PRICE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PRICE FAMILY FOUNDATION INC (EIN 22-3483367)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-09-24
- IRS object ID
- 201822679349100752
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-24T17:47:59-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471686472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223483367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRICE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MICHAEL F PRICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIC | BusinessNameControlTxt |
| Phone | 9739212210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 LARGER CROSS ROAD | AddressLine1Txt |
| City | FAR HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07931 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PRICE | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 9739212210 | PhoneNum |
| Signature | 2018-09-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01404771 | PTIN |
| Phone | 2126791007 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.72.254.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-24 | IPDt |
| IP Tm | 18:38:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A24B862C780DC6AF5644778E2AD09D3CAFEBE432 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 624D7D99935B63334A4AED0AC80054B4AEC87B40 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,125,893 | 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 | $9,338,770 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,104,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,200,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,207,426 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,677 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83,328 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,607,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,369,348 | 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 | $22,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $123,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,199 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,199 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $902 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $305,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $174,351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $488,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $211,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,257,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,257,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,746,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,469,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,139,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,369,348 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $616,675 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $249,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $249,523 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $337,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $261,568 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $441,097 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,515,508 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,104,250 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,435,273 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,469,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,615,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,125,893 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $132,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $132,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,337,923 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,483,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,337,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,483,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,469,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,615,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,337,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,139,769 | ExcessRevenueOverExpensesAmt |
| Other Increases | $285,187 | OtherIncreasesAmt |
| Subtotal | $11,483,341 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,483,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5000 BOEING CO | D | 2001-09-17 | 2017-04-03 | $886,843 | $290,319 | $596,524 | $596,524 |
| 7500 BOEING CO | D | 2008-09-17 | 2017-07-10 | $1,513,233 | $435,450 | $1,077,783 | $1,077,783 |
| 7500 BOEING CO | D | 2008-09-17 | 2017-09-28 | $1,908,075 | $434,450 | $1,473,625 | $1,473,625 |
| 2500 BOEING CO | D | 2017-09-26 | 2017-09-26 | $636,025 | $636,783 | -$758 | -$758 |
| 5000 JOHNSON & JOHNSON | D | 2008-12-31 | 2017-04-03 | $623,950 | $239,277 | $384,673 | $384,673 |
| 2500 JOHNSON & JOHNSON | D | 2008-12-31 | 2017-07-10 | $333,402 | $119,650 | $213,752 | $213,752 |
| 2500 JOHNSON & JOHNSON | D | 2008-12-31 | 2017-09-28 | $328,218 | $119,650 | $208,568 | $208,568 |
| 5000 JOHNSON & JOHNSON | D | 2008-12-31 | 2017-03-28 | $624,529 | $239,300 | $385,229 | $385,229 |
| 25000 BANK OF AMERICA | D | 2016-02-08 | 2017-03-28 | $578,262 | $307,713 | $270,549 | $270,549 |
| 5000 BANK OF AMERICA | D | 2016-02-08 | 2017-09-26 | $124,247 | $61,543 | $62,704 | $62,704 |
| 25000 INTEL | D | 2013-01-18 | 2017-03-28 | $882,681 | $528,990 | $353,691 | $353,691 |
| 2800 FARMERS BROS CO | D | 2008-12-31 | 2017-09-26 | $81,106 | $22,263 | $58,843 | $58,843 |
| 6000 GENERAL ELECTRIC | D | 2011-08-11 | 2017-10-05 | $146,359 | $90,180 | $56,179 | $56,179 |
| BAIN CAPITAL VIII COINVEST | P | 2015-01-01 | 2016-12-31 | $51,189 | $51,189 | ||
| BAIN CAPITAL IX COINVEST | P | 2015-01-01 | 2016-12-31 | -$12,933 | -$12,933 | ||
| MFP PARTNERS L.P. | P | 2016-07-15 | 2016-12-31 | $24,874 | $24,874 | ||
| MFP PARTNERS L.P. | P | 2015-01-01 | 2016-12-31 | $417,080 | $417,080 | ||
| STADIUM CAPITAL PARTNERS L.P. | P | 2016-07-15 | 2016-12-31 | $37,895 | $37,895 | ||
| STADIUM CAPITAL PARTNERS L.P. | P | 2015-01-01 | 2016-12-31 | $19,338 | $19,338 | ||
| PENNANT ONSHORE PARTNERS | P | 2016-07-01 | 2016-12-31 | -$187,715 | -$187,715 | ||
| PENNANT ONSHORE PARTNERS | P | 2015-01-01 | 2016-12-31 | $54,647 | $54,647 | ||
| 21093 OLD REPUBLIC INTERNATIONAL | P | 1991-07-29 | 2016-12-15 | $390,350 | $76,172 | $314,178 | $314,178 |
| DELL | P | 2014-11-01 | 2016-12-16 | $1,143,131 | $795,620 | $347,511 | $347,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,207,426 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,479,376 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,107,066 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.689199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,740,203 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,234,600 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.753524 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,657,193 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,235,240 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.548955 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,077,432 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,917,911 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.656566 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,131,639 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,053,455 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.395029 | DistributionYr5Rt |
| Total Distribution | 3.043273 | TotalDistributionRt |
| Average Distribution | 0.608655 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,691,242 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,159,208 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63,693 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,222,901 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,469,532 | 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 | $63,693 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $63,693 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $63,693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $96,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $32,307 | OverpaymentAmt |
| Applied To ES Tax | $32,307 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL F PRICE | IndividualWithBooksNm |
| Phone | 2126791007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MFP INVESTORS 667 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F PRICE | ||||||||
| 12 PARSONAGE PT | RYE | NY | 10580 | MANAGER | 1.00 | $0 | $0 | $0 |
| JORDAN PRICE EHMANN | ||||||||
| 1180 LARGER CROSS ROAD | FAR HILLS | NJ | 07931 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAUDIA FORBES | ||||||||
| 31635 CANYON CIRCLE | EVERGREEN | CO | 80439 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER C PRICE | ||||||||
| 12 PARSONAGE PT | RYE | NY | 10580 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE DUHL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 WHITE PINE DRIVE | AddressLine1Txt |
| City | WAITSFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTANT | ServiceTypeTxt |
| Compensation | $147,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $461,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $823,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,659,704 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,945,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,945,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $254,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,691,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $834,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $834,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,693 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,527 | IncomeTaxAmt |
| Total Tax | $76,220 | TotalTaxAmt |
| Distributable Before Adj | $758,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $758,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $758,342 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,469,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,469,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $63,693 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,405,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $758,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,138,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,129,905 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,683,460 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,904,977 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,728,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,585,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,469,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $758,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,711,190 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,296,505 | 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 | $7,138,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,158,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,129,905 | ExcessFromYear4Amt |
| Excess From Year3 | $10,683,460 | ExcessFromYear3Amt |
| Excess From Year2 | $12,904,977 | ExcessFromYear2Amt |
| Excess From Year1 | $11,728,555 | ExcessFromYear1Amt |
| Excess From Current Year | $10,711,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL F PRICE | ContributingManagerNm |
| Contributing Manager | JENNIFER C PRICE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN OF NEW YORK | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| ALL STARS PROJECT | |||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVENUE ROOM 726 | BRONX | NY | 10461 | NONE | IRC S. 501(A) | GENERAL USE | $1,325,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | IRC S. 501(A) | GENERAL USE | $37,000 |
| BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 1000 | BOSTON | MA | 02116 | NONE | IRC S. 501(A) | GENERAL USE | $300,000 |
| BOTTOM LINE INC | |||||||
| 26 COURT STREET | BROOKLYN | NY | 11242 | NONE | IRC S. 501(A) | GENERAL USE | $350,000 |
| BROOKLYN WORKFORCE INNOVATIONS | |||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | IRC S. 501(A) | GENERAL USE | $81,250 |
| CHILDREN'S AID AND FAMILY SERVICES | |||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | NONE | IRC S. 501(A) | GENERAL USE | $256,900 |
| CITY YEAR NEW YORK | |||||||
| 20 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | NONE | IRC S. 501(A) | GENERAL USE | $296,080 |
| COUNTRYSIDE ALLIANCE OF SOMERSET | |||||||
| PO BOX 314 | GLADSTONE | NJ | 07934 | NONE | IRC S. 501(A) | GENERAL USE | $10,000 |
| DEGREGORIO FAMILY FOUNDATION | |||||||
| PO BOX 236 | PLEASANTVILLE | NY | 10570 | NONE | IRC S. 501(A) | GENERAL USE | $137,500 |
| DUKE UNIVERSITY | |||||||
| BOX 90581 | DURHAM | NC | 27708 | NONE | IRC S. 501(A) | GENERAL USE | $69,200 |
| EXALT YOUTH | |||||||
| 175 REMSON STREET SUITE 1000 | NEW YORK | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | IRC S. 501(A) | GENERAL USE | $70,000 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 |
| FRIENDS OF THE CHILDREN NEW YORK | |||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | NONE | IRC S. 501(A) | GENERAL USE | $250,000 |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | IRC S. 501(A) | GENERAL USE | $30,000 |
| GOOD SHEPHERD SERVICES | |||||||
| 305 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $265,000 |
| GRAHAM WINDHAM | |||||||
| ONE PIERREPONT PLAZA SUITE 901 | BROOKLYN | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $250,000 |
| HARLEM EDUCATION ACTIVITIES FUND INC | |||||||
| 2090 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | NONE | IRC S. 501(A) | GENERAL USE | $37,500 |
| HARMONY PROGRAM INC | |||||||
| 1700 BROADWAY 39TH FLOOR | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | IRC S. 501(A) | GENERAL USE | $311,250 |
| HOT BREAD KITCHEN | |||||||
| 1590 PARK AVENUE | NEW YORK | NY | 10029 | NONE | IRC S. 501(A) | GENERAL USE | $72,000 |
| HEALTHY STEPS | |||||||
| 1255 23RD STREET NW STE 350 | WASHINGTON | DC | 20037 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| HUNTS POINT ALLIANCE FOR CHILDREN | |||||||
| 1231 LAFAYETTE AVENUE 4TH FLOOR | BRONX | NY | 10474 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | IRC S. 501(A) | GENERAL USE | $200,000 |
| JAZZ AT LINCOLN CENTER | |||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $200,000 |
| JOHN HOPKINS HOSPITAL | |||||||
| 100 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 |
| JOHN HOPKINS HOSPITAL FUND FOR THE AGED | |||||||
| 750 EAST PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21202 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 |
| JOHN JAY COLLEGE FOUNDATION | |||||||
| 524 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $62,989 |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | NONE | IRC S. 501(A) | GENERAL USE | $200,000 |
| NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||
| 14 WALL STREET 3B | NEW YORK | NY | 10005 | NONE | IRC S. 501(A) | GENERAL USE | $10,000 |
| NEW HEIGHTS | |||||||
| 2576 BROADWAY PMB 213 | NEW YORK | NY | 10025 | NONE | IRC S. 501(A) | GENERAL USE | $106,060 |
| NEW YORK CARES | |||||||
| 214 WEST 29TH STREET 5TH FLOOR | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $35,000 |
| NEW YORK CITY POLICE FOUNDATION | |||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | IRC S. 501(A) | GENERAL USE | $230,000 |
| NEW YORK PRESBYTERIAN | |||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | NONE | IRC S. 501(A) | GENERAL USE | $1,457,680 |
| NEW YORK YANKEES FOUNDATION | |||||||
| 252 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 |
| POLO PLAYERS SUPPORT GROUP | |||||||
| 11924 FOREST HILL BLVD SUITE 22-287 | WELLINGTON | FL | 33414 | NONE | IRC S. 501(A) | GENERAL USE | $40,000 |
| PLANNED PARENTHOOD OF NYC | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | IRC S. 501(A) | GENERAL USE | $1,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 7 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | IRC S. 501(A) | GENERAL USE | $234,631 |
| SAINT DAVIDS SCHOOL | |||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | IRC S. 501(A) | GENERAL USE | $1,010,000 |
| SANKATY HEAD FOUNDATION | |||||||
| PO BOX 875 | SIASCONSET | MA | 02564 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 |
| SCO FAMILY SERVICES | |||||||
| 154 LAWRENCE STREET | BROOKLYN | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $400,000 |
| SOUTH BRONX UNITED INC | |||||||
| 199 LINCOLN AVENUE | BRONX | NY | 10454 | NONE | IRC S. 501(A) | GENERAL USE | $60,000 |
| SUMMER SEARCH NEW YORK CITY | |||||||
| 261 5TH AVENUE8TH FLOOR | NEW YORK | NY | 10016 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| SUNNYSIDE COMMUNITY SERVICES | |||||||
| 4331 39TH STREET | SUNNYSIDE | NY | 11104 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | NONE | IRC S. 501(A) | GENERAL USE | $116,250 |
| THE BLUE CARD | |||||||
| 171 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| THE BROAD INSTITUTE OF MIT AND HARVARD | |||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | IRC S. 501(A) | GENERAL USE | $202,121 |
| THE CHILDRENS AID SOCIETY | |||||||
| 711 THIRD AVENUE SUITE 700 | NEW YORK | NY | 10017 | NONE | IRC S. 501(A) | GENERAL USE | $38,750 |
| THE NEW YORK OPPORTUNITY NETWORK | |||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 |
| THE UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| PO BOX 258856 | OKLAHOMA CITY | OK | 73125 | NONE | IRC S. 501(A) | GENERAL USE | $500,000 |
| THE WINDWARD SCHOOL | |||||||
| 212 93RD STREET | NEW YORK | NY | 10128 | NONE | IRC S. 501(A) | GENERAL USE | $838,332 |
| OU FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73072 | NONE | IRC S. 501(A) | GENERAL USE | $2,500 |
| PRESERVATION FOUNDATION OF PALM BEACH | |||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | NONE | IRC S. 501(A) | GENERAL USE | $1,000 |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY | |||||||
| 230 WEST 41ST STRET 7 | NEW YORK | NY | 10036 | NONE | IRC S. 501(A) | GENERAL USE | $62,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,257,982 | 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 | $226 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,368 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,349 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $68,760 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,104,044 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $71,109 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,268,315 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,339,424 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL F PRICE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 PARSONAGE PT | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,338,770 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,000 SHS BOEING CO | $906,825 | 2017-03-06 |
| 1 | 5,000 SHS JOHNSON & JOHNSON | $628,225 | 2017-03-17 |
| 1 | 25,000 SHS BANK OF AMERICA | $565,125 | 2017-03-27 |
| 1 | 25,000 SHS INTEL CORP | $880,500 | 2017-03-27 |
| 1 | 5,000 SHS JOHNSON & JOHNSON | $624,750 | 2017-03-28 |
| 1 | 2,500 SHS JOHNSON & JOHNSON | $334,100 | 2017-07-05 |
| 1 | 7,500 SHS BOEING CO | $1,513,575 | 2017-07-05 |
| 1 | 7,500 SHS BOEING CO | $1,912,575 | 2017-09-26 |
| 1 | 2,500 SHS JOHNSON & JOHNSON | $328,450 | 2017-09-26 |
| 1 | 2,500 SHS BOEING CO | $637,525 | 2017-09-26 |
| 1 | 5,000 SHS BANK OF AMERICA | $124,100 | 2017-09-26 |
| 1 | 2,800 FARMERS BROS CO | $83,020 | 2017-09-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY ELECTS, PURSUANT TO REG. SEC. 53.4942 (A)-3(D) (2), TO APPLY ALL OF THE 2012 QUALIFYING DISTRIBUTION TO CORPUS. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEW JERSEY DOES NOT REQUIRE A PRIVATE FOUNDATION THAT HAS NOT RECEIVED MORE THAN $20,000 FROM THE GENERAL PUBLIC TO REGISTER AND PROVIDE A COPY OF FORM 990PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK HELD AT JPMORGAN 1668000 | $0 | $0 |
| STOCK HELD AT JPMORGAN 73600 | $261,568 | $441,097 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFP PARTNERS LP | FMV | $2,184,396 | $2,184,396 |
| REBOUND PARTNERS | FMV | $2,641,434 | $2,641,434 |
| OWL CREEK OVERSEAS FUND LTD | FMV | $1,900,000 | $7,231,023 |
| BAIN CAPITAL VIII COINVESTMENT FUND, L.P. | FMV | $35,237 | $35,237 |
| BAIN CAPITAL (TRU) VIII COINVESTMENT, L.P. | FMV | $11,278 | $11,278 |
| BAIN CAPITAL IX COINVESTMENT FUND, L.P. | FMV | $40,685 | $40,685 |
| BAIN CAPITAL (CC) IX COINVESTMENT, L.P. | FMV | $9,318 | $9,318 |
| BAIN CAPITAL (CCD) IX COINVESTMENT, L.P. | FMV | $13,606 | $13,606 |
| PENNANT ONSHORE PARTNERS, LP | FMV | $2,582,262 | $2,582,262 |
| STADIUM CAPITAL PARTNERS LP | FMV | $1,686,034 | $1,686,034 |
| GYRODYNE LLC | FMV | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC-CONSULTING | $174,351 | $0 | $174,351 |
| MFP PARTNERS, L.P. PORTFOLIO DEDUCTION | $14,733 | $0 | $0 |
| MFP PARTNERS, L.P. INTEREST EXPENSE | $707 | $0 | $0 |
| BAIN CAPITAL VIII-PORTFOLIO DEDUCTION | $2,351 | $0 | $0 |
| BAIN CAPITAL IX-PORTFOLIO DEDUCTION | $2,425 | $0 | $0 |
| PENNANT ONSHORE PARTNERS, L.P.-INVEST. INTEREST EXPENSE | $45,940 | $0 | $0 |
| REBOUND PARTNERS, L.P.-INVEST. INTEREST EXPENSE | $12,333 | $0 | $0 |
| STADIUM PARTNERS, L.P. OTHER DEDUCTIONS | $21,333 | $0 | $0 |
| PENNANT ONSHORE PARTNERS, L.P.-INVEST. PORTFOLIO DEDUCTIONS | $27,323 | $0 | $0 |
| MFP PARTNERS, L.P. CONTRIBUTIONS | $2 | $0 | $0 |
| REBOUND PARTNERS, L.P.-INVEST. PORTFOLIO DEDUCTIONS | $3,501 | $0 | $0 |
| MFP PARTNERS, L.P. OTHER DEDUCTIONS | $1 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MFP PARTNERS - ORDINARY INCOME | $337 | $0 | $337 |
| PENNANT ONSHORE PARTNERS - OTHER PORTFOLIO INCOME | $15,434 | $15,434 | $15,434 |
| REBOUND PARTNERS, L.P. - OTHER INCOME | $72,342 | $70,126 | $72,342 |
| MFP PARTNERS - OTHER INCOME | -$5,962 | -$5,962 | -$5,962 |
| MFP PARTNERS - OTHER PORTFOLIO INCOME | $5,967 | $5,967 | $5,967 |
| MFP PARTNERS - NET RENTAL INCOME | -$482 | $0 | -$482 |
| MFP PARTNERS - SECTION 1231 LOSS | $278 | $0 | $278 |
| REBOUND PARTNERS, L.P. - SECTION 1256 LOSS | -$2,237 | -$2,237 | -$2,237 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN BALANCE SHEET ASSETS | Desc |
| Amt | $285,187 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $118,830 | $0 | $0 |
| FOREIGN TAXES | $2,065 | $0 | $0 |
| FILING FEES | $181 | $0 | $0 |
| ANNUAL REPORT | $1,950 | $0 | $0 |
Comments