HINMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HINMAN CHARITABLE FOUNDATION (EIN 77-0496541)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-10
- IRS object ID
- 201112229349100111
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-10T12:20:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George Kaplan PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1026 | AddressLine1 |
| City | Salem | City |
| State | MA | State |
| ZIP Code | 01970 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770496541 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hinman Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HINM | NameControl |
| Phone | 9787446300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Glen Ridge Avenue | AddressLine1 |
| City | Los Gatos | City |
| State | CA | State |
| ZIP Code | 95030 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | George R Kaplan | Name |
| Title | Treasurer | Title |
| Phone | 9787446300 | Phone |
| Date Signed | 2011-08-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | George R Kaplan CPA | Name |
| Phone | 9787446300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4665921 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 161977 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 161977 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7579 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 727341 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7579 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 169556 | TotalRevenueAndExpenses |
| Total Net Investment Income | 169556 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5361 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5361 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 59089 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 59089 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 3169 | InterestRevAndExpnss |
| Interest Net Invst Incm | 3169 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 321 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 321 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 9906 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 9903 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 12646 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 11285 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 90492 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 73864 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15264 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 203300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 203300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 293792 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 73864 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 218564 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -124236 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 95692 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 15747 | CashBOY |
| Cash EOY | 221536 | CashEOY |
| Cash EOYFMV | 221536 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 88448 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 898 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 898 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5890 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6789 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 3800430 | InvestmentsOtherBOY |
| Investments Other EOY | 3551592 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4436698 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3904625 | TotalAssetsBOY |
| Total Assets EOY | 3779916 | TotalAssetsEOY |
| Total Assets EOYFMV | 4665921 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 485 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 12 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 485 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3904140 | RetainedEarningsBOY |
| Retained Earnings EOY | 3779904 | RetainedEarningsEOY |
| Total Net Assets BOY | 3904140 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3779904 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3904625 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3779916 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3904140 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -124236 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3779904 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3779904 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| Merrill Lynch- Publicly traded securities | 727341 | 718448 | 8893 | 8893 | |
| Oak Investment Partners IX, LP | -6728 | -6728 | P | ||
| Oak Investment Partners IX, LP | -1591 | -1591 | P | ||
| Alternative Investments International, L.P. | 580 | 580 | P | ||
| Alternative Investments International, L.P. | 6425 | 6425 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7579 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 263645 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4524774 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058267 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 306098 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5165836 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059254 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 285116 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5591779 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050988 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 265327 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4877761 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054395 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 290406 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4519323 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064259 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.287163 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057433 | AverageDistributionRatio |
| Net Noncharitable Assets | 4531134 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 260237 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 957 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 261194 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 218564 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1914 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1914 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1914 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6344 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6344 | TotalCreditsAndPayments |
| Overpayment | 4430 | Overpayment |
| Amount Credited To Next Year | 4430 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | George Kaplan PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9787446300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 Derby Street | AddressLine1 |
| City | Salem | City |
| State | MA | State |
| ZIP Code | 01970 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Brian L Hinman | ||||||||
| 14 Glen Ridge Avenue | Los Gatos | CA | 95030 | Director | 0.00 | 0 | 0 | 0 |
| Brian L Hinman | ||||||||
| 14 Glen Ridge Avenue | Los Gatos | CA | 95030 | President | 0.00 | 0 | 0 | 0 |
| George R Kaplan | ||||||||
| PO Box 1026 | Salem | MA | 01970 | Treasurer | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Financial support for charitable organizations benefiting the community, including related administrative expenses. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4525582 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 74554 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4600136 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4600136 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 69002 | CashDeemedCharitable |
| Net Noncharitable Assets | 4531134 | NetNoncharitableAssets |
| Minimum Investment Return | 226557 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 226557 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1914 | TaxBasedOnInvestmentIncome |
| Total Tax | 1914 | TotalTax |
| Distributable Amount Before Adj | 224643 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 224643 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 224643 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 218564 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 218564 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 218564 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 224643 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 35193 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 218564 | QualifyingDistributions |
| Applied To Year1 | 35193 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 183371 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 41272 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Brian L Hinman | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Partners in Health | |||||||
| 888 Commonwealth Avenue | Boston | MA | 02215 | None | Public Charity | Global support for medical services and supplies | $1,000 |
| University of Maryland College Park Foundation Inc | |||||||
| 7309 Baltimore Avenue Suite 217 | College Park | MD | 20740 | None | Public Charity | Support for Entrepreneurship and Education | $200,000 |
| Emerge Global Inc | |||||||
| PO Box 390897 | Cambridge | MA | 02139 | None | Public Charity | Support for Women who have survived abuse rebuild their lives | $2,000 |
| Utah Valley University Foundation | |||||||
| 800 West University Parkway | Orem | UT | 84058 | None | Public Charity | Support for Education of Students | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 203300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $161,977 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,579 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $169,556 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 169556 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $5,361 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5361 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Merrill Lynch- Equities | NameOfStock |
| EOY Book Value | 5890 | EOYBookValue |
| EOYFMV | 6789 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Alternative Investments Institutional, L.P. | AT COST | 2117357 | 3278381 |
| Oak Investment Partner IX, L.P. | AT COST | 695316 | 409003 |
| Alternative Investments International L.P. | AT COST | 403567 | 387616 |
| Merrill Lynch- Mutual Funds | AT COST | 330160 | 355039 |
| ML- Alternative Investments | AT COST | 5192 | 6659 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CA Filing Fee | 10 | 0 | 0 |
| Miscellaneous | 1351 | 0 | 0 |
| Alternative Investments International, L.P. | 11285 | 11285 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Credit card payable | Description |
| BOY Book Value | 485 | BOYBookValue |
| EOY Book Value | 12 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | Category |
| Amount | $59,089 | Amount |
| Net Investment Income | 59089 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes paid | Category |
| Amount | $321 | Amount |
| Net Investment Income | 321 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments