THOMAS AND DIANA RYAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS AND DIANA RYAN CHARITABLE FOUNDATION INC (EIN 27-4235695)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349103111
- Schema version
- 2014v6.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:30:10-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042919983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELDER GAFFEY & PAINE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 LOCKE DRIVE | AddressLine1Txt |
| City | MARLBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017527225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274235695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS AND DIANA RYAN CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5617687751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 354 TONEY PENNA DRIVE NO 1 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS F RYAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5617687751 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J GAFFEY | PreparerPersonNm |
| PTIN | P00602539 | PTIN |
| Phone | 5084856001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $3,937,635 | 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 | $3,138,618 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,056 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,207,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,650 | 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 |
| Legal Fees Rev And Expnss | $84 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,526 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,114,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,124 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,658 | CashBOYAmt |
| Cash EOY | $1,287 | CashEOYAmt |
| Cash EOYFMV | $1,287 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $88,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $336,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $336,492 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $806,539 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,599,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,599,856 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $896,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,937,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,937,635 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $896,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,937,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $896,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,937,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $896,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,937,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $896,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,114,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,010,909 | SubtotalAmt |
| Other Decreases | $73,274 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,937,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ISHARES BARCLAYS TIPS BOND FUND | P | $31,620 | $33,663 | -$2,043 | -$2,043 |
| ISHARES FTSE NAREIT RESIDENT | P | $26,927 | $23,736 | $3,191 | $3,191 |
| ISHARES FTSE/XINHUA | P | $22,890 | $20,769 | $2,121 | $2,121 |
| ISHARES CORP S&P SMALL-CAP ETF | P | $63,944 | $42,320 | $21,624 | $21,624 |
| SPDR S&P 500 ETF TRUST | P | $80,442 | $55,612 | $24,830 | $24,830 |
| VANGUARD FTSE EMERGING MKTS ETF | P | $22,338 | $23,192 | -$854 | -$854 |
| JPM INFLATION MGD BD FD | P | $31,343 | $31,733 | -$390 | -$390 |
| JPM FLOAT RATE INC | P | $35,000 | $35,423 | -$423 | -$423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,056 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,826 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $871,188 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $897,169 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,169 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $921,673 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047923 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.212872 | TotalDistributionRt |
| Average Distribution | 0.053218 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $989,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,662 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,313 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,000 | 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 | $651 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $651 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $651 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $655 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD P KELLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5617687751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 354 TONEY PENNA DRIVE STE 1 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS F RYAN | ||||||||
| 354 TONEY PENNA DRIVE STE 1 | JUPITER | FL | 33458 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DIANA L RYAN | ||||||||
| 354 TONEY PENNA DRIVE STE 1 | JUPITER | FL | 33458 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD P KELLY | ||||||||
| 354 TONEY PENNA DRIVE STE 1 | JUPITER | FL | 33458 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN DONAHUE PORTER | ||||||||
| 354 TONEY PENNA DRIVE STE 1 | JUPITER | FL | 33458 | DIRECTOR | 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 |
| 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 | $1,000,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,004,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,004,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $989,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $651 | TotalTaxAmt |
| Distributable Before Adj | $48,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,826 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $651 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $87,349 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $10,247 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,615 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,826 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,174 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,033 | 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 | $108,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,247 | ExcessFromYear3Amt |
| Excess From Year2 | $50,997 | ExcessFromYear2Amt |
| Excess From Year1 | $7,615 | ExcessFromYear1Amt |
| Excess From Current Year | $39,174 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS F RYAN | 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 |
|---|---|---|---|---|---|---|---|
| CHILDRENS MUSEUM OF SARATOGA | |||||||
| 69 CAROLINE STREET | SARATOGA SPRINGS | NY | 12866 | NONE | MUSEUM | UNRESTRICTED GIFT | $1,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | HOSPITAL | UNRESTRICTED GIFT | $50,000 |
| LOGGERHEAD MARINELIFE CENTER | |||||||
| 14200 US HIGHWAY ONE | JUNO BEACH | FL | 33408 | NONE | CIVIC | UNRESTRICTED GIFT | $500 |
| LOXAHATCHEE CLUB EDUCATIONAL FOUNDATION | |||||||
| 1350 ECHO DRIVE | JUPITER | FL | 33458 | NONE | CIVIC | UNRESTRICTED GIFT | $2,000 |
| MALTZ JUPITER THEATER | |||||||
| 1001 EAST INDIANTOWN TOAD | JUPITER | FL | 33477 | NONE | CIVIC | UNRESTRICTED GIFT | $5,000 |
| SARATOGA HOSPITAL FOUNDATION | |||||||
| 211 CHURCH STREET | SARATOGA SPRINGS | NY | 12866 | NONE | CHARITY | UNRESTRICTED GIFT | $1,000 |
| SARATOGA PERFORMING ARTS CENTER | |||||||
| 108 AVENUE OF THE PINES | SARATOGA SPRINGS | NY | 12866 | NONE | CIVIC | UNRESTRICTED GIFT | $10,000 |
| SARATOGA PLAN | |||||||
| 112 SPRING STREET ROOM 202 | SARATOGA SPRINGS | NY | 12866 | NONE | CIVIC | UNRESTRICTED GIFT | $1,500 |
| UMMF | |||||||
| 333 SOUTH STREET 4TH FLOOR | SHREWSBURY | MA | 01545 | NONE | CIVIC | UNRESTRICTED GIFT | $5,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | CIVIC | UNRESTRICTED GIFT | $1,000 |
| THE BOSTON MARATHON JIMMY FUND WALK | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | CHARITY | UNRESTRICTED GIFT | $500 |
| GLOBAL HEALTH MINISTRY | |||||||
| 3805 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | NONE | CHARITY | UNRESTRICTED GIFT | $500 |
| MGH VASCULAR NEUROLOGY FELLOWSHIP PROGRAM | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | HOSPITAL | UNRESTRICTED GIFT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,000 | 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 | $65 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,586 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,056 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,707 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THOMAS F RYAN 2012 CHARITABLE LEAD | |||||||
| 1 | 354 TONEY PENNA DR SUITE 1 | JUPITER | FL | 33458 | $15,456 | Yes (X) | |
| THOMAS F RYAN 2013 CHARITABLE LEAD | |||||||
| 2 | 354 TONEY PENNA DR SUITE 1 | JUPITER | FL | 33458 | $122,320 | Yes (X) | |
| THOMAS F RYAN | |||||||
| 3 | 354 TONEY PENNA DR SUITE 1 | JUPITER | FL | 33458 | $3,000,842 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,000,842 | FairMarketValueAmt |
| Received | 2014-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MARKET VECTORS ETF | $19,756 | $19,756 |
| SECTOR SPDR TR | $32,149 | $32,149 |
| SPDR S&P 500 ETF TRUST | $102,770 | $102,770 |
| ISHARES FTSE NAREIT RESIDENT | $29,455 | $29,455 |
| ISHARES CORE S&P SMALL-CAP ETF | $0 | $0 |
| SPDR EURO STOXX 50 ETF | $68,191 | $68,191 |
| ISHARES FTSE/XINHUA CHINA 25 | $0 | $0 |
| ISHARES S&P LATIN AMERICAN 40 | $15,905 | $15,905 |
| ISHARES MSCI MEXICO CAPPED | $44,543 | $44,543 |
| VANGUARD FTSE EMERGING MARKETS ETF | $40,020 | $40,020 |
| CLAYMORE/CLEAR GLOBAL TIMBER INDEX | $26,664 | $26,664 |
| SPDR GOLD TRUST | $6,815 | $6,815 |
| ISHARES BARCLAYS TIPS BOND FUND | $0 | $0 |
| JPM FLOAT RATE INCOME FD-SEL | $100,520 | $100,520 |
| MARKET VECTORS ETF TR | $34,931 | $34,931 |
| ABBVIE INC | $62,168 | $62,168 |
| AMERICAN INTERNATIONAL GROUP INC | $112,020 | $112,020 |
| BANK OF AMERICA CORP | $107,340 | $107,340 |
| CHEVRON CORP | $38,702 | $38,702 |
| CONOCOPHILLIPS | $35,221 | $35,221 |
| FACEBOOK INC-A | $97,525 | $97,525 |
| GOOGLE INC CLASS C | $210,560 | $210,560 |
| JP MORGAN CHASE & CO | $112,644 | $112,644 |
| KANSAS CITY SOUTHERN INDUSTRIES INC | $221,484 | $221,484 |
| MERCK AND CO INC | $49,691 | $49,691 |
| MGM RESORTS INTERNATIONAL | $213,800 | $213,800 |
| MORGAN STANLEY | $106,700 | $106,700 |
| PFIZER INC | $39,561 | $39,561 |
| TWITTER INC | $199,832 | $199,832 |
| UNION PACIFIC CORP | $214,434 | $214,434 |
| BERKSHIRE HATHAWAY INC | $226,000 | $226,000 |
| AVIVA PLC | $59,600 | $59,600 |
| BAYER A G | $75,262 | $75,262 |
| INVESCO LTD | $52,166 | $52,166 |
| BAIDU INC | $102,587 | $102,587 |
| ALLY FINANCIAL INC | $143,136 | $143,136 |
| WEYERHAEUSER CO | $109,465 | $109,465 |
| CANADIAN PACIFIC | $287,280 | $287,280 |
| CANADIAN NATIONAL RAILWAY COMPANY | $101,709 | $101,709 |
| TOYS R US PROPERTY CO II | $99,250 | $99,250 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $84 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $73,274 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,526 | Amt |
| Net Investment Income | $3,526 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $174 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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