RUTLEDGE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RUTLEDGE FAMILY FOUNDATION (EIN 81-0861760)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-09-29
- IRS object ID
- 202202729349100925
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-29T16:41:42-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810861760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUTLEDGE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS M RUTLEDGE | InCareOfNm |
| Business Name Control | RUTL | BusinessNameControlTxt |
| Phone | 5163360217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 183 BYRAM SHORE ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Rutledge | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163360217 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Rutledge | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2022-09-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,006,041 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $602 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $602 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,513,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,177,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,513,311 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,513,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,513,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $65,000 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $65,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,928,314 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,928,314 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,993,314 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,928,314 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$479,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,513,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,100,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,285,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,285,489 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $51,545,454 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,880,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $120,720,552 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $52,645,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,166,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,006,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $52,645,678 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $52,166,277 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,645,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,166,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,645,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,166,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,645,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$479,401 | ExcessRevenueOverExpensesAmt |
| Subtotal | $52,166,277 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,166,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $15,177,977 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,664,666 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,513,311 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,513,311 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,513,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,543 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $90,543 | SubtotalAmt |
| Tax Based On Investment Income | $90,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,047 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $100,047 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $338 | EsPenaltyAmt |
| Overpayment | $9,166 | OverpaymentAmt |
| Applied To ES Tax | $9,166 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M RUTLEDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163360217 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 183 BYRAM SHORE ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS M RUTLEDGE | ||||||||
| 183 BYRAM SHORE ROAD | GREENWICH | CT | 06830 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| KAREN A RUTLEDGE | ||||||||
| 183 BYRAM SHORE ROAD | GREENWICH | CT | 06830 | TRUSTEE | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,169,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,065,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $141,234,897 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $141,234,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,118,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,116,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,955,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,955,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,543 | TotalTaxAmt |
| Distributable Before Adj | $6,865,276 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,865,276 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,865,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,928,314 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,928,314 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,928,314 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,865,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,952 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $750,106 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $960,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,712,836 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,928,314 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,865,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,038 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,775,874 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,775,874 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $1,952 | ExcessFromYear3Amt |
| Excess From Year2 | $750,106 | ExcessFromYear2Amt |
| Excess From Year1 | $960,778 | ExcessFromYear1Amt |
| Excess From Current Year | $63,038 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS M RUTLEDGE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MCEIVR INC | ||||||||
| 960 MAIN STREET | HARTFORD | CT | 06134 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $250,000 | |
| READY CT | ||||||||
| 350 Church St CT | Hartford | CT | 06103 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $50,000 | |
| RENBROOK SCHOOL INCORPORATED | ||||||||
| 2865 Albany Ave | WEST HARTFORD | CT | 06117 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $1,045,000 | |
| THE FOUNDATION FOR CAO | ||||||||
| 250 UNIVERSITY AVENUE CAMPUS BOX 59 | California | PA | 15419 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $250,000 | |
| GAYLORD HOSPITAL | ||||||||
| 50 GAYLORD FARM ROAD | WALLINGFORD | CT | 06492 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $100,000 | |
| ARCHIVES PARTNERSHIP TRUST | ||||||||
| CULTURAL EDUCATION CENTER | ALBANY | NY | 12230 | NONE | SO I | TO PROMOTE THE WORK OF THE ORGANIZATION | $1,000 | SUITE 9C49 |
| HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC | ||||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $235,000 | |
| MCEIVR INC | ||||||||
| 960 MAIN STREET | HARTFORD | CT | 06134 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $125,000 | |
| CALIFORNIA UNIVERSITY OF PA | ||||||||
| 250 UNIVERSITY AVENUE BOX 112 | CALIFORNIA | PA | 154191394 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $1,485,314 | |
| THE VILLAGE OF FPC | ||||||||
| 408 LIBERTY STREET | CALIFORNIA | PA | 15419 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $250,000 | |
| HORACE MANN SCHOOL | ||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $15,000 | |
| JIMMY LEE SCHOLARSHIP FUND | ||||||||
| 980 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $2,000 | PO BOX 229 |
| YOU GOTTA BELIEVE | ||||||||
| 3114 MERMAID AVENUE | BROOKLYN | NY | 11224 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANZIATION | $100,000 | |
| INTERVAL HOUSE | ||||||||
| INTERVAL HOUSE PO BOX 340207 | HARTFORD | CT | 061340207 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $5,000 | |
| SMITHSONIAN MUSEUM OF AMERICAN HISTORY | ||||||||
| 1300 Constitution Avenue NW | Washington | DC | 20560 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $1,500,000 | |
| VIFUIC | ||||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $5,000 | |
| FUND FOR AVON | ||||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $10,000 | |
| RHMC OF PITTSBURGH | ||||||||
| 451 44TH STREET - PENTHOUSE FLOOR | PITTSBURGH | PA | 15201 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $500,000 | |
| GAYLORD SPECIALTY | ||||||||
| 50 GAYLORD FARM ROAD | WALLINGFORD | CT | 06492 | NONE | PC | TO PROMOTE THE WORK OF THE ORGANIZATION | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,928,314 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,513,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,513,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,513,913 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 67,677 SHS CHARTER | $42,880,787 | $120,720,552 |
| COMMUNICATIONS CLASS A |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $65,000 | Amt |
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