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BUCKLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BUCKLEY FAMILY CHARITABLE FOUNDATION (EIN 47-1197763)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-12
IRS object ID
201631039349100123
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-12T15:45:03-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471197763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Buckley Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBUCKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE E BUCKLEYPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2016-03-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$196,870FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,902ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$62InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$62InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,454DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,454DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$39,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$382,155GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,177CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,501TotalRevAndExpnssAmt
Total Net Invst Incm$60,693TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,441OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,441OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,001TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,354OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,354OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,796TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,441TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,354TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,796TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,441TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,354TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$74,295ExcessRevenueOverExpensesAmt
Net Investment Income$59,252NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,155SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,568SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,568SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$285,923CorporateStockBOYAmt
Corporate Stock EOY$211,215CorporateStockEOYAmt
Corporate Stock EOYFMV$192,302CorporateStockEOYFMVAmt
Total Assets BOY$290,078TotalAssetsBOYAmt
Total Assets EOY$215,783TotalAssetsEOYAmt
Total Assets EOYFMV$196,870TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$290,078RetainedEarningBOYAmt
Retained Earning EOY$215,783RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$290,078TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$215,783TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$290,078TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$215,783TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$290,078TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$74,295ExcessRevenueOverExpensesAmt
Subtotal$215,783SubtotalAmt
Tot Net Ast Or Fund Balances EOY$215,783TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$382,155GrossSalesPriceAmt
Cost Or Other Basis$324,978CostOrOtherBasisAmt
Gain Or Loss$57,177GainOrLossAmt
Gains Minus Excess Or Losses$57,177GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$57,177CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,850AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$35,797NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.163422DistributionYr1Rt
Total Distribution0.163422TotalDistributionRt
Average Distribution0.163422AverageDistributionRt
Net Vl Noncharitable Assets$207,772NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,955AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$593NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,548AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$85,354QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$593InvestmentIncomeExciseTaxAmt
Subtotal$593SubtotalAmt
Tax Based On Investment Income$593TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$607OverpaymentAmt
Applied To ES Tax$607AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jane Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir1.0$0$0$0
Katie Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec1.0$0$0$0
Steve Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$197,333AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,603AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$210,936TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$210,936AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,164CashDeemedCharitableAmt
Net Vl Noncharitable Assets$207,772NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,389MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,389MinimumInvestmentReturnAmt
Tax Based On Investment Income$593TaxBasedOnInvestmentIncomeAmt
Total Tax$593TotalTaxAmt
Distributable Before Adj$9,796DistributableBeforeAdjAmt
Distributable Before Ded$9,796DistributableBeforeDedAmt
Distributable As Adjusted$9,796DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,354ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$85,354QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$593PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$84,761AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,796DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr1$5,690ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,690TotalExcessDistributionCyovAmt
Qualifying Distributions$85,354QualifyingDistributionsAmt
Applied To Current Year$9,796AppliedToCurrentYearAmt
Remaining Distri From Corpus$75,558RemainingDistriFromCorpusAmt
Total Corpus$81,248TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$81,248ExcessDistriCyovToNextYrAmt
Excess From Year1$5,690ExcessFromYear1Amt
Excess From Current Year$75,558ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJane BuckleyContributingManagerNm
Contributing ManagerSteve BuckleyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDRENS HOSPITAL COLORADO
13123 E COLFAX AVE B355AURORACO80045N/APCGeneral & Unrestricted$10,000
COLORADO INSTITUTE OF DEVELOPMENTAL PEDIATRICS INC
6767 S SPRUCE ST STE 102CENTENNIALCO80112N/APCtherapy scholarship Fund$2,500
COLORADO INSTITUTE OF DEVELOPMENTAL PEDIATRICS INC
6767 S SPRUCE ST STE 102CENTENNIALCO80112N/APCCapital Campaign$50,000
DENVER BALLET GUILD
PO BOX 2656LITTLETONCO80161N/APCLe Bal de Ballet Program$5,000
FAMILY TREE INC
3805 MARSHALL ST STE 100WHEAT RIDGECO80033N/APCHouse of Hope Program$3,000
JOHN LYNCH FOUNDATION
PO BOX 172247TAMPAFL33672N/APCCharitable Event$5,000
UNIVERSITY OF COLORADO FOUNDATION
1800 N GRANT ST STE 725DENVERCO80203N/APCCharitable Event$2,500
YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN D
2625 S COLORADO BLVDDENVERCO80222N/APCCharitable Event$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,454ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$39,917ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$36,401ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$36,401TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBuckley JaneContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14092 E Iris CourtAddressLine1Txt
CityGreenwood VillageCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,902TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAPPLE INC AAPL, 400 sh.NoncashPropertyDesc
Fair Market Value$50,902FairMarketValueAmt
Received2015-03-05ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CAMBIAR SMID INVESTOR$10,701$9,675
COLUMBIA SELECT LARGE CAP GROW$20,790$19,613
FIRST TRUST NORTH AMERICAN ENE$5,099$3,996
GOLDMAN SACHS STRAT INC-INSTIT$4,033$3,842
HIGHLAND GLOBAL ALLOCATION I$13,511$10,050
INVESCO BALANCED RISK ALLOCATI$10,846$9,672
ISHARES S&P SMALLCAP 600 GROWT$9,503$9,448
LEGG MASON BW ALTERNATIVE CRED$4,306$3,816
LOOMIS SAYLES FDS STRATEGIC IN$4,520$3,846
MFS INTERNATIONAL DIVERSIFICAT$20,132$19,540
OPPENHEIMER DEVELOPING MARKETS$6,733$5,854
PROSHARES LARGE CAP CORE PLUS$19,338$19,250
PUTNAM EQUITY SPECTRUM FUND Y$21,127$17,525
SUNAMERICA FOCUSED DIVIDEND ST$21,380$19,389
TEMPLETON GLOBAL TOTAL RETURN$4,220$3,876
TWEEDY BROWNE GLOBAL VALUE FUN$19,323$17,723
VANGUARD S&P 500 ETF$9,842$9,533
WISDOMTREE EMERGING MARKETS DI$5,811$5,654

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationThis statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $81,000. This amount represents over 25% of the Foundation's net assets of $248,169 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$4,329$4,329
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$1,441Amt
Net Investment Income$1,441NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2015$1,200
990-PF Excise Tax for 2014$801

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