NINER FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NINER FOUNDATION INC (EIN 06-1468635)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-20
- IRS object ID
- 201602029349100210
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-20T17:15:28-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461336065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORENSEN & FLANAGAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1845 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061468635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NINER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O RICHARD T NINER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NINE | BusinessNameControlTxt |
| Phone | 3077333938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6754 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA S NINER | PersonNm |
| Person Title | VICE PRESIDENT & DIR | PersonTitleTxt |
| Phone | 2035613130 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER S FLANAGAN CPA | PreparerPersonNm |
| PTIN | P00393821 | PTIN |
| Phone | 3077333938 | PhoneNum |
| Preparation | 2016-07-18 | PreparationDt |
| 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 | $10,348,155 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $107,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,745 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $107,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,745 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,977 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $14,977 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $72,000 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $86,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $532,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $532,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $619,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $547,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$511,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,745 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,632,237 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,135,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,135,809 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,592,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,592,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,780,698 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,030,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,030,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,431,648 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,254,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,758,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,348,155 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $15,089 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $15,089 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,254,579 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,743,151 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,254,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,743,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,254,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,758,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,254,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$511,428 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,743,151 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,743,151 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $536,399 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,334,860 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $470,116 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,646,400 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $461,439 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,466,776 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048743 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $366,058 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,368,911 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039072 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $294,577 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,052,506 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041769 | DistributionYr5Rt |
| Total Distribution | 0.217227 | TotalDistributionRt |
| Average Distribution | 0.043445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,388,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $494,762 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $495,839 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $547,173 | 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 | $1,077 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,077 | SubtotalAmt |
| Tax Based On Investment Income | $1,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,021 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,021 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,944 | OverpaymentAmt |
| Applied To ES Tax | $1,080 | AppliedToESTaxAmt |
| Refund | $864 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3077333938 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PAMELA S NINER PO BOX 6754 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD T NINER | ||||||||
| PO BOX 6754 | JACKSON | WY | 83002 | CHAIRMAN, PR | 1.00 | $0 | $0 | $0 |
| PAMELA S NINER | ||||||||
| PO BOX 6754 | JACKSON | WY | 83002 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| ANDREW S NINER | ||||||||
| 2705 ANDERSON RD | PASO ROBLES | CA | 93446 | TREASURER & | 1.00 | $0 | $0 | $0 |
| KATHRYN S NINER | ||||||||
| 50 ABSAROKA PO BOX 12911 | JACKSON | WY | 83002 | SECRETARY & | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,001,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,559,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,561,662 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,561,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,388,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $569,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $569,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,077 | TotalTaxAmt |
| Distributable Before Adj | $568,335 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $568,335 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $568,335 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $547,173 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $547,173 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,077 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $546,096 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $568,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $532,173 | UndistributedIncomePYAmt |
| Qualifying Distributions | $547,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $532,173 | AppliedToYear1Amt |
| Applied To Current Year | $15,000 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $553,335 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD T NINER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD T NINER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6754 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2035613130 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICANT MUST INCLUDE VERIFICATION THAT IT IS A QUALIFIED CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN PEOPLE & WILDLIFE FUND | ||||||||
| PO BOX 624 | BERNARDSVILLE | NJ | 07924 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| BRUNSWICK SCHOOL | ||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 614 13TH STREET | PASO ROBLES | CA | 93446 | N/A | PC | SUPPORT OF ORGANIZATION | $3,000 | |
| CATHOLIC CHARITIES USA | ||||||||
| PO BOX 17066 | BALTIMORE | MD | 212971066 | N/A | PC | SUPPORT OF ORGANIZATION | $30,000 | |
| CITY HEARTS | ||||||||
| PO BOX 1314 | TOPANGA | CA | 90290 | N/A | PC | SUPPORT OF ORGANIZATION | $150,000 | |
| COLBY COLLEGE | ||||||||
| MAYFLOWER HILL | WATERVILLE | ME | 049018843 | N/A | PC | SUPPORT OF ORGANIZATION | $3,000 | |
| OLD BILL'S FUN RUN - CFJH | ||||||||
| PO BOX 574 245 E SIMPSON | JACKSON | WY | 83001 | N/A | PC | SUPPORT OF ORGANIZATIONS | $75,000 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | N/A | PC | SUPPORT OF ORGANIZATION | $10,000 | |
| GREENWICH ACADEMY | ||||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 068309922 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| GREENWICH LAND TRUST | ||||||||
| 132 EAST PUTNAM AVE | COS COB | CT | 06807 | N/A | PC | SUPPORT OF ORGANIZATION | $10,000 | |
| MUST CHARITIES | ||||||||
| PO BOX 1540 | TEMPLETON | CA | 93446 | N/A | PC | SUPPORT OF ORGANIZATION | $50,000 | |
| NATIONAL MUSEUM OF WILDLIFE ART | ||||||||
| PO BOX 6825 | JACKSON | WY | 83002 | N/A | PC | SUPPORT OF ORGANIZATION | $25,000 | |
| PENFED FOUNDATION | ||||||||
| 2930 EISENHOWER AVENUE | ALEXANDRIA | VA | 22314 | N/A | PC | SUPPORT OF ORGANIZATION | $44,196 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | N/A | PC | SUPPORT OF ORGANIZATION | $10,000 | |
| REACH PREP | ||||||||
| ONE DOCK STREET STE 100 | STAMFORD | CT | 06902 | N/A | PC | SUPPORT OF ORGANIZATION | $10,000 | |
| TANZANIAN CHILDREN'S FUND | ||||||||
| 2 ATLANTIC AVE 4TH FLOOR | BOSTON | MA | 02110 | N/A | PC | SUPPORT OF ORGANIZATION | $4,000 | |
| TETON VALLEY RANCH CAMP | ||||||||
| PO BOX 3968 | JACKSON | WY | 83001 | N/A | PC | SUPPORT OF ORGANIZATION | $100,000 | 2900 E BROADWAY |
| WOMEN'S JUSTICE INITIATIVE | ||||||||
| PO BOX 669004 | MIAMI | FL | 33266 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $532,196 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $107,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,745 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $14,977 | Amt |
| Disbursements Charitable Prps | $14,977 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12.360 S HURCO COMPANIES INC | $243,616 | $328,282 |
| 45,000 S INTEL CORP.COM | $963,548 | $1,550,250 |
| 13,200 S KINDER MORGAN INC. | $506,895 | $196,944 |
| 77,000 S LEUCADIA NAT CP | $2,036,021 | $1,339,030 |
| 11,491 S PFIZER INC.COM | $294,062 | $370,929 |
| 4,000 S STEELCASE, INC.COM | $107,200 | $59,600 |
| 1,400 S TRANSDIGM GROUP INC | $226,028 | $319,830 |
| 20,000 S VMWARE INC-CL A COM | $1,810,536 | $1,131,400 |
| 3,621 S ZOETIS INC-CLASS A COM | $93,610 | $173,518 |
| 271,530 S ADVISEN LTD, CONV PFD | $310,915 | $310,915 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 3000 S MP SECURITIZED CREDIT FUND, | CategoryOrItemTxt |
| Book Value | $3,030,000 | BookValueAmt |
| EOYFMV | $3,431,648 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITY | Desc |
| EOY Book Value | $15,089 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $72,000 | Amt |
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