FOSTER FAM FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOSTER FAM FOUNDATION TR (EIN 35-6801625)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349101636
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:30:29-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061610348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KORDISH & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Technology Drive Suite A 305 | AddressLine1Txt |
| City | Trumbull | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 066116340 | 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 | 356801625 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foster Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOST | BusinessNameControlTxt |
| Phone | 2032271006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 South Ocean Boulevard No 608 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334327734 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES M FOSTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032271006 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Kordish CPA | PreparerPersonNm |
| PTIN | P00236391 | PTIN |
| Phone | 2032681060 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| 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 | $557,660 | 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 | $86,208 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,271 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,271 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $86,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,684 | 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 |
| Other Prof Fees Net Invst Incm | $4,799 | OtherProfFeesNetInvstIncmAmt |
| Taxes Net Invst Incm | $665 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,956 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $417,699 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $465,702 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $449,704 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $515,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $557,660 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $515,032 | UnrestrictedBOYAmt |
| Unrestricted EOY | $573,658 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $515,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $573,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $515,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $573,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $515,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,626 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $573,658 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $573,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 442.932 SHS ALLIANCEBERNSTEIN/TWM GLOBAL EQUITY & COVERED CALL STRATEGY INST | 2015-02-02 | 2015-06-29 | $4,415 | $4,500 | -$85 | -$85 | |
| 69 SHS DEEP VALUE ETF | 2015-02-02 | 2015-09-28 | $1,458 | $1,709 | -$251 | -$251 | |
| 236 SHS ENERGY SELECT SECTOR SPDR ETF | $14,958 | $18,057 | -$3,099 | -$3,099 | |||
| 137.614 SHS GS HIGH QUALITY FLOATING RATE FUND INSTL CLASS | 2015-07-30 | $1,196 | $1,200 | -$4 | -$4 | ||
| 23 SHS ISHARES S&P 500 GROWTH INDEX FUND | 2015-06-25 | 2015-10-22 | $2,652 | $2,678 | -$26 | -$26 | |
| 305.914 SHS MATTHEWS ASIA DIVIDEND INSTL | 2015-09-28 | $4,500 | $5,014 | -$514 | -$514 | ||
| 113.391 SHS MATTHEWS ASIA SMALL COMPANIES FD INST | 2015-09-28 | $2,100 | $2,434 | -$334 | -$334 | ||
| 878.224 SHS PIMCO ALL ASSET ALL AUTHORITY INST | 2015-08-21 | $7,439 | $8,000 | -$561 | -$561 | ||
| 35 SHS SPDR GOLD TRUST | 2015-07-27 | $3,670 | $4,116 | -$446 | -$446 | ||
| 43 SHS WISDOMTREE TR JAPAN HEDGED EQUITY FUND | 2015-07-30 | 2015-09-28 | $2,085 | $2,455 | -$370 | -$370 | |
| 2,425.775 SHS ALLIANCEBERNSTEIN/TWM GLOBAL EQUITY & COVERED CALL STRATEGY | $25,585 | $26,125 | -$540 | -$540 | |||
| 164 SHS CREDIT SUISSE CUSHING 30 MLP INDEX ETN | 2015-04-01 | $4,985 | $5,063 | -$78 | -$78 | ||
| 510.766 SHS GS HIGH QUALITY FLOATING RATE FUND INSTL CLASS | 2014-01-02 | 2015-07-30 | $4,439 | $4,480 | -$41 | -$41 | |
| 28 SHS ISHARES S&P 500 GROWTH INDEX FUND | $3,276 | $2,656 | $620 | $620 | |||
| 120.048 SHS MATTHEWS ASIA DIVIDEND INSTL | 2013-10-30 | 2015-04-01 | $2,000 | $1,936 | $64 | $64 | |
| 90.703 SHS MATTHEWS ASIA SMALL COMPANIES FD INST | 2014-01-02 | 2015-04-01 | $2,000 | $1,740 | $260 | $260 | |
| 2,558.195 SHS PIMCO ALL ASSET ALL AUTHORITY INST | $21,187 | $26,492 | -$5,305 | -$5,305 | |||
| 197 SHS SELECT CESTOR SPDR: CONSUMER STAPLES | 2014-06-16 | $9,954 | $8,842 | $1,112 | $1,112 | ||
| SPDR GOLD TRUST | $12,422 | $16,014 | -$3,592 | -$3,592 | |||
| Capital Gains Dividends | $3,674 | $3,674 | $3,674 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,516 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,110 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $456,887 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052770 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $366,189 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036730 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $265,894 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.012975 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $173,967 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016957 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,035 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $91,735 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043985 | DistributionYr5Rt |
| Total Distribution | 0.163417 | TotalDistributionRt |
| Average Distribution | 0.032683 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $513,823 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $42 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,835 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,750 | 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 | $42 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $167 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $667 | TotalPaymentsAndCreditsAmt |
| Overpayment | $625 | OverpaymentAmt |
| Applied To ES Tax | $625 | 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 | CT | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TIEDEMANN TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3028304182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Bellevue Parkway Suite 525 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES M FOSTER | ||||||||
| 1000 SOUTH OCEAN BOULEVARD APT 608 | BOCA RATON | FL | 334327734 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELENA M FOSTER | ||||||||
| 1000 SOUTH OCEAN BOULEVARD APT 608 | BOCA RATON | FL | 334327734 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CHARLES M FOSTER V | ||||||||
| 1000 SOUTH OCEAN BOULEVARD APT 608 | BOCA RATON | FL | 334327734 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHELLE F MILLER | ||||||||
| 1000 SOUTH OCEAN BOULEVARD APT 608 | BOCA RATON | FL | 334327734 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CATHERINE FOSTER ELLISON | ||||||||
| 1000 SOUTH OCEAN BOULEVARD APT 608 | BOCA RATON | FL | 334327734 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $487,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $521,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $521,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $513,823 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42 | TotalTaxAmt |
| Distributable Before Adj | $25,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $42 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,708 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,599 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,649 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,101 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,700 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,599 | ExcessFromYear1Amt |
| Excess From Current Year | $2,101 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES M FOSTER | ContributingManagerNm |
| Contributing Manager | ELENA M FOSTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GOODSPEED OPERA COMPANY | ||||||||
| PO BOX A | EAST HADDAM | CT | 06423 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $7,500 | |
| NEAR & FAR AID | ||||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $3,500 | |
| GREENS FARMS ACADEMY | ||||||||
| 35 BEACHSIDE AVENUE PO BOX 998 | GREENS FARMS | CT | 06838 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS SUPPORT | $3,340 | |
| HOMES WITH HOPE | ||||||||
| 49 RICHMONDVILLE AVE 112 | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,500 | |
| MIDDLEBURY COLLEGE | ||||||||
| 131 SOUTH MAIN STREET | MIDDLEBURY | VT | 05753 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS SUPPORT - ANNUAL GIVING | $2,000 | |
| THE HOPKINS SCHOOL | ||||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS SUPPORT | $1,660 | |
| WESTPORT VOLUNTEER EMS | ||||||||
| 50 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,500 | |
| HORIZONS AT BROOKLYN FRIENDS SCHOOL | ||||||||
| 375 PEARL STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS SUPPORT | $1,500 | |
| GRACE CHURCH | ||||||||
| 802 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $1,000 | |
| THE PENN FUND AT THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 601 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS SUPPORT | $1,000 | STREET |
| THE FUQUA SCHOOL OF BUSINESS AT DUKE UNIVERSITY | ||||||||
| 1 TOWERVIEW DRIVE | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS SUPPORT - ANNUAL FUND | $1,000 | |
| CT CHALLENGE | ||||||||
| 250 PEQUOT AVENUE | SOUTHPORT | CT | 06890 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $750 | |
| BRIDGEPORT HOSPITAL FOUNDATION INC | ||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,750 | 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 | $7,413 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,516 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES M & ELENA M FOSTER 2008 CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 South Ocean Boulevard Apt 608 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334327734 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $86,208 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIEDEMANN TRUST COMPANY | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $465,702 | BookValueAmt |
| EOYFMV | $449,704 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIEDEMANN TRUST COMPANY | Desc |
| Revenue And Expenses Per Books | $2,271 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,271 | AdjustedNetIncomeAmt |
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