BRITTON FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRITTON FAMILY FOUNDATION INC (EIN 47-4377534)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-02
- IRS object ID
- 202002469349100515
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-02T16:00:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2020-08-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.162.82.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-02 | IPDt |
| IP Tm | 15:43:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8014D1ED4C8A2356BC16CA1BD647B715D864CCDB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,608,684 | 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 | $265,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,373,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $297,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,328 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,191 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,191 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,958 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $830 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $935,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $935,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $962,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $948,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$665,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,333 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241 | CashBOYAmt |
| Cash EOY | $10,208 | CashEOYAmt |
| Cash EOYFMV | $10,208 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,226 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,268 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,370,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,580,208 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,580,208 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,407,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,608,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,608,684 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,407,475 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,608,684 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,407,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,608,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,407,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,608,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,407,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$665,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,866,661 | OtherIncreasesAmt |
| Subtotal | $12,608,684 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,608,684 | 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 | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,123,049 | $1,148,117 | -$25,068 | -$25,068 | |||
| BNP LEVERED MARKET PLUS SX5E 7/31/19 | $250,000 | $250,000 | $0 | $0 | P | 2018-01-31 | 2019-07-31 |
| CAPITAL GAINS DIVIDENDS | $930 | $930 | $930 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,138 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $459,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,435,779 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040139 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $302,249 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,198,710 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.252145 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,735 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,849 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.137040 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $156,749 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,001 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.028576 | DistributionYr4Rt |
| Total Distribution | 6.457900 | TotalDistributionRt |
| Average Distribution | 1.614475 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,994,856 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,365,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $473 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,365,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $948,033 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $947 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $947 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,154 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,154 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,207 | OverpaymentAmt |
| Applied To ES Tax | $3,207 | 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 | $0 | $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 | $12,106,162 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,177,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,177,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,994,856 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $599,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $599,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $947 | TotalTaxAmt |
| Distributable Before Adj | $598,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $598,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $598,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $948,033 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $948,033 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $948,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $598,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $44,153 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,643 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $242,318 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $290,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $948,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $598,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $349,237 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $639,351 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $639,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,153 | ExcessFromYear4Amt |
| Excess From Year3 | $3,643 | ExcessFromYear3Amt |
| Excess From Year2 | $242,318 | ExcessFromYear2Amt |
| Excess From Current Year | $349,237 | 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 (18 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHILDREN WITH CANCER UK | ||||||||||||
| 51 GREAT ORMOND STREET | LONDON | UK | WC1N 3JQ | N/A | NC | GENERAL SUPPORT | $38,774 | |||||
| CLIC SARGENT | ||||||||||||
| 77-85 FULHAM PALACE ROAD | LONDON | UK | W6 8JA | N/A | NC | GENERAL SUPPORT | $44,514 | |||||
| AMERICAN FRIENDS OF THE UK CLOCKTOWER FUND INC | ||||||||||||
| N/A | PF | GENERAL SUPPORT | $35,000 | 80 BROAD STREET FLOOR 15 | NEW YORK | NY | 100042256 | |||||
| FARMON FOUNDATION | ||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $3,250 | 556 EMPIRE ROAD | COPAKE | NY | 125161257 | |||||
| FRIENDS OF TJ FOUNDATION | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $10,000 | 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 117242209 | |||||
| FRIENDS SEMINARY | ||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $118,000 | 222 E 16TH STREET | NEW YORK | NY | 100033703 | |||||
| GIGANTIC PRODUCTIONS | ||||||||||||
| N/A | NC | GENERAL SUPPORT | $10,000 | 11 JAY STREET APT 1 | NEW YORK | NY | 100132847 | |||||
| JUST CAPITAL FOUNDATIONINC | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $30,000 | 44 E 30TH STREET 11TH FLOOR | NEW YORK | NY | 100167605 | |||||
| MINDS MATTER OF NYC INC | ||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $1,000 | 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 100366700 | FLOOR | ||||
| NEW YORK OPPORTUNITY NETWORK | ||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $76,850 | 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 100042794 | |||||
| PITCHPALACE GLOBAL | ||||||||||||
| BUCKINGHAM PALACE | LONDON | UK | SW1A 1AA | N/A | NC | GENERAL SUPPORT | $63,981 | |||||
| POND THEATRE COMPANY | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,000 | 370 WASHINGTON AVENUE | BROOKLYN | NY | 112381110 | |||||
| R BABY FOUNDATION | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,000 | 1460 BROADWAY | NEW YORK | NY | 100367329 | |||||
| RIDERS FOR HEALTH II INC | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $1,000 | C/O BROWN STURM 260 E JEFFERSON | ROCKVILLE | MD | 208502333 | STREET 2ND FLOOR | ||||
| SVAS | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $1,000 | PO BOX 582 | SALISBURY | CT | 060680582 | |||||
| TATE AMERICAS FOUNDATION | ||||||||||||
| N/A | PC | EDUCATION - GENERAL SUPPORT | $200,000 | 520 W 27TH STREET SUITE 404 | NEW YORK | NY | 100015548 | |||||
| US SOCCER FEDERATION FOUNDATION | ||||||||||||
| N/A | PC | YOUTH DEVELOPMENT - GENERAL SUPPORT | $100,000 | 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 200364001 | |||||
| WILSON'S SCHOOL | ||||||||||||
| MOLLISON DRIVE WALLINGTON | SURREY | UK | SM6 9JW | N/A | NC | EDUCATION - GENERAL SUPPORT | $191,643 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $935,012 | 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 | $521 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,539 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAUL BRITTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 WEST 16TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100116000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $265,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING AND TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $12,191 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,191 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (10 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 | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE UK CLOCKTOWER FUND INC | ||||||||||||||
| 80 BROAD STREET FLOOR 15 | NEW YORK | NY | 100042256 | 2019-07-23 | $35,000 | TO SUPPORT THE PROGRAM OF A CHARITABLE COMPANY. | $35,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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. | ||||
| 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 | $26,232 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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 | ||||||||||||||
| 2019-05-03 | $44,514 | TO SUPPORT THE PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND NO. 1107328 AND SCOTLAND NO. SC039857 | $44,514 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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 | ||||
| GIGANTIC PRODUCTIONS | ||||||||||||||
| 11 JAY STREET APT 1 | NEW YORK | NY | 100132847 | 2019-07-23 | $10,000 | TO SUPPORT THE MISSION OF THE GRANTEE. | $10,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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. | ||||
| PITCHPALACE GLOBAL | ||||||||||||||
| 2019-06-25 | $63,981 | TO SUPPORT THE PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND NO. 1107328 AND SCOTLAND NO. SC039857 | $63,981 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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. | BUCKINGHAM PALACE | LONDON | UK | SW1A 1AA | ||||
| WILSON'S SCHOOL | ||||||||||||||
| 2019-01-17 | $38,790 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $38,790 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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 | ||||||||||||||
| 2019-03-12 | $32,860 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $32,860 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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 | ||||||||||||||
| 2019-04-24 | $32,757 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $32,757 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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 | ||||||||||||||
| 2019-07-23 | $47,345 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $47,345 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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 | ||||||||||||||
| 2019-12-17 | $39,891 | TO SUPPORT THE EDUCATIONAL PROGRAM OF A CHARITABLE COMPANY LIMITED BY GUARANTEE REGISTERED IN ENGLAND AND WALES NO. 7536970. | $39,891 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 12/31/19 | 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 | ||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPSTONE EQUITY REPLACEMENT FUND (CAYMAN) LTD. | FMV | $1,134,422 | $1,134,422 |
| CAPSTONE VOL (OFFSHORE) LIMITED | FMV | $9,531,178 | $9,531,178 |
| DYAL IV OFFSHORE INVESTORS LP | FMV | $100,836 | $100,836 |
| FIDELITY 500 INDEX FD-AI (FXAIX) 6,580.512 SHARES | FMV | $737,149 | $737,149 |
| FIDELITY INTERNATIONAL INDEX FUND (FSPSX) 3,759.234 SHARES | FMV | $161,497 | $161,497 |
| ISHARES 20+ YEAR TREASURY BOND FUND (TLT) 268.000 SHARES | FMV | $36,309 | $36,309 |
| ISHARES 7-10 YEAR TREASURY BOND FUND (IEF) 335.000 SHARES | FMV | $36,924 | $36,924 |
| ISHARES CORE MSCI EUROPE (IEUR) 1,488.000 SHARES | FMV | $74,207 | $74,207 |
| ISHARES CORE U.S. AGGREGATE (AGG) 4,231.000 SHARES | FMV | $475,437 | $475,437 |
| ISHARES INC MSCI JAPAN NEW (EWJ) 601.000 SHARES | FMV | $35,603 | $35,603 |
| ISHARES MSCI CANADA ETF (EWC) 614.000 SHARES | FMV | $18,352 | $18,352 |
| ISHARES MSCI PACIFIC EX JAPAN (EPP) 390.000 SHARES | FMV | $18,057 | $18,057 |
| ISHARES TIPS BOND ETF (TIP) 160.000 SHARES | FMV | $18,651 | $18,651 |
| VANGUARD TOTAL INTL BND-ADM (VTABX) 8,911.830 SHARES | FMV | $201,586 | $201,586 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $80 | $0 | $80 |
| FILING FEES | $750 | $0 | $750 |
| OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1 | $0 | $37 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,866,661 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $14,958 | Amt |
| Net Investment Income | $14,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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