KULLY FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KULLY FAMILY FOUNDATION (EIN 45-4027161)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-13
- IRS object ID
- 201502869349100315
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-13T14:42:36-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454027161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kully Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KULL | 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 | jonathan kully | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-09-23 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,078,355 | 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 | $10,098,420 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $403 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $403 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,295,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,216 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,817 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,294,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,178 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $636 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $636 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,261 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $259 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,791 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,534,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,518,427 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,760,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $429,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $429,958 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,571 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,571 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,571 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $75,996 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $75,997 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,059,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,741,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,009,840 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,216,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,203,240 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $1,391,817 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,356,749 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,098,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,858,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,078,355 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,098,355 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,858,520 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,098,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,858,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,098,355 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,858,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,098,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,760,165 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,858,520 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,858,520 | 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 | $1,295,259 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,212,043 | CostOrOtherBasisAmt |
| Gain Or Loss | $83,216 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $83,216 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,216 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,009,195 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $753,067 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.340113 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,615 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $70,881 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.798733 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.285714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 5.42456 | TotalDistributionRt |
| Average Distribution | 1.808187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,000,871 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,042,510 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,785 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,044,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,518,427 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,570 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,570 | SubtotalAmt |
| Tax Based On Investment Income | $3,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,459 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,659 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $89 | OverpaymentAmt |
| Applied To ES Tax | $89 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
|---|---|---|---|---|---|---|
| Deborah G Kully | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 |
| Jonathan Kully | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Treas | 1.0 | $0 |
| Sandra Kully | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| 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 | $3,057,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,660,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $358,719 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,077,026 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,077,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,000,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,570 | TotalTaxAmt |
| Distributable Before Adj | $246,474 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $246,474 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $246,474 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,518,427 | 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 | $1,518,427 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,518,427 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $246,474 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $113,250 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,071 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $971,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,137,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,518,427 | QualifyingDistributionsAmt |
| Applied To Current Year | $246,474 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,271,953 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,409,926 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,409,926 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $113,250 | ExcessFromYear3Amt |
| Excess From Year2 | $53,071 | ExcessFromYear2Amt |
| Excess From Year1 | $971,652 | ExcessFromYear1Amt |
| Excess From Current Year | $1,271,953 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANDRA KULLY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 120 S LASALLE St | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $1,000,000 |
| TRUSTEES OF COLUMBIA UNIV IN THE CITY OF NEW York | |||||||
| 622 W 113TH ST MC4520 | NEW YORK | NY | 10025 | N/A | PC | Thomas R. Kully Fund | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500,000 | 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 | $403 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,742 | 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 | $83,216 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Federal Tax Refund | 01 | $1,864 |
| DIVIDEND INCOME FROM PFIC | 14 | $41,817 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $196,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,042 | 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 | Thomas R Kully Trust dtd 01-21-98 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O J KULLY 385 WEST 12TH ST W3 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,098,420 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCOA INC - 6.150% - 08/15/202 | $39,034 | $39,352 |
| ALTRIA GROUP INC - 9.70% - 11/ | $37,647 | $36,824 |
| AMERICAN TOWER CORP - 3.40% - | $36,149 | $35,624 |
| ARROW ELECTRONICS INC NOTE 04. | $35,575 | $35,145 |
| AVNET INC - 5.875% - 06/15/20 | $38,116 | $37,986 |
| BALL CORP SR-6.75%-09/15/2020 | $31,538 | $31,200 |
| CA INC - 04.50% - 08/15/2023 | $39,768 | $39,823 |
| CENTURYLINK INC - 5.80% - 03/1 | $30,088 | $30,088 |
| CHEVRON CORP 2.427% 6/24/2020 | $38,724 | $38,184 |
| DAVITA INC - 6.625% - 11/01/20 | $31,628 | $31,500 |
| DELUXE CORP SR NT 7.000% - 03/ | $32,589 | $32,356 |
| DIRECTV HLDGS LLC/DIRECTV - 3. | $39,406 | $39,306 |
| DONNELLEY RR & SONS - 7.625% - | $32,118 | $31,828 |
| EXPEDIA INC DEL - 5.950% - 08/ | $38,378 | $37,994 |
| FISERV INC - 4.625% - 10/01/2 | $3,263 | $3,259 |
| FISERV INC - 3.500% - 10/01/20 | $5,066 | $5,050 |
| GAP INC - 5.950% - 04/12/2021 | $37,896 | $37,554 |
| HEINZ H J CO SR NT - 4.250% - | $32,280 | $32,320 |
| HUMANA INC NOTE CALL - 7.20% - | $37,856 | $37,382 |
| IAC INTERACTIVE CORP - 4.75% - | $30,140 | $30,148 |
| INTL GAME TECHNOLOGY - 5.00% - | $38,700 | $37,321 |
| JANUS CAP GROUP INC - 6.700% - | $38,262 | $37,619 |
| JARDEN CORP - 7.500% - 05/01/2 | $33,000 | $32,850 |
| L-3 COMMUNICATIONS CORP - 5.20 | $38,390 | $37,343 |
| LABORATORY CORP - 3.750% - 08/ | $38,841 | $38,877 |
| LEXMARK INTL - 5.125% - 03/15/ | $39,386 | $39,411 |
| MICROSOFT CORP SR NT 3.000% - | $36,829 | $36,489 |
| PROCTOR & GAMBLE CO - 3.100% - | $39,184 | $39,119 |
| SEAGATE HDD CAYMAN - 6.875% - | $37,275 | $36,750 |
| THE ADT CORPORATION NT 2.250% | $39,000 | $38,700 |
| URS CORP 5.000% - 04/01/2022 | $38,760 | $35,720 |
| VALMONT INDUSTRIES INC - 6.625 | $38,092 | $37,556 |
| VERISK ANALYTICS - 4.125% - 09 | $37,360 | $37,102 |
| WILLIS NORTH AMERICA - 07.000% | $38,634 | $38,488 |
| XEROX CORP - 2.800% - 05/15/20 | $4,973 | $4,912 |
| XEROX CORPORATION NOTE 04.500% | $32,453 | $32,060 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (168 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABIOMED | $11,517 | $19,030 |
| ACTAVIS PLC | $9,515 | $10,811 |
| AECOM TECHNOLOGY CORPORATION | $15,011 | $14,699 |
| AERCAP HOLDING N.V. | $14,975 | $14,713 |
| AETNA INC. | $14,972 | $16,967 |
| AFFILIATED MANAGERS GROUP | $28,670 | $31,836 |
| AFLAC INC. | $28,589 | $30,606 |
| AKAMAI TECH COM STK | $15,228 | $21,721 |
| ALLEGION PLC | $1,851 | $2,218 |
| ALLERGAN INC. | $9,406 | $11,267 |
| ALLIANZ SE ADR | $4,976 | $5,302 |
| AMAZON COM | $28,029 | $31,035 |
| AMERICAN EXPRESS CO | $9,428 | $10,514 |
| AMERIPRISE FINANCIAL INC | $14,914 | $16,928 |
| AMTRUST FINANCIAL SERVICES, IN | $15,004 | $20,531 |
| ANGEL OAK MULTI-STRATEGY INCOM | $304,265 | $301,548 |
| ANTHEM INC | $14,955 | $15,960 |
| APPLE INC. | $38,815 | $56,956 |
| ASSURANT INC | $14,970 | $16,218 |
| AVAGO TECHNOLOGIES LIMITED | $15,061 | $19,112 |
| AVIS BUDGET GROUP INC | $14,962 | $18,970 |
| AXA ADS | $2,545 | $2,518 |
| BASF AG SPONS ADR | $5,170 | $5,003 |
| BHP BILLITON LIMITED | $12,167 | $9,937 |
| BLACKROCK STRAT INC OPP - INS | $715,823 | $704,528 |
| BOEING CO | $23,310 | $24,696 |
| BRITISH AMERICAN TOBACCO PLC | $21,229 | $20,701 |
| BROOKDALE SENIOR LVG | $21,771 | $30,069 |
| BROOKFIELD ASSET MANAGEMENT CL | $2,619 | $3,008 |
| CALLIDUS SOFTWARE, INC. | $11,057 | $16,330 |
| CANADIAN NATL RAILWAY CO | $9,135 | $9,647 |
| CANADIAN NATURAL RESOURCES LTD | $9,253 | $8,338 |
| CANADIAN PACIFIC RAILWAY LTD | $11,680 | $11,561 |
| CELANESE CORPORATION | $15,012 | $16,369 |
| CEPHEID | $14,751 | $21,656 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $9,417 | $11,217 |
| COLGATE-PALMOLIVE COMPANY | $22,973 | $24,701 |
| COMCAST CORP CL A | $24,474 | $27,149 |
| CORE LABORATORIES | $2,741 | $2,407 |
| CORNING INC | $14,973 | $18,665 |
| COSTAR GROUP, INC. | $17,213 | $18,363 |
| CVS CAREMARK CORP. | $9,475 | $11,461 |
| DANAHER CORP | $9,426 | $11,057 |
| DEXCOM, INC. | $16,591 | $40,737 |
| DIAGEO PLC ADS | $20,691 | $21,107 |
| DOMINION RESOURCES INC | $13,742 | $15,380 |
| EATON CORP PLC | $23,914 | $26,776 |
| EBAY INC. | $9,464 | $10,214 |
| ECOLAB INC | $9,534 | $9,198 |
| EMERSON ELECTRIC CO. | $23,161 | $23,643 |
| ENCORE CAPITAL GROUP INC | $21,144 | $28,194 |
| ENSCO PLC | $6,115 | $4,792 |
| ENSIGN RESOURCE SERVICE GROUP | $1,326 | $965 |
| EOG RESOURCES INC | $14,987 | $14,823 |
| EXACT SCIENCES CORPORATION | $7,351 | $8,232 |
| EXAMWORKS GROUP INC | $16,359 | $29,113 |
| EXPRESS SCRIPTS HOLDING CO. | $9,446 | $11,346 |
| FACEBOOK INC | $25,275 | $31,208 |
| FASTENAL COMPANY | $22,391 | $23,780 |
| FINNING INTL INC | $502 | $436 |
| FLEETMATICS GROUP PLC | $19,466 | $20,655 |
| GILEAD SCIENCES INC | $26,573 | $47,130 |
| GOODYEAR TIRE & RUBBER COMPANY | $14,977 | $20,085 |
| GOOGLE INC CL A | $26,313 | $29,186 |
| GOOGLE INC CL C | $16,783 | $20,003 |
| GUIDEWIRE SOFTWARE INC | $15,121 | $20,252 |
| HALLIBURTON COMPANY | $9,399 | $6,765 |
| HERTZ GLOBAL HOLDINGS INC | $14,976 | $16,959 |
| HMS HOLDINGS CORP | $20,496 | $21,140 |
| HOME DEPOT INC. | $37,781 | $45,137 |
| ICON PLC - AMERICAN DEPOSITARY | $9,439 | $8,668 |
| IDEXX CORP | $14,980 | $24,465 |
| ILLINOIS TOOL WORKS | $22,501 | $26,043 |
| IMAX CORPORATION | $5,992 | $6,180 |
| INGERSOL-RAND PLC | $6,744 | $7,924 |
| INPHI CORPORATION | $833 | $924 |
| INTEL CORP | $13,007 | $14,697 |
| INTERCONTINETAL EXCHANGE INC | $9,369 | $10,307 |
| INVESCO PLC | $22,655 | $24,226 |
| ITC HOLDINGS CORP | $9,407 | $10,916 |
| J2 GLOBAL INC | $19,515 | $24,800 |
| JARDEN CORP | $14,952 | $18,386 |
| JOHNSON & JOHNSON | $13,639 | $14,117 |
| JOHNSON CONTROLS INC. | $14,966 | $16,919 |
| LEXMARK INTL INC | $14,973 | $15,064 |
| LIBERTY INTERACTIVE CORPORATIO | $12,784 | $15,769 |
| LKQ CORPORATION | $21,798 | $23,621 |
| MANULIFE FIN CORP | $2,693 | $2,864 |
| MAXLINEAR INC | $15,416 | $11,115 |
| MCKESSON CORP | $9,345 | $10,171 |
| MEAD JOHNSON NUTRITI | $24,444 | $30,162 |
| MEDTRONIC INC | $22,426 | $25,775 |
| MICROSOFT CORPORATION | $13,437 | $14,074 |
| MOHAWK INDS INC | $9,423 | $11,497 |
| MRC GLOBAL INC | $14,974 | $10,666 |
| MYLAN INC. | $9,355 | $9,527 |
| NABORS INDUSTRIES LTD | $10,207 | $8,177 |
| NASDAQ OMX GROUP | $14,956 | $17,266 |
| NATIXIS OAKMARK INTERNATIONAL | $569,729 | $558,450 |
| NATL OILWELL VARCO | $14,952 | $13,630 |
| NCR CP | $14,981 | $14,220 |
| NESTLE S.A. | $10,021 | $10,213 |
| NEXTERA ENERGY, INC | $12,974 | $14,774 |
| NOBLE CORPORATION | $9,020 | $7,622 |
| NORDSTROM INC | $13,537 | $15,481 |
| NORTHEAST UTIL | $12,976 | $14,932 |
| NOVADAQ TECHNOLOGIES INC | $17,397 | $21,606 |
| NOVARTIS AG ADR | $18,894 | $19,644 |
| O'REILLY AUTOMOTIVE INC. | $9,296 | $11,942 |
| OCCIDENTAL PETROLEUM CORP | $14,892 | $14,187 |
| OWENS ILLINOIS | $14,986 | $15,870 |
| PALL CP | $34,710 | $50,605 |
| PANDORA MEDIA INC. | $11,344 | $11,590 |
| PARTNERRE LTD. COM | $2,727 | $2,853 |
| PEARSON PLC | $14,126 | $14,040 |
| PERRIGO CO PLC | $15,221 | $16,716 |
| PORTFOLIO RECOVERY ASSOCIATES, | $23,731 | $23,172 |
| POTASH CORPORATION OF SASKATCH | $11,064 | $12,009 |
| PRECISION CASTPARTS | $33,582 | $36,132 |
| PUTNAM EQUITY SPECTRUM FUND Y | $155,711 | $160,335 |
| QUALCOMM INC | $23,573 | $24,009 |
| RAYTHEON CO. | $15,069 | $16,658 |
| RED HAT, INC | $25,628 | $34,570 |
| RIO TINTO PLC SPONSORED ADR | $11,652 | $11,054 |
| ROBECO BOSTON PARTNERS LONG SH | $608,216 | $624,141 |
| ROCHE HOLDING LTD ADR | $13,480 | $12,950 |
| ROCKWELL COLLINS INC | $9,412 | $10,560 |
| RPX CORP | $6,977 | $6,890 |
| SALESFORCE.COM | $22,680 | $23,724 |
| SCHLUMBERGER LTD | $56,069 | $45,865 |
| SIRONA DENTAL SYSTEMS INC | $17,320 | $21,843 |
| STANLEY BLACK & DECKER INC | $13,007 | $14,892 |
| STARBUCKS CORP COM | $37,953 | $45,456 |
| STERICYCLE INC | $21,850 | $26,216 |
| SUNCOR ENERGY INC | $27,489 | $25,869 |
| SYMANTEC CORP | $14,990 | $16,756 |
| T. ROWE PRICE ASSOCIATES | $9,624 | $10,046 |
| TALISMAN ENERGY INC | $2,688 | $2,936 |
| TE CONNECTIVITY LTD | $14,983 | $17,394 |
| TECK COMINCO LIMITED CL B SV | $2,547 | $2,046 |
| TEMPLETON GLOBAL BD | $313,457 | $295,434 |
| TENARIS SA-ADR | $12,753 | $9,365 |
| THIRD AVENUE FOCUSED CREDIT FU | $609,171 | $572,682 |
| THORNBURG INTERNATIONAL GROWTH | $262,734 | $250,476 |
| TJX COMPANIES INC | $9,412 | $10,698 |
| TORONTO DOMINION | $14,198 | $14,525 |
| TRAVELERS COMPANIES INC | $13,076 | $14,925 |
| TRIMAS CORPORATION | $16,302 | $14,393 |
| TRIMBLE NAV LTD | $19,223 | $15,924 |
| UNILEVER N V N Y | $6,125 | $6,246 |
| UNION PACIFIC | $13,021 | $15,130 |
| UNITED PARCEL SERVICE | $13,000 | $14,897 |
| UNITED RENTALS INC | $17,219 | $30,603 |
| UNITED TECHNOLOGIES CORP | $22,415 | $25,530 |
| V F CORP | $13,045 | $15,130 |
| VALE SA | $9,101 | $6,789 |
| VERISK ANALYTICS, INC | $18,339 | $19,215 |
| WALT DISNEY HOLDINGS CO. | $9,421 | $10,549 |
| WEATHERFORD INTL | $13,230 | $8,817 |
| WELLS FARGO ADVTG ABSLT RETURN | $622,740 | $599,013 |
| WESTERN DIGITAL CORP | $14,965 | $18,155 |
| WESTERN UNION CO | $14,984 | $16,656 |
| WILLIAM BLAIR GLOBAL SMALL CAP | $174,430 | $206,213 |
| WILLIAMS SONOMA INC. | $19,612 | $22,704 |
| WILLIS GROUP HOLDINGS LTD | $15,004 | $16,535 |
| YARA INTERNATIONAL ASA | $463 | $441 |
| YUM BRANDS INC | $22,695 | $23,968 |
| ZOETIS INC | $31,132 | $43,030 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $75,996 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $75,997 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE ALT ALPHA FUND | $700,000 | $712,443 |
| SKYBRIDGE MULTI-ADVISER HEDGE | $691,817 | $644,306 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $636 | LegalFeesAmt |
| Disbursements Charitable Prps | $636 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $17,776 | $17,776 | |
| Bank Charges | $259 | $259 | |
| State or Local Filing Fees | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax Refund | $1,864 | |
| Dividend Income from PFIC | $41,817 | $41,817 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $15,261 | Amt |
| Net Investment Income | $15,261 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2013 | $174 | |
| Foreign Tax Paid | $176 | $176 |
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