THE NOMMONTU FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE NOMMONTU FOUNDATION INC (EIN 31-1787455)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-02
IRS object ID
201910929349100106
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-02T10:46:10-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010720052PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORRISON BROWN ARGIZ & FARRA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11450 BRICKELL AVENUE 18TH FLOORAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311787455EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NOMMONTU FOUNDATION INCBusinessNameLine1Txt
Business Name Line2F/K/A MARISA MULLER CHARITABLE FOUNDATIOBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNOMMBusinessNameControlTxt
Phone3053492368PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FTCI 2 ALHAMBRA PLAZA NO PH 1-AAddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARISA MULLERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3053492368PhoneNum
Signature2019-04-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEIF NOVIE CPAPreparerPersonNm
PTINP00548257PTIN
Phone3053735500PhoneNum
Preparation2019-04-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.140.52.131IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-01IPDt
IP Tm18:06:53IPTm
IP TimezoneUSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC00600189F8BF2771FC5DFB99C06F363DF8338C4AtSubmissionCreationDeviceId
At Submission Filing Device Id4EE4DC83981F0B774A7407456DD2F18A0F1EBC69AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,176,248FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$28,218InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,218InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$94,682DividendsRevAndExpnssAmt
Dividends Net Invst Incm$93,134DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$314,786NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,151,633GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$314,786CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$437,686TotalRevAndExpnssAmt
Total Net Invst Incm$436,138TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$61LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$15LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$46LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$51,546OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,773OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$25,773OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,769TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,024TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,012OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,012OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$69,388TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,812TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,831TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$318,515ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$318,515ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$387,903TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,812TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$353,346TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,783ExcessRevenueOverExpensesAmt
Net Investment Income$407,326NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$31,081SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$272,040SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$272,040SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,842,879CorporateStockBOYAmt
Corporate Stock EOY$3,663,918CorporateStockEOYAmt
Corporate Stock EOYFMV$5,566,961CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,353,552CorporateBondsBOYAmt
Corporate Bonds EOY$1,341,735CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,337,247CorporateBondsEOYFMVAmt
Total Assets BOY$5,227,512TotalAssetsBOYAmt
Total Assets EOY$5,277,693TotalAssetsEOYAmt
Total Assets EOYFMV$7,176,248TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,227,512RetainedEarningBOYAmt
Retained Earning EOY$5,277,693RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,227,512TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,277,693TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,227,512TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,277,693TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,227,512TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,783ExcessRevenueOverExpensesAmt
Other Increases$398OtherIncreasesAmt
Subtotal$5,277,693SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,277,693TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDUCIARY TRUST #6100 (SEE STATEMENT ATTACHED)P2018-12-31$194,529$236,038-$41,509-$41,509
FIDUCIARY TRUST #6100 (SEE STATEMENT ATTACHED)P2018-12-31$48,788$48,788$48,788
FIDUCIARY TRUST #6100 (SEE STATEMENT ATTACHED)P2018-12-31$806,962$583,257$223,705$223,705
FIDUCIARY TRUST #6100 (SEE STATEMENT ATTACHED)P2018-12-31$101,270$17,552$83,718$83,718
CLASS ACTION LAWSUITP2018-12-31$84$84$84
FieldValueIRS element (for citing)
Capital Gain Net Income$314,786CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,147InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,147SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,147TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$300EsPenaltyAmt
Tax Due$8,447TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFIDUCIARY TRUSTIndividualWithBooksNm
Phone3053492362PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 ALHAMBRA PLAZA PENTHOUSE 1-AAddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOYCE MULLER
C/O FIDUCIARY TRUST 2 ALHAMBRACIRCLECORAL GABLESFL33134DIRECTOR0.00$0$0$0
MARISA MULLER
C/O FIDUCIARY TRUST 2 ALHAMBRACIRCLECORAL GABLESFL33134DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,566,616AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$284,468AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,851,084TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,851,084AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$117,766CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,733,318NetVlNoncharitableAssetsAmt
Minimum Investment Return$386,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$386,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,147TaxBasedOnInvestmentIncomeAmt
Total Tax$8,147TotalTaxAmt
Distributable Before Adj$378,519DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$378,519DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$378,519DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$353,346ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$353,346QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$353,346AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$378,519DistributableAsAdjustedAmt
Undistributed Income PY$303,115UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$353,346QualifyingDistributionsAmt
Applied To Year1$303,115AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$328,288UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
3 GENERATIONS
258 7TH AVENUENEW YORKNY10001PUBLIC CHARITYPROGRAM SUPPORT$10,000
AMNESTY INTERNATIONAL
5 PENN PLAZA 16 FLNEW YORKNY10001PUBLIC CHARITYPROGRAM SUPPORT$15,000
AMREF USA
4 WEST 43RD STREET 2ND FLOORNEW YORKNY10036PUBLIC CHARITYPROGRAM SUPPORT$30,000
ASPEN INSTITUTE
ONE DUPONT CIRCLE NW STE 700WASHINGTONDC200361133PUBLIC CHARITYPROGRAM SUPPORT$10,400
BATONGA FOUNDATION
1140 3RD ST NE STE 2016WASHINGTONDC20002PUBLIC CHARITYPROGRAM SUPPORT$10,000
CHICKEN & EGG PICTURES
45 MAIN STREET SUITE 506BROOKLYNNY11201PUBLIC CHARITYPROGRAM SUPPORT$10,000
HUMAN RIGHTS WATCH
350 FIFTH AVENUENEW YORKNY10018PUBLIC CHARITYPROGRAM SUPPORT$5,000
HUMAN RIGHTS WATCH
350 FIFTH AVENUENEW YORKNY10018PUBLIC CHARITYPROGRAM SUPPORT$50,000
INTERNATIONAL CRISIS GROUP
708 3RD AVENUE SUITE 1705NEW YORKNY10017PUBLIC CHARITYPROGRAM SUPPORT$25,000
NATIONAL GEOGRAPHIC - DOGS RESCUE
1145 17TH STREET NWWASHINGTONDC20036PUBLIC CHARITYPROGRAM SUPPORT$25,000
RENAISSNACE CHARITABLE FOUNDATION
6100 W 96TH ST STE 105INDIANAPOLISIN46278PUBLIC CHARITYPROGRAM SUPPORT$63,115
SYNERGOS
3 EAST 54TH STREET 14TH FLOORNEW YORKNY10022PUBLIC CHARITYPROGRAM SUPPORT$20,000
TOSTAN
2721 DECATUR PLACE NWWASHINGTONDC20008PUBLIC CHARITYPROGRAM SUPPORT$15,000
WOMEN FOR WOMEN INTERNATIONAL
2000 M STREET STE 200WASHINGTONDC20036PUBLIC CHARITYPROGRAM SUPPORT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$318,515TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,218ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,682ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$314,786ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$437,686ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$437,686TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$4,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS PRIOR TO 2013.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDUCIARY TRUST COMPANY INTERNATIONALBondNm
EOY Book Value$1,341,735EOYBookValueAmt
EOYFMV$1,337,247EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDUCIARY TRUST COMPANY INTERNATIONALStockNm
EOY Book Value$3,663,918EOYBookValueAmt
EOYFMV$5,566,961EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Legal Fees$61LegalFeesAmt
Net Investment Income$15NetInvestmentIncomeAmt
Disbursements Charitable Prps$46DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPHILANTHROPY WORKSHOPSDesc
Revenue And Expenses Per Books$6,012RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,012DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMISC DIFFERENCEDesc
Amt$398Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$51,546Amt
Net Investment Income$25,773NetInvestmentIncomeAmt
Disbursements Charitable Prps$25,773DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$2,024$2,024$0
990-PF TAX PAYMENTS$5,745$0$0

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