CRUZ FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CRUZ FAMILY FOUNDATION INC (EIN 45-4089937)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-14
IRS object ID
201722579349100107
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-14T09:27:47-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221732349PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1354 EISENHOWER PARKWAYAddressLine1Txt
CityLIVINGSTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07039ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454089937EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CRUZ FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRUZBusinessNameControlTxt
Phone7329469700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line159 EAST MAIN STREETAddressLine1Txt
CityHOLMDELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07733ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD CRUZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7329469700PhoneNum
Signature2017-08-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN REINGOLDPreparerPersonNm
PTINP00633802PTIN
Phone9739949400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.202.92.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-02IPDt
IP Tm10:02:37IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id052E74333E543809E1CF40C85DEEB6334444FD87AtSubmissionCreationDeviceId
At Submission Filing Device IdF9AAF0D150F1B6E319BEED880A07CB59DF740232AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,264,601FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$38,590DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,590DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75,112NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$722,058GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75,112CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,702TotalRevAndExpnssAmt
Total Net Invst Incm$113,702TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,954OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,477OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,477OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$784TaxesRevAndExpnssAmt
Taxes Net Invst Incm$784TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$74OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$74OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,812TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,477TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$157,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$157,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$165,312TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,335TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,977TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,610ExcessRevenueOverExpensesAmt
Net Investment Income$109,367NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,491CashBOYAmt
Cash EOY$166,917CashEOYAmt
Cash EOYFMV$166,917CashEOYFMVAmt
Corporate Stock BOY$3,224,661CorporateStockBOYAmt
Corporate Stock EOY$3,030,625CorporateStockEOYAmt
Corporate Stock EOYFMV$3,097,684CorporateStockEOYFMVAmt
Total Assets BOY$3,249,152TotalAssetsBOYAmt
Total Assets EOY$3,197,542TotalAssetsEOYAmt
Total Assets EOYFMV$3,264,601TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,249,152RetainedEarningBOYAmt
Retained Earning EOY$3,197,542RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,249,152TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,197,542TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,249,152TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,197,542TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,249,152TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,610ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,197,542SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,197,542TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BBH SHORT TERMP2015-11-182016-09-06$425,603$441,617-$16,014-$16,014
BBH LONG TERMP2014-02-032016-12-31$192,494$205,329-$12,835-$12,835
CAPITAL GAINS DIVIDENDSP$103,961$103,961$103,961
FieldValueIRS element (for citing)
Capital Gain Net Income$75,112CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$68,192AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,169,817NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031428DistributionYr1Rt
Adjusted Qlfy Distri Yr2$35,986AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,143,328NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031475DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,272AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,078,791NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041965DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,550AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$880,481NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.006303DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$706,485NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.111171TotalDistributionRt
Average Distribution0.022234AverageDistributionRt
Net Vl Noncharitable Assets$3,197,778NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$71,099AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,094NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$72,193AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$160,977QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,094InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,094SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,094TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,821EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,821TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$727OverpaymentAmt
Applied To ES Tax$727AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNOT AVAILABLEWebsiteAddressTxt
Individual With BooksROBIN MCCLEARNIndividualWithBooksNm
Phone7329469700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line159 EAST MAIN STREETAddressLine1Txt
CityHOLMDELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07733ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBIN CRUZ MCCLEARN
59 EAST MAIN STREETHOLMDELNJ07733PRESIDENT0.00$0$0$0
SUSAN CRUZ BARKEY
59 EAST MAIN STREETHOLMDELNJ07733VICE PRESIDENT0.00$0$0$0
SHARON CRUZ
59 EAST MAIN STREETHOLMDELNJ07733SECRETARY/TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,150,771AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$95,704AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,246,475TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,246,475AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,697CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,197,778NetVlNoncharitableAssetsAmt
Minimum Investment Return$159,889MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$159,889MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,094TaxBasedOnInvestmentIncomeAmt
Total Tax$1,094TotalTaxAmt
Distributable Before Adj$158,795DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$158,795DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$158,795DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,977ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,977QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,094PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$159,883AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$158,795DistributableAsAdjustedAmt
Undistributed Income PY$66,349UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$160,977QualifyingDistributionsAmt
Applied To Year1$66,349AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$94,628AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$64,167UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBIN CRUZ MCCLEARNContributingManagerNm
Contributing ManagerSUSAN CRUZ BARKEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
180 TURNING LIVES AROUND
1 BETHANY ROADHAZLETNJ07730PUBLICDONATION$50,000
CLUB ESPANA
180 NEW YORK AVENUENEWARKNJ07105PUBLICDONATION$2,000
CONSULATE GENERAL OF PORTUGAL IN NEWARK
ONE RIVERFRONT PLAZA STE 40NEWARKNJ07102PUBLICPORTUGUESE CULTURE AWARENESS$2,500
NEW JERSEY PERFORMING ARTS CENTER
1 CENTER STREETNEWARKNJ07102PUBLICDONATION$20,000
TRUST FOR PUBLIC LAND
20 COMMUNITY PLACEMORRISTOWNNJ07960PUBLICPARKS FOR PEOPLE$50,000
WESTOVER SCHOOL
1237 WHITTEMORE ROADMIDDLEBURYCT06762PUBLICPROVIDE EDUCATIONAL PROGRAMS$25,000
BOCA GRANDE COMMUNITY CENTER
131 1ST WBOCA GRANDEFL33921PUBLICDONATION$500
BOCA GRANDE HEALTH CLINIC FOUND INC
280 PARK AVEBOCA GRANDEFL33921PUBLICDONATION$2,500
SPORT CLUB PORTUGUES INC
85 CONGRESS STNEWARKNJ07105PUBLICDONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$157,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,590ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$75,112ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$113,702ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,702TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHIS FOUNDATION HAS NO STATE REPORTING REQUIREMENTSExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NEW YORK COMMUNITY BANCORP$1,675$11,137
BBH CORE SELECT CL N$1,000,844$1,014,461
LONGLEAF PARTNERS SMALL CAP FD$144,860$142,379
BBH INTERNATIONAL EQUITY FUND$357,120$359,460
BBH LIMITED DURATION FUND$800,715$800,957
AIT GLOBAL EMERGING MARKETS$0$0
BBH MONEY MARKET FUND$0$0
DODGE & COX INCOME FUND$60,000$58,980
AKRE FOCUS FUND - SUPRA INST$288,000$310,312
ALPS SERIES TRUST CLARKSON PARTNERS FUND FOUNDERS CL$179,000$201,587
BBH US GOVT MONEY MARKET FUND$198,411$198,411

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SERVICE FEES$30$30$0
OTHER COSTS$44$44$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBBHCategoryTxt
Amt$6,954Amt
Net Investment Income$3,477NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,477DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEDWARD CRUZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1463AddressLine1Txt
CityBOCA GRANDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33921ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$784Amt
Net Investment Income$784NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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