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WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION (EIN 52-1872190)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-23
IRS object ID
202021759349100332
Schema version
2019v5.1
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)
Return2020-06-23T12:36:44-00:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521872190EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone7189216229PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16597 NICHOLAS BLVD Room 1903AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM COLLINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2020-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDRE MONTEROPreparerPersonNm
Phone6466912998PhoneNum
Preparation2020-06-23PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,811,397FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$63,042InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$63,042InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$81,695DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,695DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$114,046NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,109,314GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$114,046CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$258,783TotalRevAndExpnssAmt
Total Net Invst Incm$258,783TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$14,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,211TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,211TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30,449OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,449OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$47,660TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,660TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$367,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$367,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$415,210TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,660TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$367,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$156,427ExcessRevenueOverExpensesAmt
Net Investment Income$238,123NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$97,692SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,843SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,843SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$80,000AcctRcvblAmt
Acct Rcvbl EOY$80,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$80,000AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$6,547PrepaidExpensesBOYAmt
Prepaid Expenses EOY$4,547PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,547PrepaidExpensesEOYFMVAmt
Other Investments BOY$6,606,106OtherInvestmentsBOYAmt
Other Investments EOY$6,530,997OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,716,007OtherInvestmentsEOYFMVAmt
Other Assets BOY$73,600OtherAssetsBOYAmt
Total Assets BOY$6,783,945TotalAssetsBOYAmt
Total Assets EOY$6,626,387TotalAssetsEOYAmt
Total Assets EOYFMV$7,811,397TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$6,783,945CapitalStockBOYAmt
Capital Stock EOY$6,626,387CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,783,945TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,626,387TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,783,945TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,626,387TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,783,945TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$156,427ExcessRevenueOverExpensesAmt
Subtotal$6,627,518SubtotalAmt
Other Decreases$1,131OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,626,387TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
HAWTHORNEP2018-06-012019-07-01$91,736$87,338$4,398$4,398
HAWTHORNEP2018-08-012019-07-01$748,229$737,024$11,205$11,205
MORGANP2018-08-012019-07-01$110,981$112,115-$1,134-$1,134
MORGANP2018-06-012019-07-01$90,156$58,791$31,365$31,365
VITTORIAP2018-06-012019-07-01$40,025$40,025$40,025
PLEIDASP2018-06-012019-07-01$16,265$16,265$16,265
FieldValueIRS element (for citing)
Capital Gain Net Income$114,046CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$10,071NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$546,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,919,957NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.068990DistributionYr1Rt
Adjusted Qlfy Distri Yr2$521,752AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,523,156NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.069353DistributionYr2Rt
Adjusted Qlfy Distri Yr3$660,968AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,540,177NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.087659DistributionYr3Rt
Adjusted Qlfy Distri Yr4$822,360AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,139,573NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.101032DistributionYr4Rt
Adjusted Qlfy Distri Yr5$463,687AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,958,368NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.058264DistributionYr5Rt
Total Distribution000000.385298TotalDistributionRt
Average Distribution000000.077060AverageDistributionRt
Net Vl Noncharitable Assets$7,931,845NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$611,228AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,381NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$613,609AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$367,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,762InvestmentIncomeExciseTaxAmt
Subtotal$4,762SubtotalAmt
Tax Based On Investment Income$4,762TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,747EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,747TotalPaymentsAndCreditsAmt
Original Return Tax Paid$5,747OriginalReturnTaxPaidAmt
Overpayment$985OverpaymentAmt
Applied To ES Tax$985AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM COLLINSIndividualWithBooksNm
Phone6464359170PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16597 NICHOLAS BLVD APT 1903AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILLIAM COLLINS
6597 NICHOLAS BLVDNAPLESFL34108PRESIDENT002.00$0
LESLEY COLLINS
6597 NICHOLAS BLVDNAPLESFL34108SECRETARY001.00$0
BRIAN COLLINS
187 WASHINGTON PARKBROOKLYNNY11205TRUSTEE001.00$0
JENNIFER COLLINS
25 NORTH MOORE STREETNEW YORKNY10013TRUSTEE001.00$0
COURTNEY COLLINS
101 WARREN STREET APT 2630NEW YORKNY10013TRUSTEE001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ONLY ACTIVITY IS TO MAKE CASH CONTRIBUTIONS TO ORGANIZED CHARITIES SEE SCHEDULE FOR PART XVDescription1Txt
Expenses1$367,550Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,958,368AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$94,267AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,052,635TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,052,635AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$120,790CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,931,845NetVlNoncharitableAssetsAmt
Minimum Investment Return$396,592MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$396,592MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,762TaxBasedOnInvestmentIncomeAmt
Total Tax$4,762TotalTaxAmt
Distributable Before Adj$391,830DistributableBeforeAdjAmt
Distributable Before Ded$391,830DistributableBeforeDedAmt
Distributable As Adjusted$391,830DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$367,550ExpensesAndContributionsAmt
Qualifying Distributions$367,550QualifyingDistributionsAmt
Adjusted Qualifying Distri$367,550AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$391,830DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,932ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$418,521ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$285,923ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$147,490ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$903,866TotalExcessDistributionCyovAmt
Qualifying Distributions$367,550QualifyingDistributionsAmt
Applied To Current Year$367,550AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$24,280ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$24,280ExcessDistributionCyovAppCYAmt
Total Corpus$879,586TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,652ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$851,934ExcessDistriCyovToNextYrAmt
Excess From Year4$418,521ExcessFromYear4Amt
Excess From Year3$285,923ExcessFromYear3Amt
Excess From Year2$147,490ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM COLLINSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHBISHOP'S ANNUAL APPEAL
171 CLINTON AVENEWARKNJ07104CHARITY$500
CARE
PO BOX 7039MERRIFIELDVA22116CHARITY$500
CATALOG FOR GIVING
1115 BROADWAYNEW YORKNY10010CHARITY$1,000
CATHOLIC CHARITIES OF NEW YORK
1011 FIRST AVENEW YORKNY10022CHARITY$1,000
BOY SCOUTS OF AMERICA
PO BOX 152079IRVINGTX75015CHARITY$2,500
HARRY CHAPIN FOOD BANK
3760 FOWLER STFORT MYERSFL33901CHARITY$1,000
CATHOLIC CHARITIES OF VENICE FLORIDA
1000 PINEBROOK ROADVENICEFL34285CHARITY$1,000
CITY MEALS ON WHEELS
307 KENT AVEBROOKLYNNY11249CHARITY$500
COMMUNITY FOODBANK OF NEW JERSEY
31 EVANS TERMINALHILLSIDENJ07205CHARITY$500
CONGREGATION OF THE MISSION
206 TROLLEY SQUAREWILMINGTONDE19806CHARITY$1,000
CLASSROOM
1960 UNIVERSITY AVEBRONXNY10452CHARITY$2,500
COVENANT HOUSE
461 EIGHTH AVENEW YORKNY10001CHARITY$500
DWIGHT ENGLEWOOD SCHOOL
315 PALISADES AVEENGLEWOODNJ07531CHARITY$5,000
GUADALUPE CENTER O F NAPLES FLORIDA
509 HOPE CIRCLEIMMOLCALEEFL34142CHARITY$500
FUND FOR AMERICAN STUDIES
1707 NEW HAMPSHIRE AVEWASHINGTONDC20009CHARITY$500
GEORGETOWN UNIV FUND
37TH AND 0 STREETS NWWASHINGTONDC20057CHARITY$1,000
HUMANE SOCIETY OF NAPLES FLORIDA
370 AIRPORT-PULLING RDNAPLESFL34104CHARITY$500
HUMC FOUNDATION
30 PROSPECT AVEHACKENSACKNJ07601CHARITY$5,000
NIAGARA UNIVERSITY
LEWISTON ROADLEWISTONNY14109CHARITY$1,000
OXFAM AMERICA
226 CAUSEWAYBOSTONMA02114CHARITY$1,000
DOCTORS WITHOUT BORDERS
40 RECTOR STNEW YORKNY10006CHARITY$500
RBARI RAMAPO SHELTER
2 SHELTER LANEOAKLANDNJ07436CHARITY$300
ROBIN HOOD FOUNDATION
111 BROADWAYNEW YORKNY10006CHARITY$1,000
ST JOHN'S UNIVERSITY
8000 UTOPIA PARKWAYJAMAICANY11439CHARITY$330,000
ST JOHN'S BREAD AND LIFE
8000 UTOPIA PARKWAYJAMAICANY11439CHARITY$1,000
ST JOHN NEUMAN
3000 53RD ST NWNAPLESFL34116CHARITY$2,000
ST LUKE'S SCHOOL
487 HUDSON STNEW YORKNY10014CHARITY$500
ST MATTHEW'S HOUSE OF NAPLES FLORIDA
2001 AIRPORT RD SNAPLESFL34112CHARITY$1,000
ST THERESE RC CHURCH
120 MONROE AVECRESSKILLNJ07626CHARITY$500
SALVATION ARMY OF NJ
PO BOX3124UNIONNJ07083CHARITY$500
SOUTHAMPTON ANIMAL SHELTER FDN
102 OLD RIVERHEAD ROADHAMPTON BAYSNY11946CHARITY$250
TEAM RUBICON
6171 W CENTURY BLVDLOS ANGELESCA90045CHARITY$500
USO
PO BOX 96860WASHINGTONDC20090CHARITY$500
WE ARE LIVING STONES
171 CLIFTON AVENEWARKNJ07104CHARITY$1,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVE NWWASHINGTONDC20009CHARITY$500
SALVATION ARMY OF FLORIDA
PO BOX 8209NAPLESFL34101CHARITY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$367,550TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATIONCategoryTxt
Amt$14,000Amt
Net Investment Income$14,000NetInvestmentIncomeAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNot Required to because the Foundation doesnt accept contributions from the publicExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY MANAGED ACCTAT COST$105,696$142,096
HAWTHORN MANAGED ACCOUNTAT COST$6,425,301$7,573,911

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNSETTLED PURCHASESDesc
BOY Book Value$73,600BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITALDesc
Amt$1,131Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ADVISEMENT FEES$30,419$3,419
MISC$30$30

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$1,211$1,211
FORM PF$2,000$2,000

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