EVELYN TOLL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN TOLL FAMILY FOUNDATION (EIN 23-2896797)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-08-26
- IRS object ID
- 201412389349100606
- Schema version
- 2013v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-26T15:09:43-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452864952 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT BASICKES CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 WALNUT ST STE 2349 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVELYN TOLL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVEL | BusinessNameControlTxt |
| Phone | 2158648899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET ST C/O R BRAEMER | AddressLine1 |
| Address Line2 | ROOM/SUITE 51 FL | AddressLine2 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191037599 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BRAEMER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2158648899 | PhoneNum |
| Signature | 2014-08-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparation | 2014-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,258,397 | 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 | $4,968,485 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $925 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $925 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $925 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $59,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,559 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $59,559 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $324,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,671 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,084,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,155 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $60,484 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $27,071 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,071 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $332,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,752,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,084 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60,484 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,826 | CashBOYAmt |
| Cash EOY | $35,278 | CashEOYAmt |
| Cash EOYFMV | $35,278 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $805,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $805,741 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $180,151 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,340,576 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,365,341 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $579,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,968,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,617,835 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $424,843 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $434,202 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $822,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,575,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,258,397 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $892,196 | CapitalStockBOYAmt |
| Capital Stock EOY | $892,196 | CapitalStockEOYAmt |
| Retained Earning BOY | -$69,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,683,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $822,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,575,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $822,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,575,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $822,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,752,630 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,575,363 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,575,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,671 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,095,686 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,079,334 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046325 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,096,694 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045592 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $950,675 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052279 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $964,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059120 | DistributionYr5Rt |
| Total Distribution | 0.253321 | TotalDistributionRt |
| Average Distribution | 0.050664 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,931,241 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $300,500 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $781 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $301,281 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $305,000 | 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 | $781 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $781 | SubtotalAmt |
| Tax Based On Investment Income | $781 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $196 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $196 | TotalPaymentsAndCreditsAmt |
| Tax Due | $585 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD BRAEMER | IndividualWithBooksNm |
| Phone | 2158648899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET ST 51ST FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191037599 | ZIPCode |
| 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA TOLL | ||||||||
| 138 PRINCE STREET | NEW YORK | NY | 10012 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RICHARD BRAEMER | ||||||||
| 1735 MARKET STREET 51ST FL | PHILADELPHIA | PA | 19103 | SECRETARY | 0.05 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,986,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,021,564 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,021,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,931,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $781 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $781 | TotalTaxAmt |
| Distributable Before Adj | $295,781 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $295,781 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $295,781 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $781 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $304,219 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,781 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $295,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,219 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,645 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $426 | ExcessFromYear1Amt |
| Excess From Current Year | $9,219 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BRAIN BEHAVIOR RESERACH FOUNDATIO | ||||||||
| 60 CUTTER MILL RD 404 | 60 CUTTER MILL RD 404 | GREAT NECK | NY | 11021 | NONE | PUBLIC CHARI | UNRESTRICTED | $90,000 |
| INDEPENDENT CURATORS INTE | ||||||||
| 799 BROADWAY 205 | 799 BROADWAY 205 | NEW YORK | NY | 10003 | NONE | PUBLIC CHARI | UNRESTRICTED | $35,000 |
| THE DRAWING CENTER | ||||||||
| 35 WOOSTER ST | 35 WOOSTER ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARI | UNRESTRICTED | $55,000 |
| THE BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | 1040 GRAND CONCOURSE | BRONX | NY | 10456 | NONE | PUBLIC CHARI | UNRESTRICTED | $5,000 |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARI | UNRESTRICTED | $5,000 |
| JOHN JERMAIN MEMORIAL LIBRARY | ||||||||
| 201 MAIN STREET | 201 MAIN STREET | SAG HARBOR | NY | 11963 | NONE | PUBLIC CHARI | UNRESTRICTED | $5,000 |
| SOLOMUM GUGGENHEIM MUSEUM | ||||||||
| 1071 FIFTH AVE | 1071 FIFTH AVE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 |
| THE CORPORATION OF YADDO | ||||||||
| PO BOX 395 | PO BOX 395 | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC CHARI | UNRESTRICTED | $50,000 |
| PLANNED PARENTHOOD FEDERATION OF AM | ||||||||
| 434 W 33RD STREET | 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 |
| A FAIR SHARE FOR YOUTH | ||||||||
| 210 WEST 101ST STREET | 210 WEST 101 STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARI | UNRESTRICTED | $5,000 |
| GOUCHER COLLEGE | ||||||||
| 1021 DULANEY VALLEY ROAD | 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NONE | PUBLIC CHARI | UNRESTRICTED | $10,000 |
| PARRISH ART MUSEUM | ||||||||
| 279 MONTAUK HIGHWAY | 279 MONTHAUK HIGHWAY | WATER MILL | NY | 11976 | NONE | PUBLIC CHARI | UNRESTRICTED | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $925 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,559 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,071 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,671 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,630 | ExclusionAmt |
| Related Or Exempt Function Incm | $45,596 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,226 | 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 | THE ESTATE OF EVELYN TOLL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RICHARD BRAEMER | AddressLine1 |
| Address Line2 | 1735 MARKET STREET 51ST FL | AddressLine2 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,968,485 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| BARBARA TOLL |
| RICHARD BRAEMER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (70 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 25,000 SHS KS OLATHE WTR & SWR | 2010-12 | PURCHASE | 2013-07 | $25,000 | $25,000 | |
| 30 SHS VANGUARG EURO STOCK INDX FD | 2007-12 | PURCHASE | 2013-09 | $752 | $1,074 | -$322 |
| 24 SH VANGUARD EURO STOCK INDX FD | 2006-12 | PURCHASE | 2013-09 | $611 | $796 | -$185 |
| 1 SH VANGUARD EURO STOCK INDX FD | 2000-03 | PURCHASE | 2013-09 | $21 | $23 | -$2 |
| 1 SH VANGUARD EURO STOCK INDX FD | 2000-03 | PURCHASE | 2013-09 | $14 | $15 | -$1 |
| 14 SHS VANGUARD EURO STOCK INDX FD | 1999-12 | PURCHASE | 2013-09 | $357 | $368 | -$11 |
| 4 SHS VANGUARD EURO STOCK INDX FD | 1999-12 | PURCHASE | 2013-09 | $107 | $110 | -$3 |
| 23 SHS VANGUARD EURO STOCK INDX FD | 2005-12 | PURCHASE | 2013-09 | $582 | $588 | -$6 |
| 6 SHS VANGUARD EURO STOCK INDX FD | 2013-03 | PURCHASE | 2013-09 | $152 | $145 | $7 |
| 42 SHS VANGUARD EURO STOCK INDX FD | 2009-12 | PURCHASE | 2013-09 | $1,064 | $998 | $66 |
| 53 SHS VANGUARD EURO STOCK INDX FD | 2010-12 | PURCHASE | 2013-09 | $1,338 | $1,253 | $85 |
| 10 SHS VANGUARD EURO STOCK INDX FD | 2012-12 | PURCHASE | 2013-09 | $253 | $237 | $16 |
| 193 SHS VANGUARD EURO STOCK INDX FD | 1998-06 | PURCHASE | 2013-09 | $4,822 | $4,500 | $322 |
| 14 SHS VANGUARD EURO STOCK INDX FD | 2001-01 | PURCHASE | 2013-09 | $343 | $319 | $24 |
| 25 SHS VANGUARD EURO STOCK INDX FD | 2013-06 | PURCHASE | 2013-09 | $634 | $588 | $46 |
| 2 SHS VANGUARD EURO STOCK INDX FD | 1998-12 | PURCHASE | 2013-09 | $51 | $47 | $4 |
| 16 SHS VANGUARD EURO STOCK INDX FD | 1998-12 | PURCHASE | 2013-09 | $405 | $374 | $31 |
| O SHS VANGUARD EURO STOCK INDX FD | 1998-12 | PURCHASE | 2013-09 | $12 | $11 | $1 |
| 21 SHS VANGUARD EURO STOCK INDX FD | 2004-12 | PURCHASE | 2013-09 | $522 | $476 | $46 |
| 28 SHS VANGUARD EURO STOCK INDX FD | 2012-09 | PURCHASE | 2013-09 | $710 | $642 | $68 |
| 0 SHS VANGUARD EURO STOCK INDX FD | 1998-03 | PURCHASE | 2013-09 | $4 | $3 | $1 |
| 0 SHS VANGUARD EURO STOCK INDX FD | 1998-03 | PURCHASE | 2013-09 | $6 | $5 | $1 |
| 0 SHS VANGUARD EURO STOCK INDX FD | 1998-03 | PURCHASE | 2013-09 | $5 | $4 | $1 |
| 147 SHS VANGUARD EURO STOCK INDX FD | 1998-03 | PURCHASE | 2013-09 | $3,686 | $3,250 | $436 |
| 222 SHS VANGUARD EURO STOCK INDX FD | 1998-09 | PURCHASE | 2013-09 | $5,557 | $4,500 | $1,057 |
| 55 SHS VANGUARD EURO STOCK INDX FD | 2011-12 | PURCHASE | 2013-09 | $1,381 | $1,088 | $293 |
| 229 SHS VANGUARD EURO STOCK INDX FD | 1998-02 | PURCHASE | 2013-09 | $5,735 | $4,500 | $1,235 |
| 0 SHS VANGUARD EURO STOCK INDX FD | 2001-03 | PURCHASE | 2013-09 | $10 | $8 | $2 |
| 19 SHS VANGUARD EURO STOCK INDX FD | 2003-12 | PURCHASE | 2013-09 | $487 | $370 | $117 |
| 19 SHS VANGUARD EURO STOCK INDX FD | 2001-12 | PURCHASE | 2013-09 | $473 | $338 | $135 |
| 80 SHS VANGUARD EURO STOCK INDX FD | 2008-12 | PURCHASE | 2013-09 | $1,995 | $1,400 | $595 |
| 22 SHS VANGUARD EURO STOCK INDX FD | 2002-12 | PURCHASE | 2013-09 | $541 | $314 | $227 |
| 50 SHS VANGUARD INTL PACIFIC | 2007-12 | PURCHASE | 2013-09 | $553 | $640 | -$87 |
| 45 SHS VANGUARD INTL PACIFIC | 2006-12 | PURCHASE | 2013-09 | $491 | $552 | -$61 |
| 1918 SHS VANGUARD INTL PACIFIC | 2000-01 | PURCHASE | 2013-09 | $21,007 | $22,000 | -$993 |
| 29 SHS VANGUARD INTL PACIFIC | 2005-12 | PURCHASE | 2013-09 | $314 | $326 | -$12 |
| 5 SHS VANGUARD INTL PACIFIC | 2013-03 | PURCHASE | 2013-09 | $52 | $52 | |
| 70 SHS VANGUARD INTL PACIFIC | 2010-12 | PURCHASE | 2013-09 | $766 | $746 | $20 |
| 18 SHS VANGUARD INTL PACIFIC | 2013-06 | PURCHASE | 2013-09 | $192 | $184 | $8 |
| 42 SHS VANGUARD INTL PACIFIC | 2012-12 | PURCHASE | 2013-09 | $464 | $424 | $40 |
| 34 SHS VANGUARD INTL PACIFIC | 2012-09 | PURCHASE | 2013-09 | $376 | $334 | $42 |
| 58 SHS VANGUARD INTL PACIFIC | 2004-12 | PURCHASE | 2013-09 | $640 | $564 | $76 |
| 35 SHS VANGUARD INTL PACIFIC | 2011-12 | PURCHASE | 2013-09 | $380 | $315 | $65 |
| 74 SHS VANGUARD INTL PACIFIC | 2001-01 | PURCHASE | 2013-09 | $811 | $667 | $144 |
| 27 SHS VANGUARD INTL PACIFIC | 2001-01 | PURCHASE | 2013-09 | $293 | $240 | $53 |
| 27 SHS VANGUARD INTL PACIFIC | 2003-12 | PURCHASE | 2013-09 | $431 | $303 | $128 |
| 10 SHS VANGUARD INTL PACIFIC | 2013-09 | PURCHASE | 2001-12 | $107 | $62 | $45 |
| 23 SHS VANGUARD INTL PACIFIC | 2002-12 | PURCHASE | 2013-09 | $251 | $131 | $120 |
| 92 SHS CHEVRON CORP | 1998-09 | PURCHASE | 2013-09 | $11,088 | $3,681 | $7,407 |
| 90 SHS NORSK HYDRO ADR | 1998-03 | PURCHASE | 2013-09 | $366 | $806 | -$440 |
| 120 NORSK HYDRO ADR | 1998-02 | PURCHASE | 2013-09 | $487 | $964 | -$477 |
| 120 NORSK HYDRO ADR | 1998-06 | PURCHASE | 2013-09 | $487 | $958 | -$471 |
| 150 NORSK HYDRO ADR | 1998-09 | PURCHASE | 2013-09 | $609 | $977 | -$368 |
| 15 SHS ROYAL DUTCH SHELL | 1998-03 | PURCHASE | 2013-09 | $967 | $853 | $114 |
| 19 SHS ROYAL DUTCH SHELL | 1998-06 | PURCHASE | 2013-09 | $1,225 | $1,066 | $159 |
| 19 SHS ROYAL DUTCH SHELL | 1998-02 | PURCHASE | 2013-09 | $1,419 | $1,075 | $344 |
| 413 SHS STATOIL ASA | 2007-10 | PURCHASE | 2013-09 | $9,163 | $13,984 | -$4,821 |
| 34 SHS EXXON MOBILE CORP | 1998-06 | PURCHASE | 2013-09 | $2,993 | $1,033 | $1,960 |
| 34 SHS EXXON MOBILE CORP | 1998-09 | PURCHASE | 2013-09 | $2,994 | $1,015 | $1,979 |
| 31 SHS EXXON MOBILE CORP | 1998-03 | PURCHASE | 2013-09 | $2,735 | $913 | $1,822 |
| 38 SHS EXXON MOBILE CORP | 1998-02 | PURCHASE | 2013-09 | $3,315 | $1,019 | $2,296 |
| 83 SHS LONGLEAF PTR SMALL CAP | 2013-11 | PURCHASE | 2014-01 | $2,654 | $3,000 | -$346 |
| 291 SHS LONGLEAF PTR SMALL CAP | 2013-09 | PURCHASE | 2014-01 | $9,330 | $10,000 | -$670 |
| 72 SHS LONGLEAF PTR SMALL CAP | 2013-11 | PURCHASE | 2014-01 | $2,293 | $2,250 | $43 |
| 5 SHS LONG LEAF PTR SMALL CAP | 2013-11 | PURCHASE | 2014-01 | $159 | $153 | $6 |
| 100,000 FHLB | 2013-12 | PURCHASE | 2014-03 | $100,000 | $100,000 | |
| 40000 MO ST LOUIS CNTY | 2014-01 | PURCHASE | 2014-05 | $40,000 | $41,715 | -$1,715 |
| 27 SHS VANGUARD INTO PACIFIC | 2003-12 | PURCHASE | 2013-09 | $295 | $208 | $87 |
| 19 SHS ROYAL DUTCH SHELL | 1998-02 | PURCHASE | 2013-09 | $1,225 | $1,002 | $223 |
| 55 SHS LONGLEAF PTR SMALL CAP | 2013-11 | PURCHASE | 2014-01 | $1,766 | $1,701 | $65 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $424,843 | EOYBookValueAmt |
| EOYFMV | $434,202 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,968,925 | EOYBookValueAmt |
| EOYFMV | $3,617,835 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $310,942 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $315,895 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,029,634 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,049,446 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $23,523 | $23,523 |
| WIRE FEES | $70 | $70 |
| LEGAL FEES | $3,478 | $3,478 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON DIVIDEND I | CategoryTxt |
| Amt | $10 | Amt |
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