BETA

FOSTER FAM FOUNDATION TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FOSTER FAM FOUNDATION TR (EIN 35-6801625)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349101519
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T09:13:29-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061610348PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KORDISH & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 TECHNOLOGY DRIVE SUITE A 305AddressLine1Txt
CityTRUMBULLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP066116340ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356801625EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOSTER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOSTBusinessNameControlTxt
Phone2032271006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 BEACHLAND BLVD PO BOX 1279AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES M FOSTERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2032271006PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastFOSTERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID J KORDISH CPAPreparerPersonNm
PTINP00236391PTIN
Phone2032681060PhoneNum
Preparation2021-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,369,364FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$86,208ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,926InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,926InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,544DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,544DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,122NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$494,227GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,122CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$109,800TotalRevAndExpnssAmt
Total Net Invst Incm$23,592TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$11,144OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,572OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,572OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Taxes Net Invst Incm$45TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,189TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,617TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,572TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,160ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,160ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,349TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,617TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,732TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,451ExcessRevenueOverExpensesAmt
Net Investment Income$17,975NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$137,288SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$113,243SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$113,243SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$46,360USGovernmentObligationsBOYAmt
US Government Obligations EOY$74,449USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$77,004USGovtObligationsEOYFMVAmt
Corporate Stock BOY$572,798CorporateStockBOYAmt
Corporate Stock EOY$629,375CorporateStockEOYAmt
Corporate Stock EOYFMV$1,095,994CorporateStockEOYFMVAmt
Corporate Bonds BOY$99,997CorporateBondsBOYAmt
Corporate Bonds EOY$79,827CorporateBondsEOYAmt
Corporate Bonds EOYFMV$83,123CorporateBondsEOYFMVAmt
Total Assets BOY$856,443TotalAssetsBOYAmt
Total Assets EOY$896,894TotalAssetsEOYAmt
Total Assets EOYFMV$1,369,364TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$856,443NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$896,894NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$856,443TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$896,894TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$856,443TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$896,894TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$856,443TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,451ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$896,894SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$896,894TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Gross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
$298,113$311,137-$13,024-$13,024
$196,114$173,968$22,146$22,146
FieldValueIRS element (for citing)
Capital Gain Net Income$9,122CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$250InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$250SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$250TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$306EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$306TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$56OverpaymentAmt
Applied To ES Tax$56AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHILTON TRUST COMPANYIndividualWithBooksNm
Phone6464437730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 PARK AVENUE 19TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES M FOSTER
505 BEACHLAND BLVD PO BOX 1279VERO BEACHFL329631710TRUSTEE0.00$0$0$0
ELENA M FOSTER
505 BEACHLAND BLVD PO BOX 1279VERO BEACHFL329631710TRUSTEE0.00$0$0$0
CHARLES M FOSTER V
505 BEACHLAND BLVD PO BOX 1279VERO BEACHFL329631710TRUSTEE0.00$0$0$0
MICHELLE F MILLER
505 BEACHLAND BLVD PO BOX 1279VERO BEACHFL329631710TRUSTEE0.00$0$0$0
CATHERINE FOSTER ELLISON
505 BEACHLAND BLVD PO BOX 1279VERO BEACHFL329631710TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,099,164AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,683AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,162,847TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,162,847AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,443CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,145,404NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,270MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,270MinimumInvestmentReturnAmt
Tax Based On Investment Income$250TaxBasedOnInvestmentIncomeAmt
Total Tax$250TotalTaxAmt
Distributable Before Adj$57,020DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,020DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,020DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,732ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$63,732QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$63,732AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,020DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,042ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,296ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,213ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,551TotalExcessDistributionCyovAmt
Qualifying Distributions$63,732QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$57,020AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,712RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,263TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,042ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,221ExcessDistriCyovToNextYrAmt
Excess From Year3$1,296ExcessFromYear3Amt
Excess From Year1$1,213ExcessFromYear1Amt
Excess From Current Year$6,712ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES M FOSTERContributingManagerNm
Contributing ManagerELENA M FOSTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BASCOM PALMER EYE INSTITUTE
PO BOX 016880 D-880MIAMIFL33101NONEPUBLIC CHARITYPROGRAM SUPPORT$10,000
BOCA RATON REGIONAL HOSPITAL
800 MEADOWS ROADBOCA RATONFL33486NONEPUBLIC CHARITYPROGRAM SUPPORT$1,000
BRIDGEPORT HOSPITAL FOUNDATION
267 GRANT STREETBRIDGEPORTCT06610NONEPUBLIC CHARITYPROGRAM SUPPORT$3,000
FRIENDS SEMINARY
222 E 16TH STREETNEW YORKNY10003NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS SUPPORT$3,000
GOODSPEED OPERA COMPANY
PO BOX AEAST HADDAMCT06423NONEPUBLIC CHARITYPROGRAM SUPPORT$5,000
GREENS FARMS ACADEMY
35 BEACHSIDE AVENUE PO BOX 998GREENS FARMSCT06838NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS SUPPORT$8,500
HOPE FOR FAMILIES CENTER INC
720 4TH STREETVERO BEACHFL32962NONEPUBLIC CHARITYPROGRAM SUPPORT$500
HORIZONS AT BROOKLYN
39 ADELPHI STREETBROOKLYNNY11205NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS SUPPORT$500
KAPPA KAPPA GAMMA
80 LAFAYETTE ST PH4NEW YORKNY10013NONEPUBLIC CHARITYPROGRAM SUPPORT$500
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUENEW YORKNY10028NONEPUBLIC CHARITYPROGRAM SUPPORT$1,500
MIDDLEBURY COLLEGE
131 SOUTH MAIN STREETMIDDLEBURYVT05753NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS SUPPORT - ANNUAL GIVING$5,000
PALM BEACH OPERA
1800 SOUTH AUSTRALIAN AVENUE SUITEWEST PALM BEACHFL33409NONEPUBLIC CHARITYPROGRAM SUPPORT$1,500301
THE FUQUA SCHOOL OF BUSINESS AT DUKE UNIVERSITY
1 TOWERVIEW DRIVEDURHAMNC27708NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS SUPPORT - ANNUAL FUND$1,000
THE HOPKINS SCHOOL
986 FOREST ROADNEW HAVENCT06515NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS SUPPORT$1,660
THE METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023NONEPUBLIC CHARITYPROGRAM SUPPORT$1,500
THE PENN FUND AT THE UNIVERSITY OF PENNSYLVANIA
601 FRANKLIN BUILDING 3451 WALNUTPHILADELPHIAPA19104NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS SUPPORT$2,500STREET
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYPROGRAM SUPPORT$1,000
WESTPORT VOLUNTEER EMS
50 JESUP ROADWESTPORTCT06880NONEPUBLIC CHARITYPROGRAM SUPPORT$3,500
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014NONEPUBLIC CHARITYPROGRAM SUPPORT$1,500
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS SUPPORT$5,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,160TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,926ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,544ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,122ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,592ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,592TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES M & ELENA M FOSTER 2008 CHARITABLE LEAD ANNUITY TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1505 BEACHLAND BLVD PO BOX 1279AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631710ZIPCd
FieldValueIRS element (for citing)
Total Contributions$86,208TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBNY MELLON NABondNm
EOY Book Value$79,827EOYBookValueAmt
EOYFMV$83,123EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBNY MELLON NAStockNm
EOY Book Value$629,375EOYBookValueAmt
EOYFMV$1,095,994EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$74,449USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$77,004USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBNY MELLON NACategoryTxt
Amt$11,144Amt
Net Investment Income$5,572NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,572DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryBNY MELLON NA - FOREIGN TAXES WITHHELDCategoryTxt
Amt$45Amt
Net Investment Income$45NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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