PRICE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PRICE FAMILY FOUNDATION INC (EIN 22-3483367)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-15
- IRS object ID
- 201922889349100942
- Schema version
- 2017v2.3
- 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
- Distribution From Corpus Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T19:40:31-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471686472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223483367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRICE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MICHAEL F PRICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIC | BusinessNameControlTxt |
| Phone | 9739212210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 LARGER CROSS ROAD | AddressLine1Txt |
| City | FAR HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07931 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PRICE | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 9739212210 | PhoneNum |
| Signature | 2019-10-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01404771 | PTIN |
| Phone | 2126791007 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.72.254.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 20:35:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CFD7F4EF4290E54E8279C8848DD4972A806B37A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CFD7F4EF4290E54E8279C8848DD4972A806B37A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $15,835,594 | 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 | $8,912,125 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,541 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,541 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $785,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,852,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,888,791 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $225,846 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $212,407 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,010,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,187,953 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $71,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $170,690 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $170,690 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $546,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,828,311 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,828,311 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,374,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,999,001 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,364,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,187,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $249,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,099 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $261,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $358,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $358,665 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,104,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,834,220 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,419,830 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,615,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,249,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,835,594 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $132,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $132,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,000 | 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 | $11,483,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,117,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,483,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,117,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,615,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,249,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,483,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,364,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,998,804 | OtherIncreasesAmt |
| Subtotal | $10,117,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,117,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BAIN CAPITAL IX COINVEST | P | 2015-01-01 | 2017-12-31 | -$9,916 | -$9,916 | ||
| MFP PARTNERS L.P. | P | 2017-07-15 | 2017-12-31 | $30,204 | $30,204 | ||
| MFP PARTNERS L.P. | P | 2015-01-01 | 2017-12-31 | $148,791 | $148,791 | ||
| PENNANT ONSHORE PARTNERS | P | 2017-07-15 | 2017-12-31 | -$124,315 | -$124,315 | ||
| PENNANT ONSHORE PARTNERS | P | 2015-01-01 | 2017-12-31 | $146,534 | $146,534 | ||
| REBOUND PARTNERS LP | P | 2017-07-15 | 2017-12-31 | $205,776 | $205,776 | ||
| REBOUND PARTNERS LP | P | 2015-01-01 | 2017-12-31 | $115,047 | $115,047 | ||
| STADIUM CAPITAL PARTNERS LP | P | 2017-07-15 | 2017-12-31 | $10,750 | $10,750 | ||
| STADIUM CAPITAL PARTNERS LP | P | 2015-01-01 | 2017-12-31 | $153,089 | $153,089 | ||
| 6000 SHS KEMPER | D | 2001-01-01 | 2018-01-03 | $299,594 | $299,594 | $403,246 | $103,652 |
| 5000 SHS BANK OF AMERICA | D | 2018-01-03 | 2018-02-18 | $87,252 | $87,252 | $148,795 | $61,543 |
| 20,000 SHS CONTINENTAL RESOURCES | D | 2014-12-10 | 2018-01-03 | $425,401 | $425,401 | $1,094,233 | $668,832 |
| 5000 SHS FMC CORP | D | 2014-09-11 | 2018-01-03 | $160,719 | $160,719 | $481,117 | $320,398 |
| 10,000 SHS INTEL | D | 2013-01-18 | 2018-01-03 | $244,501 | $244,501 | $456,397 | $211,896 |
| 5000 SHS EXXON | D | 1960-11-11 | 2018-04-02 | $190,334 | $190,334 | $368,087 | $177,753 |
| 30,000 CONTITENTAL RESOURCES | D | 2014-12-10 | 2018-04-02 | $722,771 | $722,771 | $1,725,971 | $1,003,200 |
| 5000 SHS PERMIAN BASIN REALTY | D | 2015-12-17 | 2018-04-02 | $21,553 | $21,553 | $47,228 | $25,675 |
| 1,000 SHS KEWEENAW | D | 2018-04-02 | 2018-12-31 | $96,141 | $96,141 | $101,173 | $5,032 |
| 5000 SHS POPULAR | D | 2015-12-17 | 2018-04-03 | $75,756 | $75,756 | $210,868 | $135,112 |
| 5000 PERMIAN BASIN REALTY | D | 2015-12-17 | 2018-04-03 | $21,992 | $21,992 | $47,670 | $25,678 |
| 5000 SHS GENWORTH MI CDA | D | 2015-12-17 | 2018-04-03 | $61,977 | $61,977 | $158,446 | $96,469 |
| 10,000 AMERICAN MIDSTREAM PTS | D | 2015-12-15 | 2018-04-03 | $89,315 | $89,315 | $105,243 | $15,928 |
| 5000 SHS BANK OF AMERICA | D | 2016-02-18 | 2018-04-03 | $85,442 | $85,442 | $146,985 | $61,543 |
| 36427 SHS GETTY REALTY CORP | D | 2017-12-31 | 2018-04-16 | $964,967 | $964,967 | $972,739 | $7,772 |
| 2500 SHS POPULAR | D | 2015-12-17 | 2018-09-12 | $58,703 | $58,703 | $126,253 | $67,550 |
| 8000 SHS XPO LOGITICS | D | 2017-07-20 | 2018-09-26 | $429,574 | $429,574 | $913,574 | $484,000 |
| 5000 SHS DOLBY LABS | D | 2015-12-17 | 2018-09-26 | $176,839 | $176,839 | $344,139 | $167,300 |
| D | $0 | $0 | |||||
| D | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,888,791 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,405,839 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,691,242 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.683343 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,479,376 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,107,066 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.689199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,740,203 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,234,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.753524 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,657,193 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,235,240 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.548955 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,077,432 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,917,911 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.656566 | DistributionYr5Rt |
| Total Distribution | 3.331587 | TotalDistributionRt |
| Average Distribution | 0.666317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,521,410 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,674,813 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,880 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,726,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,999,001 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $51,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,307 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $103,307 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $51,427 | OverpaymentAmt |
| Applied To ES Tax | $51,427 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 | MICHAEL F PRICE | IndividualWithBooksNm |
| Phone | 2126791007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MFP INVESTORS 667 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F PRICE | ||||||||
| 12 PARSONAGE PT | RYE | NY | 10580 | MANAGER | 1.00 | $0 | $0 | $0 |
| JORDAN PRICE EHMANN | ||||||||
| 1180 LARGER CROSS ROAD | FAR HILLS | NJ | 07931 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAUDIA FORBES | ||||||||
| 31635 CANYON CIRCLE | EVERGREEN | CO | 80439 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER C PRICE | ||||||||
| 12 PARSONAGE PT | RYE | NY | 10580 | TRUSTEE | 1.00 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE DUHL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 WHITE PINE DRIVE | AddressLine1Txt |
| City | WAITSFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTANT | ServiceTypeTxt |
| Compensation | $132,000 | 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 | $483,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $776,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,528,218 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,788,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,788,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,521,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $876,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $876,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,880 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $66,584 | IncomeTaxAmt |
| Total Tax | $118,464 | TotalTaxAmt |
| Distributable Before Adj | $757,607 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $757,607 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $757,607 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,999,001 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,999,001 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $51,880 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,947,121 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $757,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,129,905 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,683,460 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,904,977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,728,555 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,711,190 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,158,087 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,999,001 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $757,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,241,394 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $71,399,481 | 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 | $13,129,905 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,269,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,683,460 | ExcessFromYear4Amt |
| Excess From Year3 | $12,904,977 | ExcessFromYear3Amt |
| Excess From Year2 | $11,728,555 | ExcessFromYear2Amt |
| Excess From Year1 | $10,711,190 | ExcessFromYear1Amt |
| Excess From Current Year | $12,241,394 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL F PRICE | ContributingManagerNm |
| Contributing Manager | JENNIFER C PRICE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 WEST 30TH STREET | NEW BRUNSWICK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE ROOM 726 | BRONX | NY | 10461 | NONE | IRC S. 501(A) | GENERAL USE | $1,631,250 |
| BERMAN INST OF BIOTHISJOHN | |||||||
| 1809 ASHLAND AVE | BALTIMORE | MD | 21205 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 |
| BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 1000 | BOSTON | MA | 02116 | NONE | IRC S. 501(A) | GENERAL USE | $297,600 |
| BOTTOM LINE INC | |||||||
| 26 COURT STREET | BROOKLYN | NY | 11242 | NONE | IRC S. 501(A) | GENERAL USE | $225,000 |
| BROAD INSTITUTE INC | |||||||
| 415 MAIN ST | CAMBRIDGE | MA | 02142 | NONE | IRC S. 501(A) | GENERAL USE | $783,300 |
| BROOKLYN WORKFORCE INNOVATIONS | |||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 |
| BRUNSWICK SCHOOL | |||||||
| 189 BRUNSWICK ST 7TH | JERSEY CITY | NJ | 07302 | NONE | IRC S. 501(A) | GENERAL USE | $142,500 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | IRC S. 501(A) | GENERAL USE | $81,000 |
| CHILDREN'S AID AND FAMILY SERVICES | |||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | NONE | IRC S. 501(A) | GENERAL USE | $299,522 |
| CITY YEAR NEW YORK | |||||||
| 20 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | NONE | IRC S. 501(A) | GENERAL USE | $175,000 |
| CHILD MIND INSTITUTE | |||||||
| 101 E 56TH ST | NEW YORK | NY | 10022 | NONE | IRC S. 501(A) | GENERAL USE | $5,000 |
| DEGREGORIO FAMILY FOUNDATION | |||||||
| PO BOX 236 | PLEASANTVILLE | NY | 10570 | NONE | IRC S. 501(A) | GENERAL USE | $87,500 |
| DUKE UNIVERSITY | |||||||
| BOX 90581 | DURHAM | NC | 27708 | NONE | IRC S. 501(A) | GENERAL USE | $124,000 |
| EXALT YOUTH | |||||||
| 175 REMSON STREET SUITE 1000 | NEW YORK | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | IRC S. 501(A) | GENERAL USE | $70,000 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | IRC S. 501(A) | GENERAL USE | $1,500 |
| FRIENDS OF THE CHILDREN NEW YORK | |||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | NONE | IRC S. 501(A) | GENERAL USE | $250,000 |
| FUND FOR THE CITY OF NEW YORK | |||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | IRC S. 501(A) | GENERAL USE | $133,000 |
| GOOD SHEPHERD SERVICES | |||||||
| 305 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $282,500 |
| GRAHAM WINDHAM | |||||||
| ONE PIERREPONT PLAZA SUITE 901 | BROOKLYN | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $275,000 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | IRC S. 501(A) | GENERAL USE | $60,000 |
| GREAT INVESTORS BEST | |||||||
| 3879 MAPLE AVENUE SUITE 350 | DALLAS | TX | 75219 | NONE | IRC S. 501(A) | GENERAL USE | $6,000 |
| HARLEM EDUCATION ACTIVITIES FUND INC | |||||||
| 2090 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | NONE | IRC S. 501(A) | GENERAL USE | $37,500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | IRC S. 501(A) | GENERAL USE | $245,000 |
| HOT BREAD KITCHEN | |||||||
| 1590 PARK AVENUE | NEW YORK | NY | 10029 | NONE | IRC S. 501(A) | GENERAL USE | $36,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| 1231 LAFAYETTE AVENUE 4TH FLOOR | BRONX | NY | 10474 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | IRC S. 501(A) | GENERAL USE | $200,000 |
| HARMONY PROGRAM INC | |||||||
| 1700 BROADWAY 39TH FL | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $76,500 |
| HUMAN RIGHTS WATCH | |||||||
| 350 5TH AVE 34TH | NEW YORK | NY | 10118 | NONE | IRC S. 501(A) | GENERAL USE | $1,000 |
| JOHN HOPKINS HOSPITAL FUND FOR THE AGED | |||||||
| 750 EAST PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21202 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 |
| JOHN JAY COLLEGE FOUNDATION | |||||||
| 524 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $94,959 |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | NONE | IRC S. 501(A) | GENERAL USE | $400,000 |
| LOWER EASTSIDE PEOPLES | |||||||
| 37 AVENUE B | NEW YORK | NY | 10009 | NONE | IRC S. 501(A) | GENERAL USE | $26,650 |
| NEW HEIGHTS | |||||||
| 2576 BROADWAY PMB 213 | NEW YORK | NY | 10025 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 |
| NEW YORK CARES | |||||||
| 214 WEST 29TH STREET 5TH FLOOR | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $35,000 |
| NEW YORK CITY POLICE FOUNDATION | |||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | IRC S. 501(A) | GENERAL USE | $270,000 |
| NEW YORK PRESBYTERIAN | |||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | NONE | IRC S. 501(A) | GENERAL USE | $1,762,496 |
| NANTUCKET GOLF CLUB FOUNDATION | |||||||
| 250 MILESTONE ROAD | NANTUCKET | MA | 02554 | NONE | IRC S. 501(A) | GENERAL USE | $3,500 |
| PLANNED PARENTHOOD OF NYC | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | IRC S. 501(A) | GENERAL USE | $200,000 |
| POLO PLAYERS SUPPORT GROUP | |||||||
| 11924 FOREST HILL BLVD SUITE 22-287 | WELLINGTON | FL | 33414 | NONE | IRC S. 501(A) | GENERAL USE | $40,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D ST | VIRGINIA BEACH | VA | 23455 | NONE | IRC S. 501(A) | GENERAL USE | $10,000 |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY | |||||||
| 230 WEST 41ST STRET 7 | NEW YORK | NY | 10036 | NONE | IRC S. 501(A) | GENERAL USE | $94,959 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 7 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | IRC S. 501(A) | GENERAL USE | $233,841 |
| SANKATY HEAD FOUNDATION | |||||||
| PO BOX 875 | SIASCONSET | MA | 02564 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 |
| SCO FAMILY SERVICES | |||||||
| 154 LAWRENCE STREET | BROOKLYN | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $400,000 |
| SOUTH BRONX UNITED INC | |||||||
| 199 LINCOLN AVENUE | BRONX | NY | 10454 | NONE | IRC S. 501(A) | GENERAL USE | $67,500 |
| SUMMER SEARCH NEW YORK CITY | |||||||
| 261 5TH AVENUE8TH FLOOR | NEW YORK | NY | 10016 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| SUNNYSIDE COMMUNITY SERVICES | |||||||
| 4331 39TH STREET | SUNNYSIDE | NY | 11104 | NONE | IRC S. 501(A) | GENERAL USE | $85,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | NONE | IRC S. 501(A) | GENERAL USE | $201,500 |
| THE BLUE CARD | |||||||
| 171 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| SOHO REPERTORY THEATRE | |||||||
| 46 WALKER ST | NEW YORK | NY | 10013 | NONE | IRC S. 501(A) | GENERAL USE | $5,000 |
| RIVERSIDE CHURCH IN THE | |||||||
| 490 RIVERSIDE DR | NEW YORK | NY | 10027 | NONE | IRC S. 501(A) | GENERAL USE | $10,000 |
| THE NEW YORK OPPORTUNITY NETWORK | |||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | NONE | IRC S. 501(A) | GENERAL USE | $87,500 |
| THE UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| PO BOX 258856 | OKLAHOMA CITY | OK | 73125 | NONE | IRC S. 501(A) | GENERAL USE | $550,000 |
| THE WINDWARD SCHOOL | |||||||
| 212 93RD STREET | NEW YORK | NY | 10128 | NONE | IRC S. 501(A) | GENERAL USE | $833,334 |
| ST DAVID SCHOOL | |||||||
| 12 E 89TH ST | NEW YORK | NY | 10128 | NONE | IRC S. 501(A) | GENERAL USEGENERAL USE | $1,000,000 |
| THE DEGREGORIO FAMILY FOUNDATION | |||||||
| PO BOX 236 | PLEASANTVILLE | NY | 105700236 | NONE | IRC S. 501(A) | GENERAL USE | $87,500 |
| THE JIMMY LEE SCHOOLARSHIP | |||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 100224112 | NONE | IRC S. 501(A) | GENERAL USE | $1,000 |
| THE MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | NONE | IRC S. 501(A) | GENERAL USE | $2,400 |
| THE SCONSET TRUST | |||||||
| 1 NEW ST | SIASCONSET | MA | 02564 | NONE | IRC S. 501(A) | GENERAL USE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,828,311 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,541 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,214 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $40,350 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $262,517 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $785,959 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $302,867 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,098,560 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,401,427 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL F PRICE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 PARSONAGE PT | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,912,125 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (18 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6,000 SHS KEMPER | $407,760 | 2018-01-03 |
| 1 | 5,000 SHS BANK OF AMERICA | $149,075 | 2018-01-03 |
| 1 | 20,000 SHS CONTINENTAL RESOURCES | $1,098,700 | 2018-01-03 |
| 1 | 5,000 SHS FMC CORP | $473,525 | 2018-01-03 |
| 1 | 10,000 SHS INTEL | $449,300 | 2018-01-03 |
| 1 | 36,427 SHS GETTY | $921,967 | 2018-04-16 |
| 1 | 10,000 SHS AMERICAN MIDSTREAM PTS | $105,750 | 2018-04-03 |
| 1 | 5,000 SHS POPULAR INC | $212,800 | 2018-04-03 |
| 1 | 5,000 SHS GENWORTH MI CDA INC | $158,775 | 2018-04-03 |
| 1 | 5,000 SHS PERMIAN BASIN RLTY TRUST | $47,600 | 2018-04-03 |
| 1 | 5,000 SHS EXXON MOBIL | $366,388 | 2018-04-02 |
| 1 | 5,000 SHS PERMIAN BASIN RLTY TRUST | $47,650 | 2018-04-02 |
| 1 | 1,000 SHS KEWEENAW | $100,000 | 2018-04-02 |
| 1 | 30,000 SHS CONTINENTAL RESOURRCES | $1,716,900 | 2018-04-02 |
| 1 | 5,000 SHS BANK OF AMERICA | $147,025 | 2018-04-02 |
| 1 | 8,000 SHS XPO LOGISTICS | $910,800 | 2018-10-01 |
| 1 | 2500 SHS POPULAR INC | $176,975 | 2018-09-11 |
| 1 | 5000 SHS DOLBY | $251,175 | 2018-09-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY ELECTS, PURSUANT TO REG. SEC. 53.4942 (A)-3(D) (2), TO APPLY ALL OF THE 2012 QUALIFYING DISTRIBUTION TO CORPUS. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEW JERSEY DOES NOT REQUIRE A PRIVATE FOUNDATION THAT HAS NOT RECEIVED MORE THAN $20,000 FROM THE GENERAL PUBLIC TO REGISTER AND PROVIDE A COPY OF FORM 990PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK HELD AT JPMORGAN 73600 | StockNm |
| EOY Book Value | $358,665 | EOYBookValueAmt |
| EOYFMV | $358,665 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFP PARTNERS LP | FMV | $514,108 | $514,108 |
| REBOUND PARTNERS | FMV | $2,979,320 | $2,979,320 |
| OWL CREEK OVERSEAS FUND LTD | FMV | $1,900,000 | $7,485,356 |
| BAIN CAPITAL VIII COINVESTMENT FUND, L.P. | FMV | $35,237 | $35,237 |
| BAIN CAPITAL (TRU) VIII COINVESTMENT, L.P. | FMV | $11,278 | $11,278 |
| BAIN CAPITAL IX COINVESTMENT FUND, L.P. | FMV | $43,603 | $43,603 |
| BAIN CAPITAL (CC) IX COINVESTMENT, L.P. | FMV | $9,318 | $9,318 |
| BAIN CAPITAL (CCD) IX COINVESTMENT, L.P. | FMV | $13,606 | $13,606 |
| PENNANT ONSHORE PARTNERS, LP | FMV | $2,522,008 | $2,522,262 |
| STADIUM CAPITAL PARTNERS LP | FMV | $1,736,209 | $1,736,209 |
| GYRODYNE LLC | FMV | $69,533 | $69,533 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC-CONSULTING | $178,955 | $0 | $0 |
| MFP PARTNERS, L.P. PORTFOLIO DEDUCTION | $634 | $0 | $0 |
| MFP PARTNERS, L.P. INTEREST EXPENSE | $6 | $0 | $0 |
| PENNANT ONSHORE PARTNERS-PORTFOLIO DEDUCTION | $843 | $0 | $0 |
| BAIN CAPITAL IX-PORTFOLIO DEDUCTION | $655 | $0 | $0 |
| PENNANT ONSHORE PARTNERS, L.P.-INVEST. INTEREST EXPENSE | $43,560 | $0 | $0 |
| REBOUND PARTNERS, L.P.-INVEST. INTEREST EXPENSE | $5,816 | $0 | $0 |
| STADIUM PARTNERS, L.P. OTHER DEDUCTIONS | $20,161 | $0 | $0 |
| PENNANT ONSHORE PARTNERS, L.P.-INVEST. PORTFOLIO DEDUCTIONS | $28,569 | $0 | $0 |
| MFP PARTNERS, L.P. CONTRIBUTIONS | $1 | $0 | $0 |
| REBOUND PARTNERS, L.P.-INVEST. PORTFOLIO DEDUCTIONS | -$5 | $0 | $0 |
| MFP PARTNERS, L.P. OTHER DEDUCTIONS | $745 | $0 | $0 |
| GYRODYNE LLC-CONTRIBUTION DEDUCTIONS | $6 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MFP PARTNERS - ORDINARY INCOME | $1,454 | $0 | $1,454 |
| PENNANT ONSHORE PARTNERS - OTHER PORTFOLIO INCOME | -$33,696 | -$33,696 | -$33,696 |
| REBOUND PARTNERS, L.P. - OTHER INCOME | $129,417 | $125,457 | $129,417 |
| MFP PARTNERS - OTHER INCOME | -$1,282 | $0 | -$1,282 |
| MFP PARTNERS - OTHER PORTFOLIO INCOME | $4,894 | $0 | $4,894 |
| MFP PARTNERS - NET RENTAL INCOME | -$2 | $0 | -$2 |
| MFP PARTNERS - SECTION 1231 LOSS | $455 | $0 | $455 |
| REBOUND PARTNERS, L.P. - OTHER INCOME | $129,417 | $125,457 | $129,417 |
| STADIUM CAPITAL PARTNERS-OTHER INCOME | -$42 | -$42 | -$42 |
| GYRODYNE LLC-ORDINARY INCOME | $21 | $21 | $21 |
| GYRODYNE LLC-NET RENTAL INCOME | -$6,659 | -$6,659 | -$6,659 |
| GYRODYNE LLC-SECTION 1231 | $1,869 | $1,869 | $1,869 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN BALANCE SHEET ASSETS | Desc |
| Amt | $1,998,804 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $70,000 | $0 | $0 |
| FOREIGN TAXES | $1,154 | $0 | $0 |
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