BETA

RENEE & TEDS BIG HEART FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
RENEE & TEDS BIG HEART FOUNDATION (EIN 26-1615064)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201643209349102694
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

FieldValueIRS element (for citing)
Return2016-11-15T14:13:37-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262890453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERO EVAUL & MCCLOSKEYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18551 W SUNRISE BLVD SUITE 200AddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33322ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261615064EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RENEE & TEDS BIG HEART FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRENEBusinessNameControlTxt
Phone2039777443PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O DAY PITNEY ONE CANTERBURY GREENAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL MARKOWITZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2039777443PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT EVAULPreparerPersonNm
PTINP00853288PTIN
Phone3057643877PhoneNum
Preparation2016-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$982,211FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$116InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$116InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,838DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,838DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,730NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$266,021GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,730CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,684TotalRevAndExpnssAmt
Total Net Invst Incm$45,684TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,363AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,363AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$158TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,071OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,071OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,592TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,434TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,192TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,434TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,508ExcessRevenueOverExpensesAmt
Net Investment Income$34,250NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,983SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,986SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,986SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$997,569CorporateStockBOYAmt
Corporate Stock EOY$973,058CorporateStockEOYAmt
Corporate Stock EOYFMV$958,225CorporateStockEOYFMVAmt
Total Assets BOY$1,014,552TotalAssetsBOYAmt
Total Assets EOY$997,044TotalAssetsEOYAmt
Total Assets EOYFMV$982,211TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,016,657CapitalStockBOYAmt
Capital Stock EOY$1,016,657CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,105RetainedEarningBOYAmt
Retained Earning EOY-$19,613RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,014,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$997,044TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,014,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$997,044TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,014,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,508ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$997,044SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$997,044TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEIP$91,122$94,815-$3,693-$3,693
SEIP$147,045$145,476$1,569$1,569
CAPITAL GAINS DIVIDENDSP$27,854$27,854$27,854
FieldValueIRS element (for citing)
Capital Gain Net Income$25,730CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,205AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,082,786NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039902DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,021,375NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037205DistributionYr2Rt
Adjusted Qlfy Distri Yr3$60,939AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$988,794NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061630DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,614AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,020,832NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.031948DistributionYr4Rt
Adjusted Qlfy Distri Yr5$54,444AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$986,923NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055165DistributionYr5Rt
Total Distribution0.225850TotalDistributionRt
Average Distribution0.045170AverageDistributionRt
Net Vl Noncharitable Assets$1,020,812NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$46,110AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$343NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$46,453AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$343InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$343SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$343TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$343TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGERO EVAUL MCCLOSKEYIndividualWithBooksNm
Phone3057643877PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18551 W SUNRISE BLVD STE 200AddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33322ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
ANDREW D MARKOWITZ
10216 LEXINGTON ESTATES BLVDBOCA RATONFL33428TRUSTEE2.00$0$0$0
RENEE MARKOWITZ
10216 LEXINGTON ESTATES BLVDBOCA RATONFL33428TRUSTEE2.00$0$0$0
MICHAEL C MARKOWITZ
10 INA RDNEEDHAMMA02492TRUSTEE2.00$0$0$0
FRANCESCA M POJDL
TRUSTEE2.00$0$0$0CHALET TED DOMAINE DE LA FORET 1884VILLARSSUROLLONSZ
DARREN M WALLACE
C/O DAY PITNEY ONE CANTERBURYGREEN STAMFORDCT06901ADMINISTRATIVE TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,011,618AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$749AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$23,990FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,036,357TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,036,357AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,545CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,020,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,041MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,041MinimumInvestmentReturnAmt
Tax Based On Investment Income$343TaxBasedOnInvestmentIncomeAmt
Total Tax$343TotalTaxAmt
Distributable Before Adj$50,698DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,698DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,698DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$343PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,257AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,698DistributableAsAdjustedAmt
Undistributed Income PY$41,911UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$51,600QualifyingDistributionsAmt
Applied To Year1$41,911AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,689AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$41,009UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANDREW D MARKOWITZContributingManagerNm
Contributing ManagerMICHAEL C MARKOWITZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601GENERAL501 (C)(3)WORLD'S LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER'S CARE, SUPPORT AND RESERACH.$1,000
BEST BUDDIES
100 SOUTHEAST SECOND STREET SUITEMIAMIFL33131GENERAL501 (C)(3)TO ESTABLISHING A GLOBAL VOLUNTEER MOVEMENT THAT CREATES OPPORTUNITIES FOR ONE-TO-ONE FRIENDSHIPS,INTEGRATED EMPLOYMENT AND LEADERSHIP DEVELOPMENT FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.$14,0002200
SAVE THE CHILDREN
501 KINGS HWY EFAIRFIELDCT06825GENERAL501 (C)(3)INVESTS IN CHILDHOOD - EVERY DAY IN TIMES OF CRISIS AND FOR OUR FUTURE. IN THE UNITED STATES AND AROUND THE WORLD, WE GIVE CHILDREN A HEALTHY START, THE OPPORTUNITY TO LEARN AND PROTECTION FROM HARM.$20,000
THE INSTITUTES FOR THE ACHIEVEMENT OF HUMAN POTENTIAL
8801 STENTON AVENUEWYNDMOORPA19038GENERAL501 (C)(3)THE INSTITUTES IS INTERNATIONALLY KNOWN FOR ITS PIONEERING WORK IN CHILD BRAIN DEVELOPMENT AND FOR ITS PROGRAMS TO HELP BRAIN-INJURED CHILDREN ACHIEVE WELLNESS AND WELL CHILDREN ACHIEVE EXCELLENCE.$10,000
THE LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVENUE SUITE 310WHITE PLAINSNY10605GENERAL501 (C)(3)TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES$1,000
BRANDEIS NATIONAL COMMITTE
415 SOUTH STREETWALTHAMMA02453GENERALEDUCATIONAL INSTITUTEDUCATION$1,000
BREAKTHROUGH BIKE CHALLENGE
PO BOX 4359PHILADELPHIAPA19118GENERAL501 (C)(3)RAISES FUNDS THAT PROVIDE GRANTS TO SUPPORT RESEARCH AT PENN MEDICINE'S ABRAMSON CANCER CENTER$1,000
NATIONAL MS SOCIETY
3201 W COMMERCIAL BLVDFT LAUDERDALEFL33309GENERAL501 (C)(3)HELPS PEOPLE AFFECTED BY MS BY FUNDING CUTTING-EDGE RESEARCH, DRIVING CHANGE THROUGH ADVOCACY, FACILIATING PROFESSIONAL EDUCATION, AND PROVIDING PROGRAMS AND SERVICES THAT HELP PEOPLE WITH MS AND THEIR FAMILIES MOVE THEIR LIVES FORWARD.$1,000
UGANDAN WATER PROJECT
2648 RABBIT RUNBLOOMFIELDNY14469GENERAL501 (C)(3)TO PROVIDE SAFE AND ACCESSIBLE DRINKING WATER AND OTHER CATALYST WASH RESOURCES TO COMMUNITIES IN UGANDA$600
NATIONAL HEMOPHILIA FOUNDATION
7 PENN PLAZA SUITE 1204NEW YORKNY10001GENERAL501 (C)(3)TO FIND BETTER TREATMENTS AND CURES FOR INHERITABLE BLEEDING DISORDERS AND TO PREVENTING THE COMPLICATIONS OF THESE DISORDERS THROUGH EDUCATION, ADVOCACY AND RESEARCH.$1,000
PETER WESTBROOK FOUNDATION
229 WEST 28 STREET 2ND FLOORNEW YORKNY10001GENERAL501 (C)(3)A NOT-FOR-PROFIT ORGANIZATION THAT USES THE SPORT OF FENCING TO ENRICH THE LIVES OF YOUNG PEOPLE FROM UNDERSERVED COMMUNITIES IN THE NEW YORK METROPOLITAN AREA$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,838ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,730ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,684ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,684TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS
4TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS
8TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,363Amt
Net Investment Income$5,363NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEI PRIVATE TRUST COMPANY #481649TStockNm
EOY Book Value$973,058EOYBookValueAmt
EOYFMV$958,225EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSEI INVESTMENT ADVISORY FEESDesc
Revenue And Expenses Per Books$6,071RevenueAndExpensesPerBooksAmt
Net Investment Income$6,071NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$158Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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