SylvanLaureate Foundation Inc: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SylvanLaureate Foundation Inc (EIN 52-2044008)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-03
- IRS object ID
- 201821239349101102
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T14:00:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 522044008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SylvanLaureate Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SYLV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ZENTZ | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,764,074 | 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 | $2,195,605 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,998 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,998 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,639,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,719 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $123 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $123 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,472,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,115 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $47,401 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,401 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,088 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $31,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,978 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,978 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,196,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,196,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,277,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,227,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $194,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $289,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $652,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $652,698 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $530,473 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $878,296 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $871,530 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,445,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,805,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,711,289 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $404,112 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $528,051 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $528,557 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,669,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,864,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,764,074 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,669,980 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,864,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,669,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,864,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,669,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,864,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,669,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $194,908 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,864,888 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,864,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,639,320 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,450,601 | CostOrOtherBasisAmt |
| Gain Or Loss | $188,719 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $188,719 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,719 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,351,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,358,638 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.369867 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,406,561 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,598,217 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.279891 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,817,273 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,954,107 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.165899 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,761,377 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,648,170 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.151215 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,917,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,628,494 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.303038 | DistributionYr5Rt |
| Total Distribution | 1.26991 | TotalDistributionRt |
| Average Distribution | 0.253982 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,487,257 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,647,647 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,295 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,649,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,227,264 | 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 | $2,295 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,295 | SubtotalAmt |
| Tax Based On Investment Income | $2,295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,391 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,391 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,096 | OverpaymentAmt |
| Applied To ES Tax | $3,096 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas Becker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Trustee | 1.0 | $0 | $0 | $0 |
| R Christopher Hoehn-Saric | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | First VP, Trustee | 1.0 | $0 | $0 | $0 |
| B Lee McGee | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Eilif Serck-Hanssen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Robert W Zentz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Second VP, Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,233,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,352,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,586,048 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,586,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,487,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,295 | TotalTaxAmt |
| Distributable Before Adj | $322,068 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $322,068 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $322,068 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,227,264 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,227,264 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,295 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,224,969 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,068 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,453,053 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,199,475 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,289,429 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,993,420 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,041,166 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,976,543 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,227,264 | QualifyingDistributionsAmt |
| Applied To Current Year | $322,068 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,905,196 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,881,739 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,453,053 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,428,686 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,199,475 | ExcessFromYear4Amt |
| Excess From Year3 | $1,289,429 | ExcessFromYear3Amt |
| Excess From Year2 | $1,993,420 | ExcessFromYear2Amt |
| Excess From Year1 | $2,041,166 | ExcessFromYear1Amt |
| Excess From Current Year | $1,905,196 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $250 |
| AMERICA ACHIEVES INC | |||||||
| 100 W 3RD ST STE 917 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $50,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 360 E CORONADO RD STE 140 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $1,000 |
| ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE INC | |||||||
| 190 W OSTEND ST NO A-3 | BALTIMORE | MD | 21230 | N/A | PC | Teaching Art Institute | $5,000 |
| AUTISM SPEAKS INC | |||||||
| 1060 STATE RD 2ND FL | PRINCETON | NJ | 08540 | N/A | PC | Charitable Event | $250 |
| BALTIMORE CHILDRENS MUSEUM INC | |||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $50,000 |
| BALTIMORE CHILDRENS MUSEUM INC | |||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | N/A | PC | Charitable Event | $10,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 E READ ST NO 9TH FL | BALTIMORE | MD | 21202 | N/A | PC | Baltimore Police Station Collaborative Public Safety Fund | $50,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 E READ ST NO 9TH FL | BALTIMORE | MD | 21202 | N/A | PC | Principal Development / Endowment fUND | $20,000 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC | |||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $5,000 |
| BALTIMORE SCHOOL FOR THE ARTS FDN INC | |||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | SO II | Charitable Event | $20,000 |
| BALTIMORE SYMPHONY ORCHESTRA INC | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $50,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 701 WYMAN PARK DR | BALTIMORE | MD | 21211 | N/A | PC | Charitable Event | $15,000 |
| CENTER STAGE ASSOCIATES INC | |||||||
| 700 N CALVERT ST | BALTIMORE | MD | 21202 | N/A | PC | 2016-2017 Student Matinee Series Program | $20,000 |
| CHESAPEAKE CENTER FOR YOUTH DEVELOPMENT INC | |||||||
| 301 E PATAPSCO AVE | BALTIMORE | MD | 21225 | N/A | PC | Charitable Event | $5,000 |
| CHILDRENS SPECIALIZED HOSPITAL FOUNDATION INC | |||||||
| 150 NEW PROVIDENCE RD | MOUNTAINSIDE | NJ | 07092 | N/A | PC | General & Unrestricted | $5,000 |
| CODE TO INSPIRE INC | |||||||
| 1818 OCEAN AVE APT 2N | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $1,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | N/A | PC | Charitable Event | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 10626 YORK RD STE A | COCKEYSVILLE | MD | 21030 | N/A | PC | Charitable Event | $7,500 |
| DIGITAL HARBOR FOUNDATION INC | |||||||
| 1045 LIGHT ST | BALTIMORE | MD | 21230 | N/A | PC | initiative supporting development of the COE's 2016-2017 Center of Excellence | $10,000 |
| ECHOING GREEN INC | |||||||
| 462 7TH AVE 13TH FL | NEW YORK | NY | 10018 | N/A | PC | Charitable Event | $10,000 |
| ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY | |||||||
| 401 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | PC | Library's Child & Teen Literacy Programming and two signature events, the Pratt Contemporaries Black & White Party and Mr. Pratt Presents | $15,000 |
| EXETER GARDENS INC | |||||||
| 111 S EXETER ST | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $3,000 |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| 7168 COLUMBIA GATEWAY DR STE 100 | COLUMBIA | MD | 21046 | N/A | PC | General & Unrestricted | $12,500 |
| FOUNDATION FOR PHYSICAL THERAPY INC | |||||||
| 1111 N FAIRFAX ST | ALEXANDRIA | VA | 22314 | N/A | PC | Charitable Event | $5,000 |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $5,000 |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $2,500 |
| GILCHRIST HOSPICE CARE INC | |||||||
| 11311 MCCORMICK RD STE 350 | HUNT VALLEY | MD | 21031 | N/A | PC | General & Unrestricted | $1,000 |
| GIRL SCOUTS OF CENTRAL MARYLAND INC | |||||||
| 4806 SETON DR | BALTIMORE | MD | 21215 | N/A | PC | Charitable Event | $3,500 |
| GLOBAL CITIZEN YEAR INCORPORATED | |||||||
| 1625 CLAY ST STE 400 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $25,000 |
| HARLEM PARK ELEMENTARY SCHOOL | |||||||
| 1401 W LAFAYETTE AVE | BALTIMORE | MD | 21217 | N/A | GOV | Playground Fund | $300 |
| HUMANE SOCIETY OF BALTIMORE COUNTY INC | |||||||
| 1601 NICODEMUS RD | REISTERSTOWN | MD | 21136 | N/A | PC | General & Unrestricted | $500 |
| INNOVATION FOUNDATION INC | |||||||
| 600 W CHICAGO AVE STE 260 | CHICAGO | IL | 60654 | N/A | PC | Charitable Event | $25,000 |
| INTERNATIONAL YOUTH FOUNDATION | |||||||
| ONE E PRATT ST STE 701 | BALTIMORE | MD | 21202 | N/A | PC | 2017 YouthActionNet Program | $667,893 |
| INTERNATIONAL YOUTH FOUNDATION | |||||||
| ONE E PRATT ST STE 701 | BALTIMORE | MD | 21202 | N/A | PC | 2017 YouthActionNet Program | $667,893 |
| IRVINE NATURAL SCIENCE CENTER INC | |||||||
| 11201 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | N/A | PC | Charitable Event | $1,500 |
| ITINERIS INC | |||||||
| 2050A ROCKROSE AVE | BALTIMORE | MD | 21211 | N/A | PC | Charitable Event | $2,500 |
| KENNEDY KRIEGER FOUNDATION INC | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | N/A | PC | Charitable Event | $20,000 |
| KIPP BALTIMORE INC | |||||||
| 4701 GREENSPRING AVE | BALTIMORE | MD | 21209 | N/A | PC | Charitable Event | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY INC- MARYLAND CHAPTE | |||||||
| 100 PAINTERS MILL RD STE 800 | OWINGS MILLS | MD | 21117 | N/A | PC | Charitable Event | $25,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC- MARYLAND CHAPTE | |||||||
| 100 PAINTERS MILL RD STE 800 | OWINGS MILLS | MD | 21117 | N/A | PC | Charitable Event | $5,000 |
| LIVING CLASSROOMS FOUNDATION INC | |||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | N/A | PC | Charitable Event | $15,000 |
| MERCY CORPS | |||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | N/A | PC | Roshan Family Fund | $2,500 |
| MIAMI CHILDRENS MUSEUM INC | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | N/A | PC | Charitable Event | $2,500 |
| MOUNT VERNON PLACE CONSERVANCY INC | |||||||
| 901 S BOND ST STE 400A | BALTIMORE | MD | 21231 | N/A | PC | Washington Monument Restoration Project | $10,000 |
| NAACP FOUNDATION | |||||||
| 4805 MOUNT HOPE DR | BALTIMORE | MD | 21215 | N/A | PC | Charitable Event | $10,000 |
| NEW LEADERS | |||||||
| 30 W 26TH ST 10TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $25,000 |
| ORGANIZATION FOR COMMUNITY HEALTH OUTREACH INC | |||||||
| 711 W 40TH ST STE 438 | BALTIMORE | MD | 21211 | N/A | PC | Charitable Event | $3,000 |
| PLANNED PARENTHOOD OF MARYLAND INC | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $5,000 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC | |||||||
| 55 EXCHANGE PL | NEW YORK | NY | 10005 | N/A | PC | Charitable Event | $10,000 |
| SPORTS FOR SHARING INC | |||||||
| 1411 H ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $5,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL MSC 512 | MEMPHIS | TN | 38105 | N/A | PC | St. Jude Heroes Fundraising Program | $400 |
| STRONG CITY BALTIMORE | |||||||
| 3503 N CHARLES ST | BALTIMORE | MD | 21218 | N/A | PC | Baltimore Corps Program | $25,000 |
| SUNRISE DAY CAMPS ASSOCIATION INC | |||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | N/A | PC | Charitable Event | $20,000 |
| TASTE WISE KIDS INC | |||||||
| PO BOX 751 | BROOKLANDVL | MD | 21022 | N/A | PC | General & Unrestricted | $500 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | Baltimore fUND | $50,000 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | Charitable Event | $25,000 |
| THE AMERICAN VISIONARY ART MUSEUM INC | |||||||
| 800 KEY HWY | BALTIMORE | MD | 21230 | N/A | PC | Charitable Event | $5,000 |
| THE FAMILY TREE INC | |||||||
| 2108 N CHARLES ST | BALTIMORE | MD | 21218 | N/A | PC | Charitable Event | $15,000 |
| THE RICHARD W RILEY INSTITUTE OF GOVERNMENT POLI | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | N/A | PC | Capital Campaign | $50,000 |
| THE UNITED WAY OF CENTRAL MARYLAND INC | |||||||
| 1800 WASHINGTON BLVD STE 340 | BALTIMORE | MD | 21230 | N/A | PC | United for Change Campaign | $25,000 |
| TRUSTEES OF WALTERS ART GALLERY | |||||||
| 600 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | GOV | Charitable Event | $6,500 |
| UGANDAN WATER PROJECT INC | |||||||
| 2648 RABBIT RUN | BLOOMFIELD | NY | 14469 | N/A | PC | General & Unrestricted | $300 |
| VOLUNTEER CENTRAL INC | |||||||
| 1201 S SHARP ST STE 302 | BALTIMORE | MD | 21230 | N/A | PC | General & Unrestricted | $25,000 |
| YMCA OF CENTRAL MARYLAND INC | |||||||
| 303 W CHESAPEAKE AVE | BALTIMORE | MD | 21204 | N/A | PC | Charitable Event | $15,000 |
| YOUNG AUDIENCES OF MARYLAND INC | |||||||
| 2600 N HOWARD ST STE 1300 | BALTIMORE | MD | 21218 | N/A | PC | Teaching Artist Institute | $5,000 |
| YOUR PUBLIC RADIO CORPORATION | |||||||
| 2216 N CHARLES ST | BALTIMORE | MD | 21218 | N/A | PC | WYPR Education Program | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,196,286 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,998 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $277,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $277,115 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Becker Douglas | ||||||
| 1 | 650 S Exeter St | Baltimore | MD | 21202 | $195,605 | Yes (X) |
| Laureate Education Inc | ||||||
| 2 | 650 S Exeter Street | Baltimore | MD | 21201 | $2,000,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21ST CENTY FOX AMER - 3.000% - | $10,029 | $10,146 |
| AMERICAN EXPRESS CR CORP - 1.7 | $20,079 | $20,109 |
| AMERICAN TOWER CORP - 2.250% - | $19,469 | $19,479 |
| AMERICREDIT AUTO SER 2015-3 - | $10,000 | $10,005 |
| ANALOG DEVICES INC - 3.125% - | $19,992 | $20,041 |
| ASTRAZENECA PLC NOTE - 1.950% | $20,132 | $19,887 |
| AUTOZONE INC - 2.500% - 04/15/ | $19,871 | $19,861 |
| BB&T CORP SR MEDIUM TERM NTS M | $20,345 | $20,142 |
| BOSTON PPTYS LP NOTE - 3.850% | $20,817 | $20,835 |
| CAMPBELL SOUP CO - 2.500% - 08 | $17,987 | $17,803 |
| CANADIAN NAT RES - 3.800% - 04 | $20,013 | $20,597 |
| CC HLDGS GS V / CROWN CASTL - | $20,099 | $20,634 |
| CLOROX - 3.050% - 09/15/2022 | $10,336 | $10,213 |
| CONTINENTAL AIRLINES - 6.545% | $8,230 | $8,187 |
| DIGITAL RLTY TR LP - 3.950% - | $21,145 | $20,893 |
| DOLLAR GENERAL CORP - 4.150% - | $21,242 | $21,171 |
| DRIVE AUTO RECV - 2.300% - 05/ | $30,000 | $29,932 |
| EDUCATION RLTY OPER PARTNERSHI | $20,300 | $20,770 |
| ENTERPRISE PRODS OPER LLC - 5. | $15,222 | $14,850 |
| FIDELITY NATL INFORMATION SVCS | $22,196 | $22,102 |
| HEALTHCARE TRUST OF AMER - 3.7 | $10,005 | $9,959 |
| HUNT J B TRANS SVCS INC - 2.40 | $10,046 | $10,011 |
| MARTIN MARIETTA MATLS INC - 4. | $21,252 | $21,037 |
| MPLX LP - 4.500% - 07/15/2023 | $20,829 | $21,130 |
| MYLAN NV - 3.950% - 06/15/2026 | $19,931 | $20,167 |
| NOBLE ENERGY INC - 3.850% - 01 | $15,153 | $15,046 |
| ROCKWELL COLLINS - 2.800% - 03 | $10,125 | $10,014 |
| ROYAL BANK OF CANADA - ?% - 02 | $20,155 | $20,210 |
| VERIZON COMMUNICATIONS INC - 2 | $20,092 | $20,394 |
| XYLEM INC - 3.250% - 11/01/202 | $12,959 | $12,932 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (97 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $17,333 | $27,862 |
| ADOBE SYSTEMS, INC | $25,281 | $45,037 |
| AETNA INC | $12,864 | $19,843 |
| ALIBABA GROUP HOLDING LTD | $15,592 | $18,105 |
| ALPHABET INC CL A | $31,247 | $51,617 |
| ALPHABET INC CL C | $37,568 | $65,923 |
| ALTABA INC | $15,965 | $36,182 |
| AMAZON COM | $21,124 | $45,609 |
| AMERICAN TOWER REIT INC | $12,544 | $16,264 |
| AMERIPRISE FINANCIAL INC | $22,124 | $39,656 |
| AMPHENOL CORPORATION | $12,145 | $29,589 |
| ANSYS INC | $8,238 | $14,611 |
| ANTHEM INC | $9,867 | $15,301 |
| APPLE INC | $23,541 | $44,507 |
| APTIV PLC | $6,640 | $6,617 |
| ARTISAN HIGH INCOME FUND CLASS | $119,652 | $124,695 |
| ARTISAN INTERNATIONAL VALUE FU | $186,712 | $205,308 |
| BALL CP | $9,997 | $9,765 |
| BANK OF AMERICA CORP | $22,699 | $33,387 |
| BERKSHIRE HATHAWAY INC. | $46,261 | $69,575 |
| BROWN ADVISORY EMERGING MARKET | $71,002 | $76,737 |
| BROWN ADVISORY MORT SEC INS | $767,828 | $752,443 |
| BROWN ADVISORY SMALL-CAP FUNDA | $180,882 | $261,378 |
| BROWN ADVISORY SOMERSET EMERGI | $118,359 | $137,623 |
| BROWN ADVISORY STRATEGIC BOND | $225,767 | $218,076 |
| BROWN ADVISORY STRATEGIC EUROP | $210,886 | $252,703 |
| BROWNIA SMALL-CAP GROWTH FUND | $198,083 | $236,757 |
| BWX TECHNOLOGIES INC | $11,095 | $12,098 |
| CANADIAN NATL RAILWAY CO | $16,448 | $24,420 |
| CARMAX INC | $26,344 | $35,720 |
| CAVIUM INC | $5,055 | $6,036 |
| CHARLES SCHWAB CORP | $28,033 | $47,517 |
| CHARTER COMMUNICATIONS, INC | $18,393 | $16,798 |
| CHIPOTLE MEX GRILL | $20,788 | $14,741 |
| CONAGRA FOODS INC | $16,838 | $16,688 |
| COSTCO WHOLESALE CORPORATION | $18,042 | $23,079 |
| CROWN CASTLE INTL | $17,221 | $23,312 |
| DANAHER CORP | $29,389 | $41,398 |
| DELPHI AUTOMOTIVE PLC | $52 | $52 |
| DELTA AIR LINES INC | $17,301 | $18,816 |
| DEXCOM, INC | $15,389 | $13,888 |
| EBAY INC | $12,095 | $17,172 |
| ECOLAB INC | $27,630 | $38,510 |
| EDWARDS LIFESCIENCES | $40,280 | $56,580 |
| ELECTRONIC ARTS | $14,285 | $14,288 |
| ESTEE LAUDER COMPANIES INC | $16,481 | $27,866 |
| FACEBOOK INC | $52,657 | $81,525 |
| FLEETCOR TECHNOLGIES INC | $18,985 | $23,861 |
| FORTIVE CORPORATION | $25,494 | $35,596 |
| GEN DYNAMICS CP | $13,022 | $18,717 |
| GENPACT LIMITED | $10,394 | $20,091 |
| HANESBRANDS INC | $13,180 | $13,487 |
| HEALTHCARE SVCS GROUP INC | $7,266 | $9,859 |
| HUNT J B | $7,656 | $10,233 |
| IDEXX CORP | $2,614 | $4,222 |
| INTUIT | $25,295 | $34,712 |
| INTUITIVE SURGICAL | $10,646 | $29,195 |
| JP MORGAN CHASE | $25,556 | $43,845 |
| KINDER MORGAN INC | $42,669 | $27,412 |
| LOWES COMPANIES INC | $31,517 | $42,845 |
| MASTERCARD INC | $33,992 | $57,063 |
| MERCK & CO INC | $7,799 | $9,172 |
| METTLER-TOLEDO INTL | $4,401 | $6,815 |
| MICROSOFT CORP | $31,917 | $60,904 |
| MONOLITHIC POWER SYSTEMS, INC | $6,119 | $7,079 |
| NOMAD FOODS LIMITED | $15,942 | $18,483 |
| NORDSON CP | $7,458 | $8,930 |
| NXP SEMICONDUCTORS | $9,587 | $13,582 |
| OCCIDENTAL PETROLEUM CORP | $23,377 | $20,477 |
| PAYPAL HOLDINGS, INC | $28,872 | $59,043 |
| PEPSICO INC | $12,475 | $16,309 |
| PRICELINE.COM INCORPORATED | $43,679 | $53,870 |
| QUALCOMM INC | $22,753 | $21,767 |
| RED HAT, INC | $7,164 | $11,289 |
| REGIONS FINANCIAL CORP | $20,935 | $32,037 |
| ROPER INDUSTRIES | $19,710 | $28,490 |
| SALESFORCE.COM | $21,217 | $35,985 |
| SBA COMMUNICATIONS CORP | $16,460 | $27,771 |
| SMITH A O CORP DEL COM | $20,712 | $27,270 |
| STARBUCKS CORP COM | $20,110 | $24,178 |
| SUNCOR ENERGY INC | $9,569 | $10,465 |
| T. ROWE PRICE ASSOCIATES | $7,494 | $11,647 |
| THERMO FISHER SCIENTIFIC INC | $30,029 | $36,837 |
| TJX COMPANIES INC | $42,358 | $43,659 |
| TYLER TECHNOLOGIES, INC | $6,257 | $7,259 |
| UNILEVER N V N Y | $8,455 | $8,899 |
| UNITED RENTALS INC | $3,946 | $14,612 |
| UNITED TECHNOLOGIES CORP | $19,429 | $20,921 |
| UNITEDHEALTH GROUP INC | $35,721 | $42,108 |
| VERISK ANALYTICS, INC | $8,016 | $9,408 |
| VISA INC | $72,076 | $127,360 |
| WABTEC | $15,732 | $18,729 |
| WALT DISNEY HOLDINGS CO | $22,498 | $23,867 |
| WELBILT INC | $3,557 | $3,715 |
| WELLS FARGO & CO | $46,919 | $53,996 |
| WEST PHARMA SVCS INC | $4,065 | $4,045 |
| ZOETIS INC | $26,732 | $33,499 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $683,008 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $676,966 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $195,288 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $194,564 | StateLocalSecEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2017, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,196,286. This amount represents over 25% of the Foundation's net assets of $6,018,614 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2017. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $30,580 | $30,580 | |
| Bank Charges | $59 | $59 | |
| Office Supplies | $398 | $398 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $123 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $123 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $47,401 | Amt |
| Net Investment Income | $47,401 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2017 | $2,900 | |
| Foreign Tax Paid | $188 | $188 |
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