RYAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RYAN FAMILY FOUNDATION (EIN 20-1518978)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-30
- IRS object ID
- 201211519349100206
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-30T10:15:49-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050487888 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATCHELOR FRECHETTE MCCRORY MICHAEL & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 156 | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 029010156 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 M RYAN | Name |
| Title | TRUSTEE | Title |
| Phone | 4013316250 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID P MICHAEL CPA | Name |
| PTIN | P00195462 | PTIN |
| Phone | 4016216200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4890937 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1507821 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 58868 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 58868 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -31366 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 142682 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1535323 | TotalRevenueAndExpenses |
| Total Net Investment Income | 58868 | 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 |
| Accounting Fees Rev And Expnss | 390 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 390 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2300 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2300 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2690 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2690 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 127500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 127500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 130190 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2690 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 127500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1405133 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 56178 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | -7240 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17555 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17555 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 77005 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 25145 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 25145 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2821905 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4735372 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4735372 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 113275 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 112865 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 112865 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3004945 | TotalAssetsBOY |
| Total Assets EOY | 4890937 | TotalAssetsEOY |
| Total Assets EOYFMV | 4890937 | 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 | 3004945 | RetainedEarningsBOY |
| Retained Earnings EOY | 4890937 | RetainedEarningsEOY |
| Total Net Assets BOY | 3004945 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4890937 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3004945 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4890937 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3004945 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1405133 | ExcessOfRevenueOverExpenses |
| Other Increases | 480859 | OtherIncreases |
| Subtotal | 4890937 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4890937 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | P | 2010-01-01 | 2011-12-31 | 117675 | 149048 | -31373 | -31373 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. | P | 2006-05-24 | 2011-02-15 | 25000 | 25000 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 7 | 7 | 7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -31366 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 250694 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1971860 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.127136 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 119665 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1966727 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060845 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 50000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2414977 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.020704 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 133778 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2217716 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060322 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1593273 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.017574 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.286581 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057316 | AverageDistributionRatio |
| Net Noncharitable Assets | 3534464 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 202581 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 562 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 203143 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 127500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1124 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1124 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1124 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1793 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1793 | TotalCreditsAndPayments |
| Overpayment | 669 | Overpayment |
| Amount Credited To Next Year | 669 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | H JAMES FIELD JR | 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 SUITE 2200 | 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 | 3562316 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25972 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3588288 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3588288 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 53824 | CashDeemedCharitable |
| Net Noncharitable Assets | 3534464 | NetNoncharitableAssets |
| Minimum Investment Return | 176723 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 176723 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1124 | TaxBasedOnInvestmentIncome |
| Total Tax | 1124 | TotalTax |
| Distributable Amount Before Adj | 175599 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 175599 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 175599 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 127500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 127500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 127500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 175599 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 54787 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 54787 | TotalExcessDistriCarryover |
| Qualifying Distributions | 127500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 127500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 48099 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 48099 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6688 | 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 | 6688 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 6688 | ExcessFromYear1 |
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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAROLINA FOR KIBERA | |||||||
| 301 PITTSBORO STREET STE 3002 | CHAPEL HILL | NC | 27599 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $10,000 |
| COMMUNITY PREPARATORY SCHOOL | |||||||
| 126 SOMMERSET STREET | PROVIDENCE | RI | 02907 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $25,000 |
| DE LA SALLE CHRISTIAN BROTHERS | |||||||
| 7650 S COUNTY LINE ROAD | BURR RIDGE | IL | 60527 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $7,500 |
| LOST TREE CHARITABLE FOUNDATION | |||||||
| 11555 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $25,000 |
| MEETING STREET SCHOOL | |||||||
| 1000 EDDY STREET | PROVIDENCE | RI | 02905 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $20,000 |
| WOMEN AND INFANTS | |||||||
| 101 DUDLEY STREET | PROVIDENCE | RI | 02905 | NONE | OTHER PUBLIC CHARITY | CHARITABLE | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 127500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $58,868 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$31,366 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,502 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27502 | 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 (2 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 ROAD | NORTH PALM BEACH | FL | 33408 | 1002071 | X |
| 2 | THOMAS M CATHY H RYAN | 11027 OLD HARBOUR ROAD | NORTH PALM BEACH | FL | 33408 | 505750 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 25,900 SHARES OF CVS CAREMARK CORP | 1002071 | 2011-06-01 |
| 2 | 12,500 SHARES OF CVS CAREMARK CORP | 505750 | 2011-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $390 | Amount |
| Net Investment Income | 390 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | MELLON TRUST OF NEW ENGLAND - CORPORATE BONDS | NameOfBond |
| EOY Book Value | 112865 | EOYBookValue |
| EOYFMV | 112865 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MELLON TRUST OF NEW ENGLAND - EQUITIES | NameOfStock |
| EOY Book Value | 4735372 | EOYBookValue |
| EOYFMV | 4735372 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 25145 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 25145 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MELLON AGENCY FEES | Description |
| Revenue And Expenses Per Books | 2300 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2300 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CURRENT YEAR UNREALIZED GAIN/(LOSS) | Description |
| Amount | $480,859 | Amount |