BRITTON FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRITTON FAMILY FOUNDATION INC (EIN 47-4377534)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202113099349100646
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T12:22:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 121 RIVER STREET | AddressLine1Txt |
| City | HOBOKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 30TH 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 | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | BRITTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA PERNA | PreparerPersonNm |
| PTIN | P00844664 | PTIN |
| Phone | 2015515000 | PhoneNum |
| Preparation | 2021-11-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,320,854 | 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 | $2,915,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,135,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,101 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,960,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,858 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,242 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,242 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,881 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,881 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,367 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,367 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,147 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,943 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $839,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $839,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $888,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $872,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,072,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,208 | CashBOYAmt |
| Cash EOY | $275,697 | CashEOYAmt |
| Cash EOYFMV | $275,697 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,268 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,359 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,359 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,580,208 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,742,798 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,742,798 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,608,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,320,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,320,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,608,684 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,320,854 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,608,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,320,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,608,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,320,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,608,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,072,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,985,269 | OtherIncreasesAmt |
| Subtotal | $16,666,726 | SubtotalAmt |
| Other Decreases | $345,872 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,320,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $929,494 | $906,869 | $22,625 | $22,625 |
| PUBLICLY TRADED SECURITIES | $205,996 | $219,945 | -$13,949 | -$13,949 |
| CAPITAL GAIN DISTRIBUTION | $425 | $425 | $425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $415 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $415 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,207 | 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 | $5,207 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,792 | OverpaymentAmt |
| Applied To ES Tax | $4,792 | 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 | 250 GREENWICH STREET 30TH FLOOR | AddressLine1Txt |
| 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 30TH FLOOR | NEW YORK | NY | 10007 | DIRECTOR, PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| LAUREL BRITTON | ||||||||
| 250 GREENWICH STREET 30TH FLOOR | NEW YORK | NY | 10007 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NICHOLAS WRIGHT | ||||||||
| 250 GREENWICH STREET 30TH FLOOR | NEW YORK | NY | 10007 | DIRECTOR, SECRETARY | 1.00 | $16,250 | $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 | $12,279,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $901,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,180,972 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,180,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,983,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $649,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $649,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $415 | TotalTaxAmt |
| Distributable Before Adj | $648,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $648,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $648,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $872,124 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $872,124 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $872,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $648,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,153 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,643 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $242,318 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $349,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $639,351 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $872,124 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $648,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $223,376 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $862,727 | 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 | $44,153 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $818,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,643 | ExcessFromYear4Amt |
| Excess From Year3 | $242,318 | ExcessFromYear3Amt |
| Excess From Year1 | $349,237 | ExcessFromYear1Amt |
| Excess From Current Year | $223,376 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTIS FOUNDATION | ||||||||||||
| UNIT 311 UNION WHARF 23 WENLOCK | ROAD | LONDON | UK | N1 7ST | N/A | NC | GENERAL SUPPORT | $8,265 | ||||
| CHILDREN WITH CANCER UK | ||||||||||||
| 51 GREAT ORMOND STREET | LONDON | UK | WC1N 3JQ | N/A | NC | GENERAL SUPPORT | $6,550 | |||||
| CLIC SARGENT | ||||||||||||
| 77-85 FULHAM PALACE ROAD | LONDON | UK | W6 8JA | N/A | NC | GENERAL SUPPORT | $81,787 | |||||
| DOWNTOWN UNITED SOCCER CLUB | ||||||||||||
| N/A | PC | YOUTH DEVELOPMENT - GENERAL SUPPORT | $24,500 | 527 HUDSON STREET PO BOX 20211 | NEW YORK | NY | 10014 | |||||
| FRIENDS SEMINARY | ||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $43,000 | 222 E 16TH STREET | NEW YORK | NY | 100033703 | |||||
| JUST CAPITAL FOUNDATIONINC | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $50,000 | 44 E 30TH STREET 11TH FLOOR | NEW YORK | NY | 10016 | |||||
| POWERMYLEARNING INC | ||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $5,000 | 520 8TH AVENUE FLOOR 25 | NEW YORK | NY | 10018 | |||||
| PRINCES TRUST AMERICA INC | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $50,000 | 45 WEST 27TH STREET FLOOR 11 | NEW YORK | NY | 10001 | |||||
| TATE AMERICAS FOUNDATION | ||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $25,000 | 520 W 27TH STREET 404 | NEW YORK | NY | 100015548 | |||||
| THE METROPOLITAN MUSEUM OF ART | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,000 | 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | |||||
| US SOCCER FEDERATION FOUNDATION | ||||||||||||
| N/A | PC | YOUTH DEVELOPMENT - GENERAL SUPPORT | $150,000 | 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 200364001 | |||||
| WESEEHOPE | ||||||||||||
| UNIT 303 EDINBURGH HOUSE 170 | KENNINGTON LANE | LONDON | UK | SE11 5DP | N/A | NC | GENERAL SUPPORT | $50,000 | ||||
| WILLIAMSTOWN THEATRE FOUNDATION INC | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $12,500 | PO BOX 517 | WILLIAMSTOWN | MA | 01267 | |||||
| WILSONS SCHOOL | ||||||||||||
| MOLLISON DRIVE WALLINGTON | SURREY | UK | SM6 9JW | N/A | NC | EDUCATION - GENERAL SUPPORT | $264,595 | |||||
| AMERICAN FRIENDS OF THE UK CLOCKTOWER FUND INC | ||||||||||||
| N/A | PF | GENERAL SUPPORT | $63,125 | 80 BROAD STREET 15 | NEW YORK | NY | 10004 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $839,322 | 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 | $138 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,619 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,858 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,858 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PAUL BRITTON | ||||||
| 1 | 243 WEST 16TH STREET | NEW YORK | NY | 100116000 | $245,000 | Yes (X) |
| 2014 BRITTON TRUST | ||||||
| 2 | 270 W PEARL ST STE 103-B | JACKSON | WY | 83001 | $2,670,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING AND TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $12,242 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,242 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE UK CLOCKTOWER FUND INC | |||||||||||||||
| 80 BROAD STREET 15 | NEW YORK | NY | 10004 | 2020-07-10 | $63,125 | TO SUPPORT THE PROGRAM OF A CHARITABLE COMPANY. | $63,125 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | |||||
| ARTIS FOUNDATION | |||||||||||||||
| 2020-07-10 | $8,625 | TO SUPPORT THE PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND NO. 1107328 AND SCOTLAND NO. SC039857 | $8,265 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | UNIT 311 UNION WHARF 23 WENLOCK | ROAD | LONDON | UK | N1 7ST | ||||
| CHILDREN WITH CANCER UK | |||||||||||||||
| 2020-02-05 | $6,550 | TO SUPPORT THE PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND NO. 1107328 AND SCOTLAND NO. SC039857 | $6,550 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | 51 GREAT ORMOND STREET | LONDON | UK | WC1N 3JQ | |||||
| CLIC SARGENT | |||||||||||||||
| 2020-05-28 | $81,787 | TO SUPPORT THE PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND NO. 1107328 AND SCOTLAND NO. SC039857 | $81,787 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | 77-85 FULHAM PALACE ROAD | LONDON | UK | W6 8JA | |||||
| WILSON'S SCHOOL | |||||||||||||||
| 2020-02-06 | $100,000 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $100,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | MOLLISON DRIVE WALLINGTON | SURREY | UK | SM6 9JW | |||||
| WILSON'S SCHOOL | |||||||||||||||
| 2020-10-14 | $50,000 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $50,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | MOLLISON DRIVE WALLINGTON | SURREY | UK | SM6 9JW | |||||
| WILSON'S SCHOOL | |||||||||||||||
| 2020-10-16 | $50,000 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $50,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | MOLLISON DRIVE WALLINGTON | SURREY | UK | SM6 9JW | |||||
| WILSON'S SCHOOL | |||||||||||||||
| 2020-11-05 | $25,000 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $25,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | MOLLISON DRIVE WALLINGTON | SURREY | UK | SM6 9JW | |||||
| WILSON'S SCHOOL | |||||||||||||||
| 2020-11-12 | $39,595 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $39,595 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | MOLLISON DRIVE WALLINGTON | SURREY | UK | SM6 9JW | |||||
| WESEEHOPE | |||||||||||||||
| 2020-05-07 | $50,000 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $50,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | UNIT 303 EDINBURGH HOUSE 170 | KENNINGTON LANE | LONDON | UK | SE11 5DP | ||||
| CHILDREN WITH CANCER UK | |||||||||||||||
| 2019-01-17 | $38,774 | TO SUPPORT THE PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND NO. 1107328 AND SCOTLAND NO. SC039857 | $12,542 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/2020 | 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. | 51 GREAT ORMOND STREET | LONDON | UK | WC1N 3JQ | |||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPSTONE EQUITY REPLACEMENT FUND (CAYMAN) LTD. | FMV | $1,268,064 | $1,268,064 |
| CAPSTONE GLOBAL (OFFSHORE) LTD. | FMV | $10,804,689 | $10,804,689 |
| DYAL IV OFFSHORE INVESTORS LP | FMV | $431,224 | $431,224 |
| FIDELITY 500 INDEX FD-AI (FXAIX) 4,052.478 SHARES | FMV | $527,511 | $527,511 |
| FIDELITY INTERNATIONAL INDEX FUND (FSPSX) 294.006 SHARES | FMV | $13,410 | $13,410 |
| ISHARES 20+ YEAR TREASURY BOND FUND (TLT) 222.00 SHARES | FMV | $35,016 | $35,016 |
| ISHARES CORE MSCI EMERGING (IEMG) 437.000 SHARES | FMV | $27,111 | $27,111 |
| ISHARES CORE MSCI EUROPE (IEUR) 1,766.000 SHARES | FMV | $90,560 | $90,560 |
| ISHARES CORE U.S. AGGREGATE (AGG) 689.00 SHARES | FMV | $81,433 | $81,433 |
| ISHARES INC MSCI JAPAN NEW (EWJ) 597.000 SHARES | FMV | $40,333 | $40,333 |
| ISHARES MBS ETF (MBB) 420.00 SHARES | FMV | $46,255 | $46,255 |
| ISHARES MSCI CANADA ETF (EWC) 445.000 SHARES | FMV | $13,724 | $13,724 |
| ISHARES MSCI PACIFIC EX JAPAN (EPP) 298.000 SHARES | FMV | $14,265 | $14,265 |
| PIMCO HIGH YIELD FUND-INST (PHIYX) 7,760.93 SHARES | FMV | $70,469 | $70,469 |
| VANGUARD INT-TERM CORPORATE (VCIT) 242.00 SHARES | FMV | $23,508 | $23,508 |
| VANGUARD TOTAL INTL BND-ADM (VTABX) 5,447.26 SHARES | FMV | $127,411 | $127,411 |
| VANGUARD TOTAL INTL BOND ETF (BNDX) 2,183.00 SHARES | FMV | $127,815 | $127,815 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST DEPOSIT | $0 | $2,250,000 | $2,250,000 |
| $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETAINED EARNINGS | Desc |
| Amt | $345,872 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $750 | $0 | $750 |
| OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1 | $0 | $67 | $0 |
| INSURANCE | $1,193 | $0 | $1,193 |
| FX LOSS | $1,619 | $1,619 | $0 |
| FOREIGN TAXES WITHELD | $461 | $461 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,985,269 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $13,881 | Amt |
| Net Investment Income | $13,881 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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