GRAY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GRAY FOUNDATION (EIN 47-1408100)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-30
- IRS object ID
- 201721509349100372
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-30T15:25:09-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ayco Company LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 860 | AddressLine1Txt |
| City | Saratoga Springs | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 128660860 | 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 | 471408100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE AYCO COMPANY LP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AYCO COMPANY LP - NTG | InCareOfNm |
| Business Name Control | GRAY | BusinessNameControlTxt |
| Phone | 5188864205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 BROADWAY | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 128660425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA ZUCKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5188864000 | PhoneNum |
| Signature | 2017-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Sobieski III | PreparerPersonNm |
| PTIN | P00642891 | PTIN |
| Phone | 5188864000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.4.182.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 14257320171505000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-30 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 79183CF94BD72C2ED04871817D433F0B054EF299 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 79183CF94BD72C2ED04871817D433F0B054EF299 | 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 | $60,998,981 | 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 | $31,063,179 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $823,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $823,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $673,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,570,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $673,178 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,559,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,496,338 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $275,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $275,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $46,901 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $46,901 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $84,392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,294 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,084 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $14,084 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $55,450 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $55,450 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,871 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,871 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,272 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20,472 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $529,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $472,072 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,026,393 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,026,393 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,556,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,498,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,003,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,496,338 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,956 | CashBOYAmt |
| Cash EOY | $68,768 | CashEOYAmt |
| Cash EOYFMV | $68,768 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,599,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,384,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,930,213 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $38,145 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,744,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,453,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,998,981 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,744,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,453,544 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,744,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,453,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,744,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,453,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,744,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,003,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,802,446 | OtherIncreasesAmt |
| Subtotal | $37,550,292 | SubtotalAmt |
| Other Decreases | $14,096,748 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,453,544 | 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 | D | HowAcquiredCd |
| Gross Sales Price | $1,570,943 | GrossSalesPriceAmt |
| Cost Or Other Basis | $897,765 | CostOrOtherBasisAmt |
| Gain Or Loss | $673,178 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $673,178 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $673,178 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,811,448 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,015,546 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.181363 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $330,442 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.181363 | TotalDistributionRt |
| Average Distribution | 0.090682 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,701,063 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,600,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,615,135 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,498,465 | 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 | $14,963 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,963 | SubtotalAmt |
| Tax Based On Investment Income | $14,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,167 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,167 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,204 | OverpaymentAmt |
| Applied To ES Tax | $3,204 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYCO COMPANY LP - NTG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5188864000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 BROADWAY | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 128660425 | 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 | Yes (true) | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DANA ZUCKER | ||||||||
| c/o Ayco Company LP 321 BROADWAY | SARATOGA SPRINGS | NY | 128660425 | EXECUTIVE DIRECTOR | 40.0 | $275,000 | $0 | $0 |
| JONATHAN GRAY | ||||||||
| c/o Ayco Company LP 321 BROADWAY | SARATOGA SPRINGS | NY | 128660425 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| MINDY GRAY | ||||||||
| c/o Ayco Company LP 321 BROADWAY | SARATOGA SPRINGS | NY | 128660425 | SECRETARY & TREASURER | 3.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT ENGAGE IN ANY DIRECT CHARITABLE ACTIVITIES; RATHER, IT ACCOMPLISHES ITS EXEMPT FUNCTION AND CHARITABLE PURPOSE THROUGH GRANT PAYMENTS TO IRC SECTION | Description1Txt |
| Description2 | 501(C)(3) QUALIFIED CHARITIES. | Description2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,244,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,305,648 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,305,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $604,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,701,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,985,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,985,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,963 | TotalTaxAmt |
| Distributable Before Adj | $1,970,090 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,970,090 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,970,090 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,498,465 | 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 | $6,498,465 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,963 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,483,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,970,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,763,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,763,913 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,498,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,970,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,528,375 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,292,288 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,292,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $2,763,913 | ExcessFromYear1Amt |
| Excess From Current Year | $4,528,375 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN AND MINDY GRAY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED LIST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 BROADWAY | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 128660425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $6,026,393 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,026,393 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $823,156 | 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 | $673,178 | 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 | $1,496,338 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,496,338 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | JONATHAN MINDY GRAY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O AYCO COMPANY LP 321 BROADWAY | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 128660425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $31,063,179 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 44,050.00 SHARES OF ISHARES PHLX SOX SEMICONDUCTOR | $4,972,364 | 2016-10-03 |
| 2 | 16,100.00 SHARES OF JOHNSON & JOHNSON | $1,859,067 | 2016-12-21 |
| 3 | 31,400.00 SHARES OF FACEBOOK INC-A | $3,731,576 | 2016-12-21 |
| 4 | 5,600.00 SHARES OF ALPHABET INC/CA-CL C | $4,434,584 | 2016-12-21 |
| 5 | 76,222.00 SHARES OF BRIXMOR PROPERTY GROUP, INC. | $2,084,963 | |
| 6 | 647,776.00 SHARES OF HILTON WORLDWIDE HOLDINGS, INC. | $13,980,626 | 2016-06-15 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN #0001 | $8,370,710 | $13,431,267 |
| HILTON WORLDWIDE HOLDINGS, INC | $10,255,777 | $32,441,794 |
| BRIXMOR PROPERTY GROUP, INC. | $4,758,289 | $15,057,152 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $38,145 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS FOR | $14,096,748 |
| STOCK DONATED | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $302 | $302 |
| FILING FEES | $807 | $807 |
| INSURANCE | $12,792 | $12,792 |
| MISC. EXPENSE | $800 | |
| OFFICE SUPPLIES | $6,139 | $6,139 |
| POSTAGE & DELIVERY | $32 | $32 |
| TELEPHONE | $400 | $400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS FOR | $1,802,446 |
| STOCK DONATED TO 501(C)(3) CHARITIES | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES | $44,392 | $33,294 |
| ACCOUNTING FEES | $40,000 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL TAXES | $16,000 | $0 |
| PAYROLL TAXES | $14,084 | $14,084 |
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