THE@ROBERT AND CHRISTY HOFMANN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE@ROBERT AND CHRISTY HOFMANN FOUNDATION (EIN 35-7095112)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201601339349101875
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T13:15:25-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357095112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & CHRISTY HOFMANN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BESSEMER TRUST 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENNA RYAN | PersonNm |
| Person Title | CORP TRUSTEE | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $285,488 | 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 | $125,795 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,146 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $133,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,338 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,893 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,893 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,904 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,307 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,240 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,952 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $235,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $182,756 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $174,536 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,500 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $256,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $285,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $256,240 | CapitalStockBOYAmt |
| Capital Stock EOY | $293,708 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $256,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $293,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $256,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $293,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $256,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55 | OtherIncreasesAmt |
| Subtotal | $293,713 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $293,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $75,064 | $73,804 | $1,260 | $1,260 |
| PUBLICLY TRADED SECURITIES | D | $125,761 | $81,840 | $43,921 | $43,921 |
| CAPITAL GAINS DIVIDENDS | P | $3,965 | $3,965 | $3,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,146 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $251,295 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $213,559 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $513 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $513 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,904 | 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 | $513 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $513 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,440 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,927 | OverpaymentAmt |
| Applied To ES Tax | $1,927 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | BESSEMER TRUST CO NA | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | 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 | Yes (1) | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BESSEMER TRUST COMPANY OF FLORIDA | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | CORPORATE TRUSTEE | 4.00 | $42 | $0 | $0 |
| ROBERT G HOFMANN II | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTY H HOFMANN | ||||||||
| C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | TRUSTEE | 2.00 | $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 | $203,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $216,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $216,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $213,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $513 | TotalTaxAmt |
| Distributable Before Adj | $10,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,165 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,904 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,904 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $513 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,391 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,904 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,739 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $79,739 | 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 | $79,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $79,739 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT G HOFMANN II | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FOWNES FOUNDATION | ||||||||
| PO BOX 162 | OAKMONT | PA | 15139 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| NORTH CATHOLIC HIGH SCHOOL | ||||||||
| 1400 TROY HILL RD | PITTSBURGH | PA | 15212 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| ST MARGARET FOUNDATION | ||||||||
| 815 FREEPORT ROAD | PITTSBURGH | PA | 15215 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| MARIO LEMIEUX FOUNDATION | ||||||||
| TWO CHATHAM CENTER SUITE 1661 112 | PITTSBURGH | PA | 15219 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | WASHINGTON PLACE |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | ||||||||
| 4 VANDERBILT PARK DRIVE SUITE 30 | ASHEVILLE | NC | 28803 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $14,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | 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 | $2,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,383 | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERT G HOFMANN II | ||||||
| 1 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $18,874 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 2 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $8,261 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 3 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $9,354 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 4 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $30,281 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 5 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $14,121 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 6 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $3,213 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 7 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $4,079 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 8 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $19,231 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 9 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $6,279 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 10 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $236 | Yes (X) |
| ROBERT G HOFMANN II | ||||||
| 11 | C/O BESSEMER TRUST 630 FIFTH AVENUE | NEW YORK | NY | 10111 | $11,866 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 310 SHS AMERICAN WATER WORKS CO | $18,874 | 2015-12-29 |
| 2 | 75 SHS AETNA INC | $8,261 | 2015-12-29 |
| 3 | 150 SHS AMERICAN INT GROUP | $9,354 | 2015-12-29 |
| 4 | 280 SHS APPLE INC | $30,281 | 2015-12-29 |
| 5 | 150 SHS ILLINOIS TOOL WORKS INC | $14,121 | 2015-12-29 |
| 6 | 50 SHS NIKE INC | $3,213 | 2015-12-29 |
| 7 | 40 SHS ZIMMER BIOMET HOLDINGS INC | $4,079 | 2015-12-29 |
| 8 | 225 SHS NXP SEMICONDUCTORS | $19,231 | 2015-12-29 |
| 9 | 200 SHS PANDORA A/S ADR | $6,279 | 2015-12-29 |
| 10 | 5 SHS NIELSEN HOLDINGS PLC | $236 | 2015-12-29 |
| 11 | 100 SHS ACE LIMITED | $11,866 | 2015-12-29 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,721.595 SHS OW MUNICIPAL BOND FUND | $32,468 | $32,631 |
| 1,917.141 SHS OW LARGE CAP CORE FD | $27,434 | $25,402 |
| 3,800.433 SHS OW LARGE CAP STRATEGIES FD | $49,450 | $47,391 |
| 1,267.787 SHS OW SMALL & MID CAP FD | $20,702 | $18,864 |
| 6,930.870 SHS OW STRATEGIC OPPTYS FD | $52,702 | $50,248 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,893 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,893 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUNCATION | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE FEES | $50 | $0 | $0 |
| FORM 1023 APPLICATION FEE | $850 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR FEDERAL REFUND | Desc |
| Amt | $55 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G HOFMANN II | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER TRUST CO 630 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,485 | $0 | $0 |
| ESTIMATED TAXES | $2,440 | $0 | $0 |