NATIONAL GRID FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL GRID FOUNDATION (EIN 11-3466416)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349103505
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:35:48-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132781641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113466416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL GRID FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5165456100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 EAST OLD COUNTRY ROAD | AddressLine1Txt |
| City | HICKSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G KELLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165456100 | PhoneNum |
| Signature | 2016-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frederick E Davis Jr | PreparerPersonNm |
| PTIN | P00446023 | PTIN |
| Phone | 2127094500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,510,940 | 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 |
| Dividends Rev And Expnss | $738,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $740,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,596,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,096,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,038,052 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $159,236 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,430 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,495,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,775,436 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,360 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,657 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,633 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $185,090 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,570 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $169,520 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,962 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $557,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $380,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,446,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,446,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,004,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,827,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,490,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,759,798 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $356,348 | CashBOYAmt |
| Cash EOY | $84,516 | CashEOYAmt |
| Cash EOYFMV | $84,516 | CashEOYFMVAmt |
| Acct Rcvbl | $34,578 | AcctRcvblAmt |
| Acct Rcvbl BOY | $46,441 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $34,578 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $34,578 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $543,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $34,913,044 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,160,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,160,023 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,167 | OtherAssetsBOYAmt |
| Other Assets EOY | $231,823 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $231,823 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,874,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,510,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,510,940 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $59,179 | AccountsPayableBOYAmt |
| Grants Payable BOY | $85,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $295,445 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $105,912 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $439,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $105,912 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $35,435,262 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,405,028 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,435,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,405,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,874,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,510,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,435,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,490,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,926,099 | SubtotalAmt |
| Other Decreases | $9,521,071 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,405,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| disposition of investment partnerships | P | 2009-01-01 | 2015-01-31 | $16,058,627 | $12,104,863 | $3,953,764 | $3,953,764 |
| publicly traded securities | $42,037,613 | $39,950,609 | $2,087,004 | $2,087,004 | |||
| Capital Gains/(losses) from Partnerships | P | $2,716 | -$2,716 | -$2,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,038,052 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,664,177 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,696,759 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046620 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,609,789 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,193,829 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,673,591 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,648,946 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,197,885 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,753,150 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040261 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,283,234 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,190,377 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053047 | DistributionYr5Rt |
| Total Distribution | 0.243030 | TotalDistributionRt |
| Average Distribution | 0.048606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,017,364 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,702,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $67,598 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,769,652 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,827,460 | 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 | $67,598 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,598 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,598 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,853 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $127,853 | TotalPaymentsAndCreditsAmt |
| Overpayment | $60,255 | OverpaymentAmt |
| Applied To ES Tax | $60,255 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | http://nationalgridfoundation.com | WebsiteAddressTxt |
| Individual With Books | NATIONAL GRID FOUNDATION | IndividualWithBooksNm |
| Phone | 5165456100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 EAST OLD COUNTRY ROAD | AddressLine1Txt |
| City | HICKSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11801 | 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 | 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 |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| Albert c wiltshire | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Chairman | 0.44 | $0 | $0 | $0 |
| Donald H Elliott | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Vice Chairman | 0.38 | $0 | $0 | $0 |
| Robert B Catell | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Vice Chairman | 0.38 | $0 | $0 | $0 |
| Michael J Taunton | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Treasurer | 1.30 | $0 | $0 | $0 |
| Eileen R Cohen | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.35 | $0 | $0 | $0 |
| Louis A Elisa II | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.35 | $0 | $0 | $0 |
| Carmen Fields | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.35 | $0 | $0 | $0 |
| Melanie W Littlejohn | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.35 | $0 | $0 | $0 |
| Lorraine M Lynch | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.35 | $0 | $0 | $0 |
| George Mayhew | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.23 | $0 | $0 | $0 |
| Rev Dr Gary V Simpson | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Director | 0.30 | $0 | $0 | $0 |
| Stephen W McCaffrey | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Chief Counsel | 3.30 | $0 | $0 | $0 |
| Robert G Keller | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | President | 40.00 | $165,657 | $0 | $0 |
| Jean Tesoriero | ||||||||
| 175 EAST OLD COUNTRY ROAD | HICKSVILLE | NY | 11801 | Secretary, Vice President & Program Of | 40.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL TEMPORARY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 FRANKLIN AVENUE SUITE 106 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING SERVICE | ServiceTypeTxt |
| Compensation | $169,520 | 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 | $35,499,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,013 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,550,623 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,550,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $533,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,017,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,750,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,750,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,598 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,598 | TotalTaxAmt |
| Distributable Before Adj | $1,683,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,683,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,683,270 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,827,460 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,827,460 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $67,598 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,759,862 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,683,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,558 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $167,754 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,475 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $216,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,827,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,683,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144,190 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $360,977 | 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 | $27,558 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $333,419 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $167,754 | ExcessFromYear3Amt |
| Excess From Year2 | $21,475 | ExcessFromYear2Amt |
| Excess From Current Year | $144,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT G KELLER PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 OLD COUNTRY RD | AddressLine1Txt |
| City | HICKSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5165456100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE ACCEPTED THROUGH THE ON-LINE APPLICATION SYSTEM ENTITLED CYBERGRANTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THROUGH OCTOBER 31 OF ANY GIVEN YEAR, HOWEVER, AT TIMES, THE DEADLINE IS EXTENDED | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE NATIONAL GRID FOUNDATION GENERALLY PROVIDES GRANTS TO SUPPORT ORGANIZATIONS THAT ENGAGE IN ENVIRONMENTAL AND EDUCATIONAL PROGRAMMING AS WELL AS EMERGENCY FUEL NEUTRAL HEATING FUNDS WITHIN ITS GRANT MAKING TERRITORY ACROSS THE NORTHEAST. ON OCCASION, THE BOARD OF DIRECTORS MAY CHOOSE TO SUPPORT ORGANIZATIONS AND EFFORTS THAT FALL OUTSIDE THESE PARAMETERS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Baruch College Fund | |||||||
| One Bernard Baruch Way | New York | NY | 10010 | NONE | PC | SEEK Program: Math Intervention Project | $15,000 |
| Brooklyn Bar Association Volunteer Lawyers Project Inc | |||||||
| 44 Court St Suite 1206 | Brooklyn | NY | 11201 | NONE | PC | National Grid Foundation Senior Legal Education and Assistance Program | $15,000 |
| Brooklyn Historical Society | |||||||
| 128 Pierrepont St | Brooklyn | NY | 11201 | NONE | PC | Civil War Professional Learning Workshop and Free School Tours | $15,000 |
| Brooklyn Public Library | |||||||
| 10 Grand Army Plaza Brooklyn NY | Brooklyn | NY | 11238 | NONE | PC | Summer Reading 2015 | $50,000 |
| Buffalo and Erie Botanical Gardens Society Inc | |||||||
| 2655 South Park Ave | Buffalo | NY | 14218 | NONE | PC | Hands on Educational Programs | $5,000 |
| Catholic Charities of the Diocese of Albany | |||||||
| 40 N Main Avenue | Albany | NY | 12203 | NONE | PC | 2015/2016 Emergency Energy Assistance Fund | $115,000 |
| Citizens (Committee) for New York City Inc | |||||||
| 77 Water Street Suite 202 | New York | NY | 10005 | NONE | PC | National Grid Foundation DIY (Do It Yourself) Green Blocks Workshops | $25,000 |
| Cradle of Aviation Museum Museums at Mitchel Inc | |||||||
| One Davis Avenue | Garden City | NY | 11530 | NONE | PC | Expanded Learning Time Program | $25,000 |
| Cristo Rey Brooklyn High School | |||||||
| 710 East 37th Street | Brooklyn | NY | 11203 | NONE | PC | 2015 National Grid Foundation Summer Training Institute | $30,000 |
| Cristo Rey Brooklyn High School | |||||||
| 710 East 37th Street | Brooklyn | NY | 11203 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Dancewave Inc | |||||||
| 45 Fourth Avenue | Brooklyn | NY | 11217 | NONE | PC | D-Wave In Motion Dance Residency | $9,000 |
| Supplemental | |||||||
| 45 Fourth Avenue | Brooklyn | NY | 11217 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Day One | |||||||
| 100 Medway Street | Providence | RI | 02906 | NONE | PC | School based Prevention Education Program | $15,000 |
| Foundation Center | |||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | NONE | PC | Funding Information Network | $20,000 |
| Friends of the Children Boston Inc | |||||||
| 555 Amory St | Boston | MA | 02130 | NONE | PC | Achievers Program | $15,000 |
| Friends of the Children Boston Inc | |||||||
| 555 Amory St Boston MA | Boston | MA | 02130 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Grace International Inc Bed-Stuy Campaign Against Hunger Inc | |||||||
| 2010 Fulton Street | Brooklyn | NY | 11233 | NONE | PC | Healing Garden Pilot Initiative Year II | $45,000 |
| Grace International Inc Bed-Stuy Campaign Against Hunger Inc | |||||||
| 2010 Fulton Street | Brooklyn | NY | 11233 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Helen Keller Services for the Blind | |||||||
| 57 Willoughby St | Brooklyn | NY | 11201 | NONE | PC | Pre-vocation and Placement Services Program | $15,000 |
| Latino Stem Alliance Inc | |||||||
| 20 Moraine Street | Boston | MA | 02130 | NONE | PC | School Based Robotics Program | $25,000 |
| Latino Stem Alliance Inc | |||||||
| 20 Moraine Street | Boston | MA | 02130 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Literacy Volunteers of Greater Syracuse | |||||||
| 100 New St | Syracuse | NY | 13201 | NONE | PC | Rescue Mission Pilot Program | $12,500 |
| Literacy Volunteers of Greater Worcester | |||||||
| 3 Salem Square | Worchester | MA | 01608 | NONE | PC | English for Work | $6,000 |
| Literacy Volunteers of Greater Worcester | |||||||
| 100 Medway Street | Providence | RI | 02906 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Madison Square Boys and Girls Club Inc | |||||||
| 733 Third Avenue Floor 2 | New York | NY | 10017 | NONE | PC | Explorers Academy | $9,800 |
| Madison Square Boys and Girls Club Inc | |||||||
| 733 Third Avenue Floor 2 | New York | NY | 10017 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Mass Biotech Center | |||||||
| 300 Technology Square 8th floor | Cambridge | MA | 02139 | NONE | PC | BioTech Program | $20,000 |
| Mercy Works Incorporated | |||||||
| 1221 S Salina Street | Syracuse | NY | 13202 | NONE | PC | 2015 Synergy Leadership Training Program | $15,000 |
| Mercy Works Incorporated | |||||||
| 1221 S Salina Street | Syracuse | NY | 13202 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Merrimack Valley YMCA | |||||||
| 101 Amesbury St 4th floor | Lawrence | MA | 01840 | NONE | PC | Lawrence YMCA After School Program | $9,500 |
| Molloy College | |||||||
| 1000 Hempstead Avenue | Rockville Centre | NY | 11571 | NONE | PC | National Grid Foundation Teaching Green Institute 2015 | $35,000 |
| Mosaico Community Development Corporation | |||||||
| 500 Wood Street | Bristol | RI | 02809 | NONE | PC | YES! Summer Program | $7,500 |
| On Point for College Inc | |||||||
| 1654 W Onondaga Street | Syracuse | NY | 13204 | NONE | PC | 2015 Summer Orientation Program | $15,000 |
| On Point for College Inc | |||||||
| 1654 W Onondaga Street | Syracuse | NY | 13204 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Partners for Education and Business Inc | |||||||
| 5788 Widewaters Parkway | Syracuse | NY | 13214 | NONE | PC | Teacher-in-the-Workplace Program | $15,000 |
| Providence College | |||||||
| 1 Cunningham Square | Providence | RI | 02918 | NONE | PC | Hoops for the Stars Program | $35,000 |
| Read To Succeed Inc | |||||||
| 175 Hillside Road | Cranston | RI | 02920 | NONE | PC | 2015 Read to Succeed Scholars Program | $9,800 |
| Read To Succeed Inc | |||||||
| 175 Hillside Road | Cranston | RI | 02920 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Rensselaer Polytechnic Institute | |||||||
| 110 8th Street Chasan Building | troy | NY | 12180 | NONE | PC | Shoot for the Stars Program | $15,000 |
| Save The Harbor Save The Bay Inc | |||||||
| 212 Northern Avenue Suite 304 West | Boston | MA | 02210 | NONE | PC | 2015 Youth Environmental Education Programs | $9,800 |
| Save The Harbor Save The Bay Inc | |||||||
| 212 Northern Avenue Suite 304 West | Boston | MA | 02210 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Say Yes to Education Inc | |||||||
| 320 Park Ave 21st floor | New York | NY | 10022 | NONE | PC | Say Yes Summer Enrichment Program | $30,000 |
| SeniorNet | |||||||
| 790 Park Avenue | Huntington | NY | 11743 | NONE | PC | SeniorNet at Family Service League, Long Island Computer Learning Center | $9,800 |
| SeniorNet | |||||||
| 790 Park Avenue | Huntington | NY | 11743 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Siena College | |||||||
| 515 Loudon Road | Loudonville | NY | 12211 | NONE | PC | Hoops for the Stars Program | $25,000 |
| St Francis College | |||||||
| 180 Remsen Street | Brooklyn | NY | 11201 | NONE | PC | Project Access Program | $25,000 |
| St Joseph High School | |||||||
| 80 Willoughby Street | Brooklyn | NY | 11201 | NONE | PC | College Preparation/Placement Program | $20,000 |
| St Joseph High School | |||||||
| 80 Willoughby Street | Brooklyn | NY | 11201 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| (Suffolk County) Vanderbilt Museum | |||||||
| 180 Little Neck Road | Centerport | NY | 11721 | NONE | PC | Discovering the Universe Mobile Classroom | $20,000 |
| Syracuse University | |||||||
| 820 Comstock Avenue | Syracuse | NY | 13244 | NONE | PC | Hoops for the Stars Program | $35,000 |
| The Concord Baptist Church of Christ | |||||||
| 833 Gardner C Taylor Boulevard | Brooklyn | NY | 11216 | NONE | PC | 2015 Freedom School Summer Program | $30,000 |
| The Concord Baptist Church of Christ | |||||||
| 833 Gardner C Taylor Boulevard | Brooklyn | NY | 11216 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| The Hope Program Inc | |||||||
| One Smith Street | Brooklyn | NY | 11201 | NONE | PC | Technical Skills Education Program | $15,000 |
| The Hope Program Inc | |||||||
| One Smith Street | Brooklyn | NY | 11201 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| The Interfaith Community Dire Emergency Fund | |||||||
| One Cathedral Square | Providence | RI | 02903 | NONE | PC | "Keep the Heat On" Fund | $15,000 |
| The Interfaith Community Dire Emergency Fund | |||||||
| One Cathedral Square | Providence | RI | 02903 | NONE | PC | "Keep the Heat On" Fund | $100,000 |
| Thornton W Burgess Society | |||||||
| 6 Discovery Hill Road | Sandwich | MA | 02537 | NONE | PC | Project L.I.F.E. (Lessons in Field Ecology) Program | $9,700 |
| Thornton W Burgess Society | |||||||
| 6 Discovery Hill Road | Sandwich | MA | 02537 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Trinity Alliance of the Capital Region Inc | |||||||
| 15 Trinity Place | Albany | NY | 12202 | NONE | PC | Crafts Arts Recreation and Education (CARE) Program | $30,000 |
| Trinity Alliance of the Capital Region Inc | |||||||
| 15 Trinity Place | Albany | NY | 12202 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| United Way of Long Island Inc | |||||||
| 819 Grand Boulevard | Deer Park | NY | 11729 | NONE | PC | Project Warmth | $125,000 |
| United Way of Massachusetts Bay Inc | |||||||
| 51 Sleeper Street | Boston | MA | 02210 | NONE | PC | Emergency Home Energy Assistance Program | $30,000 |
| United Way of Massachusetts Bay Inc | |||||||
| 51 Sleeper Street | Boston | MA | 02210 | NONE | PC | Emergency Home Energy Assistance Program | $130,000 |
| University of Rhode Island Foundation | |||||||
| 79 Upper College Road | Kingston | RI | 02881 | NONE | PC | Hoops for the Stars Program | $25,000 |
| Young Men's Christian Association of Long Island Inc | |||||||
| 200 West Main Street | Bay Shore | NY | 11706 | NONE | PC | YMCA After School Program | $9,500 |
| Young Men's Christian Association of Long Island Inc | |||||||
| 200 West Main Street | Bay Shore | NY | 11706 | NONE | PC | Supplemental General Program Support Grant | $5,000 |
| Young Men's Christian Association of the City of NY | |||||||
| 50 Broadway 13th floor | New York | NY | 10004 | NONE | PC | YMCA of NY City High School and College Bound Initiatives | $9,500 |
| Zephyr Education Foundation Inc | |||||||
| 54 Widgeon Road | Falmouth | MA | 02540 | NONE | PC | Ocean Science Immersion Program | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,446,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $738,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,596,940 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX BENEFIT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $159,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,495,084 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,495,084 | 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 | $42,935 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44,633 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments in marketable securities | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Limited Partnerships | AT COST | $0 | $0 |
| commingled funds | AT COST | $0 | $0 |
| FUND OF FUNDS | AT COST | $0 | $0 |
| FIXED INCOME FUNDS | AT COST | $0 | $0 |
| MUTUAL FUNDS | AT COST | $33,160,023 | $33,160,023 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $15,167 | BOYBookValueAmt |
| EOY Book Value | $231,823 | EOYBookValueAmt |
| EOYFMV | $231,823 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $9,521,071 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| General & Administrative Exp | $80,962 | $0 | $0 | $0 |
| other expenses from partnerships | $0 | $68 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| other income from partnerships | -$3,430 | ||
| DEFERRED TAX BENEFIT | $159,236 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYABLE TO NATIONAL GRID CORP | $84,309 | $94,012 |
| EXCISE TAX PAYABLE | $51,900 | $11,900 |
| DEFERRED EXCISE TAX PAYABLE | $159,236 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Professional Fee - OTHER Contractor | $169,520 | $0 | $0 | $169,520 |
| TRUSTEE FEES | $2,789 | $2,789 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $12,781 | $12,781 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Taxes | $73,000 | $0 | $0 | $0 |
| TAX EXPENSES | $0 | $0 | $0 | $750 |
Comments