BETA

TOWNSEND FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TOWNSEND FAMILY FOUNDATION (EIN 13-3748079)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-13
IRS object ID
202001959349101645
Schema version
2018v3.3
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)
Return2020-07-13T15:20:43-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Ayco Company LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 15201AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133748079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Townsend Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE AYCO COMPANY LP - NTGInCareOfNm
Business Name ControlTOWNBusinessNameControlTxt
Phone5186405000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O Ayco Company PO Box 15201AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN TOWNSENDPersonNm
Person TitletrusteePersonTitleTxt
Phone5186405000PhoneNum
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine DiIonnaPreparerPersonNm
PTINP00999533PTIN
Phone5156405000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address204.4.182.14IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id14257320201955000079FederalOriginalSubmissionId
Federal Original Submission Id2020-07-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAFE86CFD14D69789519B9E7485F3C2DF8B4016A8AtSubmissionCreationDeviceId
At Submission Filing Device IdC77BC720B91A75C1FAEB91D5519194E917B92E14AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,229,738FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,455,250ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,524InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,524InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,734DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,734DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,647,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,823,483GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,647,139CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,246OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,246OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,170,893TotalRevAndExpnssAmt
Total Net Invst Incm$2,715,643TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$17,940TaxesRevAndExpnssAmt
Taxes Net Invst Incm$995TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$58,533OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57,865OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$76,473TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58,860TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,724,155ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,724,155ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,800,628TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58,860TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,724,155TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,370,265ExcessRevenueOverExpensesAmt
Net Investment Income$2,656,783NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$394,943SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$159,750SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$159,750SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,744,053OtherInvestmentsBOYAmt
Other Investments EOY$3,102,590OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,069,988OtherInvestmentsEOYFMVAmt
Other Assets BOY$25,485OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,164,481TotalAssetsBOYAmt
Total Assets EOY$3,262,340TotalAssetsEOYAmt
Total Assets EOYFMV$4,229,738TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,164,481CapitalStockBOYAmt
Capital Stock EOY$3,262,340CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,164,481TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,262,340TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,164,481TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,262,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,164,481TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,370,265ExcessRevenueOverExpensesAmt
Subtotal$5,534,746SubtotalAmt
Other Decreases$2,272,406OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,262,340TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES - GS 7948PropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$2,463,120GrossSalesPriceAmt
Cost Or Other Basis$176,344CostOrOtherBasisAmt
Gain Or Loss$2,286,776GainOrLossAmt
Gains Minus Excess Or Losses$2,286,776GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,647,139CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,997,590AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,658,186NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.092779DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,438,761AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,424,340NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.325192DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,503,916AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,370,321NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.572936DistributionYr3Rt
Adjusted Qlfy Distri Yr4$734,434AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,556,526NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.161183DistributionYr4Rt
Adjusted Qlfy Distri Yr5$853,865AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,625,489NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.235517DistributionYr5Rt
Total Distribution2.387607TotalDistributionRt
Average Distribution0.477521AverageDistributionRt
Net Vl Noncharitable Assets$3,983,682NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,902,292AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,568NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,928,860AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,724,155QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$26,568InvestmentIncomeExciseTaxAmt
Subtotal$26,568SubtotalAmt
Tax Based On Investment Income$26,568TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,006EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$27,006TotalPaymentsAndCreditsAmt
Overpayment$438OverpaymentAmt
Applied To ES Tax$438AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE AYCO COMPANY LP - NTGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5186405000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 COLISEUM DRIVEAddressLine1Txt
CityCohoesCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12047ZIPCd
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 ActsYes (true)UncorrectedPriorActsInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN L TOWNSEND III
C/O Ayco Company PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0
MARREE S TOWNSEND
C/O Ayco Company PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, ORGANIZATIONS EXEMPT UNDER IRC SECTION 501C3.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,779,663AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$264,684AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,044,347TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,044,347AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,665CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,983,682NetVlNoncharitableAssetsAmt
Minimum Investment Return$199,184MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$199,184MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,568TaxBasedOnInvestmentIncomeAmt
Total Tax$26,568TotalTaxAmt
Distributable Before Adj$172,616DistributableBeforeAdjAmt
Distributable Before Ded$172,616DistributableBeforeDedAmt
Distributable As Adjusted$172,616DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,724,155ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,724,155QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$26,568PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,697,587AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$172,616DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$681,521ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$547,233ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,325,508ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,245,952ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,895,197ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,695,411TotalExcessDistributionCyovAmt
Qualifying Distributions$2,724,155QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$172,616AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,551,539RemainingDistriFromCorpusAmt
Total Corpus$11,246,950TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$681,521ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,565,429ExcessDistriCyovToNextYrAmt
Excess From Year4$547,233ExcessFromYear4Amt
Excess From Year3$2,325,508ExcessFromYear3Amt
Excess From Year2$1,245,952ExcessFromYear2Amt
Excess From Year1$3,895,197ExcessFromYear1Amt
Excess From Current Year$2,551,539ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN L TOWNSEND IIIContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED LISTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1variousAddressLine1Txt
CityvariousCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONE 501(C)(3)RecipientRelationshipTxt
Grant Or Contribution PurposeFOR GENERAL CHARITABLE PURPOSESGrantOrContributionPurposeTxt
Amt$2,724,155Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,724,155TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,524ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,734ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$4,246ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,647,139ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,715,643ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,715,643TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Numbern/aLineNumberTxt
Relationship StatementNot ApplicableRelationshipStatementTxt

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
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JOHN L TOWNSEND III
1C/O THE AYCO CO PO Box 15201AlbanyNY122125201$6,500Yes (X)
JOHN L TOWNSEND III
2C/O THE AYCO CO PO Box 15201AlbanyNY122125201$2,448,750Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property12,500 shrs GS Group Inc.NoncashPropertyDesc
Fair Market Value$2,448,750FairMarketValueAmt
Received2019-06-20ReceivedDt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
K-1 DYNAMIC EQUITY$3,008,550$3,967,538
K-1 GS CAPITAL PTR VI PARALLEL$94,040$102,450

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCOUNTS RECEIVABLEDesc
BOY Book Value$25,485BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S COST BASIS FOR$0
STOCK DONATED TO THE FOUNDATION$2,272,406

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT MANAGEMENT FEES$28,440$28,440
PORTFOLIO DEDUCTIONS FROM K-1$29,425$29,425
NONDEDUCTIBLE EXPENSE FROM K-1$513
ALM PUBLICATION FEE$155

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ordinary income/loss from k-1-$7-$7
other income/loss from k-1$73$73
Sec 988 gain/loss from k-1$4,180$4,180

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$995$995
FEDERAL TAX PAYMENTS$14,549
TAXES W/H FROM K-1 DISTRIB$2,396

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