THE@ROBERT AND CHRISTY HOFMANN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE@ROBERT AND CHRISTY HOFMANN FOUNDATION (EIN 35-7095112)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201721259349100522
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T11:16:33-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357095112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & CHRISTY HOFMANN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BESSEMER TRUST 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BARRY | PersonNm |
| Person Title | CORPORATE TRUSTEE | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.35.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 12:16:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3B995E20AF7E6202DDDE6C7E1E87FA0BAEB2F0D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3B995E20AF7E6202DDDE6C7E1E87FA0BAEB2F0D7 | 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 | $477,743 | 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 | $200,096 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,518 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $205,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,246 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,505 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $741 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $741 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,478 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $110,952 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,137 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $150,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $293,517 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $297,886 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,468 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $60,202 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $58,720 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $293,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $474,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $477,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $293,708 | CapitalStockBOYAmt |
| Capital Stock EOY | $474,856 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $293,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $474,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $293,708 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $474,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $293,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $474,857 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $474,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $49,483 | $49,445 | $38 | $38 |
| PUBLICLY TRADED SECURITIES | P | $13,461 | $13,363 | $98 | $98 |
| PUBLICLY TRADED SECURITIES | D | $116,888 | $80,030 | $36,858 | $36,858 |
| CAPITAL GAINS DIVIDENDS | P | $2,524 | $2,524 | $2,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,518 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,391 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $213,559 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.418578 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $251,295 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.418578 | TotalDistributionRt |
| Average Distribution | 0.209289 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $302,046 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,215 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $415 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,241 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,927 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,927 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,097 | OverpaymentAmt |
| Applied To ES Tax | $1,097 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BESSEMER TRUST CO NA | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BESSEMER TRUST COMPANY OF FLORIDA | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | CORPORATE CO-TRUSTEE | 4.00 | $2,246 | $0 | $0 |
| ROBERT G HOFMANN II | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | CO-TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTY H HOFMANN | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | CO-TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $279,295 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $306,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $306,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $302,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $830 | TotalTaxAmt |
| Distributable Before Adj | $14,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,272 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,241 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $23,241 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,241 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $79,739 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,739 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,969 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,708 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $79,739 | ExcessFromYear1Amt |
| Excess From Current Year | $8,969 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT G HOFMANN II | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MARIO LEMIEUX FOUNDATION | ||||||||
| TWO CHATHAM CENTER SUITE 1661 112 | WASHINGTON PLACE | PITTSBURGH | PA | 15219 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ST MARGARET FOUNDATION | ||||||||
| 815 FREEPORT ROAD | PITTSBURGH | PA | 15215 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE OF WINSTON-SALEM | ||||||||
| 419 S HAWTHORNE ROAD | WINSTONSALEM | NC | 27103 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,799 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,799 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERT G HOFMANN II | ||||||
| 1 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $3,121 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 2 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $17,067 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 3 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $13,151 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 4 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $7,413 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 5 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $27,104 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 6 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $9,507 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 7 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $5,012 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 8 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $20,714 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 9 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $14,124 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 10 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $82,883 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 25 SHS AETNA INC | $3,121 | 2016-12-29 |
| 2 | 95 SHS BROADCOM LTD | $17,067 | 2016-12-29 |
| 3 | 250 SHS CDW CORP/DE | $13,151 | 2016-12-29 |
| 4 | 100 SHS DOLLAR GENERAL CORP | $7,413 | 2016-12-29 |
| 5 | 1,495 SHS KEYKORP NEW | $27,104 | 2016-12-29 |
| 6 | 225 SHS MORGAN STANLEY | $9,507 | 2016-12-29 |
| 7 | 155 SHS PANDORA A/S ADR | $5,012 | 2016-12-29 |
| 8 | 145 SHS RAYTHEON CO NEW | $20,714 | 2016-12-29 |
| 9 | 135 SHS UNION PACIFIC CORP | $14,124 | 2016-12-29 |
| 10 | 6,450 SHS OLD WESTBURY LARGE CAP STRATEGIES FUND | $82,883 | 2016-12-29 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 5,514.049 SHS OW MUNICIPAL BOND FUND | BondNm |
| EOY Book Value | $60,202 | EOYBookValueAmt |
| EOYFMV | $58,720 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,917.941 SHS OW LARGE CAP CORE FD | $39,479 | $41,055 |
| 12,257.231 SHS OW LARGE CAP STRATEGIES FD | $155,672 | $157,260 |
| 1,990.920 SHS OW SMALL & MID CAP FD | $30,360 | $30,341 |
| 9,305.113 SHS OW STRATEGIC OPPTYS FD | $68,006 | $69,230 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUNCATION | Desc |
| Amt | $1 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G HOFMANN II | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER TRUST CO 630 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |