BRODER FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BRODER FAMILY FOUNDATION INC (EIN 20-3979691)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-08
IRS object ID
201922209349100232
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)
Return2019-08-08T14:33:37-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203979691EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Broder Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBRODBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL G BRODERPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-07-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520192205000004FederalOriginalSubmissionId
Federal Original Submission Id2019-08-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54CCAE8F7BC02385263C2CCCA723B6609AD4C170AtSubmissionCreationDeviceId
At Submission Filing Device Id78D185D94E59032E4B5D677F857013E059842DEAAtSubmissionFilingDeviceId
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$38,217,661FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$99,700InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$99,700InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$281,898DividendsRevAndExpnssAmt
Dividends Net Invst Incm$281,898DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,261,726NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,705,007GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,261,726CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$247,914OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$247,914OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,891,238TotalRevAndExpnssAmt
Total Net Invst Incm$5,891,238TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$144,539TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$293,419OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$204,428OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$88,554OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$437,958TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$204,428TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$88,554TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,650,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,650,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,087,958TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$204,428TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,738,554TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,803,280ExcessRevenueOverExpensesAmt
Net Investment Income$5,686,810NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,732,208SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,565,191SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,565,191SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,457,067CorporateStockBOYAmt
Corporate Stock EOY$20,372,971CorporateStockEOYAmt
Corporate Stock EOYFMV$20,613,319CorporateStockEOYFMVAmt
Other Investments BOY$5,430,887OtherInvestmentsBOYAmt
Other Investments EOY$8,485,280OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,039,151OtherInvestmentsEOYFMVAmt
Total Assets BOY$28,620,162TotalAssetsBOYAmt
Total Assets EOY$32,423,442TotalAssetsEOYAmt
Total Assets EOYFMV$38,217,661TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$28,620,162RetainedEarningBOYAmt
Retained Earning EOY$32,423,442RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,620,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,423,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,620,162TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$32,423,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,620,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,803,280ExcessRevenueOverExpensesAmt
Subtotal$32,423,442SubtotalAmt
Tot Net Ast Or Fund Balances EOY$32,423,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
Publicly-traded Securities$3,605,306$3,154,625$450,681$450,681
Passthrough K1 Capital Gain/(Loss)$147,699
MEDALLION INTERNATIONAL LTD.$996,850$96,888$899,962$899,962P2013-01-012018-03-30
MEDALLION INTERNATIONAL LTD.$1,500,000$135,625$1,364,375$1,364,375P2013-01-012018-06-30
MEDALLION INTERNATIONAL LTD.$2,602,851$203,842$2,399,009$2,399,009P2013-01-012018-09-28
FieldValueIRS element (for citing)
Capital Gain Net Income$5,261,726CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,566,414AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$38,306,356NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,353,157AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$33,107,046NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040872DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,210,009AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,118,384NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043033DistributionYr3Rt
Adjusted Qlfy Distri Yr4$738,852AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,633,969NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029993DistributionYr4Rt
Adjusted Qlfy Distri Yr5$306,346AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,142,419NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.015209DistributionYr5Rt
Total Distribution0.169999TotalDistributionRt
Average Distribution0.034AverageDistributionRt
Net Vl Noncharitable Assets$39,842,620NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,354,649AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$56,868NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,411,517AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,738,554QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$56,868InvestmentIncomeExciseTaxAmt
Subtotal$56,868SubtotalAmt
Tax Based On Investment Income$56,868TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$152,878EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$152,878TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$96,010OverpaymentAmt
Applied To ES Tax$56,900AppliedToESTaxAmt
Refund$39,110RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Paul G Broder
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Kimberly J Griffiths
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 WALLS DRIVE 3RD FLAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Service TypeADMINISTRATIVEServiceTypeTxt
Compensation$88,529CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,936,262AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,554,516AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,958,582FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,449,360TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,449,360AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$606,740CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,842,620NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,992,131MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,992,131MinimumInvestmentReturnAmt
Tax Based On Investment Income$56,868TaxBasedOnInvestmentIncomeAmt
Total Tax$56,868TotalTaxAmt
Distributable Before Adj$1,935,263DistributableBeforeAdjAmt
Distributable Before Ded$1,935,263DistributableBeforeDedAmt
Distributable As Adjusted$1,935,263DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,738,554ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,738,554QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$56,868PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,681,686AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,935,263DistributableAsAdjustedAmt
Undistributed Income PY$1,734,428UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Qualifying Distributions$1,738,554QualifyingDistributionsAmt
Applied To Year1$1,734,428AppliedToYear1Amt
Applied To Current Year$4,126AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,931,137UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKimberly J GriffithsContributingManagerNm
Contributing ManagerPaul G BroderContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMNESTY INTERNATIONAL OF THE USA INC
5 PENN PLZ 16TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$25,000
BAYVILLE FREE LIBRARY
34 SCHOOL STBAYVILLENY11709N/APCGeneral & Unrestricted$10,000
BIG FLUFFY DOG RESCUE
196 JEFFERSON PIKELA VERGNETN37086N/APCGeneral & Unrestricted$8,500
CALIFORNIA COMMUNITY FOUNDATION
221 S FIGUEROA STLOS ANGELESCA90012N/APCWILDFIRE RELIEF FUND$50,000
CANINE COMPANIONS FOR INDEPENDENCE
PO BOX 446SANTA ROSACA95402N/APCGeneral & Unrestricted$8,500
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AV NWWASHINGTONDC20036N/APCGeneral & Unrestricted$25,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001N/APCGeneral & Unrestricted$25,000
CHILDREN'S TUMOR FOUNDATION
120 WALL ST 16TH FLNEW YORKNY10005N/APCGeneral & Unrestricted$10,000
CONNECTICUT FUND FOR THE ENVIRONMENT INC
900 CHAPEL ST UPPER MEZZANINENEW HAVENCT06510N/APCGeneral & Unrestricted$5,000
COPE FOUNDATION INC
718 WALT WHITMAN RD UNIT 1251MELVILLENY11747N/APCGeneral & Unrestricted$20,000
DRUGS FOR NEGLECTED DISEASESINITIATIVE NORTH AMERI
40 RECTOR ST 16TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$25,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BLVD NCW4BBOSTONMA02210N/APCGeneral & Unrestricted$906,000
FOLDS OF HONOR FOUNDATION
8551 N 125TH E AVE STE 100OWASSOOK74055N/APCGeneral & Unrestricted$10,000
FRIENDS ACADEMY
270 DUCK POND RDLOCUST VALLEYNY11560N/APCGeneral & Unrestricted$140,000
FRIENDS OF NASSAU COUNTY BAILEY ARBORETUM
BAYVILLE RD AND FEEKS LNLOCUST VALLEYNY11560N/APCGeneral & Unrestricted$10,000
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007N/APCGeneral & Unrestricted$100,000
GLOBAL FUND FOR CHILDREN
1101 FOURTEENTH ST NW STE 420WASHINGTONDC20005N/APCGeneral & Unrestricted$25,000
GRASSROOTS INTERNATIONAL INC
179 BOYLSTON ST 4TH FLBOSTONMA02130N/APCGeneral & Unrestricted$25,000
HEARTS FOR HEROES CORP
PO BOX 394BEDFORDNY10506N/APCGeneral & Unrestricted$10,000
INSTITUTE FOR JUSTICE
901 N GLEBE RD STE 900ARLINGTONVA22203N/APCGeneral & Unrestricted$25,000
KIAWAH CARES FOUNDATION
23 BEACHWALKER DRKIAWAH ISLANDSC29455N/APCGeneral & Unrestricted$20,000
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$25,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065N/APCGeneral & Unrestricted$25,000
MOUNTAIN RESCUE ASPEN INC
37925 HWY 82ASPENCO81611N/APCGeneral & Unrestricted$5,000
NORTH SHORE SHELTERING PROGRAM INC
PO BOX 415GLEN COVENY11542N/APCGeneral & Unrestricted$10,000
OAK NECK ATHLETIC COUNCIL INC
PO BOX 1421BAYVILLENY11709N/APCGeneral & Unrestricted$5,000
OLD FIELD FARMS LTD
PO BOX 598STONY BROOKNY11790N/APCGeneral & Unrestricted$7,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS ST 10TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$25,000
PLANTING FIELDS FOUNDATION
PO BOX 58OYSTER BAYNY11771N/APCGeneral & Unrestricted$10,000
SACRED HEART UNIVERSITY - WSHU PUBLIC RADIO
5151 PARK AVEFAIRFIELDCT06825N/APCGeneral & Unrestricted$15,000
SOCIAL PROMISE INC
650 S WOODED HILLS DRGREENCASTLEIN46135N/APCGeneral & Unrestricted$10,000
UNITED STATES EQUESTRIAN FEDERATION INC
4047 IRON WORKS PKWYLEXINGTONKY40511N/APCGeneral & Unrestricted$10,000
WHEELS FOR HUMANITY
9509 VASSAR AVE UNIT ACHATSWORTHCA91311N/APCGeneral & Unrestricted$15,000
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC20090N/APCGeneral & Unrestricted$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,650,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$99,700ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$281,898ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,261,726ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Inc/LossDesc
Exclusion14ExclusionCd
Exclusion$247,914ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,891,238ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,891,238TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INTERNATL INDEX INSTL$4,843,831$4,868,017
FIDELITY SEL PORT NATURAL RESO$4,986,793$4,010,286
FIDELITY TOTAL MARKET INDEX FU$6,273,636$7,370,016
SPDR GOLD SHARES$4,268,711$4,365,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
MEDALLION INTERNATIONAL LTD.$324,598$4,673,119
MERITAGE HOLDINGS, LTD CLASS C$1,585,145$2,113,188
RENAISSANCE INSTL DIVERSIFIED$6,575,537$7,252,844

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$88,529$88,529
K-1 Exp RENAISSANCE INSTL DIVE$204,865$204,428
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 Inc/Loss RENAISSANCE INSTL DIVERSIFIED GLOBALDesc
Revenue And Expenses Per Books$247,914RevenueAndExpensesPerBooksAmt
Net Investment Income$247,914NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$45,600
990-PF Extension for 2017$98,939

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