BETA

UMSIZI FUND: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UMSIZI FUND (EIN 46-1723396)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-27
IRS object ID
201542399349100409
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)
Return2015-08-27T15:23:31-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461723396EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Umsizi FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlUMSIBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personamy brakermanPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-07-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$5,602,873FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,895,504ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,006InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,006InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$119,132NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,776,373GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,970,593CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,778,378TotalRevAndExpnssAmt
Total Net Invst Incm$2,972,599TotalNetInvstIncmAmt
Taxes Rev And Expnss$66,074TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$110OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$110OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$26,485TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$26,485TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,583OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21,533OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$114,252TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$48,128TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$233,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$233,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$347,802TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$281,678TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,430,576ExcessRevenueOverExpensesAmt
Net Investment Income$2,972,549NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,172,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,597,373SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,597,373SavAndTempCashInvstEOYFMVAmt
Other Assets EOY$5,500OtherAssetsEOYAmt
Other Assets EOYFMV$5,500OtherAssetsEOYFMVAmt
Total Assets BOY$2,172,297TotalAssetsBOYAmt
Total Assets EOY$5,602,873TotalAssetsEOYAmt
Total Assets EOYFMV$5,602,873TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,172,297RetainedEarningBOYAmt
Retained Earning EOY$5,602,873RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,172,297TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,602,873TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,172,297TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,602,873TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,172,297TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,430,576ExcessRevenueOverExpensesAmt
Subtotal$5,602,873SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,602,873TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$3,776,373GrossSalesPriceAmt
Cost Or Other Basis$805,780CostOrOtherBasisAmt
Gain Or Loss$2,970,593GainOrLossAmt
Gains Minus Excess Or Losses$2,970,593GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,970,593CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,698AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$831,519NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066983DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.066983TotalDistributionRt
Average Distribution0.066983AverageDistributionRt
Net Vl Noncharitable Assets$3,717,933NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$249,038AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$29,725NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$278,763AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$287,178QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$29,725InvestmentIncomeExciseTaxAmt
Subtotal$29,725SubtotalAmt
Tax Based On Investment Income$29,725TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,379EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$45,379TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$15,654OverpaymentAmt
Applied To ES Tax$15,654AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Amy Brakeman
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir1.0$0
Roy Edgar Brakeman III
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir / Sec / Treas1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,114AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,743,437AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,774,551TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,774,551AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,618CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,717,933NetVlNoncharitableAssetsAmt
Minimum Investment Return$185,897MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$185,897MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,725TaxBasedOnInvestmentIncomeAmt
Total Tax$29,725TotalTaxAmt
Distributable Before Adj$156,172DistributableBeforeAdjAmt
Distributable Before Ded$156,172DistributableBeforeDedAmt
Distributable As Adjusted$156,172DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$281,678ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$5,500CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$287,178QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$29,725PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$257,453AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156,172DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr1$50,131ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$50,131TotalExcessDistributionCyovAmt
Qualifying Distributions$287,178QualifyingDistributionsAmt
Applied To Current Year$156,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$131,006RemainingDistriFromCorpusAmt
Total Corpus$181,137TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$181,137ExcessDistriCyovToNextYrAmt
Excess From Year1$50,131ExcessFromYear1Amt
Excess From Current Year$131,006ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAMY BRAKEMANContributingManagerNm
Contributing ManagerROY EDGAR BRAKEMAN IIIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
ACCION INTERNATIONAL
10 FAWCETT ST STE 204CAMBRIDGEMA02138N/APCGeneral & Unrestricted$2,000
DANA HALL SCHOOLS
PO BOX 9010WELLESLEYMA02482N/APCSenior class gift$50,000
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLNEW YORKNY10001N/APCFunding related to Ebola crisis in West Africa$7,500
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$5,000
FALMOUTH ACADEMY INCORPORATED
7 HIGHFIELD DRFALMOUTHMA02540N/APCThe Campaign for Falmouth Academy$25,000
GENERATION RWANDA INC
16 HIGHLAND STCAMBRIDGEMA02138N/APCKepler in Rwanda Program$3,000
HARVARD COLLEGE
124 MOUNT AUBURN ST 4TH FLCAMBRIDGEMA02138N/APCHarvard School of Public Health Division$110,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
2080 ADDISON ST 4200BERKELEYCA94720N/APCCal Independent Scholars Network$6,050
WELLBODY ALLIANCE
2 ATLANTIC AVEBOSTONMA02110N/APCGeneral & Unrestricted$10,000
WELLBODY ALLIANCE
2 ATLANTIC AVEBOSTONMA02110N/APCEbola care in West Africa$7,500
YOUTH CHALLENGE 4 CHANGE UGANDA
N/AOtherExpenditure Responsibility Grant$5,000PO BOX 241HOIMAUG
M Diallo
23 Romoda Drive SMC 585CAntonNY13617noneIscientific research about prevention and improving cure for Malaria$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$233,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,006ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$119,132ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$117,126ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$117,126TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonBrakeman III Roy EdgarContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19 Ravine RoadAddressLine1Txt
CityWellesleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,895,504TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1BURLINGTON STORES, INC. BURL, 9674.00000000 sh.$431,6052014-12-10
1Quintiles Transnational Holdings Q, 3586.00000000 sh.$212,6862014-11-04
1BURLINGTON STORES, INC. BURL, 9379.00000000 sh.$367,9852014-10-06
1SENSATA TECHNOLOGIES HOLDINGS ST, 16369.00000000 sh.$792,0142014-09-04
1SENSATA TECHNOLOGIES HOLDINGS ST, 16677.00000000 sh.$719,5292014-05-20
1HCA INC HCA, 6367.00000000 sh.$327,1052014-05-19
1BURLINGTON STORES, INC. BURL, 14366.00000000 sh.$374,9532014-04-30
1BRIGHT HORIZONS FAMILY SOLUTIONS, INC BFAM, 4161.00000000 sh.$162,8612014-03-25
1Quintiles Transnational Holdings Q, 3444.00000000 sh.$182,2912014-03-12
1BLOOMIN BRANDS INC BLMN, 12876.00000000 sh.$324,4752014-03-04

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
YOUTH CHALLENGE 4 CHANGE UGANDA
PO Box 241HoimaUG2014-03-26$2,500To suppoprt YC4C-Uganda entrepreneurship summit program$2,500NO5/29/15None necessary
YOUTH CHALLENGE 4 CHANGE UGANDA
PO Box 241HoimaUG2014-04-02$2,500To suppoprt YC4C-Uganda entrepreneurship summit program$2,500NO5/29/15None necessary

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCAMERA EQUIPMENTDesc
EOY Book Value$5,500EOYBookValueAmt
EOYFMV$5,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$21,508$21,508
Bank Charges$50$50
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$36,100
990-PF Extension for 2013$29,974

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