BETA

MCKINNON FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MCKINNON FAMILY FOUNDATION (EIN 35-7079265)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-26
IRS object ID
201911169349100111
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)
Return2019-04-26T09:11:46-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133737887PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TREBATCH LICHTENSTEIN AVRUTINE AND COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 THIRD AVENUE 4TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357079265EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCKINNON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCKIBusinessNameControlTxt
Phone2036980007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O TREBATCH 950 THIRD AVE NO FL 4AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL I MCKINNONPersonNm
Person TitleDIRECTOR, CHAIRPersonTitleTxt
Phone2036980007PhoneNum
Signature2019-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE M LICHTENSTEINPreparerPersonNm
PTINP01072489PTIN
Phone2128265050PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.65.78.182IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-26IPDt
IP Tm10:11:54IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7D6185CC5D2DD17CA47D2C25C76FC81B384113BBAtSubmissionCreationDeviceId
At Submission Filing Device IdACA15FCBE91A34C4DF75A91F26DAA17C71FFF526AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,597,095FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,879,143ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,996InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,996InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$99,452DividendsRevAndExpnssAmt
Dividends Net Invst Incm$99,452DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$47,409NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,980,478GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,657,831CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,037,000TotalRevAndExpnssAmt
Total Net Invst Incm$2,768,279TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,436TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,436TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25,481OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,481OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,717TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,717TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$756,833ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$756,833ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$790,550TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,717TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$756,833TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,246,450ExcessRevenueOverExpensesAmt
Net Investment Income$2,734,562NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,185CashBOYAmt
Cash EOY$173,951CashEOYAmt
Cash EOYFMV$173,951CashEOYFMVAmt
Other Investments BOY$2,071,667OtherInvestmentsBOYAmt
Other Investments EOY$5,125,152OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,423,144OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,119,852TotalAssetsBOYAmt
Total Assets EOY$5,299,103TotalAssetsEOYAmt
Total Assets EOYFMV$5,597,095TotalAssetsEOYFMVAmt
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$2,119,852RetainedEarningBOYAmt
Retained Earning EOY$5,299,103RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,119,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,299,103TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,119,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,299,103TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,119,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,246,450ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,366,302SubtotalAmt
Other Decreases$67,199OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,299,103TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THROUGH NORTHERN TRUSTP$105,118$106,444-$1,326-$1,326
THROUGH NORTHERN TRUSTP$4,833,115$2,216,203$2,616,912$2,616,912
CAPITAL GAINS DIVIDENDSP$42,245$42,245$42,245
FieldValueIRS element (for citing)
Capital Gain Net Income$2,657,831CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,241,820AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,494,662NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.299503DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,791AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,074,110NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055666DistributionYr2Rt
Adjusted Qlfy Distri Yr3$59,813AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$966,302NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061899DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,246NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution1.417068TotalDistributionRt
Average Distribution0.354267AverageDistributionRt
Net Vl Noncharitable Assets$4,337,466NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,536,621AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$27,346NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,563,967AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$756,833QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54,691InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$54,691SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$54,691TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$29,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$25,691TaxDueAmt

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 StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL I MCKINNONIndividualWithBooksNm
Phone2036980007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line134 INDIAN POINT LANEAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL I MCKINNONN
34 INDIAN POINT LANERIVERSIDECT06878DIRECTOR, CHAIR0.00$0$0$0
SONNET MCKINNON
34 INDIAN POINT LANERIVERSIDECT06878DIRECTOR0.00$0$0$0
WYETH GOODENOUGH
195 LAGUNITAS ROADROSSCA94957DIRECTOR0.00$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$4,292,451AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,068AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,403,519TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,403,519AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$66,053CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,337,466NetVlNoncharitableAssetsAmt
Minimum Investment Return$216,873MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$216,873MinimumInvestmentReturnAmt
Tax Based On Investment Income$54,691TaxBasedOnInvestmentIncomeAmt
Total Tax$54,691TotalTaxAmt
Distributable Before Adj$162,182DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$162,182DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$162,182DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$756,833ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$756,833QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$756,833AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$162,182DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$11,734ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,503ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,193,447ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,211,684TotalExcessDistributionCyovAmt
Qualifying Distributions$756,833QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$162,182AppliedToCurrentYearAmt
Remaining Distri From Corpus$594,651RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,806,335TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,806,335ExcessDistriCyovToNextYrAmt
Excess From Year3$11,734ExcessFromYear3Amt
Excess From Year2$6,503ExcessFromYear2Amt
Excess From Year1$3,193,447ExcessFromYear1Amt
Excess From Current Year$594,651ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDANIEL I MCKINNONNContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDANIEL I MCKINNONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line134 INDIAN POINT LANEAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2036980007RecipientPhoneNum
Form And Info And MaterialsTHE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS, TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT AND BALANCE SHEET, AND WHETHER THE ORGANIZATION IS A 501(C)(3) ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/A N/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LIFE SPRING NETWORK
2189 W BOWLER STCHICAGOIL60612NONEPUBLIC CHARITYSOCIAL SERVICES$20,000
SERVANT PARTNERS
PO BOX 3144POMONACA91769NONEPUBLIC CHARITYCOMMUNITY SERVICES$2,500
GREENWICH ACADEMY
200 NORTH MAPLE AVENUEGREENWICHCT06830NONEPUBLIC CHARITYEDUCATION$113,333
IMENTOR
30 BROAD STNEW YORKNY10004NONEPUBLIC CHARITYEDUCATION$25,000
NEW MEXICO SCHOOL FOR THE ARTS
500 MONTEZUMA AVENUESANTA FENM87501NONEPUBLIC CHARITYEDUCATION$10,000
SANDIA PREP
532 OSUNA ROAD NEALBUQUERQUENM87113NONEPUBLIC CHARITYEDUCATION$1,000
SANTA FE INSTITUTE
1399 HYDE PARK ROADSANTA FENM06830NONEPUBLIC CHARITYDEDICATED TO THE MULTIDISCIPLINARY STUDY OF THE FUNDAMENTAL PRINCIPLES OF COMPLEX ADAPTIVE SYSTEMS, INCLUDING PHYSICAL, COMPUTATIONAL, BIOLOGICAL, AND SOCIAL SYSTEMS$25,000
TEACH FOR AMERICA
370 JAMES STREETNEW HAVENCT06513NONEPUBLIC CHARITYEDUCATION$10,000
USTA PLAYER DEVELOPMENT
10000 USTA BOULEVARDORLANDOFL32827NONEPUBLIC CHARITYTO DEVELOP WORLD-CLASS AMERICAN PLAYERS, DEVELOPING AND UTILIZING EDUCATION, TRAINING AND COACHING RESOURCES TO SERVE TEAM USA.$100,000
HARVARD BUSINESS SCHOOL
124 MOUNT AUBURN STREETCAMBRIDGEMA92138NONEPUBLIC CHARITYEDUCATION$50,000
ALBUQUERQUE ACADEMY
6400 WYOMING BLVD NEALBUQUERQUENM87109NONEPUBLIC CHARITYEDUCATION$10,000
JDRF
60 WALNUT STREETWELLESLEY HILLSMA02481NONEPUBLIC CHARITYMEDICAL$10,000
DUKE UNIVERSITY
BOX 90581DURHAMNC90581NONEPUBLIC CHARITYMEDICAL$300,000
THE BATTERY FOUNDATION
387 TEHAMA STSAN FRANCISCOCA94103NONEPUBLIC CHARITYSOCIAL SERVICES$20,000
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830NONEPUBLIC CHARITYEDUCATION$30,000
MARIN ACADEMY
1600 MISSION AVENUESAN RAFAELCA94901NONEPUBLIC CHARITYEDUCATION$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$756,833TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$10,996UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$99,452UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$47,409UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$157,857UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$157,857TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME WILL BE CONTRIBUTED TO CHARITIES WHICH IS THE
8PURPOSE OF THE FOUNDATION

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
DANIEL I MCKINNON
134 INDIAN POINT LANERIVERSIDECT06878$60,000Yes (X)
DANIEL I MCKINNON
234 INDIAN POINT LANERIVERSIDECT06878$491,606Yes (X)
DANIEL I MCKINNON
334 INDIAN POINT LANERIVERSIDECT06878$896,610Yes (X)
DANIEL I MCKINNON
434 INDIAN POINT LANERIVERSIDECT06878$971,740Yes (X)
DANIEL I MCKINNON
534 INDIAN POINT LANERIVERSIDECT06878$979,007Yes (X)
DANIEL I MCKINNON
634 INDIAN POINT LANERIVERSIDECT06878$480,180Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1CASH$60,0002018-12-28
2ASPEN TECHNOLOGY$491,6062018-09-04
3BLUEPRINT MEDICINES CORP$896,6102018-06-25
4TWITTER$971,7402018-06-25
5BLUEPRINT MEDICINES CORP$979,0072018-09-04
6APPTIO INC$480,1802018-10-02

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,800Amt
Net Investment Income$4,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMARKETABLE SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$5,125,152BookValueAmt
EOYFMV$5,423,144EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK TAX DIFFERENCE$13
FEDERAL EXCISE TAX$67,186

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$25,481RevenueAndExpensesPerBooksAmt
Net Investment Income$25,481NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDANIEL I MCKINNONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line134 INDIAN POINT LANEAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$3,436Amt
Net Investment Income$3,436NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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