2015-05-08T08:37:40-07:00 2014-12-31 Wealth Design Retirement Services 132 Allens Creek Rd Ste 205 Rochester NY 14618 990PF 2014-01-01 200226054 Alison Foundation ALIS 5857385388 160 West 75th Street Apt 4A New York NY 10023 Ronald H Fielding Trustee 2015-05-08 true Steven G Schwartz CPA P00052234 5854423230 2014 2016-02-25 16:41:14Z X 13720151 X 67101 595600 595600 106863 106863 110902 622484 110902 8568 129 889034 813494 1355 678 39370 40725 678 0 650000 650000 690725 678 650000 198309 812816 59058 873271 873271 8389620 7582843 7639433 1128082 1023630 5207447 9576760 9479744 13720151 0 X 9576760 9479744 9576760 9479744 9576760 9479744 9576760 198309 196846 9971915 492171 9479744 110902 32859 false 583830 10082091 0.05791 410000 8555563 0.04792 393804 7721659 0.05100 319000 6990769 0.04563 315659 5983528 0.05276 0.25522 0.05104 12701693 648333 8128 656461 650000 16256 16256 16256 26400 26400 X 10144 10144 false false false false false false false false true true NY true false false false false true N/A Daniel Fielding 5857385388 160 West 75th Street Apt 4A New York NY 10023 false false false false false false false false false false false false false false false false false false false false false false false false false false Ronald H Fielding 42 SURFSONG RD Kiaweh Island SC 29455 Trustee 5.00 0 Daniel Fielding 160 West 75th Street Apt 4A New York NY 10023 Secretary 1.00 0 NONE NONE 12353133 541987 0 12895120 0 12895120 193427 12701693 635085 635085 16256 16256 618829 618829 618829 650000 650000 650000 618829 8694 132065 140759 650000 0 618829 31171 171930 0 171930 8694 132065 31171 Ronald H Fielding X ST JOHN'S COLLEGE 60 COLLEGE AVE ANNAPOLIS MD 21401 None Public To support the curriculum based on the reading, study and discussion of the most important books of the Western tradition. 650000 650000 14 595600 14 106863 110902 NONDIVIDEND DISTRIBUTIONS 14 8439 SUB PAYMENTS NOT DIV 14 129 711031 110902 821933 false false false false false false false false false false X X 1 RONALD FIELDING 42 SURFSONG RD KIAWAH ISLAND SC 29455 203823 X 2 RONALD FIELDING 42 SURFSONG RD KIAWAH ISLAND SC 29455 963424 X 1 3,500 SHS FRANKLIN RESOURCES INC. 203823 2014-12-05 2 16,780 SHS RAYMOND JAMES FINANCIAL INC. 963424 2014-12-05 ACCOUNTING FEES 1355 678 0 0 ADJUSTMENT 53788 COST BASIS ADJUSTMENT 104275 COST BASIS ADJUSTMENT 282694 COST BASIS ADJUSTMENT 51414 NONDIVIDEND DISTRIBUTIONS 8439 SUB PAYMENTS NOT DIV 129 129 MUNI BOND ACRETION 35871 MUNI BOND ACRETION 73103 MUNI BOND ACRETION 87872 CURRENT YEAR ESTIMATES 26400 PY FEDERAL TAX BALANCE DUE 12970