BETA

SCHOONER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SCHOONER FOUNDATION (EIN 04-3347626)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201533209349102313
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T13:22:27-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042943536PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tonneson & Company IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 Edgewater Place Suite 300AddressLine1Txt
CityWakefieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018806208ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043347626EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Schooner Foundation co Schooner Capital LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHOBusinessNameControlTxt
Phone6179635200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 South Street Suite 1120AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStephen MaioccoPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6179635200PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHeidi E MacLeanPreparerPersonNm
PTINP00840184PTIN
Phone7812459999PhoneNum
Preparation2015-11-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$159,568,845FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$113,386,626ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,485InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,485InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,002,659DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,002,659DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$285,205NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$286,042GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$285,205CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$566,497OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$130,242,472TotalRevAndExpnssAmt
Total Net Invst Incm$16,289,349TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$9,458LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$32,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$30,250OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$379,406TaxesRevAndExpnssAmt
Taxes Net Invst Incm$64,604TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$999DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$581OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$436OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$31,575TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$23,250TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$593,007OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$587,916OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,880OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,057,526TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$652,520TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$55,816TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,132,919ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,132,919ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,190,445TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$652,520TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,188,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$123,052,027ExcessRevenueOverExpensesAmt
Net Investment Income$15,636,829NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$225,324SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,379,807SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,379,807SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$442,248CorporateStockBOYAmt
Corporate Stock EOY$130,344,532CorporateStockEOYAmt
Corporate Stock EOYFMV$130,344,532CorporateStockEOYFMVAmt
Other Investments BOY$24,843,598OtherInvestmentsBOYAmt
Other Investments EOY$23,840,045OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,840,045OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,996LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,996LandBldgEquipAccumDeprecAmt
Land BOY$999LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$8,395OtherAssetsBOYAmt
Other Assets EOY$4,461OtherAssetsEOYAmt
Other Assets EOYFMV$4,461OtherAssetsEOYFMVAmt
Total Assets BOY$25,520,564TotalAssetsBOYAmt
Total Assets EOY$159,568,845TotalAssetsEOYAmt
Total Assets EOYFMV$159,568,845TotalAssetsEOYFMVAmt
Accounts Payable EOY$10,576AccountsPayableEOYAmt
Other Liabilities BOY$14,564OtherLiabilitiesBOYAmt
Other Liabilities EOY$271,160OtherLiabilitiesEOYAmt
Total Liabilities BOY$14,564TotalLiabilitiesBOYAmt
Total Liabilities EOY$281,736TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$25,506,000UnrestrictedBOYAmt
Unrestricted EOY$159,287,109UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$25,506,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$159,287,109TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,520,564TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$159,568,845TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,506,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$123,052,027ExcessRevenueOverExpensesAmt
Other Increases$22,126,851OtherIncreasesAmt
Subtotal$170,684,878SubtotalAmt
Other Decreases$11,397,769OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$159,287,109TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
K-1 Schooner Multi Strategy FundsP$837-$837-$837
K-1 Schooner Multi Strategy FundsP$277,726$277,726$277,726
K-1 Schooner Multi Strategy FundsP$8,282$8,282$8,282
Janney Montogomery -0996P$34$34$34
FieldValueIRS element (for citing)
Capital Gain Net Income$285,205CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,844,007AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$27,409,434NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.140244DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,598,225AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$25,010,388NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.143869DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,028,907AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,944,088NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.104647DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,989,586AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$31,680,062NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.125934DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,553,290AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$33,852,216NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.104965DistributionYr5Rt
Total Distribution0.619659TotalDistributionRt
Average Distribution0.123932AverageDistributionRt
Net Vl Noncharitable Assets$60,748,459NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,528,678AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$156,368NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,685,046AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,188,735QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$312,737InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$312,737SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$312,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43,840EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$500,000AppliedToEsTaxAmt
Total Payments And Credits$543,840TotalPaymentsAndCreditsAmt
Es Penalty$54EsPenaltyAmt
Overpayment$231,049OverpaymentAmt
Applied To ES Tax$231,049AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksS Maiocco TreasurerIndividualWithBooksNm
Phone6179635200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 South Street Suite 1120AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryMPForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Vincent J Ryan
10703 Charleston DriveVero BeachFL32963Trustee5.00$0$0$0
Carla E Meyer
10703 Charleston DriveVero BeachFL32963Trustee1.00$0$0$0
Jennifer Ryan
PO Box 2042AshlandNH03217Trustee1.00$0$0$0
Cynthia A Ryan
PO Box 1708 c/o Tonneson CompanyWakefieldMA01880Trustee2.00$0$0$0
Kimberly R Dano
2611 Oakland AvenueNashvilleTN37212Trustee1.00$0$0$0
Stephanie R Ditenhafer
2504 Oakland AvenueNashvilleTN37212Trustee1.00$0$0$0
Stephen D Maiocco
23 Gerloff RoadFalmouthMA02540Treasurer2.00$0$0$0
Nicholas L Ryan
15 Shepard StreetCambridgeMA02138Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$60,765,632AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$907,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$61,673,562TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$61,673,562AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$925,103CashDeemedCharitableAmt
Net Vl Noncharitable Assets$60,748,459NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,037,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,037,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$312,737TaxBasedOnInvestmentIncomeAmt
Total Tax$312,737TotalTaxAmt
Distributable Before Adj$2,724,686DistributableBeforeAdjAmt
Recoveries Qualfied Distri$566,497RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,291,183DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,291,183DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,188,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,188,735QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,188,735AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,291,183DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,871,673ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,498,206ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,544,452ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,348,834ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,561,139ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,824,304TotalExcessDistributionCyovAmt
Qualifying Distributions$6,188,735QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,291,183AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,897,552RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,721,856TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,871,673ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,850,183ExcessDistriCyovToNextYrAmt
Excess From Year4$2,498,206ExcessFromYear4Amt
Excess From Year3$1,544,452ExcessFromYear3Amt
Excess From Year2$2,348,834ExcessFromYear2Amt
Excess From Year1$2,561,139ExcessFromYear1Amt
Excess From Current Year$2,897,552ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVincent J RyanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
909 WBUR
890 Commonwealth AvenueBostonMA02215PCGeneral Support$23,000
ACLU Foundation of TN
PO Box 120160NashvilleTN37212PCGeneral Support$7,100
African Food and Peace Foundation
72 Croton StreetWellesleyMA02181PCGeneral Support$5,000
Alternatives for Community and Environment
2201 Washington Street Suite 302BostonMA02119PCGeneral Support$4,000
Beyond Benign
100 Research DriveWilmingtonMA01887PCGeneral Support$7,000
Beyond Benign
1000 Research DriveWilmingtonMA01887PCGeneral Support$5,000
Bishop Hendrickson High School
2615 Warwick AvenueWarwickRI02889PCGeneral Support$5,000
Block Island Club
PO Box 147Block IslandRI02807PCGeneral Support$2,000
Block Island Health Services
PO Box 919Block IslandRI02807PCGeneral Support$1,000
Block Island Health Services (Honor of Linda Coster)
PO Box 919Block IslandRI02807PCGeneral Support$1,000
Brennan Center for Justice
161 Avenue of the Americas 12thNew YorkNY10013PCGeneral Support$75,000Floor
Brigham and Women's Hospital
116 Huntington Avenue 5th FloorBostonMA02116PCGeneral Support$500,000
Center for Community Change
1536 U Street NWWashingtonDC20009PCGeneral Support$75,000
Harvard University - Kennedy School - Carr Center for Human Rights Policy
124 Mt Auburn StreetCambridgeMA02138PCGeneral Support$200,000
Center for Social Inclusion
150 Broadway Suite 303New YorkNY10038PCGeneral Support$25,000
Center on Budget and Policy Priorities
820 First Street NE Suite 510WashingtonDC20002PCGeneral Support$75,000
Dana Hall School
45 Dana Road PO Box 9010WellesleyMA02482PCGeneral Support$25,000
Dream Corps Unlimited
1611 Telegraph Ave 6th FloorOaklandCA94612PCGeneral Support$5,000
Environmental Learning Center
255 Live Oak DriveVero BeachFL32963PCGeneral Support$1,000
Esther's Aid
272 North Avenue Suite 205New RochelleNY10801PCGeneral Support$4,000
Esther's Aid
272 North Avenue Suite 205New RochelleNY10801PCGeneral Support$4,000
Foundation for National Progress (Mother Jones)
222 Sutter Street Suite 600San FranciscoCA94108PCGeneral Support$30,000
Friends of Radnor Lake
PO Box 403024NashvilleTN37204PCGeneral Support$500
Fund for Global Human Rights
1666 Connecticut Ave NW Suite 410WashingtonDC20009PCGeneral Support$200,000
Fund for the Republic
3333 14th Street NW Suite 205WashingtonDC20010PCGeneral Support$150,000
Global Grassroots
1950 Lafayette Road Suite 200 Box 1PortsmouthNH03801PCGeneral Support$4,122
Global Greengrants Fund
2840 Wilderness Place Suite ABoulderCO80301PCGeneral Support$10,000
Gordon School
45 Maxfield AvenueEast ProvidenceRI02914PCGeneral Support$5,000
Greenbelt Movement
165 Court Street 175BrooklynNY11201PCGeneral Support$50,000
Harvard University - (HKS Belfer Center)
124 Mt Auburn StreetCambridgeMA02138PCGeneral Support$25,000
Harvard University (HKS Deans Council)
124 Mt Auburn StreetCambridgeMA02138PCGeneral Support$25,000
Hobart & William Smith Colleges
300 Pulteney StreetGenevaNY14456PCGeneral Support$500
Hobart and William Smith Colleges
300 Pultney StreetGenevaNY14456PCGeneral Support$400
Indian River Land Trust
80 Royal Palm Point Suite 301Vero BeachFL32960PCGeneral Support$1,000
Indian River Medical Center Foundation
1000 36th StreetVero BeachFL32960PCGeneral Support$10,000
Institute for Democratic Education and Culture
PO Box 22748OaklandCA94609PCGeneral Support$5,000
Institute for Justice and Democracy in Haiti
666 Dorchester AvenueBostonMA02127PCGeneral Support$25,000
International Justice Mission
PO Box 96961WashingtonDC20090PCGeneral Support$15,000
Irish International immigration Center
100 Franklin Street LL-1BostonMA02110PCGeneral Support$15,000
Isabella Stewart Gardner Museum
2 Palace RoadBostonMA02215PCGeneral Support$1,000,000
John F Kennedy Library Foundation
Columbia PointBostonMA02125PCGeneral Support$15,000
Maasai Wilderness Conservation Trust
PO Box 1413Santa BarbaraCA93102PCGeneral Support$30,000
Magadalene Inc
PO Box 6630 - BNashvilleTN37325PCGeneral Support$500
Marine Biological Lab
7 MBLWoods HoleMA02543PCGeneral Support$10,000
Monroe Harding
1120 Glendale LaneNashvilleTN37204PCGeneral Support$500
Monroe Harding Inc
1120 Glendale LaneNashvilleTN37204PCGeneral Support$500
Montserrat Aspirers Inc
PO Box 240874DorchesterMA02134PCGeneral Support$15,000
New Media Ventures Tides
PO Box 29198San FranciscoCA94129PCGeneral Support$7,000
New Organizing Institute Education Fund
1133 19th Street Suite 850WashingtonDC20036PCGeneral Support$25,000
New Ventures Fund Youth Engagement Fund
1201 Connecticut Avenue NW SuiteWashingtonDC20036PCGeneral Support$125,000300
New Ventures Fund Youth Engagement Fund
1201 Connecticut Avenue NW SuiteWashingtonDC20036PCGeneral Support$100,000300
North Bennet Street School
150 North StreetBostonMA02109PCGeneral Support$2,500
Oak Hill School
4815 Franklin RoadNashvilleTN372201198PCGeneral Support$10,000
Open Source Media (WBUR)
7 Webster RoadMiltonMA02186PCGeneral Support$30,000
Planned Parenthood of Middle and East TN
50 Vantage Way Suite 102NashvilleTN37228PCGeneral Support$2,000
Ploughshares Fund
1808 Wedenmeyer Street Suite 200San FranciscoCA94129PCGeneral Support$250,000
Proteus Fund
15 Research Drive Suite BAmherstMA02002PCGeneral Support$1,500
Root Capital
955 Massachusetts Avenue 5th FloorCambridgeMA02139PCGeneral Support$5,000
Science Club for Girls
PO Box 390544CambridgeMA02139PCGeneral Support$1,000
Shining Hope for Communities
175 Varick StreetNew YorkNY10014PCGeneral Support$1,000
Silent Spring Institute
29 Crafts StreetNewtonMA02458PCGeneral Support$20,000
Silent Spring Institute
29 Crafts StreetNewtonMA02458PCGeneral Support$10,000
Tanzanian Children's Fund
PO Box 382003CambridgeMA02238PCGeneral Support$5,000
Tanzanian Children's Fund
PO Box 382006CambridgeMA02238PCGeneral Support$5,000
The Advisors Charitable Gift Fund
4A Gill StreetWoburnMA01801PCGeneral Support$50,000
The Belcourt Theatre
2012 Belcourt AvenueNashvilleTN37212PC5General Support$500
The Furniture Society
111 Grovewood RoadAshevilleNC28804PCGeneral Support$10,000
The Mardy Fish Children's Foundation
PO Box 648158Vero BeachFL32994PCGeneral Support$43,000
The Nation Institute
116 East 16th Street 8th FloorNew YorkNY10003PCGeneral Support$100,000
The Nature Conservancy
4245 N Fairfax Drive Suite 100ArlingtonVA22203PCGeneral Support$100,000
The Progressive
409 East Main StreetMadisonWI53703PCGeneral Support$1,000
The University School of Nashville
2000 Edgehill AvenueNashvilleTN37212PCGeneral Support$7,000
The University School of Nashville
2000 Edgehill AvenueNashvilleTN37212PCGeneral Support$15,000
Tides Foundation (Code for Progress)
PO Box 29198San FranciscoCA94129PCGeneral Support$879
Vanderbilt University
2301 Vanderbilt PlaceNashvilleTN372402979PCGeneral Support$500
Village Health Works
45 West 36th Street 8th FloorNew YorkNY10018PCGeneral Support$5,000
Whitehead Institute
9 Cambridge CenterCambridgeMA021421479PCGeneral Support$5,000
Wounded Warrior Project Inc
4899 Belfort Road Suite 300JacksonvilleFL32256PCGeneral Support$1,000
Trustee of Boston Unviersity - In-Kind Grants
One Silber Way Eighth FloorBostonMA02215PCGeneral Support$2,501,918
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,132,919TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,485ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,002,659ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$285,205ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRecovery IncomeDesc
Exclusion01ExclusionCd
Exclusion$566,497ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,855,846ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,855,846TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonVincent J Ryan Revocable Trust DTDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110703 Charleston DriveAddressLine1Txt
CityVero BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd
FieldValueIRS element (for citing)
Total Contributions$113,386,626TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3,188,152 Shares of Iron Mountain Incorporated StocksNoncashPropertyDesc
Fair Market Value$113,386,626FairMarketValueAmt
Received2014-09-15ReceivedDt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER2007-03-03$2,812$2,812SL3.000000000000$0$0
Computer2011-01-01$5,996$4,997SL3.000000000000$999$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockIron Mountain, IncStockNm
EOY Book Value$130,344,532EOYBookValueAmt
EOYFMV$130,344,532EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Schooner Multi Strategy Fund L.P.FMV$0$0
Other InvestmentsFMV$23,840,045$23,840,045

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemComputerCategoryOrItemTxt
Cost Or Other Basis$5,996CostOrOtherBasisAmt
Accumulated Depreciation$5,996AccumulatedDepreciationAmt
Book Value$0BookValueAmt
EOYFMV$0EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal ExpenseCategoryTxt
Legal Fees$9,458LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Prepaid Income Taxes - Federal$4,461$4,461$4,461
Dividend receivable$3,934$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
Partnership Income from SMSFLP$339,421
Change in Dividend Receivable$3,934
Stock Portion of IRM Dividend$8,235,558
IRM Dividend Income - Dist. in excess of basis$2,818,856

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Dues & Subscriptions$3,400$0$1,700
Operating Expenses$1,216$0$0
Telephone Expense$70$0$53
Payroll Processing Fees$169$0$127
K-1 Schooner Multi - Portfolio Deduction$577,884$577,884$0
Computer Maintenance/Support$151$0$0
Postage & shipping$85$0$0
K-1- Schooner Multi- Other Loss$4,766$4,766$0
K-1 Schooner Multi - Investment Interest$38$38$0
K-1 Schooner Multi - Other Portfolio Income$5,228$5,228$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRecovery IncomeDesc
Revenue And Expenses Per Books$566,497RevenueAndExpensesPerBooksAmt
Adjusted Net Income$566,497AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
Unrealized Appreciation of Investments$18,721,006
Return of Capital - IRM$3,139,045
Capital Gain/(Loss) - in-kind grants$266,800

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescAccrued Income Taxes-FederalDesc
BOY Book Value$14,564BOYBookValueAmt
EOY Book Value$271,160EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryConsultingCategoryTxt
Amt$32,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$30,250DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
K-1 Schooner Multi - Foreign Taxes$64,604$64,604$0
Excise Taxes$314,802$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Schooner Multi Strategy Fund LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 South Street Suite 1120AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
EIN043566531EIN
DescN/ADesc
Amt$0Amt
FieldValueIRS element (for citing)
Total$0TotalAmt

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