The Maloney Family Foundation Inc: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- The Maloney Family Foundation Inc (EIN 20-1296117)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201703149349101170
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T14:42:28-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201296117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Maloney Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MALO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE MALONEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173145000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $966,226 | 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 | $503,669 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $631,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $482,896 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $562,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $495,219 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,644 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $589 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $21,484 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,484 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,539 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,891 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,891 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $493,575 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,723 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,723 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $490,346 | CorporateStockBOYAmt |
| Corporate Stock EOY | $825,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $893,503 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $506,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $898,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $966,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $506,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $898,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $506,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $898,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $506,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $898,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $506,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,428 | ExcessRevenueOverExpensesAmt |
| Subtotal | $898,534 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $898,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $631,361 | GrossSalesPriceAmt |
| Cost Or Other Basis | $148,465 | CostOrOtherBasisAmt |
| Gain Or Loss | $482,896 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $482,896 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $482,896 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,695 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $628,006 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.208111 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,804 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $743,215 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.138323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,834 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $784,452 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.145113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $776,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086118 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,792 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $836,141 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085861 | DistributionYr5Rt |
| Total Distribution | 0.663526 | TotalDistributionRt |
| Average Distribution | 0.132705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $550,366 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,036 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,936 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,914 | 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 | $4,936 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,936 | SubtotalAmt |
| Tax Based On Investment Income | $4,936 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,436 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,936 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Nicole M Maloney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Dr Robert K Maloney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | VISION SYMPOSIUM - EDUCATIONAL SYMPOSIUM DIRECTED AT PRIMARY EYE CARE PROVIDERS TO INFORM THEM ABOUT NEW DEVELOPMENTS IN EYE CARE & THE EFFECT OF THESE DEVELOPMENTS ON PRIMARY CARE | Description1Txt |
| Expenses1 | $21,484 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $535,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $558,747 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $558,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $550,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,936 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,160 | IncomeTaxAmt |
| Total Tax | $7,096 | TotalTaxAmt |
| Distributable Before Adj | $20,422 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,422 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,914 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $167,914 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,936 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,422 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $30,463 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,652 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,363 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,329 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $100,273 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $301,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,914 | QualifyingDistributionsAmt |
| Applied To Current Year | $20,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $147,492 | RemainingDistriFromCorpusAmt |
| Total Corpus | $448,572 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,463 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $418,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,652 | ExcessFromYear4Amt |
| Excess From Year3 | $75,363 | ExcessFromYear3Amt |
| Excess From Year2 | $66,329 | ExcessFromYear2Amt |
| Excess From Year1 | $100,273 | ExcessFromYear1Amt |
| Excess From Current Year | $147,492 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN TRUST | |||||||
| 8229 BOONE BLVD STE 240 | VIENNA | VA | 22182 | N/A | PC | General & Unrestricted | $50,000 |
| ARTLAB21 FOUNDATION | |||||||
| 208 MAIN ST | EL SEGUNDO | CA | 90245 | N/A | PC | General & Unrestricted | $10,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $3,000 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 616 WITMER ST | LOS ANGELES | CA | 90017 | N/A | PC | General & Unrestricted | $7,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | General & Unrestricted | $5,891 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Upper School Infrastructure Project | $50,000 |
| LAS MADRINAS | |||||||
| 1050 OAKMONT ST | LOS ANGELES | CA | 90049 | N/A | PC | General & Unrestricted | $1,000 |
| PREMIER WATER POLO CLUB | |||||||
| 3453 CONSUELO DR | CALABASAS | CA | 91302 | N/A | PC | General & Unrestricted | $5,000 |
| PREMIER WATER POLO CLUB | |||||||
| 3453 CONSUELO DR | CALABASAS | CA | 91302 | N/A | PC | Charitable Event | $1,000 |
| PRINCE OF WALES FOUNDATION | |||||||
| 888 17TH ST NW STE 201 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $5,000 |
| PRINCETON UNIVERSITY - ANNUAL GIVING | |||||||
| GIFT RECORDS BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | Friends of Men's Water Polo Program | $500 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | N/A | PC | Undergraduate Scholarship Fund | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,891 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,583 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISION SYMPOSIUM EXHIBITOR INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $17,000 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,000 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,906 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,906 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Magdalen Partners LP | |||||||
| 1 | c/o R K Maloney181 N Saltair Ave | Los Angeles | CA | 90049 | $494,147 | Yes (X) | |
| Maloney Robert K | |||||||
| 2 | 181 N Saltair Ave | Los Angeles | CA | 90049 | $9,522 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | ALTRIA GROUP INC MO, 300 sh. | $19,790 | 2016-12-15 |
| 3 | CSX CORP CSX, 900 sh. | $32,890 | 2016-12-15 |
| 3 | CURTISS WRIGHT CP CW, 164 sh. | $16,832 | 2016-12-15 |
| 3 | FLOWSERVE CP FLS, 750 sh. | $36,776 | 2016-12-15 |
| 3 | HUNTINGTON INGALLS INDUSTRIES HII, 33 sh. | $5,868 | 2016-12-15 |
| 3 | KRAFT HEINZ CO KHC, 247 sh. | $21,018 | 2016-12-15 |
| 3 | LAM RESEARCH CORP LRCX, 350 sh. | $36,871 | 2016-12-15 |
| 3 | LOCKHEED MARTIN CORP LMT, 300 sh. | $75,558 | 2016-12-15 |
| 3 | MACY'S INC M, 311 sh. | $12,550 | 2016-12-15 |
| 3 | MARATHON OIL CORP COM MRO, 236 sh. | $4,266 | 2016-12-15 |
| 3 | MARRIOTT VACATIONS WORLDWIDE CORP VAC, 20 sh. | $1,776 | 2016-12-15 |
| 3 | MONSANTO CO MON, 150 sh. | $15,726 | 2016-12-15 |
| 3 | N V R INC NVR, 20 sh. | $32,642 | 2016-12-15 |
| 3 | O'REILLY AUTOMOTIVE INC ORLY, 300 sh. | $83,747 | 2016-12-15 |
| 3 | ROPER INDUSTRIES ROP, 200 sh. | $37,245 | 2016-12-15 |
| 3 | TJX COMPANIES INC TJX, 368 sh. | $28,520 | 2016-12-15 |
| 3 | UNITEDHEALTH GROUP INC UNH, 200 sh. | $32,072 | 2016-12-15 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS VALUE POR | $29,017 | $33,259 |
| DFA INTERNATIONAL SMALL CAP VA | $25,000 | $28,667 |
| DFA INTERNATIONAL VALUE PORTFO | $65,273 | $62,751 |
| DFA LARGE CAP INTERNATIONAL PO | $78,966 | $79,657 |
| EATON VANCE FLOATING RATE FUND | $40,000 | $39,950 |
| JP MORGAN ALERIAN MLP INDEX ET | $32,506 | $26,552 |
| MATTHEWS PACIFIC TIGER FUND I | $33,761 | $36,419 |
| VAN ECK FUNDS - GLOBAL HARD AS | $30,174 | $23,821 |
| VANGUARD DIVIDEND APPRECIATION | $107,040 | $119,252 |
| VANGUARD GNMA FUND | $42,621 | $44,752 |
| VANGUARD INTERMEDIATE TERM INV | $40,000 | $40,158 |
| VANGUARD SF REIT ETF | $26,880 | $29,711 |
| VANGUARD SHORT TERM INVESTMENT | $71,527 | $71,775 |
| VANGUARD TOTAL STOCK MARKET ET | $163,046 | $216,803 |
| VANGUARD WELLESLEY INCOME FUND | $40,000 | $39,976 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $5,514 | $5,514 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | vision symposium exhibitor income | Desc |
| Revenue And Expenses Per Books | $17,000 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,644 | Amt |
| Net Investment Income | $1,644 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Magdalen Partners L P | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o R K Maloney181 N Saltair Ave | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $500 |
| 990-PF Excise Tax for 2015 | $89 |