MICOL SCHEJOLA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MICOL SCHEJOLA FOUNDATION (EIN 13-7257959)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-21
- IRS object ID
- 201641129349101109
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-21T13:53:18-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137257959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLO & MICOL SCHEJOLA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SCHEJOLA | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,272,155 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$53,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,847,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $360 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $92,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $78,969 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,969 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $70,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $31,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $31,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $849,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $849,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $960,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $950,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$868,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,560 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,892,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,301 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,109,089 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $760,752 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $756,607 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,798,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,908,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,537,094 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,729,707 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,703,846 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,690,153 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,529,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,661,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,272,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,529,147 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,661,055 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,529,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,661,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,529,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,661,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,529,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$868,092 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,661,055 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,661,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,847,035 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,900,622 | CostOrOtherBasisAmt |
| Gain Or Loss | -$53,587 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$53,587 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$53,587 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $782,818 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,354,759 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083681 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $705,963 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,906,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071264 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,189,688 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,450,030 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.125893 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $709,833 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,641,440 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $655,708 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,611,362 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076145 | DistributionYr5Rt |
| Total Distribution | 0.430606 | TotalDistributionRt |
| Average Distribution | 0.086121 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,885,945 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $765,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $766,382 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $950,925 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,116 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,116 | SubtotalAmt |
| Tax Based On Investment Income | $1,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $584 | OverpaymentAmt |
| Applied To ES Tax | $584 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Jeff Akin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Linda Schejola | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Lisa Schejola | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Philanthropy Workshop | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 West 48th St 10th Fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic TRNG | ServiceTypeTxt |
| Compensation | $70,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,214,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,806,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,021,264 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,021,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,885,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $444,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $444,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,116 | TotalTaxAmt |
| Distributable Before Adj | $443,181 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $443,181 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $443,181 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $950,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $950,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,116 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $949,809 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $443,181 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $241,838 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $246,303 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $719,478 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $213,278 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $317,306 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,738,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $950,925 | QualifyingDistributionsAmt |
| Applied To Current Year | $443,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $507,744 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,245,947 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $241,838 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,004,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $246,303 | ExcessFromYear4Amt |
| Excess From Year3 | $719,478 | ExcessFromYear3Amt |
| Excess From Year2 | $213,278 | ExcessFromYear2Amt |
| Excess From Year1 | $317,306 | ExcessFromYear1Amt |
| Excess From Current Year | $507,744 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Linda Schejola | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BLADE OF GRASS FUND | |||||||
| 137 5TH AVE 10TH FL STE R | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $25,000 |
| BOYS & GIRLS CLUB OF GORDON MURRAY AND WHITFIELD C | |||||||
| PO BOX 309 | DALTON | GA | 30722 | N/A | PC | Bicycle program | $25,000 |
| BUONICONTI FUND TO CURE PARALYSIS INC | |||||||
| 1095 NW 14TH TER | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $25,000 |
| CASA VALENTINA INC | |||||||
| 2990 SW 35TH AVE | MIAMI | FL | 33133 | N/A | PC | Personnel Division | $75,000 |
| FISHER ISLAND PHILANTHROPIC FUND | |||||||
| 7957 FISHER ISLAND DR | FISHER ISLAND | FL | 33109 | N/A | PC | General & Unrestricted | $15,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVE FL 34 | NEW YORK | NY | 10118 | N/A | PC | Miami outreach Program | $10,000 |
| IANS FRIENDS FOUNDATION INC | |||||||
| 855 MARSEILLES DR | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $150,000 |
| LAKE TANGANYIKA FLOATING HEALTH CLINIC | |||||||
| 1646 N LEAVITT ST | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $25,000 |
| MIAMI CHILDRENS MUSEUM INC | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $10,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | Founders pledge Fund | $10,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $20,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | Family Affair Program | $5,000 |
| OGLETHORPE UNIVERSITY INC | |||||||
| 4484 PEACHTREE RD NE | ATLANTA | GA | 30319 | N/A | PC | General & Unrestricted | $23,400 |
| OGLETHORPE UNIVERSITY INC | |||||||
| 4484 PEACHTREE RD NE | ATLANTA | GA | 30319 | N/A | PC | The Scholarship Fund for Students From Rwanda | $18,000 |
| PKD FOUNDATION | |||||||
| 8330 WARD PKWY STE 510 | KANSAS CITY | MO | 64114 | N/A | PC | General & Unrestricted | $80,000 |
| REAL PARTNERS UGANDA INC | |||||||
| 523 LAFAYETTE BLVD | BRIGANTINE | NJ | 08203 | N/A | PC | General & Unrestricted | $20,000 |
| SING FOR HOPE INC | |||||||
| 575 8TH AVE STE 1812 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| V-DAY | |||||||
| 111 E 14TH ST 188 | NEW YORK | NY | 10003 | N/A | PC | OBR Miami Program | $8,000 |
| V-DAY | |||||||
| 111 E 14TH ST 188 | NEW YORK | NY | 10003 | N/A | PC | Global OBR Program | $250,000 |
| V-DAY | |||||||
| 111 E 14TH ST 188 | NEW YORK | NY | 10003 | N/A | PC | OBR Miami Program | $20,000 |
| V-DAY | |||||||
| 111 E 14TH ST 188 | NEW YORK | NY | 10003 | N/A | PC | Support El Karama Program | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $849,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,831 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$53,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,302 | 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 | Estate of Lillian Miller | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 688 Cumberland Circle | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN BARTOLO REGIONAL HOSPITAL VICENZA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VIALE F RODOLFI N 37 36100 | AddressLine1Txt |
| City | VICENZA | CityNm |
| Country | IT | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2011-06-28 | GrantDt |
| Grant | $60,000 | GrantAmt |
| Purpose Of Grant | TO HELP FUND PROJECT FOR HEALTH CORPORATION. | PurposeOfGrantTxt |
| Expended By Grantee | $60,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 7/23/12, 8/11/13, 9/11/14, 3/25/15 | DatesOfReportsByGranteeTxt |
| Results Of Verification | NONE NECESSARY | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS - 0.565% - 09 | $124,772 | $124,138 |
| APPLE INC FLT NT - 0.516% - 05 | $150,358 | $149,686 |
| BP CAPITAL MARKETS PLC - 1.375 | $149,553 | $149,120 |
| GE CORP - 0.892% - 07/12/2016 | $80,638 | $80,189 |
| GEORGIA POWER COMPANY - 0.663% | $149,889 | $149,891 |
| GOLDMAN SACHS - 3.625% - 02/07 | $133,183 | $125,318 |
| HSBC FINANCE CORP NTS - 0.968% | $124,822 | $124,776 |
| JPMORGAN CHASE & CO - 1.625% - | $124,066 | $124,073 |
| MORGAN STANLEY - 1.750% - 02/2 | $126,279 | $125,144 |
| STATOIL ASA - 1.200% - 01/17/2 | $148,874 | $148,541 |
| TORONTO DOMINION BANK - 0.828% | $150,643 | $149,454 |
| WACHOVIA CORP SR NT - 0.659% - | $99,848 | $99,815 |
| WESTPAC BANKING CORP - 0.950% | $140,921 | $140,008 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | $1,968,784 | $2,175,800 |
| CONSUMER STAPLES SELECT SECTOR | $999,024 | $1,575,288 |
| ISHARE MSCI UK INDEX | $300,293 | $285,597 |
| ISHARES SILVER TRUST | $374,893 | $169,162 |
| ISHARES TR DJ SEL DIVIDEND INX | $299,959 | $309,393 |
| POWERSHARES DYNAMIC LARGE CAP | $299,801 | $305,445 |
| SPDR GOLD SHARES | $65,850 | $101,460 |
| SPDR S&P 500 ETF TRUST | $300,101 | $314,979 |
| SPDR S&P 600 SMALL CAP | $299,451 | $299,970 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $760,752 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $756,607 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $31,275 | $31,275 |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $360 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $8,969 | $8,969 | |
| PHILANTHROPIC TRAINING SRVCS | $70,000 | $70,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2015 | CategoryTxt |
| Amt | $500 | Amt |
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