COMMUNICATIONS | $4,518 | $4,665 |
| CITIGROUP INC | $9,154 | $12,932 |
| COCA-COLA CO | $6,244 | $5,995 |
| COLGATE-PALMOLIVE COMPANY | $2,787 | $3,114 |
| COLUMBIA FDS SER TR II MASS AS | $278,601 | $282,732 |
| COMCAST CORP CL A | $5,458 | $13,168 |
| CONSTELLATION BRANDS INC | $3,245 | $3,632 |
| COSTCO WHOLESALE CORPORATION | $2,924 | $3,402 |
| CSX CORP | $3,919 | $6,521 |
| CVS CAREMARK CORP. | $4,568 | $6,838 |
| DISH NETWORK CORP | $3,147 | $6,123 |
| DODGE & COX FUNDS INTERNATIONA | $192,551 | $184,280 |
| DODGE & COX INCOME FUND | $205,691 | $203,397 |
| DOMINION RESOURCES INC | $3,435 | $3,768 |
| DOUBLELINE TOTAL RETURN BOND | $152,780 | $150,541 |
| DOW CHEMICAL PV | $4,657 | $5,473 |
| DU PONT DE NEMOURS | $5,267 | $5,693 |
| EXXON MOBIL CORP | $6,827 | $7,026 |
| FACEBOOK INC | $10,682 | $11,001 |
| FIDELITY NATIONAL INFORMATION | $3,465 | $3,421 |
| FLOWSERVE CP | $3,229 | $2,513 |
| FLUOR CORP | $5,363 | $5,335 |
| GATEWAY FUND CLASS Y | $180,000 | $181,721 |
| GENERAL MILLS INC | $2,092 | $2,880 |
| GENERAL MOTORS | $8,740 | $10,264 |
| GILEAD SCIENCES INC | $4,593 | $3,959 |
| GOOGLE INC CL A | $5,836 | $7,960 |
| GOOGLE INC CL C | $11,088 | $12,634 |
| HARMAN INTERNATIONAL INDUSTRIE | $5,400 | $5,869 |
| HARTFORD FINANCIALSERVICES GRO | $3,205 | $4,419 |
| HOME DEPOT INC. | $5,297 | $11,652 |
| HONEYWELL INTERNATIONAL INC. | $8,426 | $14,289 |
| HUMANA INC | $4,614 | $7,325 |
| INTERCONTINENTAL EXCHANGE, INC | $2,359 | $2,851 |
| INVESCO BALANCED RISK ALLOCATI | $31,120 | $29,072 |
| INVESCO PLC | $3,159 | $4,031 |
| ISHARES TRUST MSCI EAFE INDEX | $405,873 | $373,071 |
| ISHARES TRUST RUSSELL MIDCAP I | $385,961 | $604,518 |
| JOHNSON & JOHNSON | $14,120 | $18,091 |
| JPMORGAN CHINA REGION SELECT | $60,403 | $71,429 |
| JPMORGAN GLOBAL RESEARCH ENHAN | $386,434 | $435,646 |
| KLA TENCOR CORP | $7,586 | $8,227 |
| L-3 COMMUNICATIONS CORP | $3,705 | $3,660 |
| LAM RESEARCH CORP | $4,136 | $6,109 |
| LOWES COMPANIES INC. | $3,441 | $11,971 |
| MARATHON OIL CORP COM | $6,163 | $4,668 |
| MARSH AND MCLENNAN COMPANIES I | $6,020 | $7,384 |
| MASCO CORP | $4,365 | $6,703 |
| MASTERCARD INC | $3,326 | $9,736 |
| MERCK & CO INC. | $7,579 | $7,951 |
| METLIFE INC. | $6,226 | $10,439 |
| MICROSOFT CORPORATION | $9,946 | $15,375 |
| MONDELEZ INTERNATIONAL INC | $4,143 | $5,813 |
| MORGAN STANLEY | $6,494 | $10,748 |
| NEXTERA ENERGY, INC | $3,915 | $5,208 |
| NISOURCE INC. | $3,002 | $4,072 |
| OAKMARK INTERNATIONAL FUND CL | $282,891 | $246,002 |
| OCCIDENTAL PETROLEUM CORP | $17,388 | $16,203 |
| ORACLE CORP | $4,366 | $6,970 |
| PACCAR INC | $6,061 | $9,725 |
| PALL CP | $1,622 | $1,619 |
| PEPSICO INC | $5,180 | $5,201 |
| PERRIGO CO PLC | $5,023 | $5,516 |
| PHILIP MORRIS INTL | $3,197 | $3,014 |
| PHILLIPS 66 | $3,152 | $2,868 |
| PRICELINE.COM INCORPORATED | $3,830 | $5,701 |
| PROCTER GAMBLE CO | $6,395 | $9,109 |
| QUALCOMM INC | $8,226 | $8,622 |
| SCHLUMBERGER LTD | $13,477 | $13,666 |
| SPDR S&P 500 ETF TRUST | $1,085,776 | $1,289,351 |
| STATE STREET CORPORATION | $3,968 | $5,260 |
| STRYKER CORPORATION | $3,104 | $3,490 |
| THE MOSAIC CO | $5,986 | $5,752 |
| TIME WARNER INC. | $7,241 | $17,340 |
| TJX COMPANIES INC | $3,759 | $4,526 |
| TWENTY-FIRST CENTURY, FOX INC | $5,866 | $6,875 |
| UNION PACIFIC | $4,225 | $4,884 |
| UNITED CONTINENTAL HOLDINGS IN | $5,496 | $8,696 |
| UNITED TECHNOLOGIES CORP | $8,925 | $13,455 |
| UNITEDHEALTH GROUP INC. | $8,412 | $13,142 |
| VERIZON COMMUNICATIONS | $6,857 | $7,251 |
| VERTEX PHARMCTLS INC | $2,815 | $5,940 |
| WALT DISNEY HOLDINGS CO. | $3,854 | $5,463 |
| WELLS FARGO & CO. | $9,604 | $18,420 |
| YUM BRANDS INC | $3,157 | $6,629 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBAL ACCESS GROWTH CL A | $1,000,000 | $1,008,218 |
| HIGHBRIDGE MEZZANINE PARTNERS | $192,013 | $232,232 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $37,080 | $37,080 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $48 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $25,181 | Amt |
| Net Investment Income | $25,181 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2014 | CategoryTxt |
| Amt | $3,300 | Amt |