BETA

MCKINNON FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MCKINNON FAMILY FOUNDATION (EIN 35-7079265)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-04
IRS object ID
201841249349100529
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-04T11:25:41-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133737887PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TREBATCH LICHTENSTEIN AVRUTINE AND COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 THIRD AVENUE 4TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357079265EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCKINNON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCKIBusinessNameControlTxt
Phone2036980007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O TREBATCH 950 THIRD AVE NO FL 4AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL I MCKINNONPersonNm
Person TitleDIRECTOR, CHAIRPersonTitleTxt
Phone2036980007PhoneNum
Signature2018-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE M LICHTENSTEINPreparerPersonNm
PTINP01072489PTIN
Phone2128265050PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,209,942FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,794,858ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,189InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,189InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,196DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,196DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,329,632NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,626,586GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,793,002CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,167,875TotalRevAndExpnssAmt
Total Net Invst Incm$3,836,387TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,358TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,358TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,044OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,044OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,402TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,402TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,280,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,280,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,298,402TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,402TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,280,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$869,473ExcessRevenueOverExpensesAmt
Net Investment Income$3,817,985NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,135CashBOYAmt
Cash EOY$48,185CashEOYAmt
Cash EOYFMV$48,185CashEOYFMVAmt
Other Investments BOY$1,156,047OtherInvestmentsBOYAmt
Other Investments EOY$2,071,667OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,161,757OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,185,182TotalAssetsBOYAmt
Total Assets EOY$2,119,852TotalAssetsEOYAmt
Total Assets EOYFMV$3,209,942TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,185,182RetainedEarningBOYAmt
Retained Earning EOY$2,119,852RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,185,182TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,119,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,185,182TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,119,852TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,185,182TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$869,473ExcessRevenueOverExpensesAmt
Other Increases$65,406OtherIncreasesAmt
Subtotal$2,120,061SubtotalAmt
Other Decreases$209OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,119,852TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THROUGH NORTHERN TRUSTP$7,776$7,602$174$174
THROUGH NORTHERN TRUSTP$4,605,347$825,982$3,779,365$3,779,365
CAPITAL GAINS DIVIDENDSP$13,463$13,463$13,463
FieldValueIRS element (for citing)
Capital Gain Net Income$3,793,002CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$59,791AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,074,110NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055666DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,813AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$966,302NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061899DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,246NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.117565TotalDistributionRt
Average Distribution0.039188AverageDistributionRt
Net Vl Noncharitable Assets$2,494,662NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$97,761AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$38,180NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$135,941AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,280,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$38,180InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$38,180SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$38,180TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Tax Due$38,186TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL I MCKINNONIndividualWithBooksNm
Phone2036980007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line134 INDIAN POINT LANEAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL I MCKINNONN
34 INDIAN POINT LANERIVERSIDECT06878DIRECTOR, CHAIR0.00$0$0$0
SONNET MCKINNON
34 INDIAN POINT LANERIVERSIDECT06878DIRECTOR0.00$0$0$0
WYETH GOODENOUGH
195 LAGUNITAS ROADROSSCA94957DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,493,992AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,532,652TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,532,652AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,990CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,494,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$124,733MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$124,733MinimumInvestmentReturnAmt
Tax Based On Investment Income$38,180TaxBasedOnInvestmentIncomeAmt
Total Tax$38,180TotalTaxAmt
Distributable Before Adj$86,553DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$86,553DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$86,553DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,280,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,280,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$38,180PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,241,820AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,553DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$11,734ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,503ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,237TotalExcessDistributionCyovAmt
Qualifying Distributions$3,280,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$86,553AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,193,447RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,211,684TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,211,684ExcessDistriCyovToNextYrAmt
Excess From Year2$11,734ExcessFromYear2Amt
Excess From Year1$6,503ExcessFromYear1Amt
Excess From Current Year$3,193,447ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDANIEL I MCKINNONNContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDANIEL I MCKINNONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line134 INDIAN POINT LANEAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2036980007RecipientPhoneNum
Form And Info And MaterialsTHE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS, TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT AND BALANCE SHEET, AND WHETHER THE ORGANIZATION IS A 501(C)(3) ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/A N/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SANTA FE INSTITUTE
1399 HYDE PARK ROADSANTA FENM06830NONEPUBLIC CHARITYDEDICATED TO THE MULTIDISCIPLINARY STUDY OF THE FUNDAMENTAL PRINCIPLES OF COMPLEX ADAPTIVE SYSTEMS, INCLUDING PHYSICAL, COMPUTATIONAL, BIOLOGICAL, AND SOCIAL SYSTEMS$3,000,000
GREENWICH ACADEMY
200 NORTH MAPLE AVENUEGREENWICHCT06830NONEPUBLIC CHARITYEDUCATION$30,000
ROOM TO READ
465 CALIFORNIA STSAN FRANCISCOCA94104NONEPUBLIC CHARITYEDUCATION$50,000
EXCELLENT SCHOOLS NEW MEXICO
1135 BROADWAY BLVD NEALBUQUERQUENM87101NONEPUBLIC CHARITYEDUCATION$10,000
IMENTOR
30 BROAD STNEW YORKNY10004NONEPUBLIC CHARITYEDUCATION$25,000
NEW MEXICO SCHOOL FOR THE ARTS
275 EAST ALAMEDASANTA FENM87501NONEPUBLIC CHARITYEDUCATION$10,000
UNIVERSITY OF NEW MEXICO MEN'S SOCCER PROGRAM
1 UNIVERSITY OF NEW MEXICOALBUQUERQUENM87131NONEPUBLIC CHARITYATHLETICS$50,000
USTA PLAYER DEVELOPMENT
10000 USTA BOULEVARDORLANDOFL32827NONEPUBLIC CHARITYTO DEVELOP WORLD-CLASS AMERICAN PLAYERS, DEVELOPING AND UTILIZING EDUCATION, TRAINING AND COACHING RESOURCES TO SERVE TEAM USA.$100,000
CANCER FOUNDATION FOR NEW MEXICO
3005 S ST FRANCIS DRSANTE FENM87505NONEPUBLIC CHARITYMEDICAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,280,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$3,189UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$40,196UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$1,329,632UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,373,017UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,373,017TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME WILL BE CONTRIBUTED TO CHARITIES WHICH IS THE
8PURPOSE OF THE FOUNDATION

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DANIEL I MCKINNON
134 INDIAN POINT LANERIVERSIDECT06878$75,000Yes (X)
DANIEL I MCKINNON
234 INDIAN POINT LANERIVERSIDECT06878$497,426Yes (X)
DANIEL I MCKINNON
334 INDIAN POINT LANERIVERSIDECT06878$492,900Yes (X)
DANIEL I MCKINNON
434 INDIAN POINT LANERIVERSIDECT06878$152,020Yes (X)
DANIEL I MCKINNON
534 INDIAN POINT LANERIVERSIDECT06878$1,577,512Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2BLUEPRINT MEDICINES CORP$497,4262017-03-02
3BLUEPRINT MEDICINES CORP$492,9002017-08-02
4BLUEPRINT MEDICINES CORP$152,0202017-09-06
5BLUEPRINT MEDICINES CORP$1,577,5122017-11-05

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMARKETABLE SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,071,667BookValueAmt
EOYFMV$3,161,757EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$209Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$14,009$14,009$0
MISCELLANEOUS$35$35$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TAX DIFFERENCEDesc
Amt$65,406Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDANIEL I MCKINNONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line134 INDIAN POINT LANEAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,358Amt
Net Investment Income$1,358NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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