THE BINDON FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE BINDON FOUNDATION (EIN 47-5087969)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-14
IRS object ID
201701049349100530
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)
Return2017-04-14T12:43:46-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475087969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bindon FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBINDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH L HALSTEDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-04-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520171045000071FederalOriginalSubmissionId
Federal Original Submission Id2017-04-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9D59D74B225D538E4555D08F8D8ED29667824494AtSubmissionCreationDeviceId
At Submission Filing Device Id70AA59F2BE43B178611149847D763A183DD9022DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,966,477FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,004,412ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$92InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$92InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,388DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,388DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$36,008NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$776,640GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$335,443CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$981,884TotalRevAndExpnssAmt
Total Net Invst Incm$348,923TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,830OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,830OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$12,479OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,479OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,209TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,830TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,479TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,009TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,830TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$88,279TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$880,875ExcessRevenueOverExpensesAmt
Net Investment Income$343,093NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,002SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,884SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,884SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$999,729CorporateStockBOYAmt
Corporate Stock EOY$1,645,208CorporateStockEOYAmt
Corporate Stock EOYFMV$1,722,700CorporateStockEOYFMVAmt
Corporate Bonds EOY$212,514CorporateBondsEOYAmt
Corporate Bonds EOYFMV$210,893CorporateBondsEOYFMVAmt
Total Assets BOY$1,009,731TotalAssetsBOYAmt
Total Assets EOY$1,890,606TotalAssetsEOYAmt
Total Assets EOYFMV$1,966,477TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,009,731RetainedEarningBOYAmt
Retained Earning EOY$1,890,606RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,009,731TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,890,606TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,009,731TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,890,606TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,009,731TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$880,875ExcessRevenueOverExpensesAmt
Subtotal$1,890,606SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,890,606TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$776,640GrossSalesPriceAmt
Cost Or Other Basis$441,197CostOrOtherBasisAmt
Gain Or Loss$335,443GainOrLossAmt
Gains Minus Excess Or Losses$335,443GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$335,443CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$248,473NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$1,050,809NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,431NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,431AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$88,279QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,431InvestmentIncomeExciseTaxAmt
Subtotal$3,431SubtotalAmt
Tax Based On Investment Income$3,431TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$3,469OverpaymentAmt
Applied To ES Tax$3,469AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Elizabeth L Halsted
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0$0$0
Scott Halsted
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir / Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$865,012AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$201,799AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,066,811TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,066,811AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,002CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,050,809NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,540MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,540MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,431TaxBasedOnInvestmentIncomeAmt
Total Tax$3,431TotalTaxAmt
Distributable Before Adj$49,109DistributableBeforeAdjAmt
Distributable Before Ded$49,109DistributableBeforeDedAmt
Distributable As Adjusted$49,109DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,279ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$88,279QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,431PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$84,848AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,109DistributableAsAdjustedAmt
Undistributed Income PY$3,676UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Qualifying Distributions$88,279QualifyingDistributionsAmt
Applied To Year1$3,676AppliedToYear1Amt
Applied To Current Year$49,109AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,494RemainingDistriFromCorpusAmt
Total Corpus$35,494TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$35,494ExcessDistriCyovToNextYrAmt
Excess From Current Year$35,494ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerElizabeth L HalstedContributingManagerNm
Contributing ManagerScott HalstedContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTIONAID USA
1420 K ST NW STE 900WASHINGTONDC20005N/APCGeneral & Unrestricted$500
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTH
39 DRUMM STSAN FRANCISCOCA94111N/APCGeneral & Unrestricted$550
BRIDGE THE GAP COLLEGE PREP
PO BOX 1390SAUSALITOCA94966N/APCGeneral & Unrestricted$4,500
CHALLENGED ATHLETES INC
9591 WAPLES STSAN DIEGOCA92121N/APCGeneral & Unrestricted$600
DARAJA EDUCATION FUND
PO BOX 4333SAN RAFAELCA94913N/APCGeneral & Unrestricted$2,500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$500
FRIENDS OF CHALLENGING HEIGHTS
PO BOX 68213GRAND RAPIDSMI49516N/APCGeneral & Unrestricted$5,000
FRIENDS OF THE RIVER FOUNDATION
1418 20TH ST STE 100SACRAMENTOCA95811N/APCGeneral & Unrestricted$1,500
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007N/APCGeneral & Unrestricted$25,000
INNOCENCE PROJECT INC
40 WORTH ST RM 701NEW YORKNY10013N/APCGeneral & Unrestricted$1,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 W 20TH STNEW YORKNY10011N/APCGeneral & Unrestricted$500
NOT FOR SALE FUND
2225 3RD STSAN FRANCISCOCA94107N/APCGeneral & Unrestricted$10,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS ST 10TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$500
PUPPIES BEHIND BARS INC
263 W 38 ST 4TH FLNEW YORKNY10018N/APCGeneral & Unrestricted$900
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCGeneral & Unrestricted$15,000
SEND IT
PO BOX 1841TRUCKEECA96161N/APCGeneral & Unrestricted$2,500
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250OAKLANDCA94612N/APCGeneral & Unrestricted$550
SPORTS HUMANITARIAN GROUP INC DBA RIGHT TO PLAY
49 W 27TH ST STE 930NEW YORKNY10001N/APCGeneral & Unrestricted$700
TECHNOSERVE INC
1120 19TH ST NWWASHINGTONDC20036N/APCGeneral & Unrestricted$1,000
THACHER SCHOOL INC
5025 THACHER RDOJAICA93023N/APCGeneral & Unrestricted$1,500
WATSI
2132 FOLSOM ST STE 2SAN FRANCISCOCA94110N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$92ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,388ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$36,008ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$22,528ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$22,528TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHalsted ScottContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1656 Throckmorton AvenueAddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,004,412TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1APPLE INC AAPL, 300 sh.$34,8162016-12-23
1ALLERGAN PLC AGN, 330 sh.$64,8332016-12-23
1BANK OF AMERICA CORP BAC, 4300 sh.$96,9222016-12-23
1CBS CORP CL B CBS, 700 sh.$45,2452016-12-23
1WALT DISNEY HOLDINGS CO DIS, 800 sh.$84,0362016-12-23
1FACEBOOK INC FB, 600 sh.$70,1582016-12-23
1ALPHABET INC CL A GOOGL, 165 sh.$133,3272016-12-23
1JP MORGAN CHASE JPM, 1130 sh.$98,0562016-12-23
1PEPSICO INC PEP, 100 sh.$10,4942016-12-23
1PANERA BREAD CO. CL. A PNRA, 450 sh.$94,7482016-12-23
1SCHLUMBERGER LTD SLB, 1100 sh.$94,3252016-12-23
1THERMO FISHER SCIENTIFIC INC TMO, 335 sh.$47,2132016-12-23
1VISA INC V, 600 sh.$46,9142016-12-23
1WHITEWAVE FOODS COMPANY WWAV, 1500 sh.$83,3252016-12-23

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondDUKE ENERGY CO - 2.100% - 06/1BondNm
EOY Book Value$212,514EOYBookValueAmt
EOYFMV$210,893EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLERGAN PLC$94,277$89,254
ALPHABET INC CL A$133,327$130,753
ALPHABET INC CL C$67,517$69,464
AMGEN INC$37,987$36,553
APPLE INC$34,817$34,746
BANK OF AMERICA CORP$130,527$143,649
BLACKROCK INC$31,706$38,054
CAPITAL ONE FINANCIAL CORP$32,830$43,620
CBS CORP CL B$61,109$63,620
CHEVRON CORP$12,334$17,655
COMCAST CORP$19,311$24,168
FACEBOOK INC$120,671$124,254
JP MORGAN CHASE$133,335$149,281
L BRANDS, INC$19,183$13,168
LYONDELLBASELL INDUSTRIES NV$21,836$21,445
MASTERCARD INC$34,050$36,138
PANERA BREAD CO. CL. A$113,900$112,800
PEPSICO INC$30,028$31,389
SCHLUMBERGER LTD$107,478$109,135
THERMO FISHER SCIENTIFIC INC$88,247$89,599
TIME WARNER INC$17,869$24,133
UNITED TECHNOLOGIES CORP$47,353$54,810
VISA INC$46,914$46,812
WALT DISNEY HOLDINGS CO$105,489$104,220
WHITEWAVE FOODS COMPANY$103,113$113,980

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$6,604$6,604
Administrative Set-Up Fee$4,500$4,500
Delaware Incorporation Fees$500$500
IRS Application Fees$850$850
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$5,830Amt
Net Investment Income$5,830NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2016CategoryTxt
Amt$6,900Amt

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