BETA

ALISON FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ALISON FOUNDATION (EIN 20-0226054)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-14
IRS object ID
201601669349100010
Schema version
2015v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-14T08:45:00-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wealth Design Retirement ServicesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1132 Allens Creek Rd Ste 205AddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200226054EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alison FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALISBusinessNameControlTxt
Phone5857385388PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 West 75th Street Apt 4AAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRonald H FieldingPersonNm
Person TitleTrusteePersonTitleTxt
Signature2016-06-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven G Schwartz CPAPreparerPersonNm
PTINP00052234PTIN
Phone5854423230PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,606,841FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$399,827ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$722,644InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$722,644InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$153,661DividendsRevAndExpnssAmt
Dividends Net Invst Incm$153,661DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,984,029NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,599,838GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,984,029CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,030OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,024OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,261,191TotalRevAndExpnssAmt
Total Net Invst Incm$4,861,358TotalNetInvstIncmAmt
Taxes Rev And Expnss$6,256TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,006TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,007,006TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,000,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,254,185ExcessRevenueOverExpensesAmt
Net Investment Income$4,861,358NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$873,271SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,166SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,166SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$7,582,843USGovernmentObligationsBOYAmt
US Government Obligations EOY$12,086,885USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$12,535,766USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,023,630CorporateStockBOYAmt
Corporate Stock EOY$2,597,296CorporateStockEOYAmt
Corporate Stock EOYFMV$6,029,909CorporateStockEOYFMVAmt
Total Assets BOY$9,479,744TotalAssetsBOYAmt
Total Assets EOY$14,725,347TotalAssetsEOYAmt
Total Assets EOYFMV$18,606,841TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$9,479,744CapitalStockBOYAmt
Capital Stock EOY$14,725,347CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$9,479,744TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,725,347TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,479,744TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,725,347TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,479,744TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,254,185ExcessRevenueOverExpensesAmt
Other Increases$999,306OtherIncreasesAmt
Subtotal$14,733,235SubtotalAmt
Other Decreases$7,888OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,725,347TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
15000 TOBACCO SETTLEMENT AUTHP2015-06-162015-12-01$15,000$12,868$2,132$2,132
7 PUT MCDONALDS CORPP2015-01-012015-01-20$824$824$824
73 PUT MCDONALDS CORPP2015-01-012015-01-20$8,460$8,460$8,460
60 PUT CITIGROUP INCP2015-01-012015-01-20$6,773$6,773$6,773
100 PUT AFLACP2015-01-012015-01-20$13,992$13,992$13,992
34 PUT AFLACP2015-01-012015-01-20$5,502$5,502$5,502
66 PUT AFLACP2015-01-012015-01-20$10,684$10,684$10,684
100 PUT BANK OF AMERICAP2015-01-012015-01-20$10,192$10,192$10,192
100 PUT CORNING INCP2015-01-012015-01-20$18,092$18,092$18,092
100 PUT PHILLIPS 66P2015-01-012015-01-20$21,692$21,692$21,692
80 PUT PHILLIPS 66P2015-01-012015-01-20$9,352$9,352$9,352
80 PUT 3M COMPANYP2015-01-012015-01-20$14,952$14,952$14,952
13 PUT 3M COMPANYP2015-01-012015-01-20$1,827$1,827$1,827
67 PUT 3M COMPANYP2015-01-012015-01-20$9,439$9,439$9,439
31 PUT IBMP2015-01-012015-01-20$10,751$10,751$10,751
39 PUT IBMP2015-01-012015-01-20$13,526$13,526$13,526
350 PUT APPLE INCP2015-01-012015-01-20$76,842$76,842$76,842
1000 CONSTELLATION BRANDSP1994-11-102015-12-01$141,587$4,188$137,399$137,399
9900 PETSMART INCP2002-03-222015-03-12$821,700$82,835$738,865$738,865
37885 PETSMART INCP2002-03-222015-03-12$3,144,455$316,992$2,827,463$2,827,463
2000 CHARLES SCHWAB CORP NEWP2013-12-132015-12-01$67,134$49,940$17,194$17,194
115000 NEW YORK CNTYS TOB TR IVP2010-01-252015-06-01$115,000$99,740$15,260$15,260
60000 TOBACCO SETTLEMENT AUTHP2013-08-192015-06-01$60,000$49,246$10,754$10,754
Capital Gain Dividends$2,062
FieldValueIRS element (for citing)
Capital Gain Net Income$3,984,029CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$235,032NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$650,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,701,693NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05117DistributionYr1Rt
Adjusted Qlfy Distri Yr2$583,830AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,082,091NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05791DistributionYr2Rt
Adjusted Qlfy Distri Yr3$410,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,555,563NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04792DistributionYr3Rt
Adjusted Qlfy Distri Yr4$393,804AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,721,659NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05100DistributionYr4Rt
Adjusted Qlfy Distri Yr5$319,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,990,769NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04563DistributionYr5Rt
Total Distribution0.253636TotalDistributionRt
Average Distribution0.050727AverageDistributionRt
Net Vl Noncharitable Assets$18,554,069NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$941,192AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$48,614NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$989,806AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,000,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$48,614InvestmentIncomeExciseTaxAmt
Subtotal$48,614SubtotalAmt
Tax Based On Investment Income$48,614TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,400EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$32,214AppliedToEsTaxAmt
Total Payments And Credits$48,614TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$569EsPenaltyAmt
Tax Due$569TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Daniel FieldingBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5857385388PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1160 West 75th Street Apt 4AAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Ronald H Fielding
42 SURFSONG RDKIAWAH ISLANDSC29455Trustee5.00$0
Daniel Fielding
160 West 75th Street Apt 4ANew YorkNY10023Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,110,919AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,725,699AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,836,618TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$18,836,618AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$282,549CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,554,069NetVlNoncharitableAssetsAmt
Minimum Investment Return$927,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$927,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$48,614TaxBasedOnInvestmentIncomeAmt
Total Tax$48,614TotalTaxAmt
Distributable Before Adj$879,089DistributableBeforeAdjAmt
Distributable Before Ded$879,089DistributableBeforeDedAmt
Distributable As Adjusted$879,089DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,000,000ExpensesAndContributionsAmt
Qualifying Distributions$1,000,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$48,614PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$951,386AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$879,089DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$8,694ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$132,065ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,171ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$171,930TotalExcessDistributionCyovAmt
Qualifying Distributions$1,000,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$879,089AppliedToCurrentYearAmt
Remaining Distri From Corpus$120,911RemainingDistriFromCorpusAmt
Total Corpus$292,841TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$292,841ExcessDistriCyovToNextYrAmt
Excess From Year4$8,694ExcessFromYear4Amt
Excess From Year2$132,065ExcessFromYear2Amt
Excess From Year1$31,171ExcessFromYear1Amt
Excess From Current Year$120,911ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRonald H FieldingContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonGEORGE EASTMAN MUSEUMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1900 EAST AVENUEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14607ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Grant Or Contribution PurposeTO SUPPORT THE EDUCATIONAL GOALS OF THE MUSEUM IN THE FIELDS OF PHOTOGRAPHY AND CINEMA IN ADDITION TO PRESERVATION.GrantOrContributionPurposeTxt
Amt$1,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,000,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$722,644ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$153,661ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,981,967ExclusionAmt
Related Or Exempt Function Incm$2,062RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DISTRIBUTIONS14$6
SUB PAYMENTS NOT DIV14$1,024

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,859,302ExclusionAmt
Related Or Exempt Function Incm$2,062RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,861,364TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRONALD FIELDINGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line142 SURFSONG RDAddressLine1Txt
CityKIAWAH ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29455ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,892,088TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property47,785 SHS PETSMART INC. COMMON STOCKNoncashPropertyDesc
Fair Market Value$3,892,088FairMarketValueAmt
Received2015-01-28ReceivedDt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT$4,756
COST BASIS ADJUSTMENT$3,132

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS DEPT LAWDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDIVIDEND DISTRIBUTIONS$6
SUB PAYMENTS NOT DIV$1,024$1,024

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
ADD'L MUNI BOND ACCRETION$18
COST BASIS ADJUSTMENT$929,435
MUNI BOND ACCRETION$69,853

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCURRENT YEAR ESTIMATESCategoryTxt
Amt$6,256Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.