RYAN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RYAN FAMILY FOUNDATION (EIN 20-1518978)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349101492
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T13:33:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050479760 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDSAGER BARTLETT & PIERONI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CATAMORE BLVD | AddressLine1 |
| City | EAST PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02914 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201518978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RYAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RYAN | NameControl |
| Phone | 4013316250 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11027 OLD HARBOUR ROAD | AddressLine1 |
| City | NORTH PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33408 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS RYAN | Name |
| Title | TRUSTEE | Title |
| Phone | 4013316250 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD P PIERONI | Name |
| PTIN | P00189634 | PTIN |
| Phone | 4012729100 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15381974 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9993911 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 43 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 43 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 117933 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 117933 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4361888 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10726368 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4361888 | CapitalGainNetIncmNetInvstIncm |
| Other Income Net Invst Incm | -337 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 14473775 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4479527 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2379 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2379 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 12712 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 12712 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15091 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15091 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 356400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 356400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 371491 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15091 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 356400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14102284 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4464436 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 17555 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 199112 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 199112 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 25145 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 4735372 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 10000084 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10000084 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 112865 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 5130314 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 5130314 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 52464 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 52464 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4890937 | TotalAssetsBOY |
| Total Assets EOY | 15381974 | TotalAssetsEOY |
| Total Assets EOYFMV | 15381974 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4890937 | RetainedEarningsBOY |
| Retained Earnings EOY | 15381974 | RetainedEarningsEOY |
| Total Net Assets BOY | 4890937 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15381974 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4890937 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15381974 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4890937 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14102284 | ExcessOfRevenueOverExpenses |
| Other Increases | 853528 | OtherIncreases |
| Subtotal | 19846749 | Subtotal |
| Other Decreases | 4464775 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15381974 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BNY MELLON (SEE ATTACHMENT) | P | 1437066 | 1174812 | 262254 | 262254 |
| BNY MELLON (SEE ATTACHMENT) | P | 8051524 | 5189668 | 2861856 | 2861856 |
| CVS CORP (SEE ATTACHMENT) | P | 1221642 | 1221642 | 1221642 | |
| CAPITAL GAINS DIVIDENDS | P | 16136 | 16136 | 16136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4361888 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 127500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3534464 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036073 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 250694 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1971860 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.127136 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 119665 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1966727 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060845 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 50000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2414977 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.020704 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 133778 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2217716 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.060322 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.305080 | TotalDistributionRatio |
| Average Distribution Ratio | 0.061016 | AverageDistributionRatio |
| Net Noncharitable Assets | 5996482 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 365881 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 44644 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 410525 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 356400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 89289 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 89289 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 89289 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 669 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 669 | TotalCreditsAndPayments |
| Penalty For Underpayment | 7 | PenaltyForUnderpayment |
| Tax Due | 88627 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TRICIA O'NEIL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4012282500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MELLON PRIVATE WEALTH MANAGEMEN | AddressLine1 |
| Address Line2 | ONE FINANCIAL PLAZA | AddressLine2 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| THOMAS M RYAN | ||||||||
| 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| CATHY H RYAN | ||||||||
| 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5733621 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 300811 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 53367 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6087799 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6087799 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 91317 | CashDeemedCharitable |
| Net Noncharitable Assets | 5996482 | NetNoncharitableAssets |
| Minimum Investment Return | 299824 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 299824 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 89289 | TaxBasedOnInvestmentIncome |
| Total Tax | 89289 | TotalTax |
| Distributable Amount Before Adj | 210535 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 210535 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 210535 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 356400 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 356400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 356400 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 210535 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 6688 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 6688 | TotalExcessDistriCarryover |
| Qualifying Distributions | 356400 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 210535 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 145865 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 152553 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 152553 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 6688 | ExcessFromYear2 |
| Excess From Current Year | 145865 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS M RYAN | ContributingManager |
| Contributing Manager | CATHY H RYAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JOHN P BURKE MEMORIAL FUND | |||||||
| ONE BUTTON HOLE DRIVE STE 2 | PROVIDENCE | RI | 02909 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $25,000 |
| YEAR UP PROVIDENCE | |||||||
| 10 DORRANCE ST SUITE 1108 | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $210,000 |
| WOMEN & INFANTS | |||||||
| 101 DUDLEY STREET | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $40,000 |
| URBAN YOUTH IMPACT | |||||||
| 2823 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| BUTTON HOLE KIDS | |||||||
| ONE BUTTON HOLE DRIVE STE 1 | PROVIDENCE | RI | 02909 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $20,000 |
| COMMUNITY PREPARATORY SCHOOL | |||||||
| 126 SOMMERSET STREET | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $26,400 |
| YOUTH ARTS COLLECTIVE | |||||||
| 472 CALLE PRINCIPALE | MONTEREY | CA | 93940 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 |
| SHORELINE COMMUNITY CHURCH | |||||||
| 2500 GARDEN ROAD | MONTEREY | CA | 93940 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 |
| POVERELLO HOUSE - TIMOTHY MICHAEL RYAN MEMORIAL FUND | |||||||
| PO BOX 12225 | FRESNO | CA | 93777 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 |
| THE JOEY FUND | |||||||
| 981 HOWELL MILL ROAD NW | ATLANTA | GA | 30318 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 |
| LOST TREE CHARITABLE FOUNDATION | |||||||
| 11555 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $10,000 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 260 FRANKLIN ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 356400 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $117,933 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,361,888 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,479,864 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4479864 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (9 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 519273 | X |
| 2 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 2249856 | X |
| 3 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 49126 | X |
| 4 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 143520 | X |
| 5 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 227596 | X |
| 6 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 304207 | X |
| 7 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 269881 | X |
| 8 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 3976443 | X |
| 9 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR RD | NORTH PALM BEACH | FL | 33408 | 2254009 | X |
Noncash Property NoncashProperty (9 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 900 SHARES APPLE INC | 519273 | 2012-12-05 |
| 2 | 48,825 SHARES OF CVS CAREMARK CORP | 2249856 | 2012-12-05 |
| 3 | 1,100 SHARES OF KRAFT FOODS GROUP INC | 49126 | 2012-12-11 |
| 4 | 2,000 SHS WAL MART STORES INC | 143520 | 2012-12-11 |
| 5 | 3,533 SHS DUKE ENERGY CORP | 227596 | 2012-12-11 |
| 6 | 5,525 SHS EQUITY RESIDENTIAL | 304207 | 2012-12-11 |
| 7 | 4,275 SHS HOME DEPOT INC | 269881 | 2012-12-11 |
| 8 | 84,345 SHS CVS CAREMARK CORP | 3976443 | 2012-12-11 |
| 9 | 50,000 SHS CVS CAREMARK CORP | 2254009 | 2012-11-20 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BNY MELLON | NameOfBond |
| EOY Book Value | 5130314 | EOYBookValue |
| EOYFMV | 5130314 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BNY MELLON | NameOfStock |
| EOY Book Value | 10000084 | EOYBookValue |
| EOYFMV | 10000084 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES S&P GSCI COMMODITY INDEXED | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 52464 | BookValue |
| EOYFMV | 52464 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FMV/TAX BASIS ADJ FOR CONTRIBUTIONS | Description |
| Amount | $4,464,775 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BNY MELLON AGENCY FEES | Description |
| Revenue And Expenses Per Books | 12712 | RevenueAndExpensesPerBooks |
| Net Investment Income | 12712 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BNY MELLON UNREALIZED GAIN/(LOSS) | Description |
| Amount | $853,528 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| THOMAS RYAN | |||
| 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 |
| CATHY RYAN | |||
| 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $2,379 | Amount |
| Net Investment Income | 2379 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |