SWEDENBORG FOUNDATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: SWEDENBORG FOUNDATION INC (EIN 13-1362850)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-16
IRS object ID: 201621399349300432
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
Schedule A
Schedule B
Schedule D
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-16T00:00:00-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	111986323	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1600 MARKET STREET 32ND FLOOR	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	131362850	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SWEDENBORG FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SWED	BusinessNameControlTxt
Phone	8003553222	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	320 NORTH CHURCH STREET	AddressLine1Txt
City	WEST CHESTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19380	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KAREN FEIL	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	8003553222	PhoneNum
Signature	2016-05-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DOMINIC CAGLIOTI	PreparerPersonNm
PTIN	P00105808	PTIN
Phone	2152972100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RICHARD B HATHEWAY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	320 NORTH CHURCH STREET	AddressLine1Txt
City	WEST CHESTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19380	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$5,012,877	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	SWEDENBORG.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1849	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	9	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$254,815	PYContributionsGrantsAmt
CY Contributions Grants	$906,497	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$5,790,148	PYInvestmentIncomeAmt
CY Investment Income	$438,642	CYInvestmentIncomeAmt
PY Other Revenue	-$91,814	PYOtherRevenueAmt
CY Other Revenue	-$41,185	CYOtherRevenueAmt
PY Total Revenue	$5,953,149	PYTotalRevenueAmt
CY Total Revenue	$1,303,954	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$665,549	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$656,557	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$139,570	CYTotalFundraisingExpenseAmt
PY Other Expenses	$870,937	PYOtherExpensesAmt
CY Other Expenses	$769,848	CYOtherExpensesAmt
PY Total Expenses	$1,536,486	PYTotalExpensesAmt
CY Total Expenses	$1,426,405	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,416,663	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$122,451	CYRevenuesLessExpensesAmt
Total Assets BOY	$18,351,408	TotalAssetsBOYAmt
Total Assets EOY	$17,679,350	TotalAssetsEOYAmt
Total Liabilities BOY	$19,241	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$26,300	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$18,332,167	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$17,653,050	NetAssetsOrFundBalancesEOYAmt
Mission	TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$467,783	ExpenseAmt
Desc	PUBLICATION AND DISTRIBUTION OF THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$405,909	ExpenseAmt
Desc	ONLINE PROGRAMMING OF EMANUEL SWEDENBORG'S WORK.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$45,105	ExpenseAmt
Desc	MARKETING AND PROMOTION OF EMANUEL SWEDENBORG'S WORKS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$918,797	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	26	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	9	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SWEDENBORG FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8003553222	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	320 NORTH CHURCH ST	AddressLine1Txt
City	WEST CHESTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19380	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
DR RICHARD HATHEWAY
PRESIDENT	20.00	Yes (X)	Yes (X)	$0	$0	$0
LARRY CONANT
VICE PRESIDENT	20.00	Yes (X)	Yes (X)	$0	$0	$0
PETE TOOT
SECRETARY	20.00	Yes (X)	Yes (X)	$0	$0	$0
JAMES P HORIGAN
TREASURER	20.00	Yes (X)	Yes (X)	$0	$0	$0
KAREN FEIL
DIRECTOR	5.00	Yes (X)		$0	$0	$0
REV DR JAMES F LAWRENCE
DIRECTOR	5.00	Yes (X)		$0	$0	$0
REV DR JONATHAN S ROSE
DIRECTOR	5.00	Yes (X)		$104,204	$0	$0
DR LEWIS SHAW
DIRECTOR	5.00	Yes (X)		$0	$0	$0
DR STUART SHOTWELL
DIRECTOR	5.00	Yes (X)		$66,430	$0	$0
DR SYLVIA SHAW
DIRECTOR	5.00	Yes (X)		$0	$0	$0
REV JEREMY SIMONS
DIRECTOR	5.00	Yes (X)		$0	$0	$0
RICHARD SMOLEY
DIRECTOR	5.00	Yes (X)		$6,000	$0	$0
KATHY TAFEL
DIRECTOR	5.00	Yes (X)		$0	$0	$0
PAMELA WELDON
DIRECTOR	5.00	Yes (X)		$0	$0	$0
DR JANE WILLIAMS-HOGAN
DIRECTOR	5.00	Yes (X)		$0	$0	$0
CORY BRADFORD-WATTS
DIRECTOR	5.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$176,634	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$12,115	MembershipDuesAmt
All Other Contributions	$894,382	AllOtherContributionsAmt
Total Contributions	$906,497	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$413,855	TotalRevenueColumnAmt
Exclusion	$413,855	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,644,151	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,619,364	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$24,787	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,787	TotalRevenueColumnAmt
Related Or Exempt Func Income	$24,787	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$48,374	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$89,559	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$41,185	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$41,185	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,303,954	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$16,398	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$413,855	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$508,082	TotalAmt
Program Services	$328,739	ProgramServicesAmt
Management And General	$113,135	ManagementAndGeneralAmt
Fundraising	$66,208	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$28,499	TotalAmt
Program Services	$17,531	ProgramServicesAmt
Management And General	$7,371	ManagementAndGeneralAmt
Fundraising	$3,597	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$71,433	TotalAmt
Program Services	$45,003	ProgramServicesAmt
Management And General	$17,368	ManagementAndGeneralAmt
Fundraising	$9,062	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$48,543	TotalAmt
Program Services	$31,129	ProgramServicesAmt
Management And General	$11,083	ManagementAndGeneralAmt
Fundraising	$6,331	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,303	TotalAmt
Management And General	$1,303	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$33,243	TotalAmt
Management And General	$33,243	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$28,092	TotalAmt
Management And General	$28,092	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$379,753	TotalAmt
Program Services	$337,745	ProgramServicesAmt
Management And General	$42,008	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$124,370	TotalAmt
Program Services	$123,929	ProgramServicesAmt
Management And General	$441	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,267	TotalAmt
Program Services	$3,487	ProgramServicesAmt
Management And General	$22,780	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$40,703	TotalAmt
Program Services	$14,364	ProgramServicesAmt
Management And General	$26,339	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$29,646	TotalAmt
Management And General	$29,646	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$26,171	TotalAmt
Program Services	$170	ProgramServicesAmt
Management And General	$26,001	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEMBERSHIP DEVELOPMENT	$75,072	$16,574	$4,126	$54,372
MISCELLANEOUS	$5,228	$126	$5,102	$0

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,426,405	TotalAmt
Program Services	$918,797	ProgramServicesAmt
Management And General	$368,038	ManagementAndGeneralAmt
Fundraising	$139,570	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$178,228	BOYAmt
EOY	$180,620	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,620	BOYAmt
EOY	$339,052	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$17,761	BOYAmt
EOY	$10,148	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$119,189	BOYAmt
EOY	$70,122	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$49,379	BOYAmt
EOY	$46,979	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$691,490	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$232,785	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$480,939	BOYAmt
EOY	$458,705	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$15,766,960	BOYAmt
EOY	$14,810,657	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,734,332	BOYAmt
EOY	$1,763,067	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$18,351,408	BOYAmt
EOY	$17,679,350	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$19,241	BOYAmt
EOY	$26,300	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,241	BOYAmt
EOY	$26,300	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,803,535	BOYAmt
EOY	$16,799,762	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$272,632	BOYAmt
EOY	$597,288	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$256,000	BOYAmt
EOY	$256,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$18,332,167	BOYAmt
EOY	$17,653,050	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$18,351,408	BOYAmt
EOY	$17,679,350	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$122,451	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$556,666	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,029,558	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$261,922	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$952,211	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$259,695	CurrentTaxYearMinus1YearAmt
Current Tax Year	$905,876	CurrentTaxYearAmt
Total	$3,409,262	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,029,558	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$261,922	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$952,211	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$259,695	CurrentTaxYearMinus1YearAmt
Current Tax Year	$905,876	CurrentTaxYearAmt
Total	$3,409,262	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,428,879	SubstantialContributorsTotAmt
Public Support Total170	$1,980,383	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$281,805	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$276,778	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$310,184	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$271,131	CurrentTaxYearMinus1YearAmt
Current Tax Year	$413,855	CurrentTaxYearAmt
Total	$1,553,753	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,331	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,306	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$963	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$621	CurrentTaxYearAmt
Total	$4,221	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$4,967,236	TotalSupportAmt
Gross Receipts Rltd Activities	$362,984	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.39870	PublicSupportCY170Pct
Public Support PY170	0.25250	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind
Facts And Circumstances Test	THE FOUNDATION GENERALLY RECEIVES DONATIONS AND MEMBER DUES FROM THE GENERAL PUBLIC AND MEMBERS. NORMALLY A LARGE NUMBER OF SMALLER DONATIONS ARE RECEIVED FROM THE GENERAL PUBLIC AND FROM MEMBERS BASED UPON SEVERAL FUND RAISING APPEALS DURING THE YEAR. FOR MANY YEARS THE FOUNDATION HAS CONSISTENTLY ATTRACTED A VARIETY OF DONATIONS FROM ITS RESTRICTED AND UNRESTRICTED ACTIVITIES AND PROGRAMS. IN 2010 AND 2013 THE FOUNDATION RECEIVED ONE-TIME LARGE BEQUESTS FROM TWO DISTINCT DONORS. IN ADDITION, THE FOUNDATION RELIES ON REVENUES FROM ITS INVESTMENTS AND PUBLICATION SALES.	FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$508,164	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$3,273	InvestmentEarningsOrLossesAmt
End Year Balance	$504,891	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$474,701	BeginningYearBalanceAmt
Investment Earnings Or Losses	$33,463	InvestmentEarningsOrLossesAmt
End Year Balance	$508,164	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$423,668	BeginningYearBalanceAmt
Investment Earnings Or Losses	$51,541	InvestmentEarningsOrLossesAmt
Other Expenditures	$500	OtherExpendituresAmt
End Year Balance	$474,709	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$400,431	BeginningYearBalanceAmt
Investment Earnings Or Losses	$23,237	InvestmentEarningsOrLossesAmt
End Year Balance	$423,668	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.50700	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.49300	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$128,523	OtherCostOrOtherBasisAmt
Book Value	$128,523	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$468,093	OtherCostOrOtherBasisAmt
Depreciation	$153,203	DepreciationAmt
Book Value	$314,890	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$54,863	OtherCostOrOtherBasisAmt
Depreciation	$47,982	DepreciationAmt
Book Value	$6,881	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$40,011	OtherCostOrOtherBasisAmt
Depreciation	$31,600	DepreciationAmt
Book Value	$8,411	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$458,705	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	REAL ESTATE INVESTMENT TRUSTS	Desc
Book Value	$1,763,067	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,763,067	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$808,755	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$556,666	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$556,666	RevenueNotReportedAmt
Revenue Subtotal	$1,365,421	RevenueSubtotalAmt
Investment Expenses Not Incld	$28,092	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$89,559	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$61,467	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,303,954	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,487,872	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$89,559	OtherExpensesIncludedAmt
Expenses Not Reported	$89,559	ExpensesNotReportedAmt
Expenses Subtotal	$1,398,313	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$28,092	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$28,092	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,426,405	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	THE FOUNDATION HAS A COLLECTION OF RARE AND OLD BOOKS, WHICH ARE MAINTAINED AT ITS HEADQUARTERS, FOR WHICH NO VALUE IS ASCRIBED IN THE FINANCIAL STATEMENTS.
PART X, LINE 2:	THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION CLARIFIES THE ACCOUNTING AND REPORTING FOR UNCERTAINTIES IN INCOME TAX POSITIONS, TAKEN OR EXPECTED TO BE TAKEN IN FILINGS WITH TAXING JURISDICTIONS, USING MINIMUM RECOGNITION AND MEASUREMENT THRESHOLDS. MANAGEMENT HAS REVIEWED TAX POSITIONS TAKEN IN FILINGS WITH FEDERAL, STATE AND LOCAL JURISDICTIONS AND BELIEVES THOSE POSITIONS WOULD BE SUSTAINED SHOULD THE FILINGS BE EXAMINED BY THE RELEVANT TAXING AUTHORITY. SHOULD SETTLEMENT OF AN EXAMINATION, OR OTHER EVENT, RESULT IN A CHANGE IN MANAGEMENT'S EVALUATION OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN FILINGS THAT HAVE NOT BEEN CLOSED BY STATUTE OR EXAMINATION, ANY TAX, INTEREST AND PENALTIES RELATED TO THE UNRECOGNIZED TAX BENEFIT, AS A RESULT OF THE UNCERTAIN TAX POSITION, WOULD BE REPORTED IN THE PROVISION FOR INCOME TAXES, INTEREST EXPENSE, AND OPERATING EXPENSES, RESPECTIVELY. MANAGEMENT BELIEVES THE FOUNDATION HAS NO RELATED TAX EXPOSURE AS OF DECEMBER 31, 2015.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	BOOK DISTRIBUTION COSTS
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BOOK DISTRIBUTION COSTS

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
DR JONATHAN S ROSE
BOARD OF DIRECTOR	$104,204	COMPENSATION FOR SERVICES	0
DR STUART SHOTWELL
BOARD OF DIRECTOR MEMBER	$66,430	COMPENSATION FOR SERVICES	0
RICHARD SMOLEY
BOARD OF DIRECTOR MEMBER	$6,000	COMPENSATION FOR SERVICES	0
CHELSEA ROSE ODHNER
RELATED TO BOARD OF DIRECTOR MEMBER	$6,940	COMPENSATION FOR SERVICES	0
REV DR GEORGE F DOLE
ASSOCIATE BOARD OF DIRECTOR MEMBER	$5,375	COMPENSATION FOR SERVICES	0
ALICIA DOLE
RELATED TO ASSOCIATE BOARD OF DIRECTOR MEMBER	$48,968	COMPENSATION FOR SERVICES	0
SARAH DOLE
RELATED TO ASSOCIATE BOARD OF DIRECTOR MEMBER	$9,928	COMPENSATION FOR SERVICES	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11	THE PRESIDENT, TREASURER, AND ACCOUNTING AND MANAGEMENT PERSONNEL REVIEW FORM 990. EACH BOARD MEMBER RECEIVES A COPY. THE FORM IS MADE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION HEADQUARTERS TO ALL PARTIES OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 12C	ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION DECISIONS ARE REVIEWED AND APPROVED BY AN AUTHORIZED COMMITTEE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 18	FINANCIAL STATEMENTS, TAX RETURNS AND POLICIES ARE AVAILABLE FOR PHYSICAL INSPECTION UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	ALL ANNUAL FINANCIAL STATEMENTS, FORM 990 AND STATE FILED CHARITIES REPORTS AND DOCUMENTS ARE MADE AVAILABLE TO PARTIES OF INTEREST AT THE ANNUAL MEETING AND UPON REQUEST DURING THE YEAR.
FORM 990, PART IX, LINE 11G	PROFESSIONAL SERVICE FEES: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 42,008. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,008. CREATIVE CONSULTANTS: PROGRAM SERVICE EXPENSES 334,745. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,745.