GERALD AND JANET CARRUS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GERALD AND JANET CARRUS FOUNDATION (EIN 13-3929249)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349103827
- Schema version
- 2018v3.1
- 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
- Compensation Explanation
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T17:34:13-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133929249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerald & Janet Carrus Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET CARRUS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520193195000096 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,323,698 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $574,567 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,758 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,758 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $210,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,943 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,230,038 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $429,163 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,125,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $642,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,514 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,514 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $903 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $903 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $66,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,369 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,434 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $353 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $353 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,201 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,971 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,160,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,160,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,363,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,281,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$238,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $576,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $566,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $468,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $468,129 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,004,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,864,104 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,855,569 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,570,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,332,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,323,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,570,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,332,233 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,570,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,332,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,570,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,332,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,570,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$238,115 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,332,233 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,332,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,230,038 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,800,875 | CostOrOtherBasisAmt |
| Gain Or Loss | $429,163 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $429,163 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $429,163 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,589,470 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,001,625 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.198643 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,388,886 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,698,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.72128 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,378,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,498,339 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.450569 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,014,451 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,237,770 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.268243 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,604,586 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,275,100 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.130719 | DistributionYr5Rt |
| Total Distribution | 1.769454 | TotalDistributionRt |
| Average Distribution | 0.353891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,163,766 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,242,974 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,765 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,248,739 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,281,571 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,530 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,530 | SubtotalAmt |
| Tax Based On Investment Income | $11,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,019 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,419 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $111 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Janet Carrus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Robin Miller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Michelle Peperone | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Renee Peperone | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Cathey Romano | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Executive Dir | 1.0 | $80,000 | $411 | $0 |
| Irving Sitnick | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GW & Wade LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $66,369 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,038,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,303,316 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,303,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,163,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $458,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $458,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,530 | TotalTaxAmt |
| Distributable Before Adj | $446,658 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $446,658 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $446,658 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,281,571 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,281,571 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,281,571 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $446,658 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $524,255 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,478,724 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,034,809 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,155,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,227,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,420,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,281,571 | QualifyingDistributionsAmt |
| Applied To Current Year | $446,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $834,913 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,255,362 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $524,255 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,731,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,478,724 | ExcessFromYear4Amt |
| Excess From Year3 | $3,034,809 | ExcessFromYear3Amt |
| Excess From Year2 | $3,155,338 | ExcessFromYear2Amt |
| Excess From Year1 | $1,227,323 | ExcessFromYear1Amt |
| Excess From Current Year | $834,913 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Janet Carrus | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BATONGA FOUNDATION | |||||||
| 1140 3RD ST N E | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $5,100 |
| BETHEL WOODS CENTER FOR THE ARTS INC | |||||||
| PO BOX 222 | LIBERTY | NY | 12754 | N/A | PC | Identity Photography Program for Teens | $25,000 |
| BK ROT INC | |||||||
| 221 STUYVESANT AVE | BROOKLYN | NY | 11221 | N/A | PC | General & Unrestricted | $10,000 |
| CITYSPROUTS INC | |||||||
| 678 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | Middle School Programs in the Cambridge/Boston areas | $15,000 |
| CLARA LIONEL FOUNDATION | |||||||
| FFO LLC 135 W 50TH ST 19TH | NEW YORK | NY | 10019 | N/A | PC | Charitable Event | $25,000 |
| FEEDING WESTCHESTER INC | |||||||
| 200 CLEARBROOK RD | ELMSFORD | NY | 10523 | N/A | PC | Food Bank for Westchester - Food Growing Project | $50,000 |
| FOCUS ON TANZANIAN COMMUNITIES INC | |||||||
| 14 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | N/A | PC | Sukenya Dispensary Housing Project | $10,000 |
| HETRICK-MARTIN INSTITUTE INC | |||||||
| 2 ASTOR PL 3RD FL | NEW YORK | NY | 10003 | N/A | PC | 40th Anniversary Storytelling Program | $50,000 |
| HUDSON VALLEY SEED INC | |||||||
| 380 MAIN ST UNIT 200 | BEACON | NY | 12508 | N/A | PC | Kingston Elementary School Programs | $25,000 |
| SUSTAINABLE JERSEY INC | |||||||
| 1251 AVE OF THE AMERICAS | NEW YORK | NY | 10020 | N/A | PC | General & Unrestricted | $50,000 |
| THE CENTER FOR DISCOVERY INC | |||||||
| PO BOX 840 | HARRIS | NY | 12742 | N/A | PC | Hurleyville Arts Centre Challenge Project | $400,000 |
| THE CENTER FOR DISCOVERY INC | |||||||
| PO BOX 840 | HARRIS | NY | 12742 | N/A | PC | Hurleyville Arts Centre Challenge 2016 Project | $133,000 |
| THE CENTER FOR DISCOVERY INC | |||||||
| PO BOX 840 | HARRIS | NY | 12742 | N/A | PC | Playground Equipment for Hurleyville Playground Project - "Imagine" | $100,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | Columbia College of Physicians & Surgeons | $250,000 |
| VITAL THEATRE COMPANY INC | |||||||
| 410 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | showcase performance of "Owen and Mzee the Musical" at the Western Arts Alliance booking conference in Las Vegas | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,160,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,758 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $550,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $550,735 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Dara Spiess CRUT | |||||||
| 1 | 19 Lincoln Place Unit52 | Ossining | NY | 10562 | $190,435 | Yes (X) | Yes (X) |
| Sari Spiess CRUT | |||||||
| 2 | 19 Lincoln Place Unit52 | Ossining | NY | 10562 | $197,591 | Yes (X) | Yes (X) |
| Susan Bodanksy CRUT | |||||||
| 3 | 19 Lincoln Place Unit52 | Ossining | NY | 10562 | $186,541 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (49 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES RUSSELL MIDCAP G IN FD IWP, 20 sh. | $2,529 | 2018-05-16 |
| 1 | ISHARES TRUST RUSSELL MIDCAP INDEX FUND IWR, 50 sh. | $10,561 | 2018-05-16 |
| 1 | ISHARES RUSSELL 2000 IWM, 40 sh. | $6,416 | 2018-05-16 |
| 1 | ISHARES MSCI EMERGING MARKETS INDEX FD EEM, 240 sh. | $11,303 | 2018-05-16 |
| 1 | COLUMBIA DIVIDEND INCOME FUND CL Y CDDYX, 1090 sh. | $24,209 | 2018-05-21 |
| 1 | EATON VANCE FLOATING RATE FUND INSTI SH EIBLX, 492 sh. | $4,458 | 2018-05-21 |
| 1 | HARBOR FDS INTL FD HAINX, 167 sh. | $11,498 | 2018-05-21 |
| 1 | CLEARBRIDGE SMALL CAP GROWTH CL I SBPYX, 90 sh. | $3,640 | 2018-05-21 |
| 1 | METROPOLITAN WEST RETURN BOND FUND CLAS MWTIX, 2733 sh. | $28,150 | 2018-05-21 |
| 1 | PIMCO TOTAL RETURN FUND PTTRX, 3113 sh. | $30,881 | 2018-05-21 |
| 1 | BLACKSTONE ALTERNATIVE INV FDS ALT MLT BXMIX, 1299 sh. | $13,886 | 2018-05-21 |
| 1 | COLUMBIA SMALL CAP VALUE FUND II CL 13 CRRYX, 149 sh. | $2,841 | 2018-05-21 |
| 1 | COLUMBIA SELECT LARGE CAP GROWTH FUND C ELGAX, 1062 sh. | $18,766 | 2018-05-21 |
| 1 | PIMCO HIGH-YIELD INSTL PHIYX, 212 sh. | $1,840 | 2018-05-21 |
| 1 | ROBECO BOSTON PARTNERS LONG SHORT RESEA BPIRX, 322 sh. | $5,458 | 2018-05-21 |
| 2 | ISHARES RUSSELL MIDCAP VALUE IWS, 90 sh. | $7,924 | 2018-05-16 |
| 2 | ISHARES RUSSELL MIDCAP VALUE IWS, 35 sh. | $3,081 | 2018-05-16 |
| 2 | ISHARES RUSSELL MIDCAP G IN FD IWP, 65 sh. | $8,220 | 2018-05-16 |
| 2 | VANGUARD SF REIT ETF VNQ, 20 sh. | $1,528 | 2018-05-16 |
| 2 | ISHARES MSCI EMERGING MARKETS INDEX FD EEM, 214 sh. | $10,078 | 2018-05-16 |
| 2 | COLUMBIA SELECT LARGE CAP GROWTH FUND C ELGAX, 1045 sh. | $18,465 | 2018-05-21 |
| 2 | COLUMBIA DIVIDEND INCOME FUND CL Y CDDYX, 1071 sh. | $23,787 | 2018-05-21 |
| 2 | EATON VANCE FLOATING RATE FUND INSTI SH EIBLX, 509 sh. | $4,612 | 2018-05-21 |
| 2 | HARBOR FDS INTL FD HAINX, 329 sh. | $22,652 | 2018-05-21 |
| 2 | CLEARBRIDGE SMALL CAP GROWTH CL I SBPYX, 154 sh. | $6,228 | 2018-05-21 |
| 2 | METROPOLITAN WEST RETURN BOND FUND CLAS MWTIX, 3288 sh. | $33,866 | 2018-05-21 |
| 2 | BLACKSTONE ALTERNATIVE INV FDS ALT MLT BXMIX, 1251 sh. | $13,373 | 2018-05-21 |
| 2 | COLUMBIA SMALL CAP VALUE FUND II CL 13 CRRYX, 319 sh. | $6,083 | 2018-05-21 |
| 2 | PIMCO TOTAL RETURN FUND PTTRX, 2268 sh. | $22,499 | 2018-05-21 |
| 2 | PIMCO HIGH-YIELD INSTL PHIYX, 534 sh. | $4,635 | 2018-05-21 |
| 2 | ROBECO BOSTON PARTNERS LONG SHORT RESEA BPIRX, 322 sh. | $5,458 | 2018-05-21 |
| 3 | ISHARES RUSSELL MIDCAP G IN FD IWP, 35 sh. | $4,426 | 2018-05-16 |
| 3 | ISHARES TRUST RUSSELL MIDCAP INDEX FUND IWR, 15 sh. | $3,168 | 2018-05-16 |
| 3 | ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 17 sh. | $2,408 | 2018-05-16 |
| 3 | ISHARES RUSSELL 2000 IWM, 45 sh. | $7,218 | 2018-05-16 |
| 3 | VANGUARD SF REIT ETF VNQ, 65 sh. | $4,965 | 2018-05-16 |
| 3 | ISHARES MSCI EMERGING MARKETS INDEX FD EEM, 270 sh. | $12,716 | 2018-05-16 |
| 3 | JOHN HANCOCK FDS III DISCIPLINED VALUE JVMIX, 153 sh. | $3,597 | 2018-06-04 |
| 3 | CLEARBRIDGE SMALL CAP GROWTH CL I SBPYX, 72 sh. | $2,989 | 2018-06-04 |
| 3 | METROPOLITAN WEST RETURN BOND FUND CLAS MWTIX, 2461 sh. | $25,496 | 2018-06-04 |
| 3 | PIMCO TOTAL RETURN FUND PTTRX, 3000 sh. | $29,880 | 2018-06-04 |
| 3 | PIMCO HIGH-YIELD INSTL PHIYX, 428 sh. | $3,715 | 2018-06-04 |
| 3 | ROBECO BOSTON PARTNERS LONG SHORT RESEA BPIRX, 257 sh. | $4,310 | 2018-06-04 |
| 3 | BLACKSTONE ALTERNATIVE INV FDS ALT MLT BXMIX, 1154 sh. | $12,267 | 2018-06-04 |
| 3 | COLUMBIA SMALL CAP VALUE FUND II CL 13 CRRYX, 122 sh. | $2,336 | 2018-06-04 |
| 3 | COLUMBIA SELECT LARGE CAP GROWTH FUND C ELGAX, 845 sh. | $15,354 | 2018-06-04 |
| 3 | COLUMBIA DIVIDEND INCOME FUND CL Y CDDYX, 1055 sh. | $23,527 | 2018-06-04 |
| 3 | EATON VANCE FLOATING RATE FUND INSTI SH EIBLX, 547 sh. | $4,950 | 2018-06-04 |
| 3 | HARBOR FDS INTL FD HAINX, 220 sh. | $14,958 | 2018-06-04 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathey Romano | PersonNm |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | GW Wade LLC | ContractorPersonNm |
| Explanation | investment management services | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISRUPTOR FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 72ND ST APT 903 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-09-27 | GrantDt |
| Grant | $82,500 | GrantAmt |
| Purpose Of Grant | TO SUPPORT THE DISRUPTOR AWARDS-HIROSHIMA(DA-H) PROJECT | PurposeOfGrantTxt |
| Expended By Grantee | $82,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 6/17/18 | DatesOfReportsByGranteeTxt |
| Results Of Verification | NONE NECESSARY | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMCAP FUND, INC., CLASS F-2 SH | $982,036 | $867,872 |
| FIDELITY ADVISOR FLOATING RATE | $1,460,763 | $1,395,762 |
| GATEWAY FUND CLASS Y | $906,196 | $856,975 |
| JANUS ENTERPRISE CL I | $856,229 | $793,591 |
| JOHN HANCOCK FDS III DISCIPLIN | $855,373 | $644,924 |
| MFS INTERNATIONAL VALUE I | $801,506 | $705,586 |
| PIMCO INCOME FUND | $1,225,040 | $1,175,320 |
| SUN AMERICA FOCUSED DIV STRATE | $963,277 | $793,410 |
| UNDISCOVERED MANAGERS BEHAVIOR | $813,684 | $622,129 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $903 | LegalFeesAmt |
| Disbursements Charitable Prps | $903 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $32,952 | $32,952 | |
| Bank Charges | $43 | $43 | |
| CREDIT CARD FEES | $150 | $150 | |
| Postage/Delivery Service | $24 | $24 | |
| State or Local Filing Fees | $75 | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $66,369 | Amt |
| Net Investment Income | $66,369 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Dara Spiess CRUT | |||
| 19 Lincoln Place Unit52 | Ossining | NY | 10562 |
| Sari Spiess CRUT | |||
| 19 Lincoln Place Unit52 | Ossining | NY | 10562 |
| Susan Bodanksy CRUT | |||
| 19 Lincoln Place Unit52 | Ossining | NY | 10562 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $4,400 |
| 990-PF Excise Tax for 2017 | $3 |
| 990-PF Extension for 2017 | $11,031 |
Comments