THE@SDSC GLOBAL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE@SDSC GLOBAL FOUNDATION (EIN 04-6911403)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349103584
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T17:42:17-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464122151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOFER DILLBERG & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N MAIN STREET THIRD FLOOR | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | 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 | 046911403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SDSC GLOBAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SDSC | BusinessNameControlTxt |
| Phone | 9789754585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 POSSUM HOLLOW ROAD | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9789754585 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK SCHOFER | PreparerPersonNm |
| PTIN | P00423537 | PTIN |
| Phone | 5085458405 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,083,024 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,938,551 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,480 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,480 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $471,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $471,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,894,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,970,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,531,098 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $99,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $119,144 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,416,637 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,134,670 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,091 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,091 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,911 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $222,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $216,076 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $303,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $993,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $993,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,297,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $993,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,118,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,907,592 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $541,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,593,669 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,593,669 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,075,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,164,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,728,774 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $270,698 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $210,868 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $213,477 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,015,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,069,662 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,547,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,903,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,038,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,083,024 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,485 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $52,531 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,531 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,880,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,986,394 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,880,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,986,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,903,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,038,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,880,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,118,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,571 | OtherIncreasesAmt |
| Subtotal | $20,001,768 | SubtotalAmt |
| Other Decreases | $15,374 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,986,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GS 28478 | P | 2014-01-01 | 2014-12-31 | $301,710 | $349,852 | -$48,142 | -$48,142 |
| GS 28478 | P | 2013-12-30 | 2014-12-31 | $815,256 | $830,075 | -$14,819 | -$14,819 |
| MS 022467 | P | 2014-01-01 | 2014-12-31 | $22,205 | $20,539 | $1,666 | $1,666 |
| MS 022467 | P | 2013-12-30 | 2014-12-31 | $191,019 | $126,331 | $64,688 | $64,688 |
| MS 022470 | P | 2014-01-01 | 2014-12-31 | $9,245 | $6,785 | $2,460 | $2,460 |
| MS 022470 | P | 2013-12-30 | 2014-12-31 | $26,555 | $31,333 | -$4,778 | -$4,778 |
| MS 022498 | P | 2014-01-01 | 2014-12-31 | $548,592 | $561,507 | -$12,915 | -$12,915 |
| MS 022498 | P | 2013-12-30 | 2014-12-31 | $444,070 | $441,664 | $2,406 | $2,406 |
| MS 022466 | P | 2014-01-01 | 2014-12-31 | $3,921 | $5,028 | -$1,107 | -$1,107 |
| MS 022466 | P | 2013-12-30 | 2014-12-31 | $63,008 | $39,855 | $23,153 | $23,153 |
| MS 022472 | P | 2013-12-30 | 2014-12-31 | $11,048 | $84 | $10,964 | $10,964 |
| MS 022493 | P | 2014-01-01 | 2014-12-31 | $311,809 | $326,500 | -$14,691 | -$14,691 |
| MS 025403 | P | 2014-01-01 | 2014-12-31 | $286,981 | $302,462 | -$15,481 | -$15,481 |
| MS 025403 | P | 2013-12-30 | 2014-12-31 | $46,246 | $48,544 | -$2,298 | -$2,298 |
| FID 182414 | P | 2014-01-01 | 2014-12-31 | $61,327 | $73,379 | -$12,052 | -$12,052 |
| FID 182414 | P | 2013-12-30 | 2014-12-31 | $170,061 | $135,386 | $34,675 | $34,675 |
| FID 182417 | P | 2014-01-01 | 2014-12-31 | $109,035 | $120,068 | -$11,033 | -$11,033 |
| FID 182417 | P | 2013-12-30 | 2014-12-31 | $143,917 | $84,489 | $59,428 | $59,428 |
| TDA XXX-XX-XXXX | P | 2014-01-01 | 2014-12-31 | $2,714 | $2,779 | -$65 | -$65 |
| TDA XXX-XX-XXXX | P | 2013-12-30 | 2014-12-31 | $127,056 | $117,113 | $9,943 | $9,943 |
| TDA XXX-XX-XXXX | P | 2013-12-30 | 2014-12-31 | $572,000 | $352,954 | $219,046 | $219,046 |
| ML 04124 | P | 2014-01-01 | 2014-12-31 | $77,879 | $125,631 | -$47,752 | -$47,752 |
| ML 04124 | P | 2013-12-30 | 2014-12-31 | $446,819 | $370,460 | $76,359 | $76,359 |
| ML 04125 | P | 2014-01-01 | 2014-12-31 | $555,686 | $700,538 | -$144,852 | -$144,852 |
| ML 04125 | P | 2013-12-30 | 2014-12-31 | $3,320,160 | $1,155,577 | $2,164,583 | $2,164,583 |
| FID 173094 | P | 2014-01-01 | 2014-12-31 | $15,424 | $12,223 | $3,201 | $3,201 |
| FID 173094 | P | 2013-12-30 | 2014-12-31 | $74,854 | $51,536 | $23,318 | $23,318 |
| FID 173083 | P | 2014-01-01 | 2014-12-31 | $19,828 | $19,936 | -$108 | -$108 |
| FID 173083 | P | 2013-12-30 | 2014-12-31 | $10,145 | $26,945 | -$16,800 | -$16,800 |
| CAPITAL GAINS DIVIDENDS | P | $182,101 | $182,101 | $182,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,531,098 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $850,153 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,348,543 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043939 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $739,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,663,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041838 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $593,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,380,716 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $726,905 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,476,612 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053938 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $884,612 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,539,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065336 | DistributionYr5Rt |
| Total Distribution | 0.243606 | TotalDistributionRt |
| Average Distribution | 0.048721 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,517,793 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,097,089 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,076 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,126,165 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $993,912 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $47,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $686 | EsPenaltyAmt |
| Tax Due | $11,838 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789754585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 POSSUM HOLLOW ROAD | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHIKONG SHUE | ||||||||
| 2 POSSUM HOLLOW ROAD | ANDOVER | MA | 01810 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SUSAN SHUE | ||||||||
| 2 POSSUM HOLLOW ROAD | ANDOVER | MA | 01810 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | |||||
| 100 FEDERAL STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT SERVICES | $83,933 |
| MORGAN STANLEY | |||||
| 28 STATE STREET | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT SERVICES | $67,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,033,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $827,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,860,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,860,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,517,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,125,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,125,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,152 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $57,688 | IncomeTaxAmt |
| Total Tax | $115,840 | TotalTaxAmt |
| Distributable Before Adj | $1,010,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,010,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,010,050 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $993,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $993,912 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $993,912 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,010,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $922,341 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $993,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $922,341 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $938,479 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHIKONG SHUE | ContributingManagerNm |
| Contributing Manager | SUSAN SHUE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIDELITY CHARTIABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | PUBLIC CHARITY | FUNDS TO BE DISTRIBUTED TO 501(C)(3) PUBLIC CHARITIES | $858,000 |
| GOLDMAN SACH PHILANTHROPY FUND | ||||||
| PO BOX 15203 | ALBANY | NY | 12212 | PUBLIC CHARITY | FUNDS TO BE DISTRIBUTED TO 501(C)(3) PUBLIC CHARITIES | $115,795 |
| CHINESE CHRISTIAN WORKERS INC | ||||||
| 2287 EAST 15TH STREET | BROOKLYN | NY | 11229 | PUBLIC CHARITY | GENERAL CONTRIBUTION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $993,795 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,480 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $471,948 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,418 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,894,618 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| GS REAL ESTATE OPPORTUNITIES | -$4,037 | ||
| MLP ORDINARY TRADE/BUSINESS LOSS | 211110 | -$28,725 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$22,307 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,500,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,478,086 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CHIKONG SUSAN SHUE | |||||||
| 1 | 2 POSSUM HOLLOW ROAD | ANDOVER | MA | 01810 | $37,680 | Yes (X) | |
| CHIKONG SUSAN SHUE | |||||||
| 2 | 2 POSSUM HOLLOW ROAD | ANDOVER | MA | 01810 | $417,620 | Yes (X) | |
| CHIKONG SUSAN SHUE | |||||||
| 3 | 2 POSSUM HOLLOW ROAD | ANDOVER | MA | 01810 | $393,252 | Yes (X) | |
| CHIKONG SUSAN SHUE | |||||||
| 4 | 2 POSSUM HOLLOW ROAD | ANDOVER | MA | 01810 | $90,000 | Yes (X) | |
| CHIKONG SUSAN SHUE | |||||||
| 5 | 2 POSSUM HOLLOW ROAD | ANDOVER | MA | 01810 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 400 UNITS KINDER MORGAN ENERGY PARTNERS LP | $37,680 | 2014-11-19 |
| 2 | 8,846 UNITS SUNOCO LOGISTICS PARTNERS LP | $417,620 | 2014-05-05 |
| 3 | 8,410 UNITS ENERGY TRANSFER EQUITY LP | $393,252 | 2014-05-05 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTRIBUTION MADE TO DONOR ADVISED FUNDS | IdentifierTxt |
| Form And Line Reference | 990-PF, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | DURING 2014, THE SDSC GLOBAL FOUNDATION MADE DISTRIBUTIONS TO THE FIDELITY CHARITABLE GIFT FUND AND GOLDMAN SACHS PHILANTHROPY FUND ACCOUNTS ESTABLISHED BY CHIKONG AND SUSAN SHUE. THE SHUES ARE TRUSTEES AND DISQUALIFIED PERSONS WITH RESPECT TO THE SDSC GLOBAL FOUNDATION. THE SDSC GLOBAL FOUNDATION HAS TREATED THE DISTRIBUTIONS AS QUALIFYING DISTRIBUTIONS. THE FIDELITY CHARITABLE GIFT FUND AND GOLDMAN SACHS PHILANTHROPY FUND WILL MAKE DONATIONS TO QUALIFIED 501C3 ORGANIZATIONS THAT SUPPORT THE EXEMPT PURPORSE OF THE SDSC GLOBAL FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY | BondNm |
| EOY Book Value | $210,868 | EOYBookValueAmt |
| EOYFMV | $213,477 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | $4,851,445 | $5,056,145 |
| MERRILL LYNCH | $4,072,191 | $4,743,615 |
| FIDELITY | $1,205,154 | $1,679,596 |
| TD AMERITRADE | $3,328,376 | $3,690,760 |
| GOLDMAN SACHS | $707,560 | $558,658 |
| SIFOTONICS TECHNOLOGIES SERIES C PREFERRED (666,000 SHARES) | $1,000,000 | $1,000,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS - OTHER INVESTMENTS | AT COST | $891,980 | $825,496 |
| MORGAN STANLEY - OTHER INVESTMENTS | AT COST | $600,730 | $486,439 |
| MLP INVESTMENTS | AT COST | $1,576,952 | $3,235,169 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TD 10106 TIMING DIFFERENCES | $14,045 |
| TD 10098 TIMING DIFFERENCES | $895 |
| MS 022467 TIMING DIFFERENCE | $387 |
| MS 022466 TIMING DIFFERENCES | $47 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MLP EXPENSES | $9,019 | $7,531 | $116 |
| INVESTMENT MANAGEMENT | $187,739 | $187,739 | $0 |
| ACCOUNTING/TAX PREPARATION | $20,000 | $15,555 | $0 |
| GS PARTNERSHIP EXPENSES | $5,289 | $5,251 | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MLP INTEREST/DIVIDEND INCOME | $17,969 | $17,969 | $17,969 |
| MLP STCG/LTCG/1231 | $26,907 | $26,907 | $26,907 |
| MLP OTHER INCOME | $14,785 | $14,785 | $14,785 |
| MLP TAX EXEMPT INCOME | $12,658 | $0 | $12,658 |
| GS REAL ESTATE OPPORTUNITIES | $6,418 | $6,418 | $6,418 |
| GS REAL ESTATE OPPORTUNITIES | $10,289 | $10,289 | $10,289 |
| GS 64902 (MT KELLET DIVIDEND) | $42,776 | $42,776 | $42,776 |
| GS REAL ESTATE OPPORTUNITIES | -$4,037 | -$4,037 | |
| MLP ORDINARY TRADE/BUSINESS LOSS | -$28,725 | -$28,725 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ML 04125 TIMING DIFFERENCES | $1,215 |
| GS 28478 TIMING DIFFERENCES | $1,356 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY - OPTIONS | Desc |
| BOY Book Value | $23,485 | BOYBookValueAmt |
| EOY Book Value | $52,531 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,911 | $7,911 | $0 |
| FEDERAL TAX | $70,850 | $0 | $0 |