FUHRMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FUHRMAN FAMILY FOUNDATION (EIN 46-1579112)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349101711
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T12:09:21-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461579112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUHRMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUHR | BusinessNameControlTxt |
| Phone | 2123031650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MSD CAPITAL 645 5TH AVE 21ST FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN FUHRMAN | PersonNm |
| Person Title | PRESIDENT/ TREASURER | PersonTitleTxt |
| Phone | 2123031650 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 18:11:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 172598DD5671A45DE478DF6A437F59071351F92D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D7668CACA2324E37644B507858CBB72F6C0D8D45 | 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 | $22,509,820 | 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 | $8,367,714 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,037 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,037 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $883,381 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $882,386 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,574 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $82,888 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,345,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $990,729 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $839 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,717,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,717,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,726,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,720,694 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,618,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $988,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $314,148 | CashBOYAmt |
| Cash EOY | $3,165,180 | CashEOYAmt |
| Cash EOYFMV | $3,165,180 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,410,629 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,146,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,146,802 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,688,110 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,072,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,354,407 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,358,553 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,005,622 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,843,431 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,771,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,389,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,509,820 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $15,771,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,389,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,771,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,389,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,771,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,389,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,771,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,618,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,389,845 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,389,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MSD EUROPEAN OPPORTUNITY (STCL) | D | 2017-12-31 | 2017-12-31 | -$20,174 | -$20,174 |
| MSD EUROPEAN OPPORTUNITY (LTCG) | D | 2017-12-31 | 2017-12-31 | $27,617 | $27,617 |
| CORAL ROCK INVESTMENTS LP (STCG) | D | 2017-12-31 | 2017-12-31 | $39,693 | $39,693 |
| CORAL ROCK INVESTMENTS LP (LTCG) | D | 2017-12-31 | 2017-12-31 | $141,206 | $141,206 |
| MSD TORCHLIGHT PARTNERS LP (STCG) | D | 2017-12-31 | 2017-12-31 | $39,713 | $39,713 |
| MSD TORCHLIGHT PARTNERS LP (LTCG) | D | 2017-12-31 | 2017-12-31 | $326,154 | $326,154 |
| MSD SBI LP (STCL) | D | 2017-12-31 | 2017-12-31 | $32,444 | $32,444 |
| MSD SBI LP (LTCL) | D | 2017-12-31 | 2017-12-31 | $296,723 | $296,723 |
| CASH IN LIEU | D | 2017-12-31 | 2017-12-31 | $5 | $5 |
| UBT GAIN FROM MSD EUROPEAN OPPORTUNITY (STCG) | D | 2017-12-31 | 2017-12-31 | -$192 | -$192 |
| UBT GAIN FROM MSD EUROPEAN OPPORTUNITY (LTCG) | D | 2017-12-31 | 2017-12-31 | -$867 | -$867 |
| UBT LOSS FROM MSD TORCHLIGHT PARTNERS LP (LTCL) | D | 2017-12-31 | 2017-12-31 | $64 | $64 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $882,386 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,880,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,651,053 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106557 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,379,696 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,267,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068074 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $985,365 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,620,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,503 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,008,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.005051 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,372,362 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.238969 | TotalDistributionRt |
| Average Distribution | 0.047794 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,838,045 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $661,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,887 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $671,263 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,720,694 | 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 | $9,887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,340 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,340 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,453 | OverpaymentAmt |
| Applied To ES Tax | $1,453 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | GLENN FUHRMAN | IndividualWithBooksNm |
| Phone | 2123031650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MSD CAPITAL 645 5TH AVE 21ST FL | AddressLine1Txt |
| City | NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| GLENN R FUHRMAN | ||||||||
| C/O MSD CAPITAL 645 5TH AVE 21ST FL | NEW YORK | NY | 10022 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| AMANDA FUHRHMAN | ||||||||
| C/O MSD CAPITAL 645 5TH AVE 21ST FL | NEW YORK | NY | 10022 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN C PHELAN | ||||||||
| C/O MSD CAPITAL 645 5TH AVE 21ST FL | NEW YORK | NY | 10022 | ASST. SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| MARC LISKER | ||||||||
| C/O MSD CAPITAL 645 5TH AVE 21ST FL | NEW YORK | NY | 10022 | ASST. SECRETARY/TREASURER | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,445,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,483,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,120,196 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,048,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,048,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,838,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $691,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $691,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,887 | TotalTaxAmt |
| Distributable Before Adj | $682,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $682,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $682,015 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,720,694 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,720,694 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,887 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,710,807 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $682,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $262,267 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,006,186 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,268,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,720,694 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $682,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,038,679 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,307,132 | 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 | $2,307,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $262,267 | ExcessFromYear2Amt |
| Excess From Year1 | $1,006,186 | ExcessFromYear1Amt |
| Excess From Current Year | $1,038,679 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GLENN R FUHRMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAS FOUNDATION OF THE SERPENTINE GALLERIES | |||||||
| 909 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| ART FOR JUSTICE FUND | |||||||
| 6 W 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100,000 |
| BARD COLLEGE | |||||||
| CAYMUS ROAD PO BOX 5000 | ANNANDALE ON THE HUDSO | NY | 125045000 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100,000 |
| BERNARD CENTER FOR TODDLER DEVELOPMENT | |||||||
| 3009 BROADWAY | NEW YORK | NY | 100276598 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $2,500 |
| HARLEM CHILDREN'S ZONE INC | |||||||
| 35 E 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $164,570 |
| MAYOR'S FUND TO ADVANCE NYC | |||||||
| 253 BROADWAY 6TH FLOOR | NEW YORK | NY | 10007 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $170,985 |
| MUSEUM OF MODERN ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $50,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 654 W 170TH STREET | NEW YORK | NY | 10032 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $1,000,000 |
| THE NATHAN FUND | |||||||
| 120 E 23RD STREET 5TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $18,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 200 E MARTIN LUTHER KING JR BLVD | AUSTIN | TX | 78712 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $100,000 |
| 14TH STREET Y | |||||||
| 344 E 14TH STREET | NEW YORK | NY | 10003 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,717,855 | 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 | $9,037 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,418 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $995 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $882,386 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI LOSS FROM LIMITED PARTNERSHIPS | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$14,314 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$13,319 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $990,729 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $977,410 | 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 | GLENN R FUHRMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MSD CAPITAL 645 5TH AVENUE 21ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,367,714 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 129,291 SHS MACGUIRE INFRASTRUCTURE CORP | NoncashPropertyDesc |
| Fair Market Value | $8,367,714 | FairMarketValueAmt |
| Received | 2017-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 87,086 SHS INTREXON CORP | $2,580,411 | $1,003,231 |
| 11,137 SHS ZIOPHARM ONCOLOGY INC. | $107,699 | $46,107 |
| 1,303 SHS AQUABOUNTY TECHNOLOGIES INC. | $16,418 | $4,587 |
| 129,291 MACQUIRE INFRASTRUCTURE CORP | $8,367,713 | $8,300,482 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MSD EUROPEAN OPPORTUNITY FUND L.P. | FMV | $2,451,974 | $2,597,601 |
| MSD SBI, L.P. | FMV | $280,980 | $450,698 |
| MSD TORCHLIGHT PARTNERS L.P. | FMV | $0 | $80,491 |
| CORAL ROCK INVESTMENTS LP | FMV | $615,387 | $764,751 |
| MSD AQUA PARTNERS LP | FMV | $2,022,146 | $2,149,812 |
| MSD WCG PARTNERS LP | FMV | $1,635,135 | $1,800,078 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE FILING FEE | $89 | $0 | $89 |
| BANK FEES | $25 | $25 | $0 |
| NYS DEPT OF LAW | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MSD EUROPEAN OPPORTUNITY FUND LP | -$58,251 | -$58,251 | -$58,251 |
| MSD SBI LP | $6,899 | $6,899 | $6,899 |
| MSD TORCHLIGHT PARTNERS LP | $115,593 | $115,593 | $115,593 |
| MSD VALUE FUND LP | $1,350 | $1,350 | $1,350 |
| CORAL ROCK INVESTMENTS LP | $24,575 | $24,575 | $24,575 |
| MSD AQUPA PARTNERS LP | -$2,073 | -$2,073 | -$2,073 |
| MSD WCG PARTNERS LP | -$5,205 | -$5,205 | -$5,205 |
| UBTI LOSS FROM LIMITED PARTNERSHIPS | -$14,314 | -$14,314 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |