PESTCOE FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PESTCOE FAMILY FOUNDATION (EIN 46-3923752)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-21
- IRS object ID
- 201621129349100522
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-21T14:04:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 463923752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pestcoe Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PEST | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN PESTCOE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,984,614 | 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 | $1,231,818 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $208 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $208 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $346,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,927 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,258,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,775 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,732 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,732 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,184,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $312,839 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,699 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $541,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,719,644 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,665,915 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $853,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,038,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,984,614 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $853,908 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,038,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $853,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,038,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $853,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,038,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $853,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,184,435 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,038,343 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,038,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $346,729 | GrossSalesPriceAmt |
| Cost Or Other Basis | $197,802 | CostOrOtherBasisAmt |
| Gain Or Loss | $148,927 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $148,927 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,927 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,554 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $560,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075969 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $185,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.075969 | TotalDistributionRt |
| Average Distribution | 0.037985 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $878,163 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,357 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,550 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,907 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,325 | 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 | $1,550 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,550 | SubtotalAmt |
| Tax Based On Investment Income | $1,550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,463 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,463 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $87 | TaxDueAmt |
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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| H Elizabeth Mitchell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Marvin Pestcoe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $826,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $891,536 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $891,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $878,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,550 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,550 | TotalTaxAmt |
| Distributable Before Adj | $42,358 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,358 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $66,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,550 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,358 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $22,511 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,511 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,325 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,967 | RemainingDistriFromCorpusAmt |
| Total Corpus | $46,478 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $46,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $22,511 | ExcessFromYear1Amt |
| Excess From Current Year | $23,967 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Elizabeth Mitchell | ContributingManagerNm |
| Contributing Manager | Marvin Pestcoe | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALI FORNEY CENTER | |||||||
| 224 W 35TH ST STE 1102 | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $5,000 |
| GOTHAM BASKETBALL LEAGUE | |||||||
| 2214 FREDRICK DOUGLAS BLVD 313 | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $2,000 |
| JOAN DANCY AND PALS INC | |||||||
| PO BOX 8157 | RED BANK | NJ | 07701 | N/A | PC | Charitable Event | $500 |
| REFORM CONGREGATION KENESETH ISRAEL | |||||||
| 8339 OLD YORK RD | ELKINS PARK | PA | 19027 | N/A | PC | General & Unrestricted | $200 |
| SCHOOL THE WORLD | |||||||
| 376 BOYLSTON ST STE 203 | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $500 |
| ST ALOYSIUS SCHOOL | |||||||
| 223 W 132ND ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $32,000 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $3,000 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | Charitable Event | $1,000 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | Annual Fund | $2,500 |
| UNITED STATES SOCCER FEDERATION INC | |||||||
| 1801 S PRAIRIE AVE | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $9,600 |
| URSULINE SCHOOL OF NEW ROCHELLE | |||||||
| 1354 N AVE | NEW ROCHELLE | NY | 10804 | N/A | PC | General & Unrestricted | $1,500 |
| YOUNG MENS CHRISTIAN ASSOCIATION INC | |||||||
| 50 WEYMAN AVE | NEW ROCHELLE | NY | 10805 | N/A | PC | Be a Lifesaver Campaign | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,699 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,699 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Pestcoe Marvin | ||||||
| 1 | 107 W 89th Street Apt 2B | New York | NY | 10024 | $313,046 | Yes (X) |
| Mitchell H Elizabeth | ||||||
| 2 | 107 W 89th Street Apt 2B | New York | NY | 10024 | $918,772 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MEDTRONIC PLC MDT, 475 sh. | $36,962 | 2015-12-08 |
| 1 | PARTNERRE LTD. COM PRE, 1985 sh. | $276,084 | 2015-12-08 |
| 2 | RENAISSANCERE HOLDINGS LTD RNR, 6500 sh. | $732,647 | 2015-12-08 |
| 2 | SPDR S&P 500 ETF TRUST SPY, 312 sh. | $64,595 | 2015-12-08 |
| 2 | SPDR S&P 500 ETF TRUST SPY, 587 sh. | $121,530 | 2015-12-08 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZGI INCOME CLASS AND GRO | $17,919 | $15,737 |
| BLACKROCK GLOBAL LONG SHORT EQ | $15,948 | $16,057 |
| BLACKROCK GLOBAL LONG/SHORT CR | $17,070 | $15,364 |
| CLEARBRIDGE AGGRESSIVE GROWTH | $22,030 | $21,863 |
| COLUMBIA ACORN EMERGING MARKET | $5,327 | $4,095 |
| COLUMBIA SELECT LARGE CAP GROW | $13,678 | $12,448 |
| DIAMOND HILL LONG SHORT FUND C | $10,475 | $10,791 |
| FIDELITY ADVISOR LEVERAGED COM | $15,879 | $15,183 |
| FRANKLIN CUSTODIAN FDS INC ADV | $16,972 | $14,242 |
| HARTFORD INTL SMALL COMPANY FU | $14,068 | $11,777 |
| HARTFORD VALUE OPP CL I | $22,013 | $18,508 |
| IVESCO EUROPEAN GROWTH Y | $12,954 | $11,325 |
| JP MORGAN US LARGE CAP CORE PL | $12,277 | $11,702 |
| JPMORGAN INCOME BUILDER-SEL | $28,190 | $26,067 |
| JPMORGAN VALUE ADV SELECT | $21,977 | $21,827 |
| LOOMIS SAYLES FDS STRATEGIC IN | $17,893 | $14,757 |
| MARKETFIELD FUND | $10,424 | $8,627 |
| MEDTRONIC PLC | $36,962 | $36,537 |
| NATIONWIDE GENEVA SMALL CAP GR | $11,615 | $11,873 |
| NATIXIS OAKMARK INTERNATIONAL | $16,522 | $13,762 |
| NUVEEN EQUITY LG/SH CL I | $10,452 | $11,634 |
| NUVEEN LARGE CAP CORE PLUS CL | $22,634 | $22,895 |
| NUVEEN SYMPHONY CREDIT OPPORTU | $17,365 | $13,933 |
| OAKMARK FUND | $11,306 | $10,918 |
| PRINCIPAL FDS, INC. GLOBAL DIV | $28,886 | $25,734 |
| PRINCIPAL GBL MLTI-STRTG | $27,476 | $26,657 |
| PRINCIPAL SMALL-MID CAP DIVIDE | $16,983 | $15,785 |
| PUTNAM GLOBAL EQUITY Y | $15,883 | $15,368 |
| PUTNAM SHORT DURATION INCOME F | $202,381 | $201,979 |
| PUTNAM VOYAGER FUND Y | $24,705 | $21,401 |
| RENAISSANCERE HOLDINGS LTD | $732,647 | $735,734 |
| RS EMERGING MARKETS FUND CLASS | $5,749 | $4,450 |
| RS FLOATING RATE Y | $16,885 | $14,935 |
| SNOW CAPITAL OPPORTUNITY FD IN | $12,031 | $8,297 |
| SNOW CAPITAL SMALL CAP VALUE C | $11,520 | $8,724 |
| SPDR S&P 500 ETF TRUST | $186,123 | $183,278 |
| THE HARTFORD CAPITAL APPRECIAT | $14,299 | $11,344 |
| UBS DYNAMIC ALPHA FUND CLASS P | $16,808 | $15,031 |
| VIRTUS FOREIGN OPPORTUNITIES F | $5,318 | $5,276 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,500 | $7,500 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,732 | Amt |
| Net Investment Income | $7,732 | NetInvestmentIncomeAmt |
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