MICOL SCHEJOLA FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MICOL SCHEJOLA FOUNDATION (EIN 13-7257959)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-29
- IRS object ID
- 201312149349100001
- Schema version
- 2012v2.2
- 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
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-29T04:42:58-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137257959 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carlo & Micol Schejola Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHE | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Linda Schejola | Name |
| Title | Trustee | Title |
| Date Signed | 2013-07-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-07-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10070027 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1625000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 124190 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 124190 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -12587 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3047980 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1736603 | TotalRevenueAndExpenses |
| Total Net Investment Income | 124190 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 9570 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9570 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1100 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 32336 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 32336 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 43006 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9570 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 32336 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1158498 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1158498 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1201504 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9570 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1190834 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 535099 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 114620 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3606708 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4235545 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4235545 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 2010 | AccountsReceivableBOY |
| Investments Govt Oblig BOY | 1340210 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1778860 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1767366 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1798247 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1798247 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2029750 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2575731 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2045353 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2037366 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 9322906 | TotalAssetsBOY |
| Total Assets EOY | 9858005 | TotalAssetsEOY |
| Total Assets EOYFMV | 10070027 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 9322906 | RetainedEarningsBOY |
| Retained Earnings EOY | 9858005 | RetainedEarningsEOY |
| Total Net Assets BOY | 9322906 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9858005 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9322906 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9858005 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9322906 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 535099 | ExcessOfRevenueOverExpenses |
| Subtotal | 9858005 | Subtotal |
| Total Net Assets Fund Balances EOY | 9858005 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 3047980 | GrossSalesPrice |
| Cost Or Other Basis | 3060567 | CostOrOtherBasis |
| Gain Or Loss | -12587 | GainOrLoss |
| Gains Minus Excess Or Losses | -12587 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -12587 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 709833 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9641440 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.073623 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 655708 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8611362 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.076145 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 405082 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7454809 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.054338 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 436796 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6391154 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.068344 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 13992 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3824256 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.003659 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.276109 | TotalDistributionRatio |
| Average Distribution Ratio | 000.055222 | AverageDistributionRatio |
| Net Noncharitable Assets | 9450030 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 521850 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1146 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 522996 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1190834 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1146 | InvestmentIncomeExciseTax |
| Subtotal | 1146 | Subtotal |
| Tax Based On Investment Income | 1146 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2580 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2580 | TotalCreditsAndPayments |
| Tax Paid Original Return | 2580 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1434 | Overpayment |
| Amount Credited To Next Year | 1200 | AmountCreditedToNextYear |
| Amount To Be Refunded | 234 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Jeff Akin | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Linda Schejola | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Lisa Schejola | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5747617 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3846322 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9593939 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 9593939 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 143909 | CashDeemedCharitable |
| Net Noncharitable Assets | 9450030 | NetNoncharitableAssets |
| Minimum Investment Return | 472502 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 472502 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1146 | TaxBasedOnInvestmentIncome |
| Total Tax | 1146 | TotalTax |
| Distributable Amount Before Adj | 471356 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 471356 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 471356 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1190834 | ExpensesAndContributions |
| Qualifying Distributions | 1190834 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1146 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1189688 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 471356 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 18929 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 241838 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 246303 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 507070 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1190834 | QualifyingDistributions |
| Applied To Current Year | 471356 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 719478 | RemainingDistriFromCorpus |
| Total Corpus | 1226548 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1226548 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 18929 | ExcessFromYear3 |
| Excess From Year2 | 241838 | ExcessFromYear2 |
| Excess From Year1 | 246303 | ExcessFromYear1 |
| Excess From Current Year | 719478 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Linda Schejola | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB | |||||||
| PO BOX 309 | DALTON | GA | 30722 | N/A | 509a1 | Bike Program and Staff | $25,000 |
| CASA VALENTINA INC | |||||||
| 2990 SW 35TH AVE | MIAMI | FL | 33133 | N/A | 509a1 | General Unrestricted | $25,000 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 1800 DIAGONAL RD | ALEXANDRIA | VA | 22314 | N/A | 509a1 | Arts for India | $5,000 |
| CUSHMAN SCHOOL INC | |||||||
| 592 NE 60TH ST | MIAMI | FL | 33137 | N/A | 509a1 | TED X Youth Conference 2012 Initiative | $5,000 |
| DALTON STATE COLLEGE FOUNDATION INC | |||||||
| 650 COLLEGE DR | DALTON | GA | 30720 | N/A | 509a1 | General Unrestricted | $500,000 |
| FISHER ISLAND PHILANTHROPIC FUND | |||||||
| 7957 FISHER ISLAND DR | MIAMI | FL | 33109 | N/A | 509a1 | General Unrestricted | $15,000 |
| FOOD BANK FOR NYC FOOD FOR SURVIVAL | |||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | N/A | 509a1 | Sandy Releif | $15,000 |
| GRAMEEN AMERICA INC | |||||||
| 1460 BROADWAY 8TH FL | NEW YORK | NY | 10036 | N/A | 509a1 | Bronx Branch | $100,000 |
| MIAMI CHILDRENS HOSPITAL FOUNDATION INC | |||||||
| 3196 SW 62ND AVE | MIAMI | FL | 33155 | N/A | 509a1 | White Diamond Society - Midtown Outpatient Ctr Fund | $50,000 |
| MIAMI CHILDRENS MUSEUM INC | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | N/A | 509a2 | General Unrestricted | $10,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | 509a1 | Community Engagement | $15,000 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | 509a1 | Family Affair - Community Outreach Program | $5,000 |
| OGLETHORPE UNIVERSITY INC | |||||||
| 4484 PEACHTREE RD NE | ATLANTA | GA | 30319 | N/A | 509a1 | Schejola Foundation Scholarship Fund for Women of Rwanda | $22,540 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | N/A | 509a1 | General Unrestricted | $2,000 |
| PKD FOUNDATION | |||||||
| 8330 WARD PKWY STE 510 | KANSAS CITY | MO | 64114 | N/A | 509a1 | ATP Project | $50,000 |
| RUBIN MUSEUM OF ART | |||||||
| 150 W 17TH ST | NEW YORK | NY | 10011 | N/A | 509a1 | Concert Series | $194,743 |
| SUNDARI FOUNDATION INC | |||||||
| 1514 NW 2ND AVE | MIAMI | FL | 33136 | N/A | 509a1 | Laundry Facility | $9,215 |
| V-DAY | |||||||
| 303 PARK AVE S STE 1184 | NEW YORK | NY | 10010 | N/A | 509a1 | V-Warrior Fund Libya, Sudan, Somalia | $20,000 |
| V-DAY | |||||||
| 303 PARK AVE S STE 1184 | NEW YORK | NY | 10010 | N/A | 509a1 | OBR Regional Coordinator Campaign | $10,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | 509a1 | Rwanda Division | $75,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | 509a1 | Foundations Live Pledge | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1158498 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $124,190 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$12,587 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,603 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 111603 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Schejola Partners LP | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Mike Szalkowski 688 Cumberland Cir | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1625000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | San Bortolo Regional Hospital Vicen | PersonName |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Viale F Rodolfi n 37 | AddressLine1 |
| City | Vicenza | City |
| Country | IT | Country |
| Postal Code | 36100 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Date | 2011-06-28 | GrantDate |
| Grant | $60,000 | GrantAmount |
| Grant Purpose | To help fund Project for Health Cooperation. | GrantPurpose |
| Amount Expended By Grantee | 60000 | AmountExpendedByGrantee |
| Any Diversion By Grantee | Not to the knowedge of grantor. | AnyDiversionByGrantee |
| Dates Of Reports By Grantee | 7/23/12 | DatesOfReportsByGrantee |
| Results Of Verification | None necessary | ResultsOfVerification |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 3047980 | GrossSalesPrice |
| Basis | 3060567 | Basis |
| Total Net | -12587 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (14 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS 4.875 7/15/13 | 104660 | 102327 |
| BARCLAYS - 2.500 - 01/23/2013 | 190147 | 190236 |
| BARCLAYS BANK PLC - 02.750 - 02/23/2015 | 99940 | 103030 |
| BBT CORPORATION - 3.375 - 09/25/2013 | 156339 | 153119 |
| BP CAPITAL MARKETS PLC NT - 1.700 - 12/05/2014 | 100346 | 102078 |
| COMMONWEALTH EDISON NOTE-01.6250-01/15/2014 | 121169 | 121292 |
| DEUTSCHE BK AG SR NT 2.37500 01/11/2013 | 153198 | 150068 |
| GENERAL ELEC CAP CORP-1.4325-01/07/2014 | 167554 | 171268 |
| HEWLETT PACKARD CO - 1.250 - 09/13/2013 | 150059 | 149999 |
| JP MORGAN CHASE - 5.125 - 09/15/2014 | 179376 | 180802 |
| MORGAN STANLEY-2.875-01/24/2014 | 199709 | 203375 |
| RABOBANK NEDERLAND - 1.850 - 01/10/2014 | 126134 | 126661 |
| SOUTHTRUST BANK-4.75-03/01/2013 | 159758 | 150990 |
| VERIZON WIRELESS CAP LLC - 7.375 - 11/15/2013 | 136964 | 132121 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3 shares of BERKSHIRE HATHAWAY INC DEL CL A | 358481 | 402180 |
| 12825 shares of ISHARES SILVER TRUST | 374893 | 376670 |
| 31200 shares of SELECT SECTOR SPDR CONSUMER STAPLES | 999023 | 1088880 |
| 1000 shares of SPDR GOLD TR GOLD SHS | 65850 | 162020 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1753918 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1742593 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 24942 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 24773 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 32086 | 32086 |
| State or Local Filing Fees | 250 | 250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $9,570 | Amount |
| Net Investment Income | 9570 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Schejola Partners LP | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Mike Szalkowski 688 Cumberland Cir | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30306 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Tax for 2012 | Category |
| Amount | $1,100 | Amount |
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