BRITTON FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRITTON FAMILY FOUNDATION INC (EIN 47-4377534)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349105928
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T17:10:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474377534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRITTON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIT | BusinessNameControlTxt |
| Phone | 2122321425 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 GREENWICH STREET 32ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100070105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BRITTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122321425 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA PERNA | PreparerPersonNm |
| PTIN | P00844664 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,788,557 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,651 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,651 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $596,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,051 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,470 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,470 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $374,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,450 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,043 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,043 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $224 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $224 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,086 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,700 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,386 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,429 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $642,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $642,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $712,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $691,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$337,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,254 | CashBOYAmt |
| Cash EOY | $142,393 | CashEOYAmt |
| Cash EOYFMV | $142,393 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,504 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,504 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $18,486,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,615,660 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,615,660 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,685,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,788,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,788,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,685,496 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,788,557 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,685,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,788,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,685,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,788,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,685,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$337,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,441,643 | OtherIncreasesAmt |
| Subtotal | $20,789,397 | SubtotalAmt |
| Other Decreases | $840 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,788,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $86,876 | $87,066 | -$190 | -$190 |
| PUBLICLY TRADED SECURITIES | $509,484 | $463,389 | $46,095 | $46,095 |
| EQT | $152 | -$152 | -$152 | |
| EQT FX GAIN | $3 | $3 | $3 | |
| ARES | $295 | $295 | $295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,051 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,652 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,652 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,516 | OverpaymentAmt |
| Applied To ES Tax | $2,516 | 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 | PAUL BRITTON | IndividualWithBooksNm |
| Phone | 2122321425 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CAPSTONE 250 GREENWICH STREET | AddressLine1Txt |
| Address Line2 | 32ND FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100070105 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL BRITTON | ||||||||
| 250 GREENWICH STREET 32ND FLOOR | NEW YORK | NY | 10007 | DIRECTOR, PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| LAUREL BRITTON | ||||||||
| 250 GREENWICH STREET 32ND FLOOR | NEW YORK | NY | 10007 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NICHOLAS WRIGHT | ||||||||
| 250 GREENWICH STREET 32ND FLOOR | NEW YORK | NY | 10007 | DIRECTOR, SECRETARY | 1.00 | $30,000 | $0 | $0 |
| 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 | $464,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $531,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,924,937 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,920,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,920,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,606,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,030,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,030,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,136 | TotalTaxAmt |
| Distributable Before Adj | $1,028,199 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,028,199 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,028,199 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $691,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $691,385 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,028,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $349,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $223,376 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $770,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $691,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $691,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $336,814 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $336,814 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $433,480 | 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 | $433,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,423 | ExcessFromYear4Amt |
| Excess From Year3 | $223,376 | ExcessFromYear3Amt |
| Excess From Year2 | $54,067 | ExcessFromYear2Amt |
| Excess From Year1 | $143,614 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL BRITTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTIS FOUNDATION | |||||||||||||
| UNIT 311 UNION WHARF 23 WENLOCK | ROAD | LONDON | UK | N1 7ST | N/A | NC | GENERAL SUPPORT | $16,457 | |||||
| FRIENDS SEMINARY | |||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $5,000 | 222 E 16TH STREET | NEW YORK | NY | 100033703 | ||||||
| JUST CAPITAL FOUNDATIONINC | |||||||||||||
| N/A | PC | GENERAL SUPPORT | $75,000 | 44 E 30TH STREET 11TH FLOOR | NEW YORK | NY | 10016 | ||||||
| NAVY SEAL FOUNDATION INC | |||||||||||||
| N/A | PC | GENERAL SUPPORT | $25,000 | 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | ||||||
| TATE AMERICAS FOUNDATION | |||||||||||||
| N/A | PC | GENERAL SUPPORT | $25,000 | 520 W 27TH STREET 404 | NEW YORK | NY | 100015548 | ||||||
| THE BROOKINGS INSTITUTE | |||||||||||||
| N/A | PC | GENERAL SUPPORT | $100,000 | 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | ||||||
| CHILLIN WITH ADAM THE ADAM GAYNES FOUNDATION | |||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $1,000 | 6 COUNTRY MEADOWS COURT | MELVILLE | NY | 11747 | ||||||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||||
| N/A | PC | GENERAL SUPPORT | $50,000 | 122 E 42ND STREET | NEW YORK | NY | 10168 | ||||||
| VICTORIA CROSS AND GEORGE CROSS FOUNDATION | |||||||||||||
| HORSE GUARDS WHITEHALL | LONDON | UK | SW1A 2AX | N/A | NC | GENERAL SUPPORT | $3,571 | LONDON | |||||
| LANGLAND CONSERVATION LTD | |||||||||||||
| 7-8 CHURCH STREET WIMBORNE | DORSET | UK | BH21 1JH | N/A | NC | GENERAL SUPPORT | $66,780 | DORSET | |||||
| NSPCCORG | |||||||||||||
| WESTON HOUSE 42 CURTAIN ROAD | LONDON | UK | EC2A 3NH | N/A | NC | GENERAL SUPPORT | $65,452 | LONDON | |||||
| THE ANTI-SLAVERY COLLECTIVE | |||||||||||||
| 12C BRACKENBURY ROAD | LONDON | UK | W6 0BA | N/A | NC | GENERAL SUPPORT | $124,695 | LONDON | |||||
| SALISBURY HOUSING COMMITTEE | |||||||||||||
| N/A | PC | GENERAL SUPPORT | $10,000 | PO BOX 10 | SALISBURY | CT | 06068 | ||||||
| THE SALISBURY ASSOCIATION INC | |||||||||||||
| N/A | PC | GENERAL SUPPORT | $25,000 | 24 MAIN STREET | SALISBURY | CT | 06068 | ||||||
| THE TRUSTEES OF THE LAWRENCEVILLE SCHOOL | |||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $50,000 | 2500 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $642,955 | 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 | $27,651 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,278 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,450 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL BRITTON | BusinessNameLine1Txt |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LARGO ILDEFONSO SCHUSTER UNIT A 1 | AddressLine1Txt |
| City | MILANO | CityNm |
| Country | IT | CountryCd |
| Foreign Postal | 20122 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING AND TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $13,043 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,043 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTIS FOUNDATION | ||||||||||||
| UNIT 311 UNION WHARF 23 WENLOCK | ROAD | LONDON | UK | N1 7ST | 2023-12-19 | $16,457 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $5,398 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2023 | 2023-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| VICTORIA CROSS AND GEORGE CROSS FOUNDATION | ||||||||||||
| HORSE GUARDS WHITEHALL | LONDON | UK | SW1A 2AX | 2023-03-06 | $3,571 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $2,290 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2023 | 2023-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
| LANGLAND CONSERVATION LTD | ||||||||||||
| 7-8 CHURCH STREET WIMBORNE | LONDON | UK | BH21 1JH | 2023-07-18 | $66,780 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $54,163 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2023 | 2023-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
| NSPCCORG | ||||||||||||
| WESTON HOUSE 42 CURTAIN ROAD | LONDON | UK | EC2A 3NH | 2023-11-13 | $65,452 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $65,452 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2023 | 2023-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
| THE ANTI-SLAVERY COLLECTIVE | ||||||||||||
| 12C BRACKENBURY ROAD | LONDON | UK | W6 0BA | 2023-07-05 | $124,695 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $124,695 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2023 | 2023-12-31 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES | FMV | $364,797 | $364,797 |
| BLUE OWL GP STAKES IV OFFSHORE INVESTORS LP | FMV | $1,100,278 | $1,100,278 |
| CAPSTONE EQUITY REPLACEMENT FUND (CAYMAN) LTD. | FMV | $872,125 | $872,125 |
| CAPSTONE GLOBAL (OFFSHORE) LTD. | FMV | $17,150,961 | $17,150,961 |
| EQT | FMV | $436,776 | $436,776 |
| FIDELITY 500 INDEX INST PRM (FXAIX) 1,662.868 SHARES | FMV | $275,188 | $275,188 |
| FIDELITY INTERNATIONAL INDEX FUND (FSPSX) 142.186 SHARES | FMV | $6,733 | $6,733 |
| ISHARES CORE MSCI EUROPE (IEUR) 950.000 SHARES | FMV | $52,269 | $52,269 |
| ISHARES CORE U.S. AGGREGATE (AGG) 565.00 SHARES | FMV | $56,076 | $56,076 |
| ISHARES INC MSCI JAPAN NEW (EWJ) 330.000 SHARES | FMV | $21,166 | $21,166 |
| ISHARES MBS ETF (MBB) 290.00 SHARES | FMV | $27,283 | $27,283 |
| ISHARES MSCI CANADA ETF (EWC) 371.000 SHARES | FMV | $13,608 | $13,608 |
| ISHARES MSCI PACIFIC EX JAPAN (EPP) 231.000 SHARES | FMV | $10,028 | $10,028 |
| PGIM HIGH YIELD-R6 (PHYQX) 2,846.67 SHARES | FMV | $13,493 | $13,493 |
| VANGUARD FTSE EUROPE ETF (VGK) 108.00 SHARES | FMV | $6,964 | $6,964 |
| VANGUARD INT-TERM CORPORATE (VCIT) 606.00 SHARES | FMV | $49,256 | $49,256 |
| VANGUARD TOTAL INTL BOND ETF (BNDX) 3,214.00 SHARES | FMV | $158,659 | $158,659 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $840 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $920 | $0 | $920 |
| INSURANCE | $1,365 | $0 | $1,365 |
| OTHER INVESTMENT EXPENSES | $10,700 | $10,700 | $0 |
| MISC EXPENSE | $3,101 | $0 | $3,101 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARES | Desc |
| Revenue And Expenses Per Books | $21,470 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,470 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,441,643 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $9,883 | Amt |
| Net Investment Income | $9,883 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $224 | Amt |
| Net Investment Income | $224 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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