THE WILLIAM H AND JUDITH C TURNER FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM H AND JUDITH C TURNER FAMILY FOUNDATION INC (EIN 22-3466063)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201621349349100527
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T07:56:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222038419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESHNER FRANCHINO & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CATTANO AVENUE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079606839 | 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 | 223466063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM H AND JUDITH C TURNER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9737465785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26930 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341340718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM TURNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9737465785 | PhoneNum |
| Signature | 2016-05-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN M DELARGY | PreparerPersonNm |
| PTIN | P00180053 | PTIN |
| Phone | 9735391800 | PhoneNum |
| Preparation | 2016-05-03 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $362,029 | 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 | $100,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,775 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $118,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,098 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,175 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,707 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,707 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,196 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $58,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $102,998 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $117,770 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $192,709 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $185,520 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $201,063 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $256,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $331,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $362,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $256,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $331,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $256,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $331,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $256,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $331,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $256,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,814 | ExcessRevenueOverExpensesAmt |
| Subtotal | $331,714 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $331,714 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10 SHS INTUITIVE SURGICAL INC | P | 2013-10-18 | 2015-11-16 | $4,993 | $3,811 | $1,182 | $1,182 |
| 10 SHS INTUITIVE SURGICAL INC | P | 2013-10-18 | 2015-11-20 | $5,117 | $3,811 | $1,306 | $1,306 |
| 10 SHS INTUITIVE SURGICAL INC | P | 2013-10-18 | 2015-12-01 | $5,193 | $3,812 | $1,381 | $1,381 |
| 100 SHS ISHARES RUSSELL 1000 ETF | P | 2012-01-17 | 2015-07-13 | $11,711 | $7,189 | $4,522 | $4,522 |
| 200 SHS JP MORGAN CHASE & CO | D | 2014-08-01 | 2015-04-13 | $12,416 | $11,346 | $1,070 | $1,070 |
| 200 SHS JP MORGAN CHASE & CO | D | 2014-08-01 | 2015-08-06 | $13,766 | $11,346 | $2,420 | $2,420 |
| 160 SHS JP MORGAN CHASE & CO | D | 2015-08-04 | 2015-08-06 | $11,013 | $10,981 | $32 | $32 |
| 400 SHS JP MORGAN CHASE & CO | D | 2015-08-04 | 2015-11-03 | $26,314 | $27,452 | -$1,138 | -$1,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,775 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$36 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $338,674 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.395661 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $304,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.279436 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $197,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.367686 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $161,687 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.466952 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $113,733 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.615477 | DistributionYr5Rt |
| Total Distribution | 2.125212 | TotalDistributionRt |
| Average Distribution | 0.425042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $320,497 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,225 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $131 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,356 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $262 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $262 | SubtotalAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $262 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | LESHNER FRANCHINO CO | IndividualWithBooksNm |
| Phone | 9735391800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CATTANO AVE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM TURNER | ||||||||
| 26930 WYNDHURST CT 101 | BONITA SPRINGS | FL | 341340718 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JUDITH C TURNER | ||||||||
| 26930 WYNDHURST CT 101 | BONITA SPRINGS | FL | 341340718 | SECR/TREAS | 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 | $311,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $325,378 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $325,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $320,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $262 | TotalTaxAmt |
| Distributable Before Adj | $15,763 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,763 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,763 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $38,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,763 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $64,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,638 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,796 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,495 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $382,511 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,737 | RemainingDistriFromCorpusAmt |
| Total Corpus | $405,248 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $64,313 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $340,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,638 | ExcessFromYear4Amt |
| Excess From Year3 | $62,796 | ExcessFromYear3Amt |
| Excess From Year2 | $70,269 | ExcessFromYear2Amt |
| Excess From Year1 | $117,495 | ExcessFromYear1Amt |
| Excess From Current Year | $22,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM JUDITH TURNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| MONTCLAIR FOUNDATION EDUCATIONAL | ||||||||
| EXCELLENCE | 22 VALLEY ROAD | MONTCLAIR | NJ | 07042 | 501(C)(3) | GENERAL PURPOSE | $15,000 | |
| SOUTHERN VERMONT ARTS CENTER | ||||||||
| 930 SVAC DRIVE | MANCHESTER | VT | 05254 | 501(C)(3) | GENERAL PURPOSE | $1,000 | ||
| NEW ALTERNATIVES FOR CHILDREN | ||||||||
| 37 WEST 26TH STREET | NEW YORK | NY | 10010 | 501(C)(3) | GENERAL PURPOSE | $2,500 | ||
| MONTCLAIR ART MUSEUM | ||||||||
| 3 S MOUNTAIN AVE | MONTCLAIR | NJ | 07042 | 501(C)(3) | GENERAL PURPOSE | $10,000 | TRUSTEE | |
| TISCH MS RESEARCH CENTER OF NY | ||||||||
| 521 WEST 57TH ST 4TH FL | NEW YORK | NY | 10019 | 501(C)(3) | GENERAL PURPOSE | $5,000 | ||
| INSTITUTE OF INTERNATIONAL | ||||||||
| EDUCATION | 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,775 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,098 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM JUDITH TURNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26930 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341340718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,200 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1460 SHARES JPMORGAN CHASE | NoncashPropertyDesc |
| Fair Market Value | $100,200 | FairMarketValueAmt |
| Received | 2015-08-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LESHNER, FRANCHINO & COMPANY | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $2,175 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERIPRISE FINL INC | $228 | $1,064 |
| EXXON MOBIL CORP | $3,361 | $9,042 |
| GENERAL ELECTRIC CO | $8,500 | $15,575 |
| INTUITIVE SURGICAL INC | ||
| PROCTOR & GAMBLE | $12,496 | $15,882 |
| JP MORGAN CHASE & CO | $61,767 | $59,427 |
| JACOBS ENGINEERING GROUP INC | $16,646 | $16,780 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES IBOXX HIGH YLD CORP | AT COST | $25,338 | $24,174 |
| ISHARES TR BARCLAYS 1-3 YR CR BD FD | AT COST | $41,822 | $41,840 |
| ISHARES TR RUSSELL 1000 VALUE INDEX | AT COST | $22,583 | $45,324 |
| ISHARES TR EUROPE ETF | AT COST | $22,908 | $20,055 |
| ISHARES TR MICRO-CAP ETF | AT COST | $26,860 | $27,038 |
| ISHARES TR LATIN AMER 40 ETF | AT COST | $5,415 | $3,178 |
| ISHARES TR S&P 500 VALUE ETF | AT COST | $28,874 | $28,772 |
| ISHARES TR MSCI ALL CNTRY ASIA | AT COST | $11,720 | $10,682 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,707 | Amt |
| Net Investment Income | $2,707 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM JUDITH TURNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26930 WYNDHURST CT 101 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341340718 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $102 | Amt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
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