BETA

PRATT FAMILY LEGACY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PRATT FAMILY LEGACY FOUNDATION INC (EIN 47-5632455)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-01
IRS object ID
201743059349100304
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-01T06:43:47-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112336434PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAICH ENDE MALTER & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475632455EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRATT FAMILY LEGACY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRATBusinessNameControlTxt
Phone5703426100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16166 STATE ROUTE 42 PO BOX 30AddressLine1Txt
CityWOODBOURNECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12788ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAMMY PRATTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5703426100PhoneNum
Signature2017-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J ROMEOPreparerPersonNm
PTINP00482624PTIN
Phone2129444433PhoneNum
Preparation2017-10-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.136.106.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-25IPDt
IP Tm10:01:16IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0675DD8F6075E7B7E4A04D70332AEB45FA4FA5C5AtSubmissionCreationDeviceId
At Submission Filing Device Id3DA864CE6AB38540EE2D5C118E6AC91226E91D08AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,013,567FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,832InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,832InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$55,919DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,919DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$20GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$20GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$20NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$486NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$486GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$486CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,752OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,752OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$70,009TotalRevAndExpnssAmt
Total Net Invst Incm$70,009TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,075AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,075AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$17,072TaxesRevAndExpnssAmt
Taxes Net Invst Incm$17,072TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,472TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,147TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,325TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,972TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,147TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,825TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,963ExcessRevenueOverExpensesAmt
Net Investment Income$51,862NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,143,479CashBOYAmt
Cash EOY$253,652CashEOYAmt
Cash EOYFMV$253,652CashEOYFMVAmt
Other Investments BOY$843,472OtherInvestmentsBOYAmt
Other Investments EOY$1,690,336OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,759,915OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,986,951TotalAssetsBOYAmt
Total Assets EOY$1,943,988TotalAssetsEOYAmt
Total Assets EOYFMV$2,013,567TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,986,951RetainedEarningBOYAmt
Retained Earning EOY$1,943,988RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,986,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,943,988TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,986,951TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,943,988TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,986,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,963ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,943,988SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,943,988TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$486GrossSalesPriceAmt
Gain Or Loss$486GainOrLossAmt
Gains Minus Excess Or Losses$486GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$486CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,016,167AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,847,704NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.549962DistributionYr1Rt
Total Distribution0.549962TotalDistributionRt
Average Distribution0.549962AverageDistributionRt
Net Vl Noncharitable Assets$1,994,345NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,096,814AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$519NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,097,333AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$94,825QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,037InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,037SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,037TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,274EstimatedPlusOvpmtIncmTxAmt
Backup Withholding Withheld$17,072BackupWithholdingWithheldAmt
Total Payments And Credits$18,346TotalPaymentsAndCreditsAmt
Overpayment$17,309OverpaymentAmt
Applied To ES Tax$17,309AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRAICH ENDE MALTER CO LLPIndividualWithBooksNm
Phone2129444433PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAY 15TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN L PRATT IV
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
TAMMY PRATT
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
LAUREN PRATT
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
RAMYA PRATT
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
NAYANA PRATT
6166 STATE ROUTE 42 PO BOX 30WOODBOURNENY12788DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS OTHER ORGANIZATIONS EXEMPT UNDER INTERNALDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,041,396AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$983,320AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,024,716TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,024,716AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,994,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,717MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,717MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,037TaxBasedOnInvestmentIncomeAmt
Income Tax$4IncomeTaxAmt
Total Tax$1,041TotalTaxAmt
Distributable Before Adj$98,676DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$98,676DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$98,676DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,825ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,825QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$94,825AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,676DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$954,133ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$954,133TotalExcessDistributionCyovAmt
Qualifying Distributions$94,825QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$94,825AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,851ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,851ExcessDistributionCyovAppCYAmt
Total Corpus$950,282TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$950,282ExcessDistriCyovToNextYrAmt
Excess From Year1$950,282ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTAMMY PRATTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SYDA FOUNDATION
371 BRICKMAN ROADSOUTH FALLSBURGNY12779PUBLIC CHARITYPUBLIC CHARITYGENERAL CHARITABLE$50,000
WATER DEFENSE
PO BOX 204LIVINGSTON MANORNY12758PUBLIC CHARITYPUBLIC CHARITYGENERAL CHARITABLE$37,500
FRIENDS OF THE HOMESTEAD SCHOOL
428 HOLLOW RDGLEN SPEYNY12737PUBLIC CHARITYPUBLIC CHARITYGENERAL CHARITABLE$5,000
PRASAD PROJECT INC
465 BRICKMAN RDHURLEYVILLENY12747PUBLIC CHARITYPUBLIC CHARITYGENERAL CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,832ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,919ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,752ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$486ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$70,009ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,009TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,150Amt
Net Investment Income$1,075NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,075DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990PF, PART VII, LINE 13FORM CHAR 500: SUPPLEMENTARY INFORMATIONPUBLIC INSPECTIONDATE THE NOTICE OF AVAILABILITY OF THE ANNUAL RETURNAPPEARED IN A NEWSPAPER: 8/1/2017NAME OF NEWSPAPER: NEW YORK JOURNALA COPY OF THE NEWSPAPER NOTICE WILL BE FURNISHED UPON REQUEST.FORM 990PF, PART VII, LINE 13
FOR, 990PF, PART XV LINE 2UPPLEMENTARY INFORMATION:THE ORGANIZATION'S PRIMARY ACTIVITY IS TO SUPPORTBY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501 (C) (3) OF THE INTERNAL REVENUE CODE. THE DIRECTORS CHOOSE THESE ORGANIZATIONSBASED UPON THEIR KNOWLELGE OF THE ORGANIZATIONS' ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS ETC. ARE MADE TO INDIVIDUALS.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS BDC, INC CLOSED-END FUND (GSBD)FMV$298,167$337,800
GOLUB CAPITAL BDC LLC MUTUAL FUND (GBDC)FMV$98,658$108,984
AMERICAN CAPITAL AGENCY CORP. PFD (7.75%) SERIES B (AGNCB)FMV$148,035$151,438
ANNALY CAPITAL MGMT INC CONV PFD (7.5%) SERIES C (NLYPRC)FMV$148,246$149,524
KKR & CO LP PFD (6.75%) SERIES A (KKRPRA)FMV$145,474$158,282
GS HIGH YIELD FLOATINGFMV$750,923$747,846
GS STRATEGIC FACTOR ALLOCATION FUNDFMV$100,833$106,041

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FILING FEEDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME THRU KKR & CO. L.P.$1,156$1,156$1,156
ROYALTY INCOME THRU KKR & CO. L.P.$88$88$88
SECTION 1231 THRU KKR & CO.$508$508$508

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES WITHHELDCategoryTxt
Amt$17,072Amt
Net Investment Income$17,072NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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