FUHRMAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FUHRMAN FAMILY FOUNDATION (EIN 46-1579112)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-03
- IRS object ID
- 201503079349100310
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-03T11:04:36-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | 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 | 461579112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUHRMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUHR | BusinessNameControlTxt |
| Phone | 2123031650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 5TH AVENUE 21ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN FUHRMAN | PersonNm |
| Person Title | PRESIDENT/ TREASURER | PersonTitleTxt |
| Phone | 2123031650 | PhoneNum |
| Signature | 2015-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY BLUME | PreparerPersonNm |
| PTIN | P00185943 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,588,522 | 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 | $7,401,077 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,754 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,754 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $507,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,695,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,847,292 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $248,766 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $275,465 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,160,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,125,511 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,785 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,785 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $860 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $835 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,022,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,022,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,081,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,026,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,078,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,125,486 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,990,008 | CashBOYAmt |
| Cash EOY | $9,372 | CashEOYAmt |
| Cash EOYFMV | $9,372 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $4,597,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,597,458 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,563,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,431,504 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,671,017 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,569,424 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,550,188 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,661,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,739,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,588,522 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,661,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,739,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,661,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,739,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,661,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,739,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,661,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,078,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,739,334 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,739,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30,000 SHRS INTREXON CORP | 2011-05-26 | 2014-02-24 | $790,329 | $275,625 | $514,704 | $514,704 | |
| 43,380 SHRS DELPHI PLC | 2009-07-30 | 2014-03-18 | $2,905,634 | $220,536 | $2,685,098 | $2,685,098 | |
| MSD EUROPEAN OPPORTUNITY FUND LP (STCG) | 2014-12-31 | 2014-12-31 | -$38,796 | -$38,796 | D | ||
| MSD EUROPEAN OPPORTUNITY FUND LP (LTCG) | 2014-12-31 | 2014-12-31 | $126,409 | $126,409 | D | ||
| MSD EUROPEAN OPPORTUNITY FUND LP (STCG - SECTION 1256) | 2014-12-31 | 2014-12-31 | $14,988 | $14,988 | D | ||
| MSD EUROPEAN OPPORTUNITY FUND LP (LTCG - SECTION 1256) | 2014-12-31 | 2014-12-31 | $22,481 | $22,481 | D | ||
| MSD SBI LP (STCG) | 2014-12-31 | 2014-12-31 | $5,828 | $5,828 | D | ||
| MSD SBI LP (LTCG) | 2014-12-31 | 2014-12-31 | $119,316 | $119,316 | D | ||
| MSD TORCHLIGHT PARTNERS LP (STCG) | 2014-12-31 | 2014-12-31 | $73,199 | $73,199 | D | ||
| MSD TORCHLIGHT PARTNERS LP (LTCG) | 2014-12-31 | 2014-12-31 | $87,685 | $87,685 | D | ||
| MSD VALUE FUND LP (STCG) | 2014-12-31 | 2014-12-31 | $81,567 | $81,567 | D | ||
| MSD VALUE FUND LP (LTCG) | 2014-12-31 | 2014-12-31 | $156,964 | $156,964 | D | ||
| UBIT LOSS FROM MSD EUROPEAN OPPORTUNITY FUND LP | 2014-12-31 | 2014-12-31 | $80 | $80 | D | ||
| UBIT GAIN FROM MSD EUROPEAN OPPORTUNITY FUND LP | 2014-12-31 | 2014-12-31 | -$2,231 | -$2,231 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,847,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,503 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,008,562 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005051 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,372,362 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.005051 | TotalDistributionRt |
| Average Distribution | 0.002526 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,620,247 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,983 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,238 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,026,620 | 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 | $41,255 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,255 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,551 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $51,551 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $10,280 | OverpaymentAmt |
| Applied To ES Tax | $10,280 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GLENN FUHRMAN | IndividualWithBooksNm |
| Phone | 2123031650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 5TH AVENUE 21ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| GLENN R FUHRMAN | ||||||||
| 645 5TH AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| AMANDA FUHRHMAN | ||||||||
| 645 5TH AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN C PHELAN | ||||||||
| 645 5TH AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | ASST. SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| MARC LISKER | ||||||||
| 645 5TH AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | ASST. SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,679,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,222,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,971,189 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,873,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,873,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,620,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $831,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $831,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,255 | TotalTaxAmt |
| Distributable Before Adj | $789,757 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $789,757 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $789,757 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,026,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,026,620 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,255 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $985,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $789,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $386,895 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,026,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $386,895 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $639,725 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $150,032 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GLENN R FUHRMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JHE FOUNDATION | |||||||
| 175 JEFFERSON STREET | FAIRFIELD | CT | 06825 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| MAYOR'S FUND TO ADVANCE NEW YORK CITY | |||||||
| 253 BROADWAY 8TH FLOOR | NEW YORK | NY | 10007 | NONE | PC | TO SUPPORT THE DESIGN, DEVELOPMENT, AND MAINTENANCE OF A FREE, PUBLIC WI-FI NETWORK IN HARLEM. | $212,000 |
| MUSEUM OF MODERN ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PC | FOR CAPITAL CAMPAIGN | $790,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| STEPHANIE BECKER FUND | |||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | NONE | PC | FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,022,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,754 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,151 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $505,456 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI LOSS FROM LIMITED PARTNERSHIPS | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$26,699 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$24,548 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $783,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $759,127 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GLENN R FUHRMAN | ||||||
| 1 | 645 5TH AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | $3,368,691 | Yes (X) |
| GLENN R FUHRMAN | ||||||
| 2 | 645 5TH AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | $910,834 | Yes (X) |
| GLENN R FUHRMAN | ||||||
| 3 | 645 5TH AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | $212,055 | Yes (X) |
| GLENN R FUHRMAN | ||||||
| 4 | 645 5TH AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | $2,909,497 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 108,843 SHARES OF INTREXON CORP | $3,368,691 | 2014-02-05 |
| 2 | 36,281 SHARES OF INTREXON CORP | $910,834 | 2014-03-03 |
| 3 | 9,522 SHARES OF INTREXON CORP | $212,055 | 2014-08-14 |
| 4 | 43,380 SHARES OF DELPHI PLC | $2,909,497 | 2014-03-04 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 124,646 SHRS INTREXON CORP | StockNm |
| EOY Book Value | $3,563,080 | EOYBookValueAmt |
| EOYFMV | $3,431,504 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MSD EUROPEAN OPPORTUNITY FUND L.P. | FMV | $2,245,235 | $2,225,570 |
| MSD SBI, L.P. | FMV | $1,613,388 | $2,353,111 |
| MSD TORCHLIGHT PARTNERS L.P. | FMV | $2,258,064 | $3,124,541 |
| MSD VALUE INVESTMENTS L.P. | FMV | $2,452,737 | $2,846,966 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,785 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,785 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $25 | $25 | $0 |
| DELAWARE FILING FEE | $85 | $0 | $85 |
| NY DEPT OF LAW | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MSD EUROPEAN OPPORTUNITY FUND LP | $122,099 | $122,102 | $122,099 |
| MSD EUROPEAN OPPORTUNITY FUND LP (UBTI) | $0 | -$3 | $0 |
| MSD SBI LP | $20,201 | $20,201 | $20,201 |
| MSD TORCHLIGHT PARTNERS LP | $69,422 | $42,720 | $69,422 |
| MSD TORCHLIGHT PARTNERS LP (UBTI) | $0 | $26,702 | $0 |
| MSD VALUE FUND LP | $63,743 | $63,743 | $63,743 |
| UBTI LOSS FROM LIMITED PARTNERSHIPS | -$26,699 | -$26,699 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $55,000 | $0 | $0 |
| NY CORP TAX | $250 | $0 | $0 |