OLSTEN FAMILY C FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OLSTEN FAMILY C FOUNDATION (EIN 30-0293080)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-17
- IRS object ID
- 201701379349100000
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-17T04:38:59-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Augenblick & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 West Bridge St | AddressLine1Txt |
| City | New Hope | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18938 | 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 | 300293080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OLSTEN FAMILY C FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLST | BusinessNameControlTxt |
| Phone | 2158629153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GRABOWSKI 6520 MEETINGHOUSE RD | AddressLine1Txt |
| City | NEW HOPE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18938 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL OLSTEN | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter Augenblick | PreparerPersonNm |
| PTIN | P00034461 | PTIN |
| Phone | 2158629153 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,829,699 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,573 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$71,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $950,574 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $897 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$18,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,473 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,346 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,346 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $589 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,218 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,523 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,183 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $2,045 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,045 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,666,934 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,630,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,799,471 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,752,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,661,221 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,829,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,752,025 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,661,221 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,752,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,661,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,752,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,661,221 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,752,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,445 | OtherIncreasesAmt |
| Subtotal | $1,661,221 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,661,221 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $950,574 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,022,123 | CostOrOtherBasisAmt |
| Gain Or Loss | -$71,549 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$71,549 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$71,549 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$71,549 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,218 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,767,807 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04990 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,656 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,802,510 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01701 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,904 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,648,868 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02359 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,054 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,479,460 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01018 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,168 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,398,076 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06378 | DistributionYr5Rt |
| Total Distribution | 0.164458 | TotalDistributionRt |
| Average Distribution | 0.032892 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,673,145 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,033 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $355 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,388 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,500 | 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 | $355 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $355 | SubtotalAmt |
| Tax Based On Investment Income | $355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,045 | OverpaymentAmt |
| Applied To ES Tax | $2,045 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUGENBLICK & CO PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158629153 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 W BRIDGE ST PO BOX 37 | AddressLine1Txt |
| City | NEW HOPE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18938 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHERYL OLSTEN | ||||||
| C/O AUGENBLICK 368 W BRIDGE S | NEW HOPE | PA | 18938 | Director | 2.00 | $0 |
| MIRIAM OLSTEN | ||||||
| C/O AUGENBLICK 368 W BRIDGE S | NEW HOPE | PA | 18938 | Director | 2.00 | $0 |
| SANFORD EHRENKRANZ | ||||||
| C/O AUGENBLICK 368 W BRIDGE S | NEW HOPE | PA | 18938 | Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,643,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,698,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,698,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,673,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $355 | TotalTaxAmt |
| Distributable Before Adj | $83,302 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,302 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $355 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,145 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,510 | UndistributedIncomePYAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,510 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,990 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $54,312 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIRIAM OLSTEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHERYL OLSTEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 W BRIDGE ST PO BOX 37 | AddressLine1Txt |
| City | NEW HOPE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2158629153 | RecipientPhoneNum |
| Form And Info And Materials | RESUME, DESCRIPTION OF PROGRAM AND BUDGET | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FARM SANCTUARY | |||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | NONE | PC | GENERAL SUPPORT | $40,000 |
| LULU'S RESCUE | |||||||
| PO BOX 46 | POINT PLEASANT | PA | 18950 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SPECIAL EQUESTRIANS | |||||||
| 2800 STREET RD | WARRINGTON | PA | 18976 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LAST CHANCE RANCH | |||||||
| 9 BECK RD | QUAKERTOWN | PA | 18951 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DREAMCATCHER HORSE RANCH RESCUE CEN | |||||||
| 10639 TOAD ROAD | CLERMONT | FL | 34715 | NONE | PC | GENERAL SUPPORT | $500 |
| DECIBELS CHARITY CORPORATION | |||||||
| 2 CLOCK TOWER PL SUITE 418 | MAYNARD | MA | 01754 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,573 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$71,549 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$18,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$18,031 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | PART XV SUPPLEMENTARY INFORMATION FEDERAL FORM 990-PF FOR THE YEAR ENDED DECEMBER 31, 2016THE SCHEDULE DETAILING CONTRIBUTIONS PAID DURING THE YEAR REFLECT CONTRIBUTIONS DISTRIBUTED TO ORGANIZATIONS DEVOTED TO THE FIELDS OF MEDICINE, COMMUNITY SERVICE, RELIGION, EDUCATION AND THE LIKE. NO PAYMENTS WERE MADE TO RELATIVES OF BLOOD, MARRIAGE, OR ADOPTION, OR TO ANY PERSON OR CORPORATION HAVING AN INTEREST IN THE CORPORATION, SUCH AS CREATOR, DONOR, ETC. ALL CONTRIBUTIONS PAID ARE FOR THE GENERAL PURPOSE AND USE OF THE RECIPIENTS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 95679 | ||
| UBS 95680 | $346,691 | $470,673 |
| UBS 59681 | $1,262,332 | $1,328,798 |
| BOOK VALUE ADJUSTMENT | $21,970 | |
| UBS 95765 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL FEE | $150 | |
| MARGIN INTEREST | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,942 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $897 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER ADJUSTMENTS | $299 |
| UBS 95765 TIMING DIFFERENCE | $3,146 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT FEES | $3,795 | $3,795 | $0 | $0 |
| MANAGEMENT FEES 679 | $823 | $823 | $0 | $0 |
| MANAGEMENT FEES 680 | $4,719 | $4,719 | $0 | $0 |
| MANAGEMENT FEES 681 | $6,009 | $6,009 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL ESTIMATED TAX PAYMENTS | $2,400 | |
| FEDERAL TAXES | $218 | |
| FOREIGN TAXES 679 | $167 | $167 |
| FOREIGN TAXES 681 | $422 | $422 |