SylvanLaureate Foundation Inc: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SylvanLaureate Foundation Inc (EIN 52-2044008)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-20
- IRS object ID
- 201702939349100405
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-20T12:02:36-05:00 | 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 | 522044008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SylvanLaureate Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SYLV | 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 | ROBERT W ZENTZ | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-10-03 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,018,614 | 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 | $39,632 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,370 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,370 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $304,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,111,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $304,233 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $450,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $408,832 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $45,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,985 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $457 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $33,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $33,216 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,216 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,322,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,322,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,403,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,355,474 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,953,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $506,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,964 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,234 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $603,276 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $530,473 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $523,886 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,897,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,445,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,802,225 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $614,808 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $404,112 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $402,539 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,623,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,669,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,018,614 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,623,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,669,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,623,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,669,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,623,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,669,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,623,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,953,294 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,669,980 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,669,980 | 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 | $4,111,808 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,807,575 | CostOrOtherBasisAmt |
| Gain Or Loss | $304,233 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $304,233 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $304,233 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,406,561 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,598,217 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.279891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,817,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,954,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.165899 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,761,377 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,648,170 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.151215 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,917,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,628,494 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.303038 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,077,502 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,422,407 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.220485 | DistributionYr5Rt |
| Total Distribution | 1.120528 | TotalDistributionRt |
| Average Distribution | 0.224106 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,358,638 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,425,009 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,428,633 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,355,474 | 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 | $3,624 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,624 | SubtotalAmt |
| Tax Based On Investment Income | $3,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,115 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,115 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,491 | OverpaymentAmt |
| Applied To ES Tax | $2,491 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas Becker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Trustee | 1.0 | $0 | $0 | $0 |
| R Christopher Hoehn-Saric | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | First VP / Trustee | 1.0 | $0 | $0 | $0 |
| B Lee McGee | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Eilif Serck-Hanssen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Robert W Zentz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Second VP / Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,096,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,455,470 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,455,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,358,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $317,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $317,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,624 | TotalTaxAmt |
| Distributable Before Adj | $314,308 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $314,308 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $314,308 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,355,474 | 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 | $2,355,474 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,624 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,351,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $314,308 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,620,536 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,453,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,199,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,289,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,993,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,555,913 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,355,474 | QualifyingDistributionsAmt |
| Applied To Current Year | $314,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,041,166 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,597,079 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,620,536 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,976,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,453,053 | ExcessFromYear4Amt |
| Excess From Year3 | $1,199,475 | ExcessFromYear3Amt |
| Excess From Year2 | $1,289,429 | ExcessFromYear2Amt |
| Excess From Year1 | $1,993,420 | ExcessFromYear1Amt |
| Excess From Current Year | $2,041,166 | 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 (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA ACHIEVES INC | |||||||
| 1460 BROADWAY 8TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $50,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 360 E CORONADO RD STE 140 | PHOENIX | AZ | 85004 | N/A | PC | Charitable Event | $1,000 |
| ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE INC | |||||||
| 175 W OSTEND ST STE A3 | BALTIMORE | MD | 21230 | N/A | PC | General & Unrestricted | $5,000 |
| BALTIMORE CHILDRENS MUSEUM INC | |||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $50,000 |
| BALTIMORE CHILDRENS MUSEUM INC | |||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | N/A | PC | capital campaign consultants | $50,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 E READ ST 9TH FL | BALTIMORE | MD | 21202 | N/A | PC | Principal Development / Endowment projects | $40,000 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC | |||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $5,000 |
| BALTIMORE SCHOOL FOR THE ARTS FDN INC | |||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | SO II | Charitable Event | $20,000 |
| BALTIMORE SYMPHONY ORCHESTRA INC | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $7,500 |
| BALTIMORE SYMPHONY ORCHESTRA INC | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | PC | Presenting Sponsor of the 2016-2017 Family Concert Series | $50,000 |
| BALTIMORE URBAN LEAGUE | |||||||
| 512 ORCHARD ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $25,000 |
| BALTIMORES FESTIVAL OF THE ARTS INC | |||||||
| 10 E BALTIMORE ST FL 10 | BALTIMORE | MD | 21202 | N/A | PC | Charitable Event | $25,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | Chesapeake Bay Foundation Education Program | $25,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | N/A | PC | 2016-2017 Cristo Rey Corporate Internship Program | $27,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | N/A | PC | Charitable Event | $5,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 733 3RD AVE STE 5 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $250 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 10626 YORK RD STE A | COCKEYSVILLE | MD | 21030 | N/A | PC | Charitable Event | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 10626 YORK RD STE A | COCKEYSVILLE | MD | 21030 | N/A | PC | Charitable Event | $7,500 |
| DIGITAL HARBOR FOUNDATION INC | |||||||
| 1045 LIGHT ST | BALTIMORE | MD | 21230 | N/A | PC | initiative supporting development of the COE's 2016-2017 Center of Excellence | $10,000 |
| ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY | |||||||
| 401 CATHEDRAL ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $7,500 |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| 7168 COLUMBIA GATEWAY DR STE 100 | COLUMBIA | MD | 21046 | N/A | PC | General & Unrestricted | $12,500 |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $5,000 |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $2,500 |
| GIRL SCOUTS OF CENTRAL MARYLAND INC | |||||||
| 4806 SETON DR | BALTIMORE | MD | 21215 | N/A | PC | Charitable Event | $3,500 |
| GLOBAL CITIZEN YEAR INCORPORATED | |||||||
| 1625 CLAY ST STE 400 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $50,000 |
| INGENUITY PROJECT INC | |||||||
| 1400 W COLD SPRING LN | BALTIMORE | MD | 21209 | N/A | SO III FI | General & Unrestricted | $10,000 |
| INNOVATION FOUNDATION INC | |||||||
| 600 W CHICAGO AVE STE 700 | CHICAGO | IL | 60654 | N/A | PC | Charitable Event | $25,000 |
| INTERNATIONAL YOUTH FOUNDATION | |||||||
| ONE E PRATT ST STE 701 | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $1,284,008 |
| IRVINE NATURAL SCIENCE CENTER INC | |||||||
| 11201 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | N/A | PC | Charitable Event | $1,500 |
| ITINERIS INC | |||||||
| 2050A ROCKROSE AVE | BALTIMORE | MD | 21211 | N/A | PC | Charitable Event | $2,500 |
| IZAAK WALTON LEAGUE OF AMERICA INC | |||||||
| 707 CONSERVATION LN | GAITHERSBURG | MD | 20878 | N/A | PC | General & Unrestricted | $1,000 |
| KENNEDY KRIEGER FOUNDATION INC | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | N/A | PC | Charitable Event | $20,000 |
| KIPP BALTIMORE INC | |||||||
| 4701 GREENSPRING AVE | BALTIMORE | MD | 21209 | N/A | PC | Charitable Event | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY INC- MARYLAND CHAPTE | |||||||
| 100 PAINTERS MILL RD STE 800 | OWINGS MILLS | MD | 21117 | N/A | PC | Charitable Event | $25,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC- MARYLAND CHAPTE | |||||||
| 100 PAINTERS MILL RD STE 800 | OWINGS MILLS | MD | 21117 | N/A | PC | Charitable Event | $25,000 |
| LIVING CLASSROOMS FOUNDATION INC | |||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | N/A | PC | Charitable Event | $15,000 |
| MARIAN HOUSE INC | |||||||
| 949 GORSUCH AVE | BALTIMORE | MD | 21218 | N/A | PC | Charitable Event | $5,000 |
| MIAMI CHILDRENS MUSEUM INC | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | N/A | PC | Charitable Event | $2,500 |
| MOUNT VERNON PLACE CONSERVANCY INC | |||||||
| 901 S BOND ST STE 400A | BALTIMORE | MD | 21231 | N/A | PC | Washington Monument Restoration Project | $10,000 |
| NATIONAL AQUARIUM INC | |||||||
| 501 E PRATT | BALTIMORE | MD | 21202 | N/A | PC | National Aquarium's Conservation Education Program | $10,000 |
| NETWORK 2000 INC | |||||||
| 3601 E JOPPA RD | BALTIMORE | MD | 21234 | N/A | PC | Network 2000 (Advocate Partner) Partnership Program | $10,000 |
| NEW LEADERS | |||||||
| 30 W 26TH ST 10TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $25,000 |
| ORGANIZATION FOR COMMUNITY HEALTH OUTREACH INC | |||||||
| 711 W 40TH ST STE 438 | BALTIMORE | MD | 21211 | N/A | PC | Charitable Event | $3,000 |
| PLANNED PARENTHOOD OF MARYLAND INC | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF BALTIMORE INC | |||||||
| 635 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $1,000 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC | |||||||
| 55 EXCHANGE PL | NEW YORK | NY | 10005 | N/A | PC | Charitable Event | $15,000 |
| SPORTS FOR SHARING INC | |||||||
| 641 S ST NW | WASHINGTON | DC | 20001 | N/A | PC | Charitable Event | $5,000 |
| STARFISH GREATHEARTS FOUNDATION USA | |||||||
| 333 MAMARONECK AVE 187 | WHITE PLAINS | NY | 10605 | N/A | PC | Charitable Event | $10,000 |
| STRONG CITY BALTIMORE | |||||||
| 3503 N CHARLES ST | BALTIMORE | MD | 21218 | N/A | PC | Baltimore Corps Program | $50,000 |
| SUNRISE DAY CAMPS ASSOCIATION INC | |||||||
| 15 NEIL CT | OCEANSIDE | NY | 11572 | N/A | PC | Charitable Event | $10,000 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $50,000 |
| TEAM RUBICON | |||||||
| 6171 CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | N/A | PC | Charitable Event | $7,500 |
| THE AMERICAN VISIONARY ART MUSEUM INC | |||||||
| 800 KEY HWY | BALTIMORE | MD | 21230 | N/A | PC | Charitable Event | $5,000 |
| THE FAMILY TREE INC | |||||||
| 2108 N CHARLES ST | BALTIMORE | MD | 21218 | N/A | PC | Charitable Event | $25,000 |
| THE MARYLAND ZOOLOGICAL SOCIETY INC | |||||||
| 1876 MANSION HOUSE DR | BALTIMORE | MD | 21217 | N/A | PC | Maryland Zoo Fund | $5,000 |
| THE RICHARD W RILEY INSTITUTE OF GOVERNMENT POLI | |||||||
| 3300 Poinsett hwy | GREENVILLE | SC | 29613 | N/A | PC | Capital Campaign | $50,000 |
| THE UNITED WAY OF CENTRAL MARYLAND INC | |||||||
| 100 S CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | Charitable Event | $15,000 |
| THE UNITED WAY OF CENTRAL MARYLAND INC | |||||||
| 100 S CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | United for Change Campaign | $25,000 |
| TOWSON UNIVERSITY FOUNDATION INC | |||||||
| 8000 YORK RD | TOWSON | MD | 21252 | N/A | PC | Music for the Stage Project | $5,000 |
| TRUSTEES OF WALTERS ART GALLERY | |||||||
| 600 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | GOV | Charitable Event | $6,500 |
| UNIVERSITY OF MARYLAND FOUNDATION INC | |||||||
| 3300 METZEROTT RD | ADELPHI | MD | 20783 | N/A | PC | Hrabowski Fund | $25,000 |
| VOLUNTEER CENTRAL INC | |||||||
| 1201 S SHARP ST STE 302 | BALTIMORE | MD | 21230 | N/A | PC | Laureate Education Inc. Membership | $25,000 |
| YMCA OF CENTRAL MARYLAND INC | |||||||
| 303 W CHESAPEAKE AVE | BALTIMORE | MD | 21204 | N/A | PC | Charitable Event | $15,000 |
| YOUNG AUDIENCES OF MARYLAND INC | |||||||
| 2600 N HOWARD ST STE 1300 | BALTIMORE | MD | 21218 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,322,258 | 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 | $1,370 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,741 | 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 | $304,233 | 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 | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $410,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,390 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Becker Douglas | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 S Exeter St | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $39,632 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21ST CENTY FOX AMER - 3.000% - | $14,716 | $14,930 |
| AMERICAN EXPRESS CORP - 0.747% | $14,940 | $15,028 |
| AMERICAN TOWER CORP - 3.125% - | $14,993 | $13,840 |
| AMERICREDIT AUTO SER 2015-3 - | $10,000 | $10,032 |
| AMERICREDIT SER 16-1 - 1.520% | $8,447 | $8,456 |
| AMERICREDIT SER 2012-4 - 2.520 | $2,001 | $2,001 |
| ANALOG DEVICES INC - 3.900% - | $16,111 | $15,370 |
| ASTRAZENECA PLC NOTE - 1.950% | $15,183 | $15,021 |
| AUTOZONE INC - 3.125% - 04/21/ | $15,216 | $14,435 |
| BB&T CORP - 0.950% - 01/15/202 | $15,020 | $15,051 |
| BOSTON PROPERTIES LPNOTE - 4.1 | $16,276 | $15,848 |
| CAMPBELL SOUP CO - 2.500% - 08 | $14,911 | $14,824 |
| CANADIAN NATURAL RESOURCES - 5 | $15,424 | $15,614 |
| CAPITAL AUTO RECV - 1.320% - 0 | $1,020 | $1,020 |
| CC HLDGS GS V / CROWN CASTL - | $14,813 | $15,243 |
| CLOROX - 3.050% - 09/15/2022 | $15,679 | $15,210 |
| E TRADE FINANCIAL CORP - 5.375 | $15,598 | $15,881 |
| EDUCATION RLTY OPER PARTNERSHI | $15,122 | $14,927 |
| FIDELITY NATL INFORMATION SVCS | $16,730 | $16,337 |
| FMC TECHNOLOGIES INC - 3.450% | $13,935 | $15,006 |
| HEALTHCARE TRUST OF AMER HLDGS | $14,986 | $15,106 |
| HOLLYFRONTIER CORP - 5.875% - | $15,001 | $15,329 |
| HUNT J B TRANS SVCS INC - 2.40 | $15,041 | $15,042 |
| JANUS CAPITAL GROUP INC - 4.87 | $15,026 | $15,457 |
| PROVIDENCE HEALTH & SVCS OBLIG | $15,000 | $15,030 |
| RELIANCE STEEL & ALUM - 4.500% | $15,439 | $15,047 |
| ROYAL BK OF CDA BD - 0.784% - | $22,019 | $21,949 |
| SANTANDER DRIVE AUTO SER 2015- | $9,999 | $10,010 |
| VERIZON COMMUNICATIONS - 3.650 | $15,466 | $15,495 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $23,222 | $28,580 |
| ACUITY BRANDS INC | $10,461 | $9,465 |
| ADOBE SYSTEMS, INC | $40,018 | $42,312 |
| AETNA INC | $26,912 | $28,026 |
| AKAMAI TECH COM STK | $25,995 | $29,606 |
| ALEXION PHARMACEUTICALS, INC | $31,952 | $27,529 |
| ALPHABET INC CL A | $42,373 | $57,056 |
| ALPHABET INC CL C | $46,327 | $64,833 |
| AMAZON COM | $36,717 | $54,741 |
| AMERICAN TOWER REIT INC | $13,165 | $13,210 |
| AMERIPRISE FINANCIAL INC | $30,552 | $34,835 |
| AMPHENOL CORPORATION | $16,782 | $33,197 |
| ANSYS INC | $12,365 | $16,001 |
| ANTHEM INC | $16,251 | $16,102 |
| APPLE INC | $29,153 | $40,884 |
| ARTISAN HIGH INCOME FUND CLASS | $237,010 | $245,468 |
| ARTISAN INTERNATIONAL VALUE FU | $213,963 | $197,370 |
| BALL CP | $10,139 | $9,909 |
| BANK OF AMERICA CORP | $20,910 | $25,481 |
| BERKSHIRE HATHAWAY INC. CLASS | $63,365 | $76,601 |
| BEST BUY INC | $6,959 | $8,662 |
| BROWN ADVISORY EMERGING MARKET | $58,065 | $47,558 |
| BROWN ADVISORY MORT SEC INS | $544,256 | $528,501 |
| BROWN ADVISORY SMALL-CAP FUNDA | $235,277 | $339,756 |
| BROWN ADVISORY SOMERSET EMERGI | $109,435 | $101,246 |
| BROWN ADVISORY STRATEGIC BOND | $305,583 | $290,931 |
| BROWN ADVISORY STRATEGIC EUROP | $191,715 | $185,081 |
| BROWNIA SMALL-CAP GROWTH FUND | $291,362 | $311,214 |
| CANADIAN NATL RAILWAY CO | $27,203 | $32,622 |
| CARMAX INC | $49,518 | $61,106 |
| CHARLES SCHWAB CORP | $34,507 | $48,943 |
| CHIPOTLE MEX GRILL | $26,627 | $24,148 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $20,704 | $24,261 |
| COSTCO WHOLESALE CORPORATION | $27,574 | $34,424 |
| CROWN CASTLE INTL | $23,336 | $24,469 |
| DANAHER CORP | $34,017 | $46,159 |
| DAVITA HEALTHCARE PARTNERS INC | $18,502 | $20,030 |
| DEXCOM, INC | $28,310 | $19,880 |
| EBAY INC | $15,670 | $18,141 |
| ECOLAB INC | $32,539 | $42,316 |
| EDWARDS LIFESCIENCES | $37,036 | $45,913 |
| ESTEE LAUDER COMPANIES INC | $26,575 | $28,225 |
| EXPRESS SCRIPTS HOLDING CO | $37,514 | $30,474 |
| FACEBOOK INC | $66,914 | $75,128 |
| FLEETCOR TECHNOLGIES INC | $22,554 | $20,520 |
| FORTIVE CORPORATION | $27,153 | $32,500 |
| GEN DYNAMICS CP | $17,421 | $21,237 |
| GENPACT LIMITED | $13,333 | $20,129 |
| HEALTHCARE SVCS GROUP INC | $9,186 | $9,166 |
| HEXCEL CP DELAWARE | $7,809 | $9,156 |
| HUNT J B | $7,499 | $8,930 |
| IDEXX CORP | $5,655 | $7,388 |
| INTUIT | $9,832 | $10,544 |
| INTUITIVE SURGICAL | $18,972 | $30,440 |
| JP MORGAN CHASE | $30,347 | $43,835 |
| KINDER MORGAN INC | $65,436 | $42,435 |
| LOWES COMPANIES INC | $43,338 | $44,023 |
| MASTERCARD INC | $45,399 | $52,245 |
| MEAD JOHNSON NUTRITI | $26,006 | $23,422 |
| MERCK & CO INC | $10,405 | $12,893 |
| METTLER-TOLEDO INTL | $7,835 | $8,790 |
| MICROSOFT CORP | $36,979 | $54,870 |
| MIDDLEBY CORPORATION | $8,592 | $9,017 |
| NIKE INC-CL B | $6,210 | $5,642 |
| NXP SEMICONDUCTORS | $33,527 | $37,832 |
| OCCIDENTAL PETROLEUM CORP | $31,843 | $26,569 |
| PAYPAL HOLDINGS, INC | $40,557 | $45,391 |
| PEPSICO INC | $16,908 | $19,043 |
| PRICELINE.COM INCORPORATED | $43,011 | $51,312 |
| QUALCOMM INC | $32,644 | $32,730 |
| RED HAT, INC | $10,441 | $9,549 |
| REGIONS FINANCIAL CORP | $14,824 | $22,560 |
| ROPER INDUSTRIES | $27,628 | $28,377 |
| SALESFORCE.COM | $22,948 | $29,643 |
| SBA COMMUNICATIONS | $22,809 | $24,782 |
| SMITH A O CORP DEL COM | $19,952 | $20,929 |
| STARBUCKS CORP COM | $28,953 | $45,415 |
| T. ROWE PRICE ASSOCIATES | $18,261 | $20,019 |
| TEVA PHARMACEUTICAL INDUSTRIES | $45,231 | $32,915 |
| THERMO FISHER SCIENTIFIC INC | $12,842 | $11,994 |
| TJX COMPANIES INC | $31,273 | $32,531 |
| TREEHOUSE FOODS INC | $8,103 | $6,064 |
| TRIPADVISOR LLC | $31,802 | $21,516 |
| TYLER TECHNOLOGIES, INC | $5,584 | $5,425 |
| UNDER ARMOUR INC CL A | $9,363 | $6,507 |
| UNDER ARMOUR INC CL C | $16,324 | $11,679 |
| UNITED RENTALS INC | $10,288 | $18,793 |
| UNITED TECHNOLOGIES CORP | $25,184 | $24,226 |
| UNITEDHEALTH GROUP INC | $12,660 | $14,564 |
| VERISK ANALYTICS, INC | $10,287 | $10,552 |
| VISA INC | $100,416 | $125,144 |
| WABTEC | $26,563 | $31,631 |
| WALT DISNEY HOLDINGS CO | $37,485 | $37,936 |
| WELLS FARGO & CO | $58,519 | $60,676 |
| YAHOO! INC | $22,410 | $28,345 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $359,566 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $352,694 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $170,907 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $171,192 | StateLocalSecEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2016, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,322,258. This amount represents over 25% of the Foundation's net assets of $8,073,098 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2016. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $33,216 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $33,216 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $46 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $45,985 | Amt |
| Net Investment Income | $45,985 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $1,400 | |
| Foreign Tax Paid | $457 | $457 |
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