BETA

THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE DOUG AND BETSEY SCHWAB AND FAMILY FOUNDATION INC (EIN 20-0856943)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-11
IRS object ID
201632249349100758
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)
Return2016-08-11T14:29:09-05:00ReturnTs
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)
EIN200856943EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Doug and Betsey Schwab and FamilyBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlDOUGBusinessNameControlTxt
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)
PersonELIZABETH HUROWITZ-SCHWABPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2016-08-10SignatureDt
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 TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$417,953FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,513DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,513DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,084NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$273,511GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,084CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,619TotalRevAndExpnssAmt
Total Net Invst Incm$19,619TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,915OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,915OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,525OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,440TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,915TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$154,787ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$154,787ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$166,227TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,915TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$161,312TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$146,608ExcessRevenueOverExpensesAmt
Net Investment Income$14,704NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$306,906SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,887SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,887SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$257,943CorporateStockBOYAmt
Corporate Stock EOY$403,354CorporateStockEOYAmt
Corporate Stock EOYFMV$403,066CorporateStockEOYFMVAmt
Total Assets BOY$564,849TotalAssetsBOYAmt
Total Assets EOY$418,241TotalAssetsEOYAmt
Total Assets EOYFMV$417,953TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$564,849RetainedEarningBOYAmt
Retained Earning EOY$418,241RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$564,849TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$418,241TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$564,849TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$418,241TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$564,849TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$146,608ExcessRevenueOverExpensesAmt
Subtotal$418,241SubtotalAmt
Tot Net Ast Or Fund Balances EOY$418,241TotNetAstOrFundBalancesEOYAmt

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$273,511GrossSalesPriceAmt
Cost Or Other Basis$265,427CostOrOtherBasisAmt
Gain Or Loss$8,084GainOrLossAmt
Gains Minus Excess Or Losses$8,084GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,084CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$237,198AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$345,612NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.686313DistributionYr1Rt
Adjusted Qlfy Distri Yr2$75,727AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$410,855NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.184316DistributionYr2Rt
Adjusted Qlfy Distri Yr3$131,872AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$480,398NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.274506DistributionYr3Rt
Adjusted Qlfy Distri Yr4$118,883AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$357,904NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.332164DistributionYr4Rt
Adjusted Qlfy Distri Yr5$87,973AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$338,842NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.259628DistributionYr5Rt
Total Distribution1.736927TotalDistributionRt
Average Distribution0.347385AverageDistributionRt
Net Vl Noncharitable Assets$509,518NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$176,999AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$147NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$177,146AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$161,312QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$294InvestmentIncomeExciseTaxAmt
Subtotal$294SubtotalAmt
Tax Based On Investment Income$294TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$90EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$90TotalPaymentsAndCreditsAmt
Tax Due$204TaxDueAmt

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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Elizabeth J Hurwitz-Schwab
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0$0$0
Abraham Schwab
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Douglas Schwab
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Eli Schwab
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$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$482,182AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,095AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$517,277TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$517,277AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$509,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,476MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,476MinimumInvestmentReturnAmt
Tax Based On Investment Income$294TaxBasedOnInvestmentIncomeAmt
Total Tax$294TotalTaxAmt
Distributable Before Adj$25,182DistributableBeforeAdjAmt
Distributable Before Ded$25,182DistributableBeforeDedAmt
Distributable As Adjusted$25,182DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$161,312ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$161,312QualifyingDistributionsAmt
Adjusted Qualifying Distri$161,312AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,182DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr5$71,325ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$102,756ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$108,124ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$56,158ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$221,737ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$560,100TotalExcessDistributionCyovAmt
Qualifying Distributions$161,312QualifyingDistributionsAmt
Applied To Current Year$25,182AppliedToCurrentYearAmt
Remaining Distri From Corpus$136,130RemainingDistriFromCorpusAmt
Total Corpus$696,230TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$71,325ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$624,905ExcessDistriCyovToNextYrAmt
Excess From Year4$102,756ExcessFromYear4Amt
Excess From Year3$108,124ExcessFromYear3Amt
Excess From Year2$56,158ExcessFromYear2Amt
Excess From Year1$221,737ExcessFromYear1Amt
Excess From Current Year$136,130ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDouglas SchwabContributingManagerNm
Contributing ManagerElizabeth J Hurwitz-SchwabContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEGANY ARTS COUNCIL INC
9 N CENTRE STCUMBERLANDMD21502N/APCGeneral & Unrestricted$2,500
ALLEGANY ARTS COUNCIL INC
9 N CENTRE STCUMBERLANDMD21502N/APCWills Creek Survey Program$500
ALLEGANY HIGH SCHOOL
616 SEDGWICK STCUMBERLANDMD21502N/APCAllegany HS Band Uniform Drive$400
B'ER CHAYIM CONGREGATION
107 UNION STCUMBERLANDMD21502N/APCHigh Holiday Appeal and Book of Memory Initiative$1,054
BOY SCOUTS OF AMERICA
FLAG PLZ 1275 BEDFORD AVEPITTSBURGHPA15219N/APCGeneral & Unrestricted$2,000
BOY SCOUTS OF AMERICA
FLAG PLZ 1275 BEDFORD AVEPITTSBURGHPA15219N/APCFriends of Scouting Fund$2,000
BOY SCOUTS OF AMERICA
FLAG PLZ 1275 BEDFORD AVEPITTSBURGHPA15219N/APCFriends of Scouting Fund$4,000
BOY SCOUTS OF AMERICA
FLAG PLZ 1275 BEDFORD AVEPITTSBURGHPA15219N/APCFriends of Scouting Fund$2,000
COUNTY UNITED WAY INC
71 BALTIMORE ST 3RD FLCUMBERLANDMD21502N/APC2016 Campaign$10,000
FAMILY CRISIS RESOURCE CENTER INC
146 BEDFORD STCUMBERLANDMD21502N/APCGeneral & Unrestricted$10,000
FRIENDS AWARE INCORPORATED
1601 HOLLAND STCUMBERLANDMD21502N/APCCapital Campaign$25,000
JANES PLACE INC
26 GREENE STCUMBERLANDMD21502N/APCGeneral & Unrestricted$10,000
MARCH OF DIMES FOUNDATION
1275 MAMARONECK AVEWHITE PLAINSNY10605N/APCAllegany County Maryland annual Campaign$1,000
MPT FOUNDATION INC
11767 OWINGS MILLS BLVDOWINGS MILLSMD21117N/APCEducation program for teacher Ambassadors$33,333
PHILADELPHIA UNIVERSITY
4201 HENRY AVEPHILADELPHIAPA19144N/APCNexus Learning Hub Fund$20,000
WAMBA CHARITIES INC
PO BOX 432CUMBERLANDMD21501N/APC2015 Hooley Plunge Project$10,000
WASHINGTON AND JEFFERSON COLLEGE
60 S LINCOLN STWASHINGTONPA15301N/APCannual fund and Hurwitz-Schwab Scholarship fund$20,000
YMCA
601 KELLY RD CLIENT 25000CUMBERLANDMD21502N/APCAnnual Campaign$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$154,787TotalGrantOrContriPdDurYrAmt

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$22ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,513ExclusionAmt
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$8,084ExclusionAmt
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$19,619ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,619TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARON REAL ESTATE FD INSTI SHS$24,847$26,606
BLACKROCK GLOBAL LONG SHORT EQ$28,416$27,695
BLACKROCK STRAT INC OPP - INS$57,843$55,436
DOUBLELINE TOTAL RETURN BOND$41,281$40,226
FIRST TRUST NORTH AMERICAN ENE$27,719$19,978
ISHARES MSCI-JAPAN$16,910$16,241
ISHARES RUSSELL 2000$21,296$20,272
ISHARES S&P 500 GROWTH INDEX F$45,759$57,899
ISHARES S&P EUROPE 350 INDEX$21,794$20,055
ISHARES TR S & P MIDCAP 400 IN$15,188$20,898
MATTHEWS ASIA PACIFIC EQUITY I$40,347$40,364
SPDR SER TR BARCLAYS CAP CONV$9,649$8,656
WISDOM TREE EUROPE HEDGED EQUI$41,431$39,604
WISDOMTREE INDIA$10,874$9,136

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 $154,787. This amount represents over 25% of the Foundation's net assets of $589,540 (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$6,500$6,500
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$4,915Amt
Net Investment Income$4,915NetInvestmentIncomeAmt

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