PRICE FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PRICE FAMILY FOUNDATION INC (EIN 22-3483367)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-04-18
- IRS object ID
- 201741089349100329
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-18T16:44:38-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471686472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POOLE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223483367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRICE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MICHAEL F PRICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIC | BusinessNameControlTxt |
| Phone | 9739212210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 LARGER CROSS ROAD | AddressLine1Txt |
| City | FAR HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07931 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL PRICE | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 9739212210 | PhoneNum |
| Signature | 2017-04-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01404771 | PTIN |
| Phone | 2126791007 | 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 | $17,011,396 | 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 | $12,143,948 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $668,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,461,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,421,974 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $153,294 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $142,094 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,083,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,682,347 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $51,363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,572 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,572 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $313,858 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $141,881 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $171,969 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $418,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $202,541 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,352,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,352,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,770,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,554,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $313,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,540,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $685,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $616,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $616,675 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $337,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $337,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $786,136 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,475,685 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,515,508 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,608,585 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,498,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,469,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,011,396 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $55,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,443,731 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,337,923 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,443,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,337,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,498,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,469,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,443,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $313,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,756,904 | SubtotalAmt |
| Other Decreases | $418,981 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,337,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 58747 SHS SYMETRA FINANCIAL | 2008-12-31 | 2016-01-08 | $1,866,470 | $675,253 | $1,191,217 | $1,191,217 | |
| 31335 SHS SYMETRA FINANCIAL | 2008-12-31 | 2016-01-11 | $995,825 | $360,172 | $635,653 | $635,653 | |
| 9918 SHS SYMETRA FINANCIAL | 2008-12-31 | 2016-01-12 | $315,081 | $114,000 | $201,081 | $201,081 | |
| 100000 SHS SYMETRA FINANCIAL | 2008-12-31 | 2016-02-01 | $3,200,000 | $1,149,425 | $2,050,575 | $2,050,575 | |
| 4268 SHS URBAN EDGE PROPERTIES | 2015-01-01 | 2016-05-23 | $111,558 | $5,975 | $105,583 | $105,583 | |
| 26285 SHS CDW CORPORATION | 2007-10-01 | 2016-05-23 | $1,098,397 | $436,857 | $661,540 | $661,540 | |
| 15000 SHS CDW CORPORATION | 2007-10-01 | 2016-06-20 | $611,582 | $249,300 | $362,282 | $362,282 | |
| 10000 SHS CDW CORPORATION | 2007-10-01 | 2016-06-20 | $412,658 | $166,200 | $246,458 | $246,458 | |
| 1246 SHS CDW CORPORATION | 2007-10-01 | 2016-06-20 | $51,259 | $20,709 | $30,550 | $30,550 | |
| 20000 AEROJET | 2009-01-01 | 2016-09-27 | $355,996 | $142,502 | $213,494 | $213,494 | |
| 50000 INTEL | 2013-01-18 | 2016-09-27 | $1,841,575 | $1,057,980 | $783,595 | $783,595 | |
| 5000 SHS JOHNSON & JOHNSON | 2008-01-01 | 2016-09-27 | $592,108 | $312,031 | $280,077 | $280,077 | |
| BAIN CAPITAL VIII COINVESTMENT | 2015-07-01 | 2015-12-31 | $29 | $29 | P | ||
| BAIN CAPITAL VIII COINVESTMENT | 2014-01-01 | 2015-12-31 | $37,710 | $37,710 | P | ||
| BAIN CAPITAL IX COINVESTMENT | 2014-01-01 | 2015-12-31 | $23,608 | $23,608 | P | ||
| BAIN CAPITAL (OSI) IX COINVESTMENT | 2014-01-01 | 2015-12-31 | $3,837 | $3,837 | P | ||
| MFP PARTNERS LP | 2015-07-01 | 2015-12-31 | -$56,341 | -$56,341 | P | ||
| MFP PARTNERS LP | 2014-01-01 | 2015-12-31 | $519,039 | $519,039 | P | ||
| REBOUND PARTNERS | 2015-07-01 | 2015-12-31 | -$36,550 | -$36,550 | P | ||
| REBOUND PARTNERS | 2014-01-01 | 2015-12-31 | -$20,138 | -$20,138 | P | ||
| STADIUM CAPITAL PARTNERS | 2015-07-01 | 2015-12-31 | $27,983 | $27,983 | P | ||
| STADIUM CAPITAL PARTNERS | 2014-01-01 | 2015-12-31 | $187,864 | $187,864 | P | ||
| PENNANT ONSHORE PARTNERS | 2015-07-01 | 2015-12-31 | -$149,271 | -$149,271 | P | ||
| PENNANT ONSHORE PARTNERS | 2014-01-01 | 2015-12-31 | $122,099 | $122,099 | P | ||
| DISPOSITION OF BAIN CAPITAL (OSI) IX COINVESTMENT | 2007-07-01 | 2015-12-31 | $8,832 | $8,832 | $0 | $0 | P |
| DIS OF GYRODYNE SPECIAL DISTRIBUTION | 2014-01-01 | 2015-12-31 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,421,974 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,740,203 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,234,600 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.753524 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,657,193 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,235,240 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.548955 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,077,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,917,911 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.656566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,131,639 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,053,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.395029 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,628,596 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,796,129 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.203043 | DistributionYr5Rt |
| Total Distribution | 2.557117 | TotalDistributionRt |
| Average Distribution | 0.511423 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,107,066 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,260,370 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75,405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,335,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,554,781 | 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 | $75,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,575 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,575 | TotalPaymentsAndCreditsAmt |
| Tax Due | $42,830 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL F PRICE | IndividualWithBooksNm |
| Phone | 2126791007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MFP INVESTORS 667 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F PRICE | ||||||||
| 20 EAST 78TH STREET | NEW YORK | NY | 10075 | MANAGER | 1.00 | $0 | $0 | $0 |
| JORDAN PRICE EHMANN | ||||||||
| 1180 LARGER CROSS ROAD | FAR HILLS | NJ | 07931 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CLAUDIA FORBES | ||||||||
| 31635 CANYON CIRCLE | EVERGREEN | CO | 80439 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER C PRICE | ||||||||
| 20 EAST 78TH STREET | NEW YORK | NY | 10075 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE DUHL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 WHITE PINE DRIVE | AddressLine1Txt |
| City | WAITSFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTANT | ServiceTypeTxt |
| Compensation | $147,000 | CompensationAmt |
| 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 | $1,807,263 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,388,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,186,837 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,382,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,382,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,107,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $905,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $905,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,405 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,722 | IncomeTaxAmt |
| Total Tax | $79,127 | TotalTaxAmt |
| Distributable Before Adj | $826,226 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $826,226 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $826,226 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,554,781 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,554,781 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $75,405 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,479,376 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $826,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,628,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,138,418 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,129,905 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,683,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,904,977 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,485,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,554,781 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $826,226 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,728,555 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,213,911 | 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 | $4,628,596 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,585,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,138,418 | ExcessFromYear4Amt |
| Excess From Year3 | $13,129,905 | ExcessFromYear3Amt |
| Excess From Year2 | $10,683,460 | ExcessFromYear2Amt |
| Excess From Year1 | $12,904,977 | ExcessFromYear1Amt |
| Excess From Current Year | $11,728,555 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL F PRICE | ContributingManagerNm |
| Contributing Manager | JENNIFER C PRICE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN OF NEW YORK | ||||||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| AGAHOZO-SHALOM YOUTH VILLAGE | ||||||||||||
| 498 SEVENTH AVENUE | NEW YORK | NY | 10018 | NONE | IRC S. 501(A) | GENERAL USE | $10,000 | |||||
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||||||
| 1300 MORRIS PARK AVENUE ROOM 726 | BRONX | NY | 10461 | NONE | IRC S. 501(A) | GENERAL USE | $500,000 | |||||
| BOSTON COLLEGE | ||||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | IRC S. 501(A) | GENERAL USE | $38,451 | |||||
| BOSTON FOUNDATION | ||||||||||||
| 75 ARLINGTON STREET 1000 | BOSTON | MA | 02116 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 | |||||
| BOTTOM LINE INC | ||||||||||||
| 26 COURT STREET | BROOKLYN | NY | 11242 | NONE | IRC S. 501(A) | GENERAL USE | $225,000 | |||||
| BOYS & GIRLS CLUBS OF NEWARK | ||||||||||||
| 1 AVON AVENUE | NEWARK | NJ | 07108 | NONE | IRC S. 501(A) | GENERAL USE | $32,500 | |||||
| BROOKLYN WORKFORCE INNOVATIONS | ||||||||||||
| 621 DEGRAW STREET | BROOKLYN | NY | 11217 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 | |||||
| CANCER CARE | ||||||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $500 | |||||
| CENTER FOR COURT INNOVATION | ||||||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | IRC S. 501(A) | GENERAL USE | $44,335 | |||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | IRC S. 501(A) | GENERAL USE | $2,500 | |||||
| CITY YEAR NEW YORK | ||||||||||||
| 20 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | NONE | IRC S. 501(A) | GENERAL USE | $125,000 | |||||
| CHILDREN'S AID AND FAMILY SERVICES | ||||||||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | NONE | IRC S. 501(A) | GENERAL USE | $248,000 | |||||
| DEGREGORIO FAMILY FOUNDATION | ||||||||||||
| PO BOX 236 | PLEASANTVILLE | NY | 10570 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| DUKE UNIVERSITY | ||||||||||||
| BOX 90581 | DURHAM | NC | 27708 | NONE | IRC S. 501(A) | GENERAL USE | $48,000 | |||||
| EAST HARLEM TUTORIAL PROGRAM | ||||||||||||
| 2050 SECOND AVENUE | NEW YORK | NY | 10029 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 | |||||
| EXALT YOUTH | ||||||||||||
| 175 REMSON STREET SUITE 1000 | NEW YORK | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 | |||||
| FACING HISTORY AND OURSELVES | ||||||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | IRC S. 501(A) | GENERAL USE | $70,000 | |||||
| FRIENDS OF THE CHILDREN NEW YORK | ||||||||||||
| PO BOX 1649 | NEW YORK | NY | 10026 | NONE | IRC S. 501(A) | GENERAL USE | $229,166 | |||||
| FUND FOR THE CITY OF NEW YORK | ||||||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | NONE | IRC S. 501(A) | GENERAL USE | $44,335 | FLOOR | ||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| BOX 0734 | WASHINGTON | DC | 20073 | NONE | IRC S. 501(A) | GENERAL USE | $500 | |||||
| GLOBAL HEALTH MEDIA PROJECT | ||||||||||||
| 30 COMMON ROAD | WAITSFIELD | VT | 05673 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 | |||||
| GODDARD RIVERSIDE COMMUNITY CENTER | ||||||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 | |||||
| GOOD SHEPHERD SERVICES | ||||||||||||
| 305 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $359,130 | |||||
| GRAHAM WINDHAM | ||||||||||||
| ONE PIERREPONT PLAZA SUITE 901 | BROOKLYN | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $175,000 | |||||
| GREAT INVESTORS' BEST IDEAS FOUNDATION | ||||||||||||
| 3879 MAPLE AVENUE SUITE 350 | DALLAS | TX | 75219 | NONE | IRC S. 501(A) | GENERAL USE | $6,000 | |||||
| HARLEM RBI | ||||||||||||
| 1991 SECOND AVENUE | NEW YORK | NY | 10029 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 | |||||
| HARMONY PROGRAM INC | ||||||||||||
| 1700 BROADWAY 39TH FLOOR | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $60,000 | |||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | IRC S. 501(A) | GENERAL USE | $499,500 | |||||
| HOT BREAD KITCHEN | ||||||||||||
| 1590 PARK AVENUE | NEW YORK | NY | 10029 | NONE | IRC S. 501(A) | GENERAL USE | $72,000 | |||||
| HUNTS POINT ALLIANCE FOR CHILDREN | ||||||||||||
| 1231 LAFAYETTE AVENUE 4TH FLOOR | BRONX | NY | 10474 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | IRC S. 501(A) | GENERAL USE | $175,000 | |||||
| JAZZ AT LINCOLN CENTER | ||||||||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $366,667 | |||||
| JEWISH HOME LIFECARE | ||||||||||||
| 100 KINGSBRIDGE ROAD | BRONX | NY | 10468 | NONE | IRC S. 501(A) | GENERAL USE | $37,500 | |||||
| JOHN HOPKINS HOSPITAL | ||||||||||||
| 100 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 | |||||
| JOHN HOPKINS HOSPITAL FUND FOR THE AGED | ||||||||||||
| 750 EAST PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21202 | NONE | IRC S. 501(A) | GENERAL USE | $37,500 | |||||
| JOHN JAY COLLEGE FOUNDATION | ||||||||||||
| 524 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $102,565 | |||||
| MONTEFIORE MEDICAL CENTER | ||||||||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | NONE | IRC S. 501(A) | GENERAL USE | $221,090 | |||||
| NANTUCKET COTTAGE HOSPITAL | ||||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| NEW HEIGHTS | ||||||||||||
| 2576 BROADWAY PMB 213 | NEW YORK | NY | 10025 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| NEW YORK CARES | ||||||||||||
| 214 WEST 29TH STREET 5TH FLOOR | NEW YORK | NY | 10001 | NONE | IRC S. 501(A) | GENERAL USE | $35,000 | |||||
| NEW YORK CITY POLICE FOUNDATION | ||||||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | IRC S. 501(A) | GENERAL USE | $200,000 | |||||
| NEW YORK PRESBYTERIAN | ||||||||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | NONE | IRC S. 501(A) | GENERAL USE | $1,791,199 | |||||
| NEW YORK YANKEES FOUNDATION | ||||||||||||
| 252 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | IRC S. 501(A) | GENERAL USE | $50,000 | |||||
| POLO PLAYERS SUPPORT GROUP | ||||||||||||
| 11924 FOREST HILL BLVD SUITE 22-287 | WELLINGTON | FL | 33414 | NONE | IRC S. 501(A) | GENERAL USE | $40,000 | |||||
| RED HOOK COMMUNITY JUSTICE CENTER | ||||||||||||
| 88 VISITATION PL 202 | BROOKLYN | NY | 11231 | NONE | IRC S. 501(A) | GENERAL USE | $14,000 | |||||
| RUTGERS UNIVERSITY FOUNDATION | ||||||||||||
| 7 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | IRC S. 501(A) | GENERAL USE | $207,582 | |||||
| SAINT DAVIDS SCHOOL | ||||||||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | IRC S. 501(A) | GENERAL USE | $1,010,000 | |||||
| SALK INSTITUTE FOR BIOLOGIC STUDIES | ||||||||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | IRC S. 501(A) | GENERAL USE | $302,554 | |||||
| SANKATY HEAD FOUNDATION | ||||||||||||
| PO BOX 875 | SIASCONSET | MA | 02564 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 | |||||
| SCO FAMILY SERVICES | ||||||||||||
| 154 LAWRENCE STREET | BROOKLYN | NY | 11201 | NONE | IRC S. 501(A) | GENERAL USE | $400,000 | |||||
| SOHN CONFERENCE FOUNDATION | ||||||||||||
| 750 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10017 | NONE | IRC S. 501(A) | GENERAL USE | $5,000 | |||||
| SOUTH BRONX UNITED INC | ||||||||||||
| 199 LINCOLN AVENUE | BRONX | NY | 10454 | NONE | IRC S. 501(A) | GENERAL USE | $60,000 | |||||
| STEPHEN GAYNOR SCHOOL | ||||||||||||
| 148 WEST 90TH STREET | NEW YORK | NY | 10024 | NONE | IRC S. 501(A) | GENERAL USE | $750,000 | |||||
| SUMMER SEARCH NEW YORK CITY | ||||||||||||
| 261 5TH AVENUE8TH FLOOR | NEW YORK | NY | 10016 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| SUNNYSIDE COMMUNITY SERVICES | ||||||||||||
| 4331 39TH STREET | SUNNYSIDE | NY | 11104 | NONE | IRC S. 501(A) | GENERAL USE | $75,000 | |||||
| SYRACUSE UNIVERSITY | ||||||||||||
| 820 COMSTOCK AVENUE | SYRACUSE | NY | 13244 | NONE | IRC S. 501(A) | GENERAL USE | $38,750 | |||||
| THE BLUE CARD | ||||||||||||
| 171 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| THE BROAD INSTITUTE OF MIT AND HARVARD | ||||||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | IRC S. 501(A) | GENERAL USE | $1,012,500 | |||||
| THE CHILDRENS AID SOCIETY | ||||||||||||
| 711 THIRD AVENUE SUITE 700 | NEW YORK | NY | 10017 | NONE | IRC S. 501(A) | GENERAL USE | $166,250 | |||||
| THE FRESH AIR FUND | ||||||||||||
| 633 3RD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | IRC S. 501(A) | GENERAL USE | $1,000 | |||||
| THE OPPORTUNITY NETWORK | ||||||||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| THE PHILANTHROPIC INITIATIVE | ||||||||||||
| 75 ARLINGTON STREET 10TH FLOOR | BOSTON | MA | 02116 | NONE | IRC S. 501(A) | GENERAL USE | $200,000 | |||||
| THE UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||||||||
| PO BOX 258856 | OKLAHOMA CITY | OK | 73125 | NONE | IRC S. 501(A) | GENERAL USE | $500,000 | |||||
| THE WINDWARD SCHOOL | ||||||||||||
| 212 93RD STREET | NEW YORK | NY | 10128 | NONE | IRC S. 501(A) | GENERAL USE | $416,666 | |||||
| YEAR UP NEW YORK | ||||||||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 10005 | NONE | IRC S. 501(A) | GENERAL USE | $100,000 | |||||
| CHILD MIND INSTITUTE | ||||||||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | IRC S. 501(A) | GENERAL USE | $5,000 | |||||
| CURE FA FOUNDATION | ||||||||||||
| 211 STUYVESANT AVENUE | RYE | NY | 10580 | NONE | IRC S. 501(A) | GENERAL USE | $10,000 | |||||
| FONDAZIONE AVVOCATO SALVATORE | ||||||||||||
| NONE | IRC S. 501(A) | GENERAL USE | $5,000 | VIA ECOSENZ | SANTAGATA DI MILITELLE | MESSINA | IT | |||||
| HUMAN RIGHTS WATCH | ||||||||||||
| 350 5TH AVENUE | NEW YORK | NY | 10118 | NONE | IRC S. 501(A) | GENERAL USE | $1,000 | |||||
| THE TISCH MS CENTER | ||||||||||||
| 521 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | NONE | IRC S. 501(A) | GENERAL USE | $500 | |||||
| CITY LAX INC | ||||||||||||
| 65 WEST 89TH STREET | NEW YORK | NY | 10024 | NONE | IRC S. 501(A) | GENERAL USE | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,352,240 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,164 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,121 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,692 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $668,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $940,003 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $965,816 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL F PRICE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,143,948 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 200,000 SHS SYMETRA FINANCIAL | $6,363,000 | 2016-01-05 |
| 1 | 4,268 URBAN EDGE PROPERTIES | $111,928 | 2016-05-23 |
| 1 | 26,285 SHS CDW CORPORATION | $1,076,634 | 2016-06-02 |
| 1 | 26,246 SHS CDW CORPORATION | $1,078,186 | 2016-06-29 |
| 1 | 50,000 INTEL | $1,865,250 | 2016-09-27 |
| 1 | 5,000 SHS JOHNSON & JOHNSON | $592,350 | 2016-09-27 |
| 1 | 20,000 SHS AEROJET | $356,600 | 2016-09-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY ELECTS, PURSUANT TO REG. SEC. 53.4942 (A)-3(D) (2), TO APPLY ALL OF THE 2012 QUALIFYING DISTRIBUTION TO CORPUS. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NEW JERSEY DOES NOT REQUIRE A PRIVATE FOUNDATION THAT HAS NOT RECEIVED MORE THAN $20,000 FROM THE GENERAL PUBLIC TO REGISTER AND PROVIDE A COPY OF FORM 990PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK HELD AT JPMORGAN 1668000 | $76,172 | $376,932 |
| STOCK HELD AT CREDIT SUISSE | $0 | $0 |
| STOCK HELD AT JPMORGAN 73600 | $261,568 | $409,204 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFP PARTNERS LP | FMV | $2,839,246 | $2,839,246 |
| REBOUND PARTNERS | FMV | $2,266,904 | $2,266,904 |
| OWL CREEK OVERSEAS FUND LTD | FMV | $1,900,000 | $5,993,077 |
| BAIN CAPITAL VIII COINVESTMENT FUND, L.P. | FMV | $146,140 | $146,140 |
| BAIN CAPITAL (TRU) VIII COINVESTMENT, L.P. | FMV | $11,278 | $11,278 |
| BAIN CAPITAL IX COINVESTMENT FUND, L.P. | FMV | $53,957 | $53,957 |
| BAIN CAPITAL (OSI) IX | FMV | $0 | $0 |
| BAIN CAPITAL (CC) IX COINVESTMENT, L.P. | FMV | $9,318 | $9,318 |
| BAIN CAPITAL (CCD) IX COINVESTMENT, L.P. | FMV | $13,606 | $13,606 |
| PENNANT ONSHORE PARTNERS, LP | FMV | $2,465,785 | $2,465,785 |
| STADIUM CAPITAL PARTNERS LP | FMV | $1,673,037 | $1,673,037 |
| GYRODYNE SPECIAL DISTRIBUTION, LLC | FMV | $0 | $0 |
| GYRODYNE LLC | FMV | $136,237 | $136,237 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS IN BALANCE SHEET ASSETS | Desc |
| Amt | $418,981 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC-CONSULTING | $171,969 | $0 | $171,969 |
| MFP PARTNERS, L.P. PORTFOLIO DEDUCTION | $23,843 | $23,843 | $0 |
| MFP PARTNERS, L.P. INTEREST EXPENSE | $180 | $180 | $0 |
| BAIN CAPITAL VIII-PORTFOLIO DEDUCTION | $8,632 | $8,632 | $0 |
| BAIN CAPITAL IX-PORTFOLIO DEDUCTION | $3,011 | $3,011 | $0 |
| PENNANT ONSHORE PARTNERS, L.P.-INVEST. INTEREST EXPENSE | $44,083 | $44,083 | $0 |
| REBOUND PARTNERS, L.P.-INVEST. INTEREST EXPENSE | $7,625 | $7,625 | $0 |
| STADIUM PARTNERS, L.P. OTHER DEDUCTIONS | $25,158 | $25,158 | $0 |
| PENNANT ONSHORE PARTNERS, L.P.-INVEST. PORTFOLIO DEDUCTIONS | $28,999 | $28,999 | $0 |
| MFP PARTNERS, L.P. CONTRIBUTIONS | $3 | $3 | $0 |
| GYRODYNE SPECIAL DISTRIBUTION CONTRIBUTIONS | $27 | $27 | $0 |
| REBOUND PARTNERS, L.P.-INVEST. PORTFOLIO DEDUCTIONS | $320 | $320 | $0 |
| GYRODYNE LLC OTHER DEDUCTIONS | $8 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MFP PARTNERS - ORDINARY INCOME | -$8,913 | $0 | -$8,913 |
| PENNANT ONSHORE PARTNERS - OTHER PORTFOLIO INCOME | $56,943 | $50,942 | $56,943 |
| PENNANT ONSHORE PARTNERS - SECTION 1256 LOSS | -$32,654 | -$32,654 | -$32,654 |
| REBOUND PARTNERS, L.P. - ORDINARY INCOME | $122,059 | $102,810 | $122,059 |
| MFP PARTNERS - OTHER INCOME | -$1,949 | -$1,949 | -$1,949 |
| MFP PARTNERS - OTHER PORTFOLIO INCOME | $22,962 | $22,962 | $22,962 |
| MFP PARTNERS - NET RENTAL INCOME | -$2 | $0 | -$2 |
| MFP PARTNERS - SECTION 1231 LOSS | -$38 | $0 | -$38 |
| STADIUM CAPITAL PARTNERS OTHER INCOME | -$17 | -$17 | -$17 |
| GYRODYNE SPECIAL DISTRIBUTION -NET RENTAL R/E | -$3,024 | $0 | -$3,024 |
| GYRODYNE LLC -NET RENTAL R/E | -$2,147 | $0 | -$2,147 |
| GYRODYNE LLC - SECTION 1231 GAIN | $74 | $0 | $74 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $50,000 | $0 | $0 |
| FOREIGN TAXES | $1,182 | $0 | $0 |
| FILING FEES | $181 | $0 | $0 |
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