HW SCHILLER FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HW SCHILLER FAMILY FOUNDATION INC (EIN 06-1666049)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201433149349100628
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T12:48:57-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272761141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURTLE BAY GROUP INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 MADISON AVENUE SUITE 755 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10165 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061666049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW SCHILLER FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O TURTLE BAY GROUP INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HWSC | BusinessNameControlTxt |
| Phone | 6465788120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 MADISON AVENUE NO 755 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10165 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY W SCHILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6467553829 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD M STARR | PreparerPersonNm |
| PTIN | P01236476 | PTIN |
| Phone | 6465788120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,177,951 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $438,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,694 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,306 | 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 |
| Taxes Rev And Expnss | $6,118 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,118 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,674 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,792 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,792 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,514 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,674 | CashEOYAmt |
| Cash EOYFMV | $2,674 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $325,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,957 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,957 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $692,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $772,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $973,320 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,017,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $976,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,177,951 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,017,788 | UnrestrictedBOYAmt |
| Unrestricted EOY | $976,661 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,017,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $976,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,017,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $976,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,017,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $976,661 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $976,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIELDPOINT - STATEMENT AVAILABLE UPON REQUEST | P | $433,951 | $384,537 | $49,414 | $49,414 |
| CAPITAL GAINS DIVIDENDS | P | $4,280 | $4,280 | $4,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,694 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,176 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $891,425 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010294 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,892 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $883,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034951 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,802 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $821,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058167 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,540 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $774,492 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.115611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,688 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,093,329 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050934 | DistributionYr5Rt |
| Total Distribution | 0.269957 | TotalDistributionRt |
| Average Distribution | 0.053991 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,188,594 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,173 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $645 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,500 | 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 | $645 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $645 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $652 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $652 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7 | OverpaymentAmt |
| Applied To ES Tax | $7 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TURTLE BAY GROUP INC | IndividualWithBooksNm |
| Phone | 6465788120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 MADISON AVENUE SUITE 755 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10165 | ZIPCode |
| 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 | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| DR HARVEY SCHILLER | |||||||||
| 160 OCEAN PALMS COURT | KIAWAH ISLAND | SC | 29455 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| MARCIA SCHILLER | |||||||||
| 160 OCEAN PALMS COURT | KIAWAH ISLAND | SC | 29455 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 | |
| ERIKA SCHILLER | |||||||||
| C/O TURTLE BAY GROUP 305 MADISON | NEW YORK | NY | 10165 | TREASURER | 1.00 | $0 | $0 | $0 | AVENUE |
| DEREK SCHILLER | |||||||||
| C/O TURTLE BAY GROUP 305 MADISON | NEW YORK | NY | 10165 | SECRETARY | 1.00 | $0 | $0 | $0 | AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $942,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $150,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,206,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,206,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,188,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $645 | TotalTaxAmt |
| Distributable Before Adj | $58,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $106,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $645 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,855 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,384 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,025 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $8,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,715 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $70,081 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,384 | ExcessFromYear4Amt |
| Excess From Year3 | $7,025 | ExcessFromYear3Amt |
| Excess From Year1 | $8,957 | ExcessFromYear1Amt |
| Excess From Current Year | $47,715 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC | TO SUPPORT THE UNIVERSITY OF MICHIGAN, A NATIONALLY RECOGNIZED EDUCATIONAL INSTITUTION LOCATED IN MICHIGAN. | $10,000 |
| MIRIAM'S KITCHEN | |||||||
| 2401 VIRGINIA AVENUE NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | TO SUPPORT AN ORGANIZATION WHICH PROVIDES INDIVIDUALIZED SERVICES THAT ADDRESS THE CAUSES AND CONSEQUENCES OF HOMELESSNESS IN AN ATMOSPHERE OF DIGNITY AND RESPECT, BOTH DIRECTLY AND THROUGH FACILITATING CONNECTIONS IN THE WASHINGTON, DC COMMUNITY. | $2,500 |
| CITADEL FOUNDATION | |||||||
| 171 MOULTRIE STREET | CHARLESTON | SC | 29409 | NONE | PUBLIC | TO SUPPORT THE CITADEL, A NATIONALLY RECOGNIZED EDUCATIONAL INSITITUION LOCATED IN SOUTH CAROLINA | $10,000 |
| USAFA ENDOWMENT | |||||||
| US AIRFORCE ACADEMY | USAA | CO | 80840 | NONE | PUBLIC | TO ALLOW UNDERPRIVILEGED CHILDREN TO ATTEND BASKETBALL GAMES PLAYED BY THE NEW YORK LIBERTY OF THE WNBA | $50,000 |
| NATIONAL BASEBALL HALL OF FAME | |||||||
| 25 MAIN STREET | COOPERSTOWN | NY | 13326 | NONE | PUBLIC | TO SUPPORT THE NATIONAL BASEBALL HALL OF FAME AND MUSEUM | $5,000 |
| CATHEDRAL OF ST PHILIP | |||||||
| 2744 PEACHTREE ROAD | ATLANTA | GA | 30305 | NONE | PUBLIC | TO SUPPORT RELIGIOUS INSTITUTION LOCATED IN ATLANTA, GA. | $100 |
| NATIONAL FOOTBALL LEAGUE FOUNDATION | |||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | NONE | PUBLIC | TO SUPPORT NFL CHARITIES WHICH SUPPORTS PROGRAMS AND INITIATIVES THAT DELIVER EDUCATION AND YOUTH SERVICES, DESIGNATES FUNDS TO ASSIST THE FOUNDATIONS OF CURRENT AND FORMER PLAYERS WORKING IN LOCAL COMMUNITIES, AND AWARDS SPORTS-RELATED MEDICAL RESEARCH GRANTS THAT ADVANCE THE BODY OF KNOWLEDGE OF SPORTS MEDICINE FOR PROFESSIONAL AND RECREATIONAL ATHLETES | $10,000 |
| WESLEYAN SCHOOOL | |||||||
| 212 COLLEGE STREET | MIDDLETON | CT | 06459 | NONE | PUBLIC | TO SUPPORT A NATIONAL RECOGNIZED EDUCATIONAL INSTITUTION LOCATED IN CT. | $1,000 |
| BUSINESS OF SPORTS SCHOOL | |||||||
| 439 WEST 49TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | TO SUPPORT A NYC HIGH SCHOOL WHICH PROVIDES STUDENTS WITH THE FUNDAMENTALS OF BUSINESS AND ENTREPRENEURSHIP FOR CAREER-LONG SUCCESS IN COLLEGE AND THE PROFESSIONAL WORLD | $400 |
| FEGS HEALTH AND HUMAN SERVICES | |||||||
| 315 HUDSON STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | TO SUPPORT FEGS WHICH OPERATES PROGRAMS THROUGHOUT THE METROPOLITAN NEW YORK AREA, AND PROVIDES CONSULTATION AND TECHNICAL ASSISTANCE TO GOVERNMENT, ORGANIZATIONS, AND BUSINESSES THROUGHOUT THE UNITED STATES AND ABROAD. SERVICES ARE DELIVERED IN THE AREAS OF EMPLOYMENT & TRAINING, EDUCATION & YOUTH, CAREER DEVELOPMENT, BEHAVIORAL HEALTH, DEVELOPMENTAL DISABILITIES, RESIDENTIAL, REHABILITATION, FAMILY SERVICES AND HOMECARE. | $5,000 |
| AIR FORCE ATHLETICS CORPORATION | |||||||
| 2168 FIELDHOUSE DRIVE | USAA | CO | 80840 | NONE | PUBLIC | TO SUPPORT THE CADET ATHLETES AT THE UNITED STATES AIR FORCE ACADEMY WITH THE RESOURCES NECESSARY TO NOT ONLY SUCCEED ON THE FIELD OF PLAY, BUT TO BECOME "LEADERS OF CHARACTER THROUGH COMPETITION" AS THEY PREPARE TO LEAD OUR GREAT COUNTRY | $1,000 |
| ROCHESTER LEADER DOGS FOR THE BLIND | |||||||
| 1039 S ROCHESTER RD | ROCHESTER HILLS | MI | 48307 | NONE | PUBLIC | TO SUPPORT ORGANIZATION EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED WITH LIFELONG SKILLS FOR INDEPENDENT TRAVEL THROUGH QUALITY LEADER DOGS, HIGHLY EFFECTIVE CLIENT INSTRUCTION AND INNOVATIVE SERVICE | $1,500 |
| USA TEAM HANDBALL | |||||||
| ONE OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | PUBLIC | TO DEVELOP, PROMOTE, EDUCATE AND GROW THE SPORT OF TEAM HANDBALL AT ALL LEVELS IN THE UNITED STATES AND TO ENABLE UNITED STATES ATHLETES TO ACHIEVE SUSTAINED COMPETITIVE EXCELLENCE TO WIN MEDALS IN INTERNATIONAL AND OLYMPIC COMPETITION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,165 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,165 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - PER ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $772,030 | EOYBookValueAmt |
| EOYFMV | $973,320 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PRIVATE COMPANY - LEADCOM | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $150,000 | BookValueAmt |
| EOYFMV | $150,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTING & ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $6,674 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $4,015 | $4,015 | $0 |
| FOREIGN TAXES | $2,103 | $2,103 | $0 |