EFRUSY FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EFRUSY FAMILY FOUNDATION (EIN 46-1252608)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-02
- IRS object ID
- 201521839349100767
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-02T14:34:06-05:00 | 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 | 461252608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Efrusy Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | EFRU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | kevin efrusy | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-06-15 | 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 | 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 | $20,687,804 | 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 | $4,109,265 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,994,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,452,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,933,867 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,181,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,011,542 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,720 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,529 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,529 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,752 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $43,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,281 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $399,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $399,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $452,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $446,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,728,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,004,822 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,431,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,320,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,320,280 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,203 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,023 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,203 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,203 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $402,636 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $752,693 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $750,862 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,434,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,595,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,671,840 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,674,761 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,001,360 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,937,619 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,949,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,677,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,687,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,949,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,677,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,949,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,677,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,949,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,677,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,949,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,728,150 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,677,341 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,677,341 | 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 | $4,452,327 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,518,460 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,933,867 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,933,867 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,933,867 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,411,059 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,151,374 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | 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 | 0.000342 | TotalDistributionRt |
| Average Distribution | 0.000171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,210,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,772 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,048 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,820 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $446,231 | 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 | $30,048 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,048 | SubtotalAmt |
| Tax Based On Investment Income | $30,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,711 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $38,711 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,663 | OverpaymentAmt |
| Applied To ES Tax | $8,663 | 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 | Yes (true) | 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 | DE | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kevin Efrusy | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres* / Chairman | 1.0 | $0 |
| Molly Efrusy | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 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 | $12,219,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,237,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,457,223 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,457,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,858 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,210,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $810,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $810,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,048 | TotalTaxAmt |
| Distributable Before Adj | $780,470 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $780,470 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $780,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $446,231 | 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 | $446,231 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,048 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $416,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $780,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $409,735 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $446,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $409,735 | AppliedToYear1Amt |
| Applied To Current Year | $36,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $743,974 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP FOUNDATION | |||||||
| PO BOX 7408 | NEW YORK | NY | 10150 | N/A | PC | African Leadership Academy Student Sponshorship Fund | $30,000 |
| BRIGHT PINK NFP | |||||||
| 670 N CLARK ST STE 2 | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $200 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 1800 DIAGONAL RD STE 150 | ALEXANDRIA | VA | 22314 | N/A | PC | Click Foundation in South Africa | $5,000 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 1800 DIAGONAL RD STE 150 | ALEXANDRIA | VA | 22314 | N/A | PC | Kronendal Music Academy in Hout Bay, South Africa | $7,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $10,000 |
| FIRELIGHT FOUNDATION | |||||||
| 740 FRONT ST STE 380 | SANTA CRUZ | CA | 95060 | N/A | PC | General & Unrestricted | $20,000 |
| FIRELIGHT FOUNDATION | |||||||
| 740 FRONT ST STE 380 | SANTA CRUZ | CA | 95060 | N/A | PC | Her Village Venture Fund | $500 |
| FUTURE PROJECT INC | |||||||
| 207 FRONT ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $200,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $25,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | Urgent Need Fund | $900 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | Charitable Event | $400 |
| NURU INTERNATIONAL | |||||||
| 71 MANZANITA RD | ATHERTON | CA | 94027 | N/A | PC | General & Unrestricted | $20,000 |
| PALO ALTO PARTNERS IN EDUCATION | |||||||
| PO BOX 1557 | PALO ALTO | CA | 94302 | N/A | PC | elementary schools (Walter Hays) and middle schools (JLS) | $50,000 |
| PURSUIT OF EXCELLENCE | |||||||
| 1795 HAMILTON AVE | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $750 |
| REGENTS OF THE UNIVERSITY OF CA AT BERKELEY | |||||||
| 2195 HEARST AVE RM 120 MC 1104 | BERKELEY | CA | 94720 | N/A | PC | School of Public Health | $10,000 |
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||
| 518 MEMORIAL WAY RM S239 | STANFORD | CA | 94305 | N/A | PC | EXTREME design for extreme affordability Program | $20,000 |
| UNIVERSITY CLUB OF PALO ALTO SCHOLARSHIP FUND | |||||||
| 3277 MIRANDA AVE | PALO ALTO | CA | 94304 | N/A | PC | General & Unrestricted | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $399,950 | 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 | $2,234 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,441 | 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 | $1,994,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,071,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,071,836 | 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 | Efrusy Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 Tennyson Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,109,265 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | FACEBOOK INC FB, 12719 sh. | $991,446 | 2014-12-12 |
| 1 | GOOGLE INC CL C GOOG, 1536 sh. | $804,219 | 2014-12-12 |
| 1 | GOOGLE INC CL A GOOGL, 1536 sh. | $809,241 | 2014-12-12 |
| 1 | TESLA MOTORS INC TSLA, 3400 sh. | $707,506 | 2014-12-12 |
| 1 | TWITTER INC TWTR, 21592 sh. | $796,853 | 2014-12-12 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Efrusy | PersonNm |
| Short Explanation | *Removed from position in 2014 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBEY NATL TREAS SVCS PLC - 1. | $175,000 | $174,484 |
| AT&T INC GLBL NT - 0.800% - 12 | $349,643 | $349,867 |
| AUTOZONE - 1.30% - 01/13/2017 | $399,920 | $398,504 |
| BARCLAYS BANK - 3.90% - 04/07/ | $207,016 | $201,670 |
| CNOOC FIN - 1.125% - 05/09/201 | $199,862 | $199,292 |
| DIRECTV HLDGS LLC/ DIRECTV - 2 | $359,821 | $356,605 |
| DUKE ENERGY - 00.0% - 04/03/20 | $200,000 | $200,268 |
| EXPRESS SCRIPTS HLDG CO - 2.10 | $373,959 | $370,455 |
| EXXON MOBIL - 0.921% - 03/15/2 | $350,000 | $349,545 |
| FORD MOTOR CREDIT - 4.207% - 0 | $373,590 | $362,268 |
| GE CAP CORP EMTN - 1.250% - 11 | $350,200 | $349,865 |
| J P MORGAN CHASE & CO - 1.875% | $202,606 | $200,596 |
| MCKESSON CORP BOND - 01.292% - | $349,716 | $348,212 |
| METHANEX CORP - 6.00% - 08/15/ | $413,318 | $398,706 |
| PRUDENTIAL INC. - 4.750% - 09/ | $317,634 | $307,836 |
| THERMO FISHER SCIENTIFIC NT - | $102,782 | $101,559 |
| UNIVERSITY MASS BLDGAUTH REV R | $300,000 | $299,466 |
| VALE OVERSEAS LIMITED NOTE 6.2 | $325,500 | $319,965 |
| VERIZON COMMUNICATIONS SR NT - | $400,000 | $399,211 |
| WHIRLPOOL CORP - 1.350% - 03/0 | $250,793 | $249,245 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FACEBOOK INC | $2,477,985 | $5,517,497 |
| GOOGLE INC CL A | $809,242 | $815,094 |
| GOOGLE INC CL C | $804,219 | $808,550 |
| TESLA MOTORS INC | $707,506 | $756,194 |
| TWITTER INC | $796,853 | $774,505 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $752,693 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $750,862 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $41,822 | $41,822 |
| State or Local Filing Fees | $25 | $25 |
| EQUIPMENT PURCHASE&MAINTENANCE | $1,905 | $1,905 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,720 | Amt |
| Net Investment Income | $6,720 | NetInvestmentIncomeAmt |
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