CONDUIT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CONDUIT FOUNDATION (EIN 04-3684566)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349104576
- 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
- General Explanation Attachment
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:49:18-06:00 | 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 | 10022 | 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 | 043684566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDUIT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WM DOYLE JR WINSTON & STRAWN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COND | BusinessNameControlTxt |
| Phone | 3125585600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 W WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606019703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A MESSER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3125585600 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMMANUEL T CHIRICO | PreparerPersonNm |
| PTIN | P00891698 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.197.213.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 17:27:25 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DC0B0D3D57C65E63E4E5DD57EC55C105810819AE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,421,961 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,159,938 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,821 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,821 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,580 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,093 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,175,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,914 | 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 |
| Legal Fees Rev And Expnss | $748 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $748 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,813 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,788 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,353,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,353,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,400,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,397,378 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$224,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $274,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,895 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $3,372,025 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,343,066 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,343,066 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,646,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,421,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,421,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,646,788 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,421,961 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,646,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,421,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,646,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,421,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,646,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$224,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,421,961 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,421,961 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,323,661 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $240,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 17.942438 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,886,080 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,223,140 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.359566 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,898,321 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,401,494 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.852073 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,141,387 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,405,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.334293 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,695,824 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,943,182 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.339388 | DistributionYr5Rt |
| Total Distribution | 21.827758 | TotalDistributionRt |
| Average Distribution | 4.365552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $114,971 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $501,912 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $501,963 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,397,378 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $51 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,449 | OverpaymentAmt |
| Applied To ES Tax | $4,449 | 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 | IL | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M DOYLE JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3125585600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST WACKER DRIVE 38TH FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M DOYLE JR | ||||||||
| 35 W WACKER DRIVE 38TH FL | CHICAGO | IL | 60601 | V.P, SEC. & TREAS. | 1.00 | $0 | $0 | $0 |
| DAVID A MESSER | ||||||||
| 1 ZACCHEUS MEAD LANE | GREENWICH | CT | 06831 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID B BRAINSON | ||||||||
| 2 ELIZABETH ROAD | NEW ROCHELLE | NY | 10804 | EXECUTIVE DIRECTOR | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $116,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51 | TotalTaxAmt |
| Distributable Before Adj | $5,698 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,698 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,397,378 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,397,378 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $51 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,397,327 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,698 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,826,848 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,730,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,829,605 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,314,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,701,295 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,397,378 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,698 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,391,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,092,975 | 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 | $14,092,975 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,826,848 | ExcessFromYear4Amt |
| Excess From Year3 | $2,730,596 | ExcessFromYear3Amt |
| Excess From Year2 | $2,829,605 | ExcessFromYear2Amt |
| Excess From Year1 | $4,314,246 | ExcessFromYear1Amt |
| Excess From Current Year | $2,391,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A MESSER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF HERZOG | ||||||||
| 57 W 57TH STREET SUITE 4 | NEW YORK | NY | 10019 | N/A | PC | GENERAL PURPOSES | $80,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H ST NW | WASHINGTON DC | DC | 200012604 | N/A | PC | GENERAL PURPOSES | $100,000 | |
| CARMEL ACADEMY | ||||||||
| 270 LAKE AVE | GREENWICH | CT | 06830 | N/A | PC | GENERAL PURPOSES | $500,000 | |
| CHABAD LUBAVITCH OF GREENWICH | ||||||||
| 75 MASON STREET | GREENWICH | CT | 06830 | N/A | PC | GENERAL PURPOSES | $143,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BLVD MZ Z3B | BOSTON | MA | 02210 | N/A | PC | GENERAL PURPOSES | $50,000 | |
| FRIENDS OF ASOR FUND USA | ||||||||
| ONE COMMERCE PLAZA 99 WASHINGTON | ALBANY | NY | 122102822 | N/A | PC | GENERAL PURPOSES | $18,000 | AVE SUITE 805-A |
| ISRAEL EMERGENCY ALLIANCE | ||||||||
| 3710 ROBERSTON BOULEVARD | CULVER CITY | CA | 90232 | N/A | PC | GENERAL PURPOSES | $100,000 | |
| ISRAEL SCHOLARSHIP EDUCATION FOUNDATION | ||||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL PURPOSES | $46,000 | |
| JOSEPH SLIFKA CENTER FOR JEWISH | ||||||||
| 80 WALL STREET | NEW HAVEN | CT | 06511 | N/A | PC | GENERAL PURPOSES | $50,000 | |
| MANHATTAN JEWISH EXPERIENCE | ||||||||
| 131 W 86TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL PURPOSES | $100,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||
| 630 3RD AVENUE ROOM 1501 | NEW YORK | NY | 10017 | N/A | PC | GENERAL PURPOSES | $635,000 | |
| PLANT HERITAGE | ||||||||
| 351 LONGWOOD ROAD | KENNETT SQUARE | PA | 19348 | N/A | PC | GENERAL PURPOSES | $6,355 | |
| SALANTER AKIBA RIVERDALE ACADEMY | ||||||||
| 655 W 254TH STREET | BRONX | CT | 10471 | N/A | PC | GENERAL PURPOSES | $50,000 | |
| THE CENTRAL FUND OF ISRAEL | ||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | N/A | PC | GENERAL PURPOSES | $200,100 | |
| THE JEWISH CENTER | ||||||||
| 131 W 86TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL PURPOSES | $100,000 | |
| UJA FEDERATION GREENWICH | ||||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | N/A | PC | GENERAL PURPOSES | $100,000 | |
| WESTCHESTER HEBREW HIGH SCHOOL | ||||||||
| 856 ORIENTA AVE | MAMARONECK | NY | 10543 | N/A | PC | GENERAL PURPOSES | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,353,455 | 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 | $1,821 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $13,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,401 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID A MESSER | |||||||
| 1 | 1 ZACCHEUS MEAD LANE | GREENWICH | CT | 06831 | $9,938 | Yes (X) | |
| DAVID A MESSER | |||||||
| 2 | 1 ZACCHEUS MEAD LANE | GREENWICH | CT | 06831 | $2,150,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2019 EXPENSES PAID ON BEHALF OF THE FOUNDATION | NoncashPropertyDesc |
| Fair Market Value | $9,938 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES | CategoryTxt |
| Amt | $7,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,150 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF PART VII-B STATEMENTS REGARDING ACTIVITIES | FormAndLineReferenceDesc |
| Medium Explanation | LINE 1A(4) PAY COMPENSATION TO A DISQUALIFIED PERSONPAYMENTS OF $36,020 WERE MADE DURING THE YEAR TO THE BRAINSON GROUP INC. THE EXECUTIVE DIRECTOR, DAVID BRAINSON IS THE OWNER OF THIS ENTITY. | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WINSTON STRAWN | CategoryTxt |
| Legal Fees | $748 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $748 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT-LOAN TO CARMEL ACADEMY | $3,239,000 | $3,239,000 | $3,239,000 |
| COLLECTION OF 1,654 BOTTLES OF KOSHER WINE | $110,358 | $104,066 | $104,066 |
| CASH IN TRANSIT | $22,667 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $0 | $25 |
| WINE STORAGE FEES | $2,788 | $2,788 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SALE OF WINE COLLECTION | $6,093 | $6,093 | $6,093 |
| FEDERAL & STATE TAX REFUNDS | $7,487 | $0 | $7,487 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THE BRAINSON GROUP INC. | CategoryTxt |
| Amt | $36,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,000 | DisbursementsCharitablePrpsAmt |
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