RUGGLES FAMILY FOUDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RUGGLES FAMILY FOUDATION (EIN 26-6381931)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2018-11-06
- IRS object ID
- 201843109349100629
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-06T14:46:31-06:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266381931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUGGLES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BESSEMER TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUGG | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE NO 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BARRY | PersonNm |
| Person Title | CORP-TRUSTEE | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.35.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 15:32:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 31C83D6B3AD52F3CEA74E9535250557802AD0824 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 31C83D6B3AD52F3CEA74E9535250557802AD0824 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,846,725 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $55,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,230 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,429 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $195,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,659 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,120 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,110 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,009 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,000 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $565,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $565,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $581,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $571,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$385,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,549 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $600,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,504,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,504,842 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,109,564 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,829,181 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,341,883 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,710,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,334,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,846,725 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,710,240 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,334,023 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,710,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,334,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,710,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,334,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,710,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$385,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,009,244 | OtherIncreasesAmt |
| Subtotal | $6,334,023 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,334,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $140,429 | GrossSalesPriceAmt |
| Gain Or Loss | $140,429 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $140,429 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,429 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,195,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,798,871 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.427091 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $826,625 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,660,902 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.497696 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,011,349 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $984,529 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.027241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $876,957 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $471,384 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.860388 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $653,658 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $481,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.358524 | DistributionYr5Rt |
| Total Distribution | 5.170940 | TotalDistributionRt |
| Average Distribution | 1.034188 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,881,601 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,048,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,855 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,050,348 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $571,009 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,711 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,711 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $869 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $869 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,842 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BESSEMER TRUST | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 ROYAL PALM WAY | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BESSEMER TRUST COMPANY OF FLORIDA | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 40.00 | $9,120 | $0 | $0 |
| CO BESSEMER TRUST COMPANY OF FLORID | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| CO BESSEMER TRUST COMPANY OF FLORID | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| CO BESSEMER TRUST COMPANY OF FLORID | ||||||||
| 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,160,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $795,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,955,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,955,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,881,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,711 | TotalTaxAmt |
| Distributable Before Adj | $240,369 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,369 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $571,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $571,009 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $571,009 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,369 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $629,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $853,388 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $962,123 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $744,153 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,056,184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,245,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $571,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $243,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $327,640 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,573,088 | 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 | $629,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,943,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $853,388 | ExcessFromYear4Amt |
| Excess From Year3 | $962,123 | ExcessFromYear3Amt |
| Excess From Year2 | $744,153 | ExcessFromYear2Amt |
| Excess From Year1 | $1,056,184 | ExcessFromYear1Amt |
| Excess From Current Year | $327,640 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLESINI ACADEMY | |||||||
| 94 BRADFORD ST | LAWRENCE | MA | 01840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| BEVERLY BOOTSTRAPS | |||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| BEVERLY HOSPITAL ANNUAL FUND | |||||||
| 500 CUMMINGS CENTER SUITE 6500 | BEVERLY | MA | 01915 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| BRIGHAM AND WOMEN'S HOSPITAL ANNUAL FUND | |||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| DREAMYARD PROJECT | |||||||
| 1085 WASHINGTON AVENUE GROUND FL | BRONX | NY | 10456 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $80,000 |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| FJC (THE CLIMATE MUSEUM) | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| FRIENDS OF THE MASS GENERAL CANCER CENTER | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| GCS CAPITAL CAMPAIGN | |||||||
| 86 FOURTH AVENUE | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $75,000 |
| GO PROJECT | |||||||
| 50 COOPER SQUARE 3RD FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATION (GVSHP) | |||||||
| 232 EAST 11TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| HUDSON GUILD | |||||||
| 441 W 26TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| J CRAIG VENTER INSTITUTE | |||||||
| 9704 MEDICAL CENTER DRIVE | ROCKVILLE | MD | 20850 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| KIPPMA | |||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| MAKE-A-WISH | |||||||
| ONE BULFINCH PLACE 2ND FLOOR | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 100 CAMBRIDGE STREET SUITE 1310 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| OWL RESEARCH INSTITUTE | |||||||
| PO BOX 39 | CHARLO | MT | 59824 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,400 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 |
| PREBLE STREET | |||||||
| 38 PREBLE STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| ROOM TO GROW | |||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 |
| SCARBOROUGH LAND TRUST | |||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| SILVER HILL HOSPITAL FAMILY | |||||||
| 208 VALLEY RD | NEW CANAAN | CT | 06840 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 |
| STOREFRONT ACADEMY HARLEM | |||||||
| 70 EAST 129TH STREET | NEW YORK | NY | 10035 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| THE AMERICAN ANTIQUARIAN SOCIETY | |||||||
| 185 SALISBURY STREET | WORCESTER | MA | 016091634 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| THE CHILDREN'S ROOM | |||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| THE COSTANTINO SAVIGNANO ENDOWMENT FUND FOR ALLERGY AND ASTHMA RESEARCH | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| THE EXTRAORDINARY NEEDS FUND | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| THE FRONTLINE JOURNALISM FUND | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| THE HOME FOR THE LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| THE MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| THE PHILANTHROPY CONNECTION | |||||||
| 1770 MASSACHUSETTS AVENUE SUITE 222 | CAMBRIDGE | MA | 02140 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $1,600 |
| THE VINCENT CLUB | |||||||
| 71 BRIMMER STREET | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| THE WOMEN'S FUND OF ESSEX COUNTY | |||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| WASHINGTON SQUARE PARK CONSERVANCY | |||||||
| PO BOX 1624 | NEW YORK | NY | 10276 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE THIRD FLOOR | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| WELLSPRING HOUSE | |||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $565,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,659 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 60,368.793 SHS OF OW ALL CAP COPE FUND | $863,842 | $1,017,817 |
| 139,246.577 SHS OF OW LARGE CAP STRATEGIES FD | $1,783,033 | $2,017,682 |
| 66,458.489 SHS OF OW SMALL & MIDCAP STRAT FD | $1,054,458 | $1,119,825 |
| 150,578.590 SHS OF OW STRATEGIC OPPTYS FUND | $1,127,848 | $1,186,559 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTIONS FROM CLATS | Desc |
| Amt | $3,009,244 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2016 EXTENSION | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |