BRESNAN FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRESNAN FAMILY FOUNDATION INC (EIN 20-0765497)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-30
- IRS object ID
- 201531209349101203
- 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
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-30T16:10:34-05:00 | 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 | 200765497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bill and Ann Bresnan Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BRES | 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 | Ann Bresnan | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-04-27 | 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 | $1,854,815 | 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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $976,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,204 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,529 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,529 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,771 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,041 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,669 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,211 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $101,159 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $45,998 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $45,998 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $888,492 | CorporateStockBOYAmt |
| Corporate Stock EOY | $851,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,151,733 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $630,009 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $623,161 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $624,873 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,675,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,552,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,854,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,675,206 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,552,563 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,675,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,552,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,675,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,552,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,675,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,643 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,552,563 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,552,563 | 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 | $976,529 | GrossSalesPriceAmt |
| Cost Or Other Basis | $907,658 | CostOrOtherBasisAmt |
| Gain Or Loss | $68,871 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,871 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,871 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $330,264 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,012,798 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164082 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $399,901 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,092,752 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.191089 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $499,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,390,212 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.208822 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $699,002 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,893,347 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.241589 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,271,246 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,859,878 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.68351 | DistributionYr5Rt |
| Total Distribution | 1.489092 | TotalDistributionRt |
| Average Distribution | 0.297818 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,946,286 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $579,639 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,047 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $580,686 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $224,541 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,093 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,093 | SubtotalAmt |
| Tax Based On Investment Income | $2,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $593 | TaxDueAmt |
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 | CT | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|
| Jennifer Benedict | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec / Treas | 1.0 | $0 |
| Kirstie Benedict | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 |
| Ann Bresnan | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Patrick Bresnan | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | 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 | $1,914,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,721 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,975,925 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,975,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,946,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,093 | TotalTaxAmt |
| Distributable Before Adj | $95,221 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,221 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,541 | 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 | $224,541 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $224,541 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,221 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,178,358 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $555,666 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $381,354 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $296,745 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $232,395 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,644,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $224,541 | QualifyingDistributionsAmt |
| Applied To Current Year | $95,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,320 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,773,838 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,178,358 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,595,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $555,666 | ExcessFromYear4Amt |
| Excess From Year3 | $381,354 | ExcessFromYear3Amt |
| Excess From Year2 | $296,745 | ExcessFromYear2Amt |
| Excess From Year1 | $232,395 | ExcessFromYear1Amt |
| Excess From Current Year | $129,320 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN BRESNAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CALVARY HOSPITAL INC | ||||||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | N/A | PC | General & Unrestricted | $5,000 | |||
| COVENANT HOUSE | ||||||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 | |||
| FIVER CHILDRENS FOUNDATION INC | ||||||||||
| 519 8TH AVE 24TH FL | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $10,000 | |||
| FONDATION FESTIVAL FILM JAKMEL | ||||||||||
| N/A | Other | Expenditure Responsibility Grant | $15,000 | RTE DE MEYER | JACMEL | HA | ||||
| GREENWICH INTERNATIONAL FILM FESTIVAL INC | ||||||||||
| 55 OLD FIELD POINT RD | GREENWICH | CT | 06830 | N/A | PC | Award for the Best Social Impact film | $10,000 | |||
| LOST TREE VILLAGE CHARITABLE FOUNDATION INC | ||||||||||
| 8 CHURCH LN | N PALM BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $25,000 | |||
| MALTA HOUSE INC | ||||||||||
| 5 PROWITT ST | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $5,000 | |||
| MANKATO AREA FOUNDATION | ||||||||||
| 1560 ADAMS ST STE 2 | MANKATO | MN | 56001 | N/A | PC | Boy in Blue Program | $2,000 | |||
| PATHWAYS INC | ||||||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,000 | |||
| PROSTATE CANCER FOUNDATION | ||||||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | Research Fund for team of Dr. David Nanus at Weill Cornell Hospital | $100,000 | |||
| BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORP CATHOLIC | ||||||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | N/A | PC | Diocese of Bridgeport Catholic Schools Program | $10,000 | |||
| THE MATTHEW GAFFNEY FOUNDATION INC | ||||||||||
| 2704 LONG RIDGE RD | STAMFORD | CT | 06903 | N/A | PC | General & Unrestricted | $5,000 | |||
| TREK MEDICS INTERNATIONAL INC | ||||||||||
| 6 SHERWOOD ST | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $10,000 | |||
| VOCATIONAL INSTRUCTION PROJECT COMMUNITY SERVICES | ||||||||||
| 1910 ARTHUR AVE 6TH FL | BRONX | NY | 10457 | N/A | PC | General & Unrestricted | $5,000 | |||
| WOMENS JUSTICE INITIATIVE INC | ||||||||||
| PO BOX 669004 | MIAMI SPRINGS | FL | 33266 | N/A | PC | General & Unrestricted | $2,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,500 | 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 | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,318 | 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 | $68,871 | 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 | $122,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,204 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Bresnan | PersonNm |
| Short Explanation | *Removed from foundation in 2014 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Cope Childrens TR-Rainbows Children Hosp | ||||||||||
| Lark Rise Fairmeadows Way LE11 2HS | Loughborough | Leiestershire | UK | 2012-08-07 | $50,000 | TO Provide funding for nursing care services for the young people's day care program. | $50,000 | NO | 9/30/13 and 7/4/14 | None Necessary |
| Cope Childrens TR-Rainbows Children Hosp | ||||||||||
| Lark Rise Fairmeadows Way LE11 2HS | Loughborough | Leiestershire | UK | 2013-08-19 | $50,000 | To help support the physiotherapy project. | $43,041 | NO | 7/4/14 | None Necessary |
| Cope Childrens TR-Rainbows Children Hosp | ||||||||||
| Lark Rise Fairmeadows Way LE11 2HS | Loughborough | Leicestershire | UK | 2009-04-16 | $100,000 | Construction of a corridor joining the bedroom wing with the therapies block | $100,000 | NO | 8/17/10, 6/13/12, 9/30/13, 5/20/14 | None Necessary |
| Fondation Festival Film Jakmel Cine Inst | ||||||||||
| Route de Meyer | Jacmel | HA | 2013-07-10 | $25,000 | To help fund the cine lekol project. | $25,000 | NO | 11/6/13 and 6/30/14 | None Necessary | |
| Fondation Festival Film Jakmel cine inst | ||||||||||
| Route de Meyer | Jacmel | HA | 2014-09-22 | $15,000 | To help fund the cine lekol project. | NO | Expected in 2015 | None Necessary | ||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (41 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCOA INC - 6.150% - 08/15/202 | $22,877 | $23,612 |
| ALTRIA GROUP INC - 9.70% - 11/ | $18,853 | $17,777 |
| AMERICAN TOWER CORP - 5.90% - | $24,066 | $23,639 |
| ARROW ELECTRONICS INC NOTE 03. | $4,987 | $5,127 |
| ARROW ELECTRONICS INC NOTE 04. | $20,635 | $20,673 |
| AVNET INC - 5.875% - 06/15/20 | $22,579 | $22,345 |
| BALL CORP - 5.750% - 05/15/202 | $10,575 | $10,475 |
| BALL CORP SR-6.75%-09/15/2020 | $6,488 | $6,240 |
| CA INC - 04.50% - 08/15/2023 | $12,369 | $12,576 |
| CA INC - 05.375% - 12/01/2019 | $10,085 | $9,961 |
| CENTURYLINK INC NOTE - 6.450% | $18,507 | $18,233 |
| COCA-COLA CO/THE BOND 02.450% | $22,700 | $23,298 |
| DAVITA INC - 6.625% - 11/01/20 | $14,933 | $14,700 |
| DELUXE CORP SR NT 7.000% - 03/ | $18,229 | $17,744 |
| DONNELLEY RR & SONS - 7.625% - | $3,323 | $3,293 |
| EXPEDIA INC DEL - 5.950% - 08/ | $21,339 | $23,467 |
| FISERV INC - 4.625% - 10/01/2 | $22,929 | $22,813 |
| GAP INC - 5.950% - 04/12/2021 | $18,763 | $22,760 |
| HEINZ H J CO SR NT - 4.25% - 1 | $15,019 | $15,150 |
| HUMANA INC NOTE CALL - 7.20% - | $6,043 | $5,841 |
| IAC INTERACTIVE CORP - 4.75% - | $1,930 | $1,945 |
| IAC INTERACTIVE CORP - 4.875% | $5,238 | $5,088 |
| INTL GAME TECHNOLOGY - 7.500% | $6,000 | $5,414 |
| JANUS CAP GROUP INC - 6.700% - | $23,034 | $23,235 |
| JARDEN CORP - 7.500% - 05/01/2 | $16,153 | $15,330 |
| L-3 COMMUNICATIONS CORP - 4.75 | $5,584 | $5,370 |
| L-3 COMMUNICATIONS CORP - 5.20 | $22,752 | $21,966 |
| LEXMARK INTL INC - 6.650% - 06 | $22,907 | $23,329 |
| LIMITED BRANDS INC - 5.625% - | $16,181 | $16,125 |
| MICROSOFT CORP SR NT 3.000% - | $22,673 | $22,936 |
| RR DONELLEY & SONS - 7.875% - | $3,398 | $3,315 |
| RR DONELLEY & SONS CO NOTES - | $11,150 | $11,050 |
| SEAGATE HDD CAYMAN - 7.00% - 1 | $21,650 | $22,050 |
| THE ADT CORPORATION NT 2.250% | $25,275 | $25,154 |
| URS CORP 5.000% - 04/01/2022 | $22,647 | $20,680 |
| VALMONT INDUSTRIES INC - 6.625 | $7,692 | $8,215 |
| VERISK ANALYTICS - 4.125% - 09 | $15,336 | $15,459 |
| VERISK ANALYTICS INC - 4.875% | $9,904 | $10,735 |
| WILLIS GROUP HLDG - 5.750% - 0 | $20,138 | $20,105 |
| XEROX - 6.350% - 05/15/2018 | $17,314 | $16,961 |
| XEROX CORPORATION NOTE 04.500% | $10,906 | $10,687 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $9,664 | $18,608 |
| ANTERO RESOURCES CORPORATION | $13,159 | $10,145 |
| APPLE INC. | $13,211 | $29,360 |
| ARTISAN INTERNATIONAL VALUE FU | $355,772 | $466,633 |
| ASML HOLDING NV NY REG SHS | $13,162 | $16,175 |
| BANK NEW YORK MELLON CORP COM | $6,548 | $10,143 |
| BRISTOL-MYERS SQUIBB CO | $11,842 | $19,185 |
| CABOT OIL & GAS CORP | $10,387 | $14,805 |
| CDW CORPORATION | $10,557 | $10,551 |
| CHURCH & DWIGHT | $8,527 | $15,762 |
| CME GROUP, INC | $18,493 | $22,162 |
| COMCAST CORP | $13,540 | $14,393 |
| COOPER COMPANIES INC | $10,900 | $13,778 |
| COSTCO WHOLESALE CORPORATION | $17,128 | $21,263 |
| DANAHER CORP | $11,815 | $19,285 |
| DOVER CORP | $13,199 | $16,137 |
| EOG RESOURCES INC | $9,574 | $18,414 |
| ESTEE LAUDER COMPANIES INC | $14,721 | $19,050 |
| FISERV INC | $7,141 | $17,743 |
| FMC TECHS INC COM | $17,255 | $17,097 |
| INTUIT | $14,130 | $20,743 |
| IPG PHOTONICS CORP | $13,551 | $14,984 |
| JOHNSON & JOHNSON | $18,562 | $20,914 |
| JP MORGAN CHASE & CO | $14,858 | $18,774 |
| LENNAR CORP | $8,057 | $17,924 |
| M&T BANK CORP | $11,780 | $13,818 |
| MOODYS CORP | $17,263 | $21,557 |
| NESTLE S.A. | $9,502 | $12,766 |
| OMNICOM GROUP | $10,357 | $11,621 |
| PITNEY BOWES INC. | $11,958 | $12,794 |
| PRECISION CASTPARTS | $16,519 | $21,679 |
| RANGE RESOURCES CORP DEL | $11,762 | $9,354 |
| ROPER INDUSTRIES | $9,340 | $15,635 |
| RPM INTERNATIONAL INC. | $16,804 | $19,016 |
| SANDISK CORP | $14,633 | $24,494 |
| SCHLUMBERGER LTD | $9,956 | $12,812 |
| SIRONA DENTAL SYSTEMS INC | $11,105 | $17,474 |
| TOLL BROTHERS INC | $16,291 | $17,135 |
| TYCO INTERNATIONAL LTD. | $12,254 | $19,737 |
| WALT DISNEY HOLDINGS CO. | $7,619 | $21,193 |
| WHITEWAVE FOODS COMPANY | $8,297 | $16,620 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $45,998 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $45,998 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,991 | $12,991 | |
| Bank Charges | $6 | $6 | |
| State or Local Filing Fees | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $17,529 | Amt |
| Net Investment Income | $17,529 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $1,500 |
| 990-PF Extension for 2013 | $1,271 |