PESTCOE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PESTCOE FAMILY FOUNDATION (EIN 46-3923752)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349101471
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T11:02:41-05:00 | 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 | 463923752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pestcoe Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PEST | 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 | H ELIZABETH MITCHELL | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171325000060 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 70AA59F2BE43B178611149847D763A183DD9022D | AtSubmissionFilingDeviceId |
| 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 | $3,071,253 | 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 | $1,058,080 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,867 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,162 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,857,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $334,148 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,124,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $370,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,939 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $154 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $982,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $350,026 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $318,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $545,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $545,940 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,719,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,474,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,525,313 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,038,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,020,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,071,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,038,343 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,020,517 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,038,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,020,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,038,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,020,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,038,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $982,174 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,020,517 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,020,517 | 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 | $1,857,610 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,523,462 | CostOrOtherBasisAmt |
| Gain Or Loss | $334,148 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $334,148 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $334,148 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $878,163 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073762 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,554 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $560,148 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075969 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $185,609 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.149731 | TotalDistributionRt |
| Average Distribution | 0.04991 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,977,530 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,699 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,500 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,199 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,025 | 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 | $3,500 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,500 | SubtotalAmt |
| Tax Based On Investment Income | $3,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,000 | TaxDueAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H Elizabeth Mitchell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir | 1.0 | $0 | $0 | $0 |
| Marvin Pestcoe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres/ Dir / Sec /treas | 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 | $1,863,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,007,645 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,007,645 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,977,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,500 | TotalTaxAmt |
| Distributable Before Adj | $95,377 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,377 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,377 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,025 | 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 | $121,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,500 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $117,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,377 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $22,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,967 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $95,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,648 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,126 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $72,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $22,511 | ExcessFromYear2Amt |
| Excess From Year1 | $23,967 | ExcessFromYear1Amt |
| Excess From Current Year | $25,648 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Elizabeth Mitchell | ContributingManagerNm |
| Contributing Manager | Marvin Pestcoe | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTUARIAL FOUNDATION | |||||||
| 475 N MARTINGALE RD STE 500 | SCHAUMBURG | IL | 60173 | N/A | PC | General & Unrestricted | $500 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $100 |
| CHESS-IN-THE-SCHOOLS INC | |||||||
| 520 8TH AVE LBBY 2 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $100 |
| CITY HARVEST INC | |||||||
| 6 E 32ND ST 5TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 |
| CITY HARVEST INC | |||||||
| 6 E 32ND ST 5TH FL | NEW YORK | NY | 10016 | N/A | PC | Charitable Event | $5,000 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $2,500 |
| CONVENT OF THE SACRED HEART | |||||||
| ONE E 91ST ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $5,000 |
| COVENANT HOUSE | |||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | PC | Charitable Event | $500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $500 |
| ICE DANCE INTERNATIONAL | |||||||
| PO BOX 831 | KITTERY | ME | 03904 | N/A | PC | General & Unrestricted | $1,000 |
| JOAN DANCY AND PALS INC | |||||||
| PO BOX 8157 | RED BANK | NJ | 07701 | N/A | PC | Charitable Event | $500 |
| MADISON AMBULANCE ASSOCIATION INC | |||||||
| 9 OLD RTE 79 | MADISON | CT | 06443 | N/A | PC | General & Unrestricted | $50 |
| MYOCARDITIS FOUNDATION | |||||||
| 3518 ECHO MOUNTAIN DR | KINGWOOD | TX | 77345 | N/A | PC | Charitable Event | $500 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| ST ALOYSIUS SCHOOL | |||||||
| 223 W 132ND ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $50,000 |
| ST ANDREWS SCHOOL OF DELAWARE INC | |||||||
| 350 NOXONTOWN RD | MIDDLETOWN | DE | 19709 | N/A | PC | Saints Fund | $25,000 |
| ST ANDREWS SCHOOL OF DELAWARE INC | |||||||
| 350 NOXONTOWN RD | MIDDLETOWN | DE | 19709 | N/A | PC | Service trip to Nicaragua Program | $2,500 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | Charitable Event | $4,000 |
| ST JOHNS BREAD & LIFE PROGRAM INC | |||||||
| 795 LEXINGTON AVE | BROOKLYN | NY | 11221 | N/A | PC | General & Unrestricted | $2,000 |
| ST JOHNS UNIVERSITY - SCHOOL OF RISK MANAGEMENT | |||||||
| 101 ASTOR PL RM 259 | NEW YORK | NY | 10003 | N/A | PC | Scholarships for School of Risk Management Program | $500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL MS512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $500 |
| STOREFRONT ACADEMY HARLEM | |||||||
| 70 E 129TH ST | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $4,500 |
| WNET | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $500 |
| WOMEN AND FAMILY LIFE CENTER OF GUILFORD INCORPORA | |||||||
| 94 FAIR ST | GUILFORD | CT | 06437 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,500 | 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 | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,799 | 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 | Mitchell H Elizabeth | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 West 89th Street Apt 2B | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,058,080 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | RENAISSANCERE HOLDINGS LTD RNR, 8000 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,058,080 | FairMarketValueAmt |
| Received | 2016-12-14 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZGI INCOME CLASS AND GRO | $44,720 | $43,342 |
| BLACKROCK GLOBAL LONG SHORT EQ | $15,948 | $14,957 |
| BLACKROCK GLOBAL LONG/SHORT CR | $45,270 | $45,336 |
| CLEARBRIDGE AGGRESSIVE GROWTH | $63,228 | $64,750 |
| CLEARBRIDGE ENERGY MLP F | $25,494 | $30,280 |
| COLUMBIA ACORN EMERGING MARKET | $5,367 | $3,971 |
| COLUMBIA SELECT LARGE CAP GROW | $15,028 | $11,389 |
| DIAMOND HILL LONG SHORT FUND C | $30,336 | $32,739 |
| FIDELITY ADVISOR LEVERAGED COM | $40,161 | $37,931 |
| FRANKLIN CUSTODIAN FDS INC ADV | $74,253 | $75,592 |
| FRANKLIN INTERNATIONAL SMALLER | $15,930 | $16,176 |
| FRANKLIN K2 ALTERNATIVE STRATE | $28,425 | $29,484 |
| HARTFORD FLOATING RATE HIGH IN | $31,852 | $31,884 |
| HARTFORD INTERNATIONAL OPPORTU | $40,547 | $41,145 |
| HARTFORD INTL SMALL COMPANY FU | $50,495 | $47,169 |
| HARTFORD VALUE OPP CL I | $22,411 | $21,789 |
| INVESCO AMERICAN FRANCHISE FUN | $60,017 | $62,106 |
| INVESCO EUROPEAN SMALL | $52,853 | $55,159 |
| INVESCO INTERNATIONAL GROWTH F | $34,998 | $34,522 |
| INVESCO VAN KAMPEN COMSTOCK FU | $41,258 | $44,799 |
| IVESCO EUROPEAN GROWTH Y | $13,159 | $11,043 |
| JP MORGAN SMALL CAP EQUITY INS | $19,893 | $22,216 |
| JP MORGAN US LARGE CAP CORE PL | $53,168 | $55,420 |
| JPMORGAN INCOME BUILDER-SEL | $114,039 | $113,982 |
| JPMORGAN VALUE ADV SELECT | $61,631 | $68,964 |
| LOOMIS SAYLES FDS STRATEGIC IN | $43,286 | $41,334 |
| MAINSTAY HIGH YIELD CORPORATE | $31,852 | $31,963 |
| MAINSTAY MUNICIPAL HIGH YIELD | $144,318 | $142,735 |
| MARKETFIELD FUND | $38,624 | $37,016 |
| MEDTRONIC PLC | $36,962 | $33,834 |
| MUTUAL EUROPEAN FD CL Z | $53,807 | $55,952 |
| NATIONWIDE GENEVA SMALL CAP GR | $31,073 | $34,718 |
| NATIXIS OAKMARK INTERNATIONAL | $52,199 | $52,578 |
| NUVEEN EQUITY LG/SH CL I | $29,251 | $32,772 |
| NUVEEN LARGE CAP CORE PLUS CL | $61,879 | $67,719 |
| NUVEEN SYMPHONY CREDIT OPPORTU | $18,541 | $16,803 |
| OAKMARK FUND | $51,303 | $57,450 |
| PIMCO INCOME FUND P CLASS | $31,913 | $31,993 |
| PRINCIPAL FDS, INC. GLOBAL DIV | $55,149 | $53,564 |
| PRINCIPAL GBL MLTI-STRTG | $65,098 | $66,438 |
| PRINCIPAL SMALL-MID CAP DIVIDE | $37,517 | $43,617 |
| PUTNAM DIVERSIFIED INCOME TRUS | $84,661 | $87,020 |
| PUTNAM GLOBAL EQUITY Y | $16,158 | $15,558 |
| PUTNAM GROWTH OPPORTUNITIES CL | $24,855 | $21,983 |
| PUTNAM SHORT DURATION INCOME F | $179,269 | $179,271 |
| RMB MENDON FINANCIAL LONG/SHOR | $28,353 | $33,580 |
| SNOW CAPITAL OPPORTUNITY FD IN | $12,067 | $9,978 |
| SNOW CAPITAL SMALL CAP VALUE C | $11,520 | $10,559 |
| SPDR S&P 500 ETF TRUST | $186,125 | $200,953 |
| TEMPLETON EMERGING MRKTS SMALL | $22,882 | $23,224 |
| THE HARTFORD CAPITAL APPRECIAT | $14,384 | $11,848 |
| THE HARTFORD MIDCAP FUND CLASS | $19,878 | $21,270 |
| UBS DYNAMIC ALPHA FUND CLASS P | $11,949 | $10,524 |
| VICTORY FLOATING RATE FUND CLA | $14,839 | $14,124 |
| VICTORY SOPHUS EMERGING MARKET | $5,793 | $4,933 |
| WISDOMTREE JAPAN HEDGED EQUITY | $58,591 | $63,857 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,500 | $7,500 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,939 | Amt |
| Net Investment Income | $19,939 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $1,500 | |
| 990-PF Excise Tax for 2015 | $87 | |
| Foreign Tax Paid | $154 | $154 |
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