VIRGINIA B TOULMIN CHARITABLE FOUNDATION III 20-102080246164: Form 990PF, tax year 2015
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- Organization
- VIRGINIA B TOULMIN CHARITABLE FOUNDATION III 20-102080246164 (EIN 13-7385769)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-09-15
- IRS object ID
- 201732589349100403
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-15T08:35:17-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 W DOROTHY LN | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137385769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOULMIN VIRGINIA B | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOUL | BusinessNameControlTxt |
| Phone | 2125466211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 FIFTH AVENUE 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S VILLAFRANCO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125466211 | PhoneNum |
| Signature | 2017-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $130,176,974 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,542 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,542 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,797,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,770,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,470,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,618,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,932,620 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,489 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $227,367 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,326,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,932,508 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $100,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $111,703 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $65,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,311,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,053,836 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $287,947 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $182,698 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $91,264 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Net Invst Incm | $114,759 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,979,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,334,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $494,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,482,902 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,063,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,462,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,334,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,557,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,136,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,598,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $308,767 | CashBOYAmt |
| Cash EOY | $404,206 | CashEOYAmt |
| Cash EOYFMV | $404,206 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,768,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,689,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,689,515 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $44,575 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $132,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $132,800 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $23,460,655 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,616,736 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,616,736 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $51,244,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,669,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,669,095 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,374,895 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,994,943 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,994,943 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $32,405,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,309,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,309,436 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $515,230 | OtherAssetsBOYAmt |
| Other Assets EOY | $360,243 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $360,243 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $134,122,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,176,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,176,974 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $135,106 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $162,635 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,037,730 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,407,632 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $349,893 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $326,667 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,522,729 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,896,934 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $129,600,093 | UnrestrictedBOYAmt |
| Unrestricted EOY | $127,280,040 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,600,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,280,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $134,122,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,176,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,600,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,136,579 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,877 | OtherIncreasesAmt |
| Subtotal | $127,476,391 | SubtotalAmt |
| Other Decreases | $196,351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,280,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $44,504,486 | $41,147,997 | $3,356,489 | $3,356,489 | |
| PARTNERSHIP CAPITAL GAINS/LOSSES | -$538,250 | -$538,250 | P | ||
| CAPITAL GAINS DIVIDENDS | $114,381 | $114,381 | $114,381 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,932,620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,859,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $136,737,285 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050167 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,207,706 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $138,957,962 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051870 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,641,427 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $121,073,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054855 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,553,673 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $101,653,486 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044796 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,107,931 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,726,885 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043065 | DistributionYr5Rt |
| Total Distribution | 0.244753 | TotalDistributionRt |
| Average Distribution | 0.048951 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $129,038,299 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,316,554 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,983 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,352,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,557,211 | 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 | $35,983 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,983 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,983 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $169,575 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $169,575 | TotalPaymentsAndCreditsAmt |
| Overpayment | $133,592 | OverpaymentAmt |
| Applied To ES Tax | $133,592 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125466211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 FIFTH AVENUE 28TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM S VILLAFRANCO | ||||||||
| 623 FIFTH AVENUE 28TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 30.00 | $100,000 | $0 | $0 |
| ALEXANDER C SANGER | ||||||||
| IPPF 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | TRUSTEE | 30.00 | $100,000 | $0 | $0 |
| KEVIN L MCDONALD | ||||||||
| 10 WEST SECOND ST 27TH FLOOR | DAYTON | OH | 45402 | TRUSTEE (TO NOVEMBER 2015) | 10.00 | $25,000 | $0 | $0 |
| LAURENCE J HALL | ||||||||
| 2242 HARBOUR COURT DRIVE | LONGBOAT KEY | FL | 34228 | TRUSTEE (FROM FEBRUARY TO JULY 2016) | 10.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUTHWIND ASSOCIATES OF NJ INC | |||||
| 623 FIFTH AVENUE 28TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT SERVICES | $421,564 |
| TCC GROUP | |||||
| 31 WEST 27TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | CONSULTING SERVICES | $262,674 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 499 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT SERVICES | $136,987 |
| SANDS CAPITAL MANAGEMENT | |||||
| 1101 WILSON BLVD SUITE 2300 | ARLINGTON | VA | 22209 | INVESTMENT MANAGEMENT SERVICES | $132,939 |
| WASMER SCHROEDER & CO INC | |||||
| 600 5TH AVE S SUITE 210 | NAPLES | FL | 34102 | INVESTMENT MANAGEMENT SERVICES | $113,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $118,192,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,811,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,003,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,003,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,965,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,038,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,451,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,451,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,983 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,983 | TotalTaxAmt |
| Distributable Before Adj | $6,415,932 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,415,932 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,415,932 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,557,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,557,211 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35,983 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,521,228 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,415,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $710,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $381,935 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,991 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,262,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,557,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,415,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,141,279 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,403,539 | 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 | $2,403,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $710,334 | ExcessFromYear3Amt |
| Excess From Year2 | $381,935 | ExcessFromYear2Amt |
| Excess From Year1 | $169,991 | ExcessFromYear1Amt |
| Excess From Current Year | $1,141,279 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN BALLET THEATRE | |||||||
| 890 BROADWAY 3RD FL | NEW YORK | NY | 10003 | PC | COMMISSION A NEW BALLET BY CHOREOGRAPHER JESSICA LANG | $50,000 | |
| AMERICAN BALLET THEATRE | |||||||
| 890 BROADWAY 3RD FL | NEW YORK | NY | 10003 | PC | SUPPORT THE WOMEN CHOREOGRAPHERS INITIATIVE | $100,000 | |
| AMERICAN COMPOSERS ORCHESTRA INC | |||||||
| 244 WEST 54TH ST STE 805 | NEW YORK | NY | 10019 | PC | SUPPORT THE WOMEN COMPOSERS COMMISSIONING PROGRAM | $25,000 | |
| AMERICAN CONSERVATORY THEATER | |||||||
| 30 GRANT AVE 6TH FL | SAN FRANCISCO | CA | 94108 | PC | SUPPORT THE WOMEN'S LEADERSHIP PROJECT | $75,000 | |
| AMERICAN CONSERVATORY THEATER | |||||||
| 30 GRANT AVE 6TH FL | SAN FRANCISCO | CA | 94108 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM GRANT TO COMMISSION A NEW WORK BY TRACEY SCOTT WILSON | $25,000 | |
| AMERICAN OPERA PROJECTS INC | |||||||
| 138 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ARENA STAGE | |||||||
| 1101 SIXTH STREET SW | WASHINGTON | DC | 20024 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM GRANT TO COMMISSION A NEW WORK BY MARY KATHRYN NAGLE | $25,000 | |
| ASOLO THEATRE | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ASOLO THEATRE | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | SUPPORT THE IMPLEMENTATION OF TESSITURA SOFTWARE AND ONE YEAR OF MONTHLY HOSTING FEES | $42,500 | |
| ATLANTA BALLET | |||||||
| 1695 MARIETTA BOULEVARD NW | ATLANTA | GA | 30318 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER GEMMA BOND | $25,000 | |
| BALL4LYFE | |||||||
| PO BOX 16581 | WEST PALM BEACH | FL | 33416 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BETH MORRISON PROJECTS | |||||||
| 666 OCEAN AVE D1 | BROOKLYN | NY | 11226 | PC | SUPPORT A DEVELOPMENT DIRECTOR POSITION | $100,000 | |
| BOSTON BALLET | |||||||
| 19 CLARENDON ST | BOSTON | MA | 02116 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER JILL JOHNSON | $25,000 | |
| BOYS HOPE GIRLS HOPE | |||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| BRONX CHARTER SCHOOL FOR THE ARTS | |||||||
| 950 LONGFELLOW AVENUE | BRONX | NY | 10474 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BRONX CHARTER SCHOOL FOR THE ARTS | |||||||
| 950 LONGFELLOW AVENUE | BRONX | NY | 10474 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BRONX CHARTER SCHOOL FOR THE ARTS | |||||||
| 950 LONGFELLOW AVENUE | BRONX | NY | 10474 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| BRONX CHARTER SCHOOL FOR THE ARTS | |||||||
| 950 LONGFELLOW AVENUE | BRONX | NY | 10474 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | SUPPORTING FEMALE CHOREOGRAPHERS IN THE 2016 NEXT WAVE FESTIVAL | $50,000 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | 1 INT'L NURSING SCHOLARSHIP & 2 NEONATAL NURSE PRACTITIONERS SCHOLARSHIPS | $175,000 | |
| CENTER FOR CONTEMPORARY OPERA | |||||||
| 236 EAST 31ST ST | NEW YORK | NY | 10016 | PC | SUPPORT FEMALE OPERA COMPOSERS AT CENTER FOR CONTEMPORARY OPERA'S FALL FESTIVAL | $25,000 | |
| CENTER FOR FAMILY SERVICES OF PALM BEACH COUNTY | |||||||
| 4101 PARKER AVENUE | WEST PALM BEACH | FL | 33405 | PC | SUPPORT FOR KIDS HELPING KIDS CLUB AND GENERAL OPERATIONS | $100,000 | |
| CHANCES FOR CHILDREN | |||||||
| 850 SEVENTH AVE 703 | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | PC | COMMISSION AND PREMIERE A NEW WORK BY COMPOSER AMY BETH KIRSTEN | $25,000 | |
| CULTURE PROJECT | |||||||
| 49 BLEECKER ST | NEW YORK | NY | 10012 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM GRANT TO COMMISSION A NEW WORK BY SARAH SHOURD | $25,000 | |
| DAYTON CHILDREN'S HOSPITAL | |||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | PC | SUPPORT CAMPUS RENEWAL AND A NEW PATIENT CARE FACILITY | $200,000 | |
| DAYTON PERFORMING ARTS ALLIANCE | |||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| DAYTON'S CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DRIVE | DAYTON | OH | 45420 | PC | SUPPORT OPERATIONAL & FUND DEVELOPMENT MANAGER POSITIONS | $155,000 | |
| FRIENDS OF THE PLAINFIELD PUBLIC LIBRARY INC | |||||||
| 800 PARK AVE | PLAINFIELD | NJ | 07060 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GIRLS INC OF SARASOTA COUNTY | |||||||
| 201 S TUTTLE AVE | SARASOTA | FL | 34237 | PC | GENERAL OPERATING SUPPORT | $185,000 | |
| GIVE2ASIA | |||||||
| 600 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PC | ENGLISH LANGUAGE TEACHING GRANT FOR CLC FOR DEVELOPMENT OF HUMANITY IN THAILAND | $4,500 | |
| GIVE2ASIA | |||||||
| 600 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PC | EDUCATION HELPING ORPHANS, BROKEN HOME/POOR/DISADVANTAGED/HIGH RISK YOUTHS | $125,000 | |
| GOODWILL EASTER SEALS MIAMI VALLEY | |||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT CAPACITY NEEDS | $25,000 | |
| GOODWILL EASTER SEALS MIAMI VALLEY | |||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT FOR MIAMI VALLEY WORKS PROGRAM | $50,000 | |
| HANOVER COLLEGE | |||||||
| 484 BALL DRIVE | HANOVER | IN | 47243 | PC | VIRGINIA B. TOULMIN SCHOLARSHIP IN THE PERFORMING ARTS | $62,500 | |
| HERE ARTS CENTER | |||||||
| 145 SIXTH AVE | NEW YORK | NY | 10013 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM GRANT TO COMMISSION A NEW WORK BY ZOEY MARTINSON | $25,000 | |
| HERE ARTS CENTER | |||||||
| 145 SIXTH AVE | NEW YORK | NY | 10013 | PC | SUPPORT THE PROTOTYPE: OPERA/THEATRE/NOW FESTIVAL | $25,000 | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | MEDICAL RESEARCH | $100,000 | |
| ICAHN SCHOOL OF MEDICINE - DUBIN BREAST CENTER | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | SUPPORT THE FAMILY PSYCHOLOGY PROGRAM & A SOCIAL WORKER POSITION | $250,000 | |
| ICAHN SCHOOL OF MEDICINE - DUBIN BREAST CENTER | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ICAHN SCHOOL OF MEDICINE - DUBIN BREAST CENTER | |||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PC | SUPPORT THE FAMILY PSYCHOLOGY AND SOCIAL WORK PROGRAMS | $50,000 | |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGION | |||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | SUPPORT IPPF/WHR MEMBER ASSOCIATIONS SUSTAINABILITY PROJECT | $250,000 | |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGION | |||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | SUPPORT A SOCIAL ENTERPRISE MODEL TO IMPROVE THE HEALTH OF BOLIVIAN MIGRANTS IN ARGENTINA | $50,000 | |
| JESSICA LANG DANCE | |||||||
| 2728 THOMSON AVE WORKSPACE 10 | LONG ISLAND CITY | NY | 11101 | PC | SUPPORT EXTRA REHEARSAL TIME FOR AMERICAN BALLET THEATRE AND PACIFIC NORTHWEST BALLET NEW WORKS | $26,000 | |
| JEWISH WOMEN INTERNATIONAL | |||||||
| 1129 20TH ST NW STE 801 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LEAGUE OF AMERICAN ORCHESTRAS | |||||||
| 33 W 60TH ST 5TH FL | NEW YORK | NY | 10023 | PC | SUPPORT THE WOMEN COMPOSERS READINGS AND COMMISSIONS PROGRAM | $130,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT THE 2016 LINCOLN CENTER FESTIVAL | $50,000 | |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | PC | COMMISSION AND PREMIERE A NEW WORK BY COMPOSER THURIDUR JONSDOTTIR | $25,000 | |
| MYFACE | |||||||
| 330 MADISON AVENUE | NEW YORK | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NAPLES EQUESTRIAN CHALLENGE | |||||||
| 206 RIDGE DRIVE | NAPLES | FL | 34108 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY GREATER ILLINOIS CHAPTER | |||||||
| 525 W MONROE ST STE 900 | CHICAGO | IL | 60661 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW YORK CITY BALLET | |||||||
| DAVID H KOCH THEATER | NEW YORK | NY | 10023 | PC | COMMISSION AND PRODUCE NEW BALLETS BY CHOREOGRAPHERS LAUREN LOVETTE AND ANNABELLE OCHOA | $100,000 | |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | FOR ORGANIZATIONAL CAPACITY BUILDING | $75,000 | |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | COMMISSION NEW WORKS FOR FALL FOR DANCE FESTIVAL AND MAINSTAGE 2016/2017 DANCE SEASON | $100,000 | |
| NEW YORK CITY CENTER | |||||||
| 130 W 56TH ST | NEW YORK | NY | 10019 | PC | SUPPORT THE SARASOTA BALLET AT THE 2016 FALL FOR DANCE FESTIVAL | $25,000 | |
| NEW YORK COMMUNITY TRUST | |||||||
| 909 THIRD AVE 22ND FL | NEW YORK | NY | 10022 | PC | SUPPORT ARTS AND CULTURAL, SOCIAL SERVICES, AND OTHER CHARITABLE ORGANIZATIONS | $100,000 | |
| NEW YORK OPEN CENTER | |||||||
| 22 EAST 30TH STREET | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NYU - WOMEN BALLET CHOREOGRAPHERS | |||||||
| 20 COOPER SQUARE 2ND FLOOR | NEW YORK | NY | 10003 | PC | TOULMIN FELLOWSHIP FOR WOMEN CHOREOGRAPHERS | $50,000 | |
| NYU SCHOOL OF MEDICINE | |||||||
| ONE PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | PC | MEDICAL RESEARCH | $50,000 | |
| OPEN ROADS | |||||||
| 1223 WILSHIRE BLVD 351 | SANTA MONICA | CA | 90403 | PC | NAPLES EQUESTRIAN CHALLENGE, NAPLES SHELTER, AND YOUTH HAVEN SHORT FILMS | $75,000 | |
| OPEN ROADS | |||||||
| 1223 WILSHIRE BLVD 351 | SANTA MONICA | CA | 90403 | PC | PRODUCE GRAPHIC NOVEL RE: ENDING VIOLENCE AGAINST WOMEN/CHILDREN & PROVIDING ROLE MODELS FOR YOUNG MEN | $32,500 | |
| OPEN ROADS | |||||||
| 1223 WILSHIRE BLVD 351 | SANTA MONICA | CA | 90403 | PC | PRODUCE GRAPHIC NOVEL RE: ENDING VIOLENCE AGAINST WOMEN/CHILDREN & PROVIDING ROLE MODELS FOR YOUNG MEN | $32,500 | |
| OPEN ROADS | |||||||
| 1223 WILSHIRE BLVD 351 | SANTA MONICA | CA | 90403 | PC | SUPPORT OPEN ROADS "ON THE ROAD" FILMMAKING EXPEDITION FEATURING STUDENTS IN THE GADV PROGRAM | $10,000 | |
| OPEN ROADS | |||||||
| 1223 WILSHIRE BLVD 351 | SANTA MONICA | CA | 90403 | PC | PRODUCTION OF A SHORT FILM TO PROMOTE THE DAYTON PERFORMING ARTS ALLIANCE | $50,000 | |
| OPEN ROADS | |||||||
| 1223 WILSHIRE BLVD 351 | SANTA MONICA | CA | 90403 | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| OPEN ROADS | |||||||
| 1223 WILSHIRE BLVD 351 | SANTA MONICA | CA | 90403 | PC | SUPPORT OPEN ROADS SUMMER PROGRAM | $30,000 | |
| OPERA AMERICA | |||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | OPERA GRANTS FOR FEMALE COMPOSERS | $150,000 | |
| OPERA AMERICA | |||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | SUPPORT THE PRODUCTION OF 2017 ORCHESTRAL SHOWCASE OF NEW OPERATIC WORKS | $40,000 | |
| OPERA AMERICA | |||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | OPERA GRANTS FOR FEMALE COMPOSERS | $300,000 | |
| PACIFIC NORTHWEST BALLET | |||||||
| 301 MERCER STREET | SEATTLE | WA | 98109 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER JESSICA LANG | $20,000 | |
| PACIFIC NORTHWEST BALLET | |||||||
| 301 MERCER STREET | SEATTLE | WA | 98109 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER JESSICA LANG | $30,000 | |
| PLANNED PARENTHOOD OF NEW YORK CITY INC | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | PROJECT STREET BEAT'S LATINO PEER OUTREACH PROGRAM & PREP EDUCATION & ACCESS PROGRAM | $100,000 | |
| PLANNED PARENTHOOD OF SW AND CENTRAL FLORIDA | |||||||
| 736 CENTRAL AVENUE | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PREVENT CHILD ABUSE AMERICA | |||||||
| 228 S WABASH AVE | CHICAGO | IL | 60604 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PROFESSIONAL CHILDREN'S SCHOOL | |||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | VIRGINIA B. TOULMIN SCHOLARS PROGRAM (TWO PERFORMING ARTS STUDENTS PER YEAR) | $100,000 | |
| RATTLESTICK PLAYWRIGHTS THEATER | |||||||
| 224 WAVERLY PLACE | NEW YORK | NY | 10014 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM GRANT TO COMMISSION A NEW WORK BY CORI THOMAS | $25,000 | |
| SARASOTA OPERA ASSOCIATION | |||||||
| 50 CENTRAL AVENUE | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| SARASOTA ORCHESTRA | |||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| SCHOOL OF AMERICAN BALLET | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT FEMALE CHOREOGRAPHERS UNDER THE TOULMIN SCHOLARS PROGRAM | $57,500 | |
| SCRIPTED INC | |||||||
| 85 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | PC | SUPPORT INCREASING SCRIPTED'S ORGANIZATIONAL CAPACITY | $100,000 | |
| SHELTER FOR ABUSED WOMEN AND CHILDREN | |||||||
| 674 PALM CIRCLE | NAPLES | FL | 34101 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SHELTER FOR ABUSED WOMEN AND CHILDREN | |||||||
| 674 PALM CIRCLE | NAPLES | FL | 34101 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SHELTER FOR ABUSED WOMEN AND CHILDREN | |||||||
| 674 PALM CIRCLE | NAPLES | FL | 34101 | PC | GENERAL OPERATING SUPPORT, HEALING ARTS PROGRAM, & GADV INITIATIVE | $140,000 | |
| SIGNATURE THEATRE | |||||||
| THE PERSHING SQUARE SIGNATURE | NEW YORK | NY | 10036 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM GRANT TO COMMISSION A NEW WORK BY DOMINIQUE MORISSEAU | $25,000 | CENTER |
| ST ARMANDS KEY LUTHERAN CHURCH | |||||||
| 40 N ADAMS DRIVE | SARASOTA | FL | 34236 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ST BONAVENTURE UNIVERSITY | |||||||
| 3261 WEST STATE ROAD | ST BONAVENTURE | NY | 14778 | PC | UNIVERSITY MINISTRIES BONA BUDDIES YOUTH MENTORS | $10,000 | |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | SCHOLARSHIPS & GENERAL OPERATING SUPPORT | $90,000 | |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE HUMAN RACE THEATRE COMPANY | |||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | PC | CAMPAIGN FOR DEVELOPMENT OF NEW WORKS | $50,000 | |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10031 | PC | SCHOLARSHIPS FOR TOULMIN SCHOLARS IN THE VOCAL ARTS | $100,000 | |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10031 | PC | SCHOLARSHIPS FOR TOULMIN SCHOLARS IN THE VOCAL ARTS | $100,000 | |
| THE JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10031 | PC | MARKET COMPOSITION DEPT. TO FEMALE STUDENTS & PARTIAL SCHOLARSHIPS | $25,000 | |
| THE NEW 42ND STREET | |||||||
| 229 W 42ND STREET | NEW YORK | NY | 10036 | PC | THE NEW VICTORY THEATER TEACHING ARTISTS PROGRAM 2:1 MATCH | $100,000 | |
| THE NEW GROUP | |||||||
| 410 WEST 42ND STREET | NEW YORK | NY | 10036 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM GRANT TO COMMISSION A NEW WORK BY AMINA HENRY | $25,000 | |
| THE PAINTED TURTLE | |||||||
| 1300 4TH STREET | SANTA MONICA | CA | 90401 | PC | SUPPORT OF THE NURSING PROGRAM | $150,000 | |
| VAIL VALLEY FOUNDATION | |||||||
| 90 BENCHMARK RD STE 300 | AVON | CO | 81620 | PC | SUPPORT A NEW BALLET BY CHOREOGRAPHER CLAUDIA SCHREIER AT THE VAIL INTERNATIONAL DANCE FESTIVAL | $40,000 | |
| VICTORIA THEATRE ASSOCIATION | |||||||
| 138 N MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT FOR THE NEXT STAGE CAMPAIGN | $250,000 | |
| VIDEO ARCHIVES INC | |||||||
| 1235 S TAMIAMI TRAIL | SARASOTA | FL | 34239 | PC | USE OF "VIRGINIA TOULMIN, A LIVING HISTORY 2006 AND "MARGARET WISE, A LIVING HISTORY 2001" VIDEOS | $10,000 | |
| WRIGHT STATE UNIVERSITY | |||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | PC | DISTINGUISHED VISITING ARTISTS PROGRAM | $25,000 | |
| YALE REPERTORY THEATRE | |||||||
| PO BOX 208244 | NEW HAVEN | CT | 06520 | PC | WOMEN PLAYWRIGHTS COMMISSIONING PROGRAM GRANT TO COMMISSION A NEW WORK BY SUSAN SOON HE STANTON | $25,000 | |
| YORK STREET PROJECT | |||||||
| 89 YORK STREET | JERSEY CITY | NJ | 07302 | PC | SUPPORT THE PURCHASE OF A NEW VAN TO TRANSPORT THE WOMEN AND CHILDREN SERVED BY YORK STREET PROJECT | $10,000 | |
| YORK STREET PROJECT | |||||||
| 89 YORK STREET | JERSEY CITY | NJ | 07302 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| YORK STREET PROJECT | |||||||
| 89 YORK STREET | JERSEY CITY | NJ | 07302 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,063,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN BALLET THEATRE | ||||||
| 890 BROADWAY 3RD FL | NEW YORK | NY | 10003 | PC | SUPPORT THE WOMEN CHOREOGRAPHERS INITIATIVE | $100,000 |
| ASOLO THEATRE | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | SUPPORT ONE YEAR OF MONTHLY TESSITURA SOFTWARE HOSTING FEES | $31,500 |
| ATLANTA BALLET | ||||||
| 1695 MARIETTA BOULEVARD NW | ATLANTA | GA | 30318 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER GEMMA BOND | $25,000 |
| BOSTON BALLET | ||||||
| 19 CLARENDON ST | BOSTON | MA | 02116 | PC | COMMISSION AND PREMIERE A NEW WORK BY CHOREOGRAPHER JILL JOHNSON | $25,000 |
| CHICAGO SYMPHONY ORCHESTRA | ||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | PC | COMMISSION AND PREMIERE A NEW WORK BY COMPOSER AMY BETH KIRSTEN | $25,000 |
| DAYTON CHILDREN'S HOSPITAL | ||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | PC | SUPPORT CAMPUS RENEWAL AND A NEW PATIENT CARE FACILITY | $400,000 |
| DAYTON PERFORMING ARTS ALLIANCE | ||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | PC | GENERAL OPERATING SUPPORT | $250,000 |
| DAYTON'S CRAYONS TO CLASSROOMS | ||||||
| 1750 WOODMAN DRIVE | DAYTON | OH | 45420 | PC | SUPPORT OPERATIONAL MANAGER POSITION | $40,000 |
| GIRLS INC OF SARASOTA COUNTY | ||||||
| 201 S TUTTLE AVE | SARASOTA | FL | 34237 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GOODWILL EASTER SEALS MIAMI VALLEY | ||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT FOR MIAMI VALLEY WORKS PROGRAM | $100,000 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGION | ||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | PC | SUPPORT IPPF/WHR MEMBER ASSOCIATIONS SUSTAINABILITY PROJECT | $500,000 |
| LOS ANGELES PHILHARMONIC | ||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | PC | COMMISSION AND PREMIERE A NEW WORK BY COMPOSER THURIDUR JONSDOTTIR | $25,000 |
| NYU - WOMEN BALLET CHOREOGRAPHERS | ||||||
| 20 COOPER SQUARE 2ND FLOOR | NEW YORK | NY | 10003 | PC | TOULMIN FELLOWSHIP FOR WOMEN CHOREOGRAPHERS | $50,000 |
| OPERA AMERICA | ||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | PC | OPERA GRANTS FOR FEMALE COMPOSERS | $150,000 |
| PROFESSIONAL CHILDREN'S SCHOOL | ||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | VIRGINIA B. TOULMIN SCHOLARS PROGRAM (TWO PERFORMING ARTS STUDENTS PER YEAR) | $100,000 |
| SCHOOL OF AMERICAN BALLET | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SUPPORT FEMALE CHOREOGRAPHERS UNDER THE TOULMIN SCHOLARS PROGRAM | $57,500 |
| SHELTER FOR ABUSED WOMEN AND CHILDREN | ||||||
| 674 PALM CIRCLE | NAPLES | FL | 34101 | PC | GENERAL OPERATING SUPPORT, HEALING ARTS PROGRAM, & GADV INITIATIVE | $130,000 |
| ST BONAVENTURE UNIVERSITY | ||||||
| 3261 WEST STATE ROAD | ST BONAVENTURE | NY | 14778 | PC | UNIVERSITY MINISTRIES BONA BUDDIES YOUTH MENTORS | $10,000 |
| THE JUILLIARD SCHOOL | ||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10031 | PC | SCHOLARSHIPS FOR TOULMIN SCHOLARS IN THE VOCAL ARTS | $100,000 |
| VICTORIA THEATRE ASSOCIATION | ||||||
| 138 N MAIN ST | DAYTON | OH | 45402 | PC | SUPPORT FOR THE NEXT STAGE CAMPAIGN | $250,000 |
| WRIGHT STATE UNIVERSITY | ||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | PC | DISTINGUISHED VISITING ARTISTS PROGRAM | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,414,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,542 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,797,131 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,470,870 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,326,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,326,032 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $87,500 | Amt |
| Net Investment Income | $65,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSFERS FROM CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: VIRGINIA B. TOULMIN IRREVOCABLE TRUSTEMPLOYER ID NO: 61-6399748ADDRESS: 10 WEST SECOND STREET, 26TH FLOOR, DAYTON, OH 45402DESCRIPTION OF TRANSFER: CASH TRANSFERS OF CONTRIBUTION RECEIVABLE FROM TRUST DURING THE YEARAMOUNT OF TRANSFER: $80,000TOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES: $80,000EXCESS BUSINESS HOLDING: NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $10,994,943 | EOYBookValueAmt |
| EOYFMV | $10,994,943 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $46,669,095 | EOYBookValueAmt |
| EOYFMV | $46,669,095 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,241,809 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,241,809 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $11,374,927 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $11,374,927 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL LONG/SHORT FUND | FMV | $9,710,726 | $9,710,726 |
| LIMITED PARTNERSHIP INTERESTS | FMV | $5,697,720 | $5,697,720 |
| OVERSEAS FUND | FMV | $5,000,106 | $5,000,106 |
| REAL ESTATE INVESTMENT TRUST | FMV | $0 | $0 |
| EXCHANGE TRADED FUNDS | FMV | $0 | $0 |
| MUTUAL FUNDS | FMV | $21,563,080 | $21,563,080 |
| FEEDER FUND | FMV | $1,337,804 | $1,337,804 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $111,703 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $275,740 | $212,876 | $212,876 |
| CONTRIBUTION RECEIVABLE | $214,490 | $147,367 | $147,367 |
| OTHER RECEIVABLE | $25,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN FAIR VALUE OF INVESTMENTS | Desc |
| Amt | $196,351 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $170,878 | ||
| CLASS ACTION SETTLEMENTS | $33,263 | $33,263 | $33,263 |
| DEFERRED FEDERAL EXCISE TAX | $23,226 | $23,226 | $23,226 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN/LOSS ON CONTRIBUTION RECEIVABLE | Desc |
| Amt | $12,877 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $349,893 | BOYBookValueAmt |
| EOY Book Value | $326,667 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $978,836 | $978,836 | $0 |
| CONSULTANTS | $332,772 | $75,000 | $287,947 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $36,000 | $0 | $0 |
| OHIO FILING FEE | $200 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA B TOULMIN IRREVOCABLE TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST SECOND STREET 26TH FLOOR | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616399748 | EIN |
| Desc | CASH TRANSFERS OF CONTRIBUTION RECEIVABLE FROM TRUST DURING THE YEAR | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
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