MCKINNON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MCKINNON FAMILY FOUNDATION (EIN 35-7079265)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202321309349102812
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T11:01:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133737887 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREBATCH LICHTENSTEIN AVRUTINE AND CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357079265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKINNON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCKI | BusinessNameControlTxt |
| Phone | 2036980007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TREBATCH 950 THIRD AVE FL 4 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL I MCKINNON | PersonNm |
| Person Title | DIRECTOR, CHAIR | PersonTitleTxt |
| Phone | 2036980007 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | MCKINNON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE M LICHTENSTEIN | PreparerPersonNm |
| PTIN | P01072489 | PTIN |
| Phone | 2128265050 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,396,157 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,078,562 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,752 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,752 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $369,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $425,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,819,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,128,128 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,878,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,502,720 | 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 |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $429 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $429 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,802 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,535,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,535,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,572,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,535,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $305,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,464,739 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $617,095 | CashBOYAmt |
| Cash EOY | $332,265 | CashEOYAmt |
| Cash EOYFMV | $332,265 | CashEOYFMVAmt |
| Other Investments BOY | $23,608,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,526,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,063,892 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,225,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,859,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,396,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,225,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,859,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,225,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,859,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,225,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,859,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,225,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $305,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,531,427 | SubtotalAmt |
| Other Decreases | $672,192 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,859,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THROUGH MORGAN STANLEY | D | $982,137 | $181,651 | $800,486 | $800,486 |
| THROUGH NORTHERN TRUST (2818) | P | $12,547,183 | $13,131,959 | -$584,776 | -$584,776 |
| THROUGH NORTHERN TRUST (2818) | D | $12,290,605 | $10,378,187 | $1,912,418 | $1,912,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,128,128 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,700 | OverpaymentAmt |
| Applied To ES Tax | $31,700 | 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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | DANIEL I MCKINNON | IndividualWithBooksNm |
| Phone | 2036980007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TREBATCH 950 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL I MCKINNONN | ||||||||
| C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SONNET MCKINNON | ||||||||
| C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM MCKINNON | ||||||||
| C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $474,680 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,859,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $997,447 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,332,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,332,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $394,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,937,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,296,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,296,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,260 | TotalTaxAmt |
| Distributable Before Adj | $1,262,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,262,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,262,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,535,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,535,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,262,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,193,447 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $594,651 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $756,698 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,527,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,041,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,113,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,535,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,262,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,272,405 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,385,950 | 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 | $3,193,447 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,192,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $594,651 | ExcessFromYear4Amt |
| Excess From Year3 | $756,698 | ExcessFromYear3Amt |
| Excess From Year2 | $4,527,269 | ExcessFromYear2Amt |
| Excess From Year1 | $3,041,480 | ExcessFromYear1Amt |
| Excess From Current Year | $2,272,405 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL I MCKINNONN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL I MCKINNON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TREBATCH 950 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032957703 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS, TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT AND BALANCE SHEET, AND WHETHER THE ORGANIZATION IS A 501(C)(3) ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION NM CHAPTER | |||||||
| 6731 ACADEMY RD NE | ALBUQUERQUE | NM | 87109 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| CONNECTED | |||||||
| 95061 SANTA CRUZ ST | SANTA CRUZ | CA | 95060 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 |
| CHICAGO HOPE CHURCH | |||||||
| 2189 WEST BOWLER ST | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | COMMUNITY SERVICES | $30,000 |
| OUTWARD BOUND CALIFORNIA | |||||||
| 548 MARKET ST PMB | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| DUKE UNIVERSITY | |||||||
| BOX 90581 | DURHAM | NC | 90581 | NONE | PUBLIC CHARITY | MEDICAL, EDUCATION AND SOCIAL SERVICES. | $200,000 |
| FOCUSING PHILANTHROPY | |||||||
| 1637 16TH ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | EDUCATION | $30,000 |
| HABITAT FOR HUMANITY | |||||||
| 111 JOHN ST | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | COMMUNITY SERVICES | $10,000 |
| HARPER FOR KIDS | |||||||
| 2920 BUCHANAN ST | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| IMENTOR | |||||||
| 30 BROAD ST | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | EDUCATION | $1,250,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 |
| ROBERT TOIGO FOUNDATION | |||||||
| 180 GRAND AVE | OAKLAND | CA | 87504 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 |
| ROGER FEDERER CHARITABLE FUND | |||||||
| 6 EAST 43RD ST | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | SUPPORTS EDUCATIONAL PROJECTS LOCATED IN THE REGION OF SOUTHERN AFRICA AND SWITZERLAND | $100,000 |
| SANTA FE INSTITUTE | |||||||
| 1399 HYDE PARK ROAD | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | DEDICATED TO THE MULTIDISCIPLINARY STUDY OF THE FUNDAMENTAL PRINCIPLES OF COMPLEX ADAPTIVE SYSTEMS, INCLUDING PHYSICAL, COMPUTATIONAL, BIOLOGICAL, AND SOCIAL SYSTEMS | $1,000,000 |
| FIRST SERVE - NEW MEXICO | |||||||
| 31904 PO BOX | SANTA FE | NM | 87594 | NONE | PUBLIC CHARITY | TO STRENGTHEN THE LIVES AND ENHANCE THE CHARACTER OF SANTA FE'S CHILDREN THROUGH EDUCATION, LIFE SKILLS, AND TENNIS | $10,000 |
| UC BERKELEY - FRAUD FEST | |||||||
| 1995 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 |
| UCSF | |||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94143 | NONE | PUBLIC CHARITY | EDUCATION | $250,000 |
| UCSF FOUNDATION | |||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 |
| THE GPII FOUNDATION | |||||||
| 2911 BARRETT AVE | RICHMOND | CA | 94804 | NONE | PUBLIC CHARITY | MEDICAL | $100,000 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| 501 HALONA ST | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | COMMUNITY SERVICES | $30,000 |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | TO MAKE PREGNANCY AND CHILDBIRTH SAFE FOR EVERY MOTHER, EVERYWHERE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,535,000 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,752 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $369,803 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $37 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $425,497 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $800,089 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $800,089 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME WILL BE CONTRIBUTED TO CHARITIES WHICH IS THE |
| 8 | PURPOSE OF THE FOUNDATION |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DANIEL I MCKINNON | ||||||
| 1 | C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | $785,856 | Yes (X) |
| DANIEL I MCKINNON | ||||||
| 2 | C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | $272,131 | Yes (X) |
| DANIEL I MCKINNON | ||||||
| 3 | C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | $510,071 | Yes (X) |
| DANIEL I MCKINNON | ||||||
| 4 | C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | $452,814 | Yes (X) |
| DANIEL I MCKINNON | ||||||
| 5 | C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | $514,110 | Yes (X) |
| DANIEL I MCKINNON | ||||||
| 6 | C/O TREBATCH 950 THIRD AVENUE | NEW YORK | NY | 10022 | $503,580 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | EAGLE MATERIALS | $785,856 | 2022-02-01 |
| 2 | SYNDAX PHARMACEUTICALS | $272,131 | 2022-03-01 |
| 3 | $510,071 | 2022-04-01 | |
| 4 | ENPHASE ENERGY | $452,814 | 2022-06-01 |
| 5 | ENPHASE ENERGY | $514,110 | 2022-07-01 |
| 6 | $503,580 | 2022-09-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $5,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARKETABLE SECURITIES | AT COST | $22,526,971 | $21,063,893 |
| CLEARSPEED | AT COST | $999,999 | $999,999 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERNCE | $560,859 |
| FEDERAL EXCISE TAX | $111,333 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $31,802 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31,802 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MFO DFA INTL SMALL CO PORT FUND | $14 | $14 | $14 |
| NORTHERN TRUST | $23 | $23 | $23 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL I MCKINNON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/0 TREBATCH 950 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $429 | Amt |
| Net Investment Income | $429 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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