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COTTAGE 1886 FOUNDATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
COTTAGE 1886 FOUNDATION INC (EIN 22-3609233)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-03
IRS object ID
201723079349300852
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-03T10:16:25-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223271712PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MERCADIEN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7648AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085437648ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223609233EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COTTAGE 1886 FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOTTBusinessNameControlTxt
Phone6099216137PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line151 PROSPECT AVENUEAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM M HARDT IIIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6099216137PhoneNum
Signature2017-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBJONDINA KARPUZI CPAPreparerPersonNm
PTINP01270786PTIN
Phone6096899700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address63.117.53.200IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-03IPDt
IP Tm11:16:17IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8B3E63DC985F6477B3234B740444FAD778BC8D8CAtSubmissionCreationDeviceId
At Submission Filing Device Id883762F248F18FAF4E1DA9E005669DB3AAD944A0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES L CRAWFORDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line151 PROSPECT AVENUEAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$183,676GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.COTTAGECLUB.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionFOSTER, PROMOTE & SUPPORT CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$24,963PYContributionsGrantsAmt
CY Contributions Grants$47,573CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$37,852PYInvestmentIncomeAmt
CY Investment Income$67,289CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$62,815PYTotalRevenueAmt
CY Total Revenue$114,862CYTotalRevenueAmt
PY Grants And Similar Paid$2,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$236,398PYOtherExpensesAmt
CY Other Expenses$251,739CYOtherExpensesAmt
PY Total Expenses$238,398PYTotalExpensesAmt
CY Total Expenses$251,739CYTotalExpensesAmt
PY Revenues Less Expenses-$175,583PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$136,877CYRevenuesLessExpensesAmt
Total Assets BOY$1,453,260TotalAssetsBOYAmt
Total Assets EOY$1,480,887TotalAssetsEOYAmt
Total Liabilities BOY$254,678TotalLiabilitiesBOYAmt
Total Liabilities EOY$349,913TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,198,582NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,130,974NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCOTTAGE 1886 FOUNDATION, INC. (THE "FOUNDATION") WAS CREATED TO ESTABLISH, CONDUCT, MAINTAIN AND/OR SUPPORT UNDERTAKINGS AND ACTIVITIES THAT ARE EXCLUSIVELY CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL IN PURPOSE, INCL. PARTICULARLY, BUT WITHOUT LIMITATION, UNDERTAKINGS & ACTIVITIES INTENDED TO ENHANCE THE EDUCATION OF PRINCETON UNIVERSITY UNDERGRADUATE STUDENTS BELONGING TO THE UNIVERSITY COTTAGE CLUB (THE "CLUB") (A NJ NONPROFIT CORP.) AND THEIR GUESTS, SUCH AS LECTURE PROGRAMS, SEMINARS, CULTURAL EVENTS & THE ENHANCEMENT OF LIBRARY FACILITIES AND OTHER FACILITIES DIRECTLY RELATED TO EDUCATIONAL AND CULTURAL FUNCTIONS. OPERATIONS WERE EXPANDED TO INCLUDE THE RESTORATION AND PRESERVATION OF THE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT STRUCTURE OWNED AND OCCUPIED BY THE CLUB AND TO EDUCATE THE GENERAL PUBLIC ABOUT THE HISTORY AND ARCHITECTURE OF THE BUILDING. DURING 1999, THE CLUB WAS ENTERED ONTO THE NJ REGISTER OF HISTORIC PLACES AND NATIONAL REGISTER OF HISTORIC PLACES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$232,339ExpenseAmt
DescLECTURE PROGRAMS, SEMINARS, CULTURAL EVENTS AND THE ENHANCEMENT OF LIBRARY FACILITIES AND OTHER FACILITIES DIRECTLY RELATED TO EDUCATIONAL AND CULTURAL FUNCTIONS. THE RESTORATION AND PRESERVATION INCLUDES WORK TO PRESERVE, RESTORE AND REPAIR THE EXTERIOR OF THE BUILDING, THE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT INTERIOR PUBLIC AREAS AND THE MAINTENANCE AND REPAIR OF THOSE BUILDING SYSTEMS AND STRUCTURAL COMPONENTS NECESSARY TO ENSURE PROPER MAINTENANCE OF THE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT FEATURES OF THE BUILDING.Desc
Total Program Service Expenses$232,339TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VALARIE J BAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6099216137PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line151 PROSPECT AVENUEAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08540ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES L CRAWFORD
CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
WILLIAM M HARDT III
TREASURER0.50Yes (X)Yes (X)$0$0$0
JAMES BLAIR
TRUSTEE0.50Yes (X)$0$0$0
JOHN A MENDELSON
TRUSTEE0.50Yes (X)$0$0$0
O GRIFF SEXTON
TRUSTEE0.50Yes (X)$0$0$0
KIRK UNRUH
TRUSTEE0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$47,573AllOtherContributionsAmt
Total Contributions$47,573TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,261TotalRevenueColumnAmt
Exclusion$25,261ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$110,842SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$68,814SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$42,028SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,028TotalRevenueColumnAmt
Exclusion$42,028ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$114,862TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$67,289ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,400TotalAmt
Management And General$19,400ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,885TotalAmt
Program Services$8,885ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$59,002TotalAmt
Program Services$59,002ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,431TotalAmt
Program Services$16,431ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescCAPITAL IMPROVEMENTSDesc
Total$148,021TotalAmt
Program Services$148,021ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$251,739TotalAmt
Program Services$232,339ProgramServicesAmt
Management And General$19,400ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,645BOYAmt
EOY$95,477EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$22,365BOYAmt
EOY$10,000EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$328,722BOYAmt
EOY$106,286EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$43,479BOYAmt
EOY$81,299EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$101,502BOYAmt
EOY$120,521EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$925,547BOYAmt
EOY$1,042,304EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$25,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,453,260BOYAmt
EOY$1,480,887EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$675BOYAmt
EOY$663EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$254,003BOYAmt
EOY$349,250EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$254,678BOYAmt
EOY$349,913EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,198,582BOYAmt
EOY$1,110,824EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$20,150EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,198,582BOYAmt
EOY$1,130,974EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,453,260BOYAmt
EOY$1,480,887EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$136,877ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$69,269NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$632,729CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$723,548CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,963CurrentTaxYearMinus1YearAmt
Current Tax Year$47,573CurrentTaxYearAmt
Total$1,456,053TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$632,729CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$723,548CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,963CurrentTaxYearMinus1YearAmt
Current Tax Year$47,573CurrentTaxYearAmt
Total$1,456,053TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,119CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,000CurrentTaxYearMinus2YearsAmt
Current Tax Year$5,000CurrentTaxYearAmt
Total$250,119TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,119CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,000CurrentTaxYearMinus2YearsAmt
Current Tax Year$5,000CurrentTaxYearAmt
Total$250,119TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,205,934PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,207CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,833CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,687CurrentTaxYearMinus1YearAmt
Current Tax Year$25,261CurrentTaxYearAmt
Total$108,675TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,687CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,207CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,833CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,687CurrentTaxYearMinus1YearAmt
Current Tax Year$25,261CurrentTaxYearAmt
Total$108,675TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$652,416CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$740,755CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,650CurrentTaxYearMinus1YearAmt
Current Tax Year$72,834CurrentTaxYearAmt
Total$1,564,728TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.77070PublicSupportCY509Pct
Public Support PY5090.70820PublicSupportPY509Pct
Investment Income CY0.06950InvestmentIncomeCYPct
Investment Income PY0.05300InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$25,000AssetsIncludedAmt
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
VANGUARD EQUITY INCOME FUND ADM$344,224F
VANGUARD SHORT TERM INVEST GR ADM$145,562F
VANGUARD TOTAL STOCK MKT INDEX FUND$243,783F
VANGUARD APPREC IDX ADM$113,920F
VANGUARD MID CAP VAL IDX ADMIRAL$94,505F
VANGUARD FEDERAL MONEY MKT FUND$100,310F
FieldValueIRS element (for citing)
Total Book Value Securities$1,042,304TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO UNIVERSITY COTTAGE CLUBDesc
Amt$349,250Amt
FieldValueIRS element (for citing)
Total Liability$349,250TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$184,131TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$69,269NetUnrealizedGainsInvstAmt
Revenue Not Reported$69,269RevenueNotReportedAmt
Revenue Subtotal$114,862RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$114,862TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$251,739TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$251,739ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$251,739TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationU.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D).
FORM 990, PART XII, LINE 2C:THE BOARD OF TRUSTEES APPOINTS THE FINANCE COMMITTEE TO REVIEW THE AUDITED FINANCIAL STATEMENTS PREPARED BY AN INDEPENDENT AUDITOR.

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