SCRIPPS FAMILY FUND FOR EDUCATION AND THE ARTS: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCRIPPS FAMILY FUND FOR EDUCATION AND THE ARTS (EIN 47-2630731)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-16
- IRS object ID
- 201911369349100406
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-16T08:30:10-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352181574 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRAMAR SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 GRANDVIEW DR SUITE 400 | AddressLine1Txt |
| City | FT MITCHELL | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410172086 | 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 | 472630731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIPPS FAMILY FUND FOR EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | AND THE ARTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 8596554514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 250 GRANDVIEW DR NO 400 | AddressLine1Txt |
| City | FT MITCHELL | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA SCRIPPS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8596554502 | PhoneNum |
| Signature | 2019-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN KEMPTON | PreparerPersonNm |
| PTIN | P00964653 | PTIN |
| Phone | 8596554514 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.196.134.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-16 | IPDt |
| IP Tm | 08:01:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E4C15207DC127BDB52450F77D4060F40C3F1AE4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4869E5F49B9973F149F13A18DEB0F85868CD0247 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,404,453 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $534,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $534,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,047,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,815,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $824,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,350,261 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $382 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $382 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,531 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,531 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,482 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,478 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $391,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $510,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $524,911 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $524,911 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,034,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $616,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,322,779 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,454,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,701,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,701,538 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,556,705 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,099,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,702,915 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,011,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,800,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,404,453 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $125,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $158,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $125,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $158,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,886,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,642,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,886,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,642,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,011,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,800,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,886,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,675,937 | SubtotalAmt |
| Other Decreases | $33,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,642,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 99,018 SHS SCRIPPS NETWORKS INTERACTIVE CLASS A | D | 1938-03-02 | 2018-03-07 | $8,911,756 | $9,717 | $8,902,039 | $8,902,039 |
| 64,372 SHS SCRIPPS NETWORKS INTERACTIVE CLASS A | D | 1938-03-02 | 2018-03-07 | $5,793,568 | $6,317 | $5,787,251 | $5,787,251 |
| 52,110 SHS SCRIPPS NETWORKS INTERACTIVE CLASS A | D | 1938-03-02 | 2018-03-07 | $4,689,971 | $5,114 | $4,684,857 | $4,684,857 |
| .20 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-13 | $4 | $4 | $0 | $0 |
| 51,120 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-16 | $1,108,527 | $1,167,944 | -$59,417 | -$59,417 |
| 20,295 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-19 | $434,528 | $463,682 | -$29,154 | -$29,154 |
| 17,106 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-20 | $353,219 | $390,822 | -$37,603 | -$37,603 |
| 23,037 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-21 | $471,425 | $526,329 | -$54,904 | -$54,904 |
| 12,107 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-22 | $243,436 | $276,610 | -$33,174 | -$33,174 |
| 12,948 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-23 | $257,639 | $295,824 | -$38,185 | -$38,185 |
| 24,974 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-26 | $490,735 | $570,583 | -$79,848 | -$79,848 |
| 13,898 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-27 | $275,246 | $317,529 | -$42,283 | -$42,283 |
| 14,324 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-28 | $282,383 | $327,262 | -$44,879 | -$44,879 |
| 38,276 DISCOVERY COMMUNICATION INC | P | 2018-03-07 | 2018-03-29 | $735,326 | $874,496 | -$139,170 | -$139,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,815,530 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $360,248 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,496,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037936 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $150,574 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,630,384 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057244 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,433 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 524.498233 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 524.593413 | TotalDistributionRt |
| Average Distribution | 131.148353 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,712,050 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,847,499,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $193,228 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,847,692,826 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $616,322 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $386,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $386,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $386,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $390,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $390,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,544 | OverpaymentAmt |
| Applied To ES Tax | $3,544 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRACY T WARD | IndividualWithBooksNm |
| Phone | 8596554514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 GRANDVIEW DR SUITE 400 | AddressLine1Txt |
| City | FT MITCHELL | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41017 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| J SEBASTIAN SCRIPPS | ||||||||
| 250 GRANDVIEW DR SUITE 400 | FT MITCHELL | KY | 41017 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| BARBARA BRIGGS SCRIPPS | ||||||||
| 250 GRANDVIEW DR SUITE 400 | FT MITCHELL | KY | 41017 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRAMAR FIDUCIARY CORP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST LIBERTY ST 10TH FLOOR | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES, ACCOUNTING, TAX & ADMINISTRATIVE SERVICES | ServiceTypeTxt |
| Compensation | $73,013 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $18,425,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,617,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,042,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,042,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $330,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,712,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,085,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,085,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $386,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $386,456 | TotalTaxAmt |
| Distributable Before Adj | $699,147 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $699,147 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $699,147 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $616,322 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $616,322 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $616,322 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $699,147 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $37,228 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,560 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $135,788 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $616,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $616,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $82,825 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $82,825 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,963 | 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 | $52,963 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $52,963 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J SEBASTIAN SCRIPPS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHFORD SCHOOL | |||||||
| 440 WESTFORD ROAD | ASHFORD | CT | 06278 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $140 |
| BROOKLYN MIDDLE SCHOOL | |||||||
| 119 GORMAN ROAD | BROOKLYN | CT | 06234 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $800 |
| CONNECT-US | |||||||
| 855 MAIN STREET 10TH FLOOR | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT OF THE YOUTH LEADERSHIP TEAM | $30,000 |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | SUPPORT THE ACCESS MEMBERSHIP PROGRAM | $35,000 |
| DISCOVERING AMISTAD INC | |||||||
| 129 CHURCH ST STE 521 | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | SUPPORT FOR EDUCATIONAL PROGRAMMING FOR SCHOOLS IN BRIDGEPORT | $30,000 |
| GOODSPEED OPERA HOUSE FOUNDATION INC | |||||||
| POST OFFICE BOX A | EAST HADDAM | CT | 064230281 | NONE | PUBLIC CHARITY | SUPPORT OF THE ARTS EDUCATION COLLABORATION PROGRAM | $32,000 |
| HAMPTON ELEMENTARY SCHOOL | |||||||
| 380 MAIN STREET | HAMPTON | CT | 06247 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $599 |
| HARTFORD STAGE COMPANY | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | SCHOLARSHIP SUPPORT FOR UNDERSERVED STUDENTS IN THE SUMMER STUDIO PROGRAM | $32,000 |
| HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM | |||||||
| 120 POST ROAD WEST SUITE 202 | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | SUPPORT EXPANSION IN BRIDGEPORT AND DEVELOPMENT OF HORIZONS BRIDGEPORT WITH FUNDING FOR HIRING OF REGIONAL DIRECTOR AND SUPPORT STAFFING COSTS | $100,000 |
| KILLINGLY MEMORIAL SCHOOL | |||||||
| 339 MAIN STREET | KILLINGLY | CT | 06239 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $800 |
| LITTLE KIDS ROCKS INC | |||||||
| 271 GROVE AVENUE BUILDING E-2 | VERONA | NJ | 07044 | NONE | PUBLIC CHARITY | SUPPORT EXPANSION OF THE MODERN BAND MUSIC PROGRAM TO PUBLIC SCHOOLS IN RURAL AREAS OF CONNECTICUT | $35,000 |
| MARY R FISHER ELEMENTARY SCHOOL | |||||||
| 785 RIVERSIDE DRIVE | N GROSVENORDALE | CT | 06255 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $1,160 |
| MYSTIC SEAPORT MUSEUM INC | |||||||
| PO BOX 6000 | MYSTIC | CT | 063550990 | NONE | PUBLIC CHARITY | SUPPORT THE PRE-PROFESSIONAL INTERNSHIP PROGRAM | $25,000 |
| NEW ENGLAND SCIENCE AND SAILING FOUNDATION INC | |||||||
| PO BOX 733 | STONINGTON | CT | 06378 | NONE | PUBLIC CHARITY | SUPPORT AN EVALUATION AND OUTCOMES MEASUREMENT PROGRAM | $25,000 |
| NORTH WINDHAM SCHOOL | |||||||
| 112 JORDAN LANE | NORTH WINDHAM | CT | 06256 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $800 |
| OLD STURBRIDGE INC | |||||||
| 369 MAIN STREET | STURBRIDGE | MA | 01566 | NONE | PUBLIC CHARITY | PROVIDE FIELD TRIP ACCESS FOR UNDERSERVED CONNECTICUT SCHOOL DISTRICTS | $25,000 |
| PARISH HILL HIGH SCHOOL | |||||||
| 304 PARISH HILL ROAD | CHAPLIN | CT | 06235 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $400 |
| PARISH HILL MIDDLE HIGH SCHOOL | |||||||
| 304 PARISH HILL ROAD | CHAPLIN | CT | 06235 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $800 |
| PLAINFIELD HIGH SCHOOL | |||||||
| 87 PUTNAM ROAD | CENTRAL VILLAGE | CT | 06332 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $394 |
| POMFRET COMMUNITY SCHOOL | |||||||
| 20 POMFRET STREET | POMFRET CENTER | CT | 06259 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $438 |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | SUPPORT EXPANSION OF EARLY LITERACY PROGRAM TO NEW CLINIC SITES | $30,000 |
| SEA RESEARCH FOUNDATION INC DBA MYSTIC AQUARIUM | |||||||
| 55 COOGAN BOULEVARD | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | EASTCONN STEM EDUCATION PARTNERSHIP PROGRAM | $35,000 |
| SHEPARD HILL ELEMENTARY SCHOOL | |||||||
| 234 SHEPARD HILL ROAD | PLAINFIELD | CT | 06374 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $1,200 |
| TEAK FELLOWSHIP | |||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | SUPPORT PROGRAM EXPANSION TO A NEW SITE IN QUEENS AND FOR NEW ADMISSIONS STAFF TO SUPPORT RECRUITING EFFORTS | $50,000 |
| THE KLEIN MEMORIAL AUDITORIUM FOUNDATION | |||||||
| 910 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | NONE | PUBLIC CHARITY | SUPPORT PROGRAM ADMINISTRATOR POSITION TO STRENGTHEN AFTER SCHOOL AND SUMMER PROGRAMS & BUILD ORGANIZATIONAL CAPACITY | $30,000 |
| WB SWEENEY SCHOOL | |||||||
| 60 OAK HILL DRIVE | WILLIMANTIC | CT | 06226 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $761 |
| WINDHAM CENTER SCHOOL | |||||||
| 45 NORTH ROAD 1 | WINDHAM | CT | 06280 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $1,200 |
| WINDHAM HIGH SCHOOL | |||||||
| 355 HIGH STREET | WILLIMANTIC | CT | 06226 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $737 |
| WOODSTOCK ELEMENTARY SCHOOL | |||||||
| 24 FROG POND ROAD | WOODSTOCK | CT | 06281 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $524,911 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534,731 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $814,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $814,704 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LAURENCE AND BETTY HALE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 697 POMFRET STREET | AddressLine1Txt |
| City | POMFRET CENTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MFC FEES | CategoryTxt |
| Amt | $45,531 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45,531 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 106,395.35 SHS DFA INTL CORE EQUITY | AT COST | $1,555,500 | $1,244,826 |
| 30,657.674 SHS DFA EMERGE MKTS CORE EQUITY | AT COST | $727,200 | $590,160 |
| 291,066.283 DFA INT EXT QUALITY | AT COST | $3,030,000 | $2,974,697 |
| 254,621.849 DFA SHORT TERM EXTENDED QUALITY | AT COST | $2,727,000 | $2,691,353 |
| 66,868.441 TORTOISE MLP & PIPELINE | AT COST | $828,500 | $736,222 |
| 37,979.604 VANGUARD SMALL CAP VL INDEX INSTIT | AT COST | $1,191,800 | $1,040,261 |
| 133,044.975 VANGUARD VALUE INDEX-INSTITU | AT COST | $5,413,600 | $5,078,327 |
| 62,918.933 VANGUARD GROWTH INDEX INSTIT | AT COST | $4,625,800 | $4,347,069 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $382 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $382 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS PAYABLE ADJUSTMENT | Desc |
| Amt | $33,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DELAWARE SECRETARY OF STATE - ANNUAL FILING FEE | $25 | $0 | $0 | $25 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY MEMBERSHIP | $1,100 | $0 | $0 | $1,100 |
| ADMINISTRATIVE EXPENSES | $3,895 | $0 | $0 | $3,895 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISSIONBRIDGE PHILANTHROPY | $40,478 | $0 | $0 | $40,478 |
| MFC INVESTMENT FEES | $27,482 | $27,482 | $0 | $0 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2017 TAX PAYMENT | $1,188 | $0 | $0 | $0 |
| 2018 ESTIMATED TAX PAYMENTS | $390,000 | $0 | $0 | $0 |
Comments