OLESKY FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OLESKY FAMILY FOUNDATION (EIN 27-4462285)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-01
- IRS object ID
- 201522749349100402
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-01T09:39:40-05:00 | 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 | 274462285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Olesky Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | OLES | 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 | lee olesky | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-08-31 | 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 | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $797,553 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,947 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $537,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,811 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$61 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$61 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $158,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,727 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,332 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,512 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,215 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,056 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,056 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $313,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,507 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $250,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $614,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $632,990 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $680,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $775,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $797,553 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $680,852 | RetainedEarningBOYAmt |
| Retained Earning EOY | $775,930 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $680,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $775,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $680,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $775,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $680,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,078 | ExcessRevenueOverExpensesAmt |
| Subtotal | $775,930 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $775,930 | 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 | $537,655 | GrossSalesPriceAmt |
| Cost Or Other Basis | $487,844 | CostOrOtherBasisAmt |
| Gain Or Loss | $49,811 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $49,811 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,811 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,354 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $673,124 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113432 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,897 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $375,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055658 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,625 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $140,595 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.338739 | 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 | 0.507829 | TotalDistributionRt |
| Average Distribution | 0.169276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,090,970 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $184,675 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $572 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,247 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,675 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,144 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,144 | SubtotalAmt |
| Tax Based On Investment Income | $1,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $373 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,173 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $29 | OverpaymentAmt |
| Applied To ES Tax | $29 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Amy Olesky | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Lee Olesky | ||||||
| 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 | $435,680 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $632,990 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,107,584 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,107,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,090,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,144 | TotalTaxAmt |
| Distributable Before Adj | $53,405 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,405 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,675 | 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 | $59,675 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $59,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,405 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $40,657 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,210 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,530 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,397 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,675 | QualifyingDistributionsAmt |
| Applied To Current Year | $53,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,270 | RemainingDistriFromCorpusAmt |
| Total Corpus | $93,667 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $93,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $40,657 | ExcessFromYear3Amt |
| Excess From Year2 | $2,210 | ExcessFromYear2Amt |
| Excess From Year1 | $44,530 | ExcessFromYear1Amt |
| Excess From Current Year | $6,270 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Amy Olesky | ContributingManagerNm |
| Contributing Manager | Lee Olesky | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS & NEUROMUSCULAR RESEARCH FDN PACIFIC MED CTR | |||||||
| 2351 CLAY ST 416 | SAN FRANCISCO | CA | 94115 | N/A | PC | General & Unrestricted | $200 |
| ALUMNI FUND ALUMNI ASSO COLLEGE OF MEDICINE SUNY | |||||||
| 450 CLARKSON AVE - BOX 1204 | BROOKLYN | NY | 11203 | N/A | PC | General & Unrestricted | $250 |
| ASTHMA & ALLERGY FOUNDATION OF AMERICA | |||||||
| 109 HIGHLAND AVE | NEEDHAM | MA | 02494 | N/A | PC | Charitable Event | $1,000 |
| BOYS HOPE GIRLS HOPE OF NEW YORK INC | |||||||
| LASALLE HALL 367 CLERMONT AVE | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $12,000 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 733 3RD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $1,000 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $10,000 |
| JOHN F KENNEDY MEDICAL CENTER FOUNDATION INC | |||||||
| 98 JAMES ST | EDISON | NJ | 08820 | N/A | PC | General & Unrestricted | $250 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 3RD AVE 28TH FL | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $250 |
| NATIONAL BRAIN TUMOR SOCIETY INC | |||||||
| 55 CHAPEL ST STE 200 | NEWTON | MA | 02458 | N/A | PC | Charitable Event | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $200 |
| TRUSTEES OF UNION COLLEGE | |||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | N/A | PC | General & Unrestricted | $3,000 |
| TULANE UNIVERSITY | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,150 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,947 | 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 | $49,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$61 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,727 | 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 | Tradeweb | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | L OLESKY 1177 AVE OF THE AMERICAS | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SPDR S&P BANK ETF | StockNm |
| EOY Book Value | $74,950 | EOYBookValueAmt |
| EOYFMV | $78,507 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TRADEWEB MARKETS LLC | CategoryOrItemTxt |
| Book Value | $614,924 | BookValueAmt |
| EOYFMV | $632,990 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,500 | $5,500 | |
| K-1 Exp TRADEWEB MARKETS LLC | $1,642 | $1,512 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss TRADEWEB MARKETS LLC | Desc |
| Revenue And Expenses Per Books | -$61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$61 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $800 |
| 990-PF Extension for 2013 | $1,532 |
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