QUEALLY FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- QUEALLY FAMILY FOUNDATION INC (EIN 65-0968990)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-09
- IRS object ID
- 201521609349100352
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-09T10:56:21-05:00 | 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 | 650968990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Queally Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | QUEA | 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 | Marylou Q Salvati | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-06-04 | 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 | $812,602 | 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 | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,718 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,270 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,714 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,714 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $64,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,741 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,773 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $702 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,222 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,672 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,977 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $472,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $370,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $512,070 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $143,984 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $140,686 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $126,555 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $667,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $812,602 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $667,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $685,555 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $667,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $685,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $667,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $685,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $667,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,594 | ExcessRevenueOverExpensesAmt |
| Subtotal | $685,555 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $685,555 | 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 | $192,033 | GrossSalesPriceAmt |
| Cost Or Other Basis | $165,763 | CostOrOtherBasisAmt |
| Gain Or Loss | $26,270 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $26,270 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,270 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $717,315 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051107 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $646,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,851 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $632,759 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,642 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $666,094 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059514 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,770 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $689,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060548 | DistributionYr5Rt |
| Total Distribution | 0.29394 | TotalDistributionRt |
| Average Distribution | 0.058788 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $764,740 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,958 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $640 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,672 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,281 | SubtotalAmt |
| Tax Based On Investment Income | $1,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $288 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
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 | FL | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Joanne Q Ecclesine | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Francis X Queally | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Paul B Queally | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| W Doyle Queally | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Marylou Queally Salvati | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 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 | $546,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $126,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $776,386 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $776,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $764,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,281 | TotalTaxAmt |
| Distributable Before Adj | $36,956 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,956 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,672 | 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 | $44,672 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,672 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,956 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $7,303 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,431 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,077 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,792 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,836 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,672 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $39,155 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,303 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,431 | ExcessFromYear4Amt |
| Excess From Year3 | $10,077 | ExcessFromYear3Amt |
| Excess From Year2 | $5,792 | ExcessFromYear2Amt |
| Excess From Year1 | $1,836 | ExcessFromYear1Amt |
| Excess From Current Year | $7,716 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL B QUEALLY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARDINAL SHEHAN CENTER | |||||||
| 1494 MAIN ST | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $1,000 |
| CATHOLIC ACADEMIES OF BRIDGEPORT | |||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | General & Unrestricted | $2,500 |
| DENISON UNIVERSITY | |||||||
| PO BOX F | GRANVILLE | OH | 43023 | N/A | PC | General & Unrestricted | $3,000 |
| FILLING IN THE BLANKS INC | |||||||
| 721 N WILTON RD | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $200 |
| GETABOUT INC | |||||||
| PO BOX 224 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $100 |
| IONA COLLEGE | |||||||
| 715 N AVE MCSPEDON HALL | NEW ROCHELLE | NY | 10801 | N/A | PC | General & Unrestricted | $100 |
| NEW CANAAN COMMUNITY FOUNDATION INC | |||||||
| 111 CHERRY ST | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $250 |
| NOROTON PRESBYTERIAN CHURCH | |||||||
| 2011 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $2,500 |
| OLD FAITHFUL ANTIQUE FIRE ENGINE COMPANY INC | |||||||
| PO BOX 723 | NEW CANAAN | CT | 06840 | N/A | PC | General & Unrestricted | $50 |
| PINE TREE SOC FOR HANDICAPPED CHILDREN & ADULTs | |||||||
| 149 FRONT ST | BATH | ME | 04530 | N/A | PC | General & Unrestricted | $250 |
| PROVIDENCE COLLEGE | |||||||
| 1 CUNNINGHAM SQ | PROVIDENCE | RI | 02918 | N/A | PC | General & Unrestricted | $1,000 |
| ROBERT F KENNEDY CHILDRENS ACTION CORPS | |||||||
| 11 BEACON ST STE 820 | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $1,500 |
| SALISBURY SCHOOL INC | |||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | N/A | PC | General & Unrestricted | $1,000 |
| SANKATY HEAD FOUNDATION INC | |||||||
| PO BOX 875 | SIASCONSET | MA | 02564 | N/A | PC | General & Unrestricted | $2,500 |
| SCONSET TRUST INC | |||||||
| PO BOX 821 | SIASCONSET | MA | 02564 | N/A | PC | General & Unrestricted | $1,500 |
| SIASCONSET UNION CHAPEL | |||||||
| PO BOX 400 | SIASCONSET | MA | 02564 | N/A | PC | General & Unrestricted | $2,500 |
| ST JOHN THE EVANGELIST | |||||||
| 9 GLEN RD | WELLESLEY | MA | 02481 | N/A | PC | General & Unrestricted | $1,000 |
| ST SEBASTIANS SCHOOL INC | |||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $1,500 |
| XAVIER HIGH SCHOOL | |||||||
| 30 W 16TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,450 | 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 | $39 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,718 | 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 | $26,270 | 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 | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,741 | 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 (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA CO | $20,045 | $22,799 |
| COVIDIEN LTD | $72,822 | $156,487 |
| FREEPORT-MCMORAN COPPER & GOLD | $24,986 | $17,076 |
| GENERAL ELECTRIC CO | $78,471 | $108,661 |
| GLOBAL X CHINA CONSUMER | $20,026 | $17,416 |
| INTEL CORP | $24,985 | $39,629 |
| ISHARES FTSE CHINA 25 INDEX FU | $24,882 | $27,053 |
| KRAFT FOODS GROUP, INC. | $20,018 | $23,498 |
| MCDONALD'S CORP | $19,967 | $19,771 |
| MERCK & CO INC. | $19,970 | $23,568 |
| STILLWATER MINING CO | $24,995 | $33,342 |
| ZHAOPIN LIMITED | $19,725 | $22,770 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WILDCAT CLO LLC | CategoryOrItemTxt |
| Book Value | $140,686 | BookValueAmt |
| EOYFMV | $126,555 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,161 | $7,161 | |
| Bank Charges | $300 | $300 | |
| K-1 Exp WILDCAT CLO LLC | $402 | $402 | |
| State or Local Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss WILDCAT CLO LLC | Desc |
| Revenue And Expenses Per Books | $25,714 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,714 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $1,000 |
| 990-PF Extension for 2013 | $773 |