PANWY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-04
- IRS object ID
- 202432489349100908
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-04T12:03:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136130759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PANWY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O EAGLE CAP INT'L LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PANW | BusinessNameControlTxt |
| Phone | 2036616616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E PUTNAM AVE 3100 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH M WYMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2036616616 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP E GROFF | PreparerPersonNm |
| PTIN | P01247783 | PTIN |
| Phone | 2672567000 | PhoneNum |
| Preparation | 2024-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,114,693 | 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 | $46,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $83,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $603,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,367 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $282,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $62,592 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,592 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $242,801 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $242,801 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $305,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,869 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $122,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,896 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,186,766 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,827,252 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,603,006 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$226,363 | OtherAssetsBOYAmt |
| Other Assets EOY | $374,723 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $388,791 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,034,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,324,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,114,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,034,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,324,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,034,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,324,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,034,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,324,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,034,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $314,036 | OtherIncreasesAmt |
| Subtotal | $3,324,871 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,324,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (146 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | P | 2020-10-28 | 2023-02-22 | $1,388 | $1,297 | $91 | $91 |
| ACCENTURE PLC IRELAND SHS | P | 2023-03-20 | 2023-11-22 | $668 | $505 | $163 | $163 |
| ACCENTURE PLC IRELAND SHS | P | 2019-11-15 | 2023-02-22 | $540 | $393 | $147 | $147 |
| ADOBE SYSTEMS INC COM | P | 2021-01-21 | 2023-02-22 | $1,050 | $1,415 | -$365 | -$365 |
| ADOBE SYSTEMS INC COM | P | 2021-01-21 | 2023-11-30 | $4,881 | $3,774 | $1,107 | $1,107 |
| ADOBE SYSTEMS INC COM | P | 2021-01-21 | 2023-11-22 | $1,238 | $944 | $294 | $294 |
| AGILENT TECHNOLOGIES INC | P | 2022-07-28 | 2023-02-22 | $855 | $790 | $65 | $65 |
| AGILENT TECHNOLOGIES INC | P | 2022-07-28 | 2023-11-22 | $749 | $790 | -$41 | -$41 |
| AIR PRODUCTS AND CHEMICALS INC | P | 2020-11-17 | 2023-11-22 | $822 | $796 | $26 | $26 |
| AIR PRODUCTS AND CHEMICALS INC | P | 2020-11-17 | 2023-02-22 | $838 | $796 | $42 | $42 |
| ALPHABET INC CL C | P | 2022-11-04 | 2023-10-12 | $1,275 | $776 | $499 | $499 |
| ALPHABET INC CL C | P | 2020-05-08 | 2023-10-12 | $708 | $348 | $360 | $360 |
| ALPHABET INC CL C | P | 2023-01-18 | 2023-09-01 | $549 | $368 | $181 | $181 |
| ALPHABET INC CL C | P | 2022-04-29 | 2023-02-22 | $2,294 | $2,898 | -$604 | -$604 |
| ALPHABET INC CL C | P | 2023-01-01 | 2023-09-29 | $1,195 | $782 | $413 | $413 |
| ALPHABET INC CL C | P | 2023-01-18 | 2023-04-28 | $755 | $644 | $111 | $111 |
| ALPHABET INC CL C | P | 2023-01-18 | 2023-03-20 | $3,874 | $4,333 | -$459 | -$459 |
| ALPHABET INC CL C | P | 2020-05-08 | 2023-11-22 | $2,246 | $1,109 | $1,137 | $1,137 |
| ALPHABET INC CL C | P | 2023-01-18 | 2023-05-30 | $4,373 | $3,219 | $1,154 | $1,154 |
| ALPHABET INC CL C | P | 2023-01-18 | 2023-05-12 | $4,107 | $3,219 | $888 | $888 |
| AMERICAN TOWER CORP REIT | P | 2020-04-09 | 2023-11-22 | $1,396 | $1,807 | -$411 | -$411 |
| AMERICAN TOWER CORP REIT | P | 2020-04-09 | 2023-02-22 | $1,397 | $1,807 | -$410 | -$410 |
| AMPHENOL CORP | P | 2019-11-15 | 2023-11-22 | $1,261 | $717 | $544 | $544 |
| AMPHENOL CORP | P | 2019-11-15 | 2023-02-22 | $1,241 | $819 | $422 | $422 |
| AON PLC | P | 2019-11-15 | 2023-11-22 | $660 | $395 | $265 | $265 |
| AON PLC | P | 2019-11-15 | 2023-06-02 | $2,827 | $1,777 | $1,050 | $1,050 |
| AON PLC | P | 2019-11-15 | 2023-02-22 | $917 | $592 | $325 | $325 |
| BALL CORPORATION COMMON | P | 2021-09-27 | 2023-02-22 | $461 | $732 | -$271 | -$271 |
| BALL CORPORATION COMMON | P | 2021-09-27 | 2023-11-22 | $376 | $640 | -$264 | -$264 |
| BANK OF AMER CORP COMMON | P | 2003-01-01 | 2023-07-21 | $5,156 | $5,156 | $5,156 | |
| BLACKROCK EVENT DRIVEN EQ-IS | P | 2022-01-01 | 2023-05-22 | $15,000 | $15,413 | -$413 | -$413 |
| CALVERT INTERNATIONAL EQ-R6 | P | 2019-09-27 | 2023-02-22 | $25,000 | $21,976 | $3,024 | $3,024 |
| CALVERT INTERNATIONAL EQ-R6 | P | 2019-09-27 | 2023-02-01 | $43,595 | $37,176 | $6,419 | $6,419 |
| CALVERT INTERNATIONAL EQ-R6 | P | 2022-12-22 | 2023-02-01 | $6,405 | $5,831 | $574 | $574 |
| CAPITAL GAINS DIVIDEND | P | 2023-01-01 | 2023-12-31 | $42,215 | $42,215 | $42,215 | |
| COSTCO WHOLESALE CORP | P | 2020-06-25 | 2023-11-22 | $588 | $300 | $288 | $288 |
| COSTCO WHOLESALE CORP | P | 2020-06-25 | 2023-02-22 | $499 | $300 | $199 | $199 |
| CROWN CASTLE INC REIT | P | 2020-04-09 | 2023-02-22 | $537 | $631 | -$94 | -$94 |
| CROWN CASTLE INC REIT | P | 2020-04-09 | 2023-11-22 | $520 | $780 | -$260 | -$260 |
| DANAHER CORP COMMON | P | 2022-05-17 | 2023-02-22 | $1,999 | $1,988 | $11 | $11 |
| DANAHER CORP COMMON | P | 2023-04-14 | 2023-08-30 | $1,840 | $1,763 | $77 | $77 |
| DANAHER CORP COMMON | P | 2023-04-14 | 2023-11-22 | $2,210 | $2,225 | -$15 | -$15 |
| DFA US LARGE COMPANY PORT | P | 2023-12-11 | 2023-04-19 | $40,000 | $38,313 | $1,687 | $1,687 |
| DFA US LARGE COMPANY PORT | P | 2013-10-10 | 2023-12-12 | $38,794 | $16,850 | $21,944 | $21,944 |
| DFA US LARGE COMPANY PORT | P | 2023-12-11 | 2023-12-23 | $36,206 | $36,041 | $165 | $165 |
| DFA US LARGE COMPANY PORT | P | 2013-10-10 | 2023-12-06 | $8,622 | $8,214 | $408 | $408 |
| DFA US LARGE COMPANY PORT | P | 2013-10-10 | 2023-02-22 | $25,000 | $25,551 | -$551 | -$551 |
| DFA US LARGE COMPANY PORT | P | 2013-10-10 | 2023-12-06 | $51,378 | $23,148 | $28,230 | $28,230 |
| DISALLOWED WASH SALES ADJUSTMENT | P | 2023-01-01 | 2023-12-31 | $1,298 | $1,298 | $1,298 | |
| DOLLAR GENERAL CORP | P | 2023-06-02 | 2023-11-22 | $741 | $990 | -$249 | -$249 |
| DOLLAR GENERAL CORP | P | 2020-04-09 | 2023-02-22 | $1,354 | $1,023 | $331 | $331 |
| EATON VANCE FLOATING RATE-R6 | P | 2021-10-21 | 2023-05-22 | $47,214 | $50,369 | -$3,155 | -$3,155 |
| EATON VANCE FLOATING RATE-R6 | P | 2021-10-21 | 2023-05-22 | $2,959 | $2,965 | -$6 | -$6 |
| ECOLABS INC | P | 2020-01-28 | 2023-11-22 | $1,313 | $1,373 | -$60 | -$60 |
| ECOLABS INC | P | 2020-01-28 | 2023-02-22 | $1,276 | $1,587 | -$311 | -$311 |
| ELECTRONIC ARTS INC | P | 2021-09-27 | 2023-11-22 | $546 | $524 | $22 | $22 |
| ELECTRONIC ARTS INC | P | 2021-09-27 | 2023-02-22 | $559 | $655 | -$96 | -$96 |
| ESTEE LAUDER COMPANIES CL A | P | 2019-11-15 | 2023-02-22 | $749 | $572 | $177 | $177 |
| ESTEE LAUDER COMPANIES CL A | P | 2019-11-15 | 2023-11-22 | $609 | $954 | -$345 | -$345 |
| FIDELITY NATL INFORMATION SERVICES | P | 2019-11-15 | 2023-11-22 | $325 | $812 | -$487 | -$487 |
| FIDELITY NATL INFORMATION SERVICES | P | 2019-11-15 | 2023-02-22 | $401 | $812 | -$411 | -$411 |
| FISERV | P | 2019-11-15 | 2023-12-15 | $4,783 | $4,105 | $678 | $678 |
| FISERV | P | 2019-11-15 | 2023-11-22 | $1,128 | $1,026 | $102 | $102 |
| FISERV | P | 2019-11-15 | 2023-02-22 | $1,360 | $1,368 | -$8 | -$8 |
| FISERV | P | 2019-11-15 | 2023-02-27 | $2,307 | $2,281 | $26 | $26 |
| GARTNER INC CL A | P | 2020-11-10 | 2023-02-22 | $1,677 | $788 | $889 | $889 |
| GARTNER INC CL A | P | 2020-11-10 | 2023-11-22 | $1,720 | $631 | $1,089 | $1,089 |
| IDEX CORP | P | 2023-06-02 | 2023-11-22 | $791 | $837 | -$46 | -$46 |
| IDEX CORP | P | 2019-11-15 | 2023-02-22 | $900 | $649 | $251 | $251 |
| IDEXX LABORATORIES INC COMMON | P | 2022-05-26 | 2023-11-22 | $481 | $382 | $99 | $99 |
| IDEXX LABORATORIES INC COMMON | P | 2022-05-26 | 2023-02-22 | $475 | $382 | $93 | $93 |
| INTERCONTINENTAL EXCHANGE INC | P | 2019-11-15 | 2023-12-15 | $6,480 | $4,925 | $1,555 | $1,555 |
| INTERCONTINENTAL EXCHANGE INC | P | 2019-11-15 | 2023-04-14 | $2,885 | $2,515 | $370 | $370 |
| INTERCONTINENTAL EXCHANGE INC | P | 2019-11-15 | 2023-11-22 | $1,260 | $1,022 | $238 | $238 |
| INTERCONTINENTAL EXCHANGE INC | P | 2020-05-08 | 2023-02-22 | $1,353 | $1,212 | $141 | $141 |
| INTUIT INC COMMON | P | 2019-11-15 | 2023-02-22 | $807 | $530 | $277 | $277 |
| INTUIT INC COMMON | P | 2023-06-02 | 2023-11-22 | $1,699 | $1,295 | $404 | $404 |
| INTUITIVE SURGICAL INC | P | 2020-07-20 | 2023-11-22 | $317 | $223 | $94 | $94 |
| INTUITIVE SURGICAL INC | P | 2020-07-20 | 2023-02-22 | $234 | $223 | $11 | $11 |
| LABORATORY CORP OF AMERICAN HOLDINGS | P | 2022-01-01 | 2023-01-18 | $7,031 | $4,483 | $2,548 | $2,548 |
| LINDE PLC | P | 2019-11-15 | 2023-02-22 | $1,319 | $836 | $483 | $483 |
| LINDE PLC | P | 2019-11-15 | 2023-11-22 | $1,639 | $836 | $803 | $803 |
| LOWES COMPANIES INCORPORATED | P | 2020-04-09 | 2023-02-22 | $809 | $390 | $419 | $419 |
| LOWES COMPANIES INCORPORATED | P | 2020-04-09 | 2023-11-22 | $595 | $293 | $302 | $302 |
| MARSH & MCLENNAN COS INC | P | 2019-11-15 | 2023-01-18 | $3,039 | $1,892 | $1,147 | $1,147 |
| MARSH & MCLENNAN COS INC | P | 2019-11-15 | 2023-11-15 | $3,926 | $2,102 | $1,824 | $1,824 |
| MARSH & MCLENNAN COS INC | P | 2019-11-15 | 2023-11-22 | $800 | $420 | $380 | $380 |
| MARSH & MCLENNAN COS INC | P | 2019-11-15 | 2023-02-22 | $984 | $631 | $353 | $353 |
| MASTERCARD INC - CLASS A | P | 2021-08-18 | 2023-02-22 | $2,483 | $2,543 | -$60 | -$60 |
| MASTERCARD INC - CLASS A | P | 2021-08-18 | 2023-11-22 | $2,466 | $2,175 | $291 | $291 |
| MICROSOFT CORP | P | 2023-01-18 | 2023-02-22 | $2,268 | $2,126 | $142 | $142 |
| MICROSOFT CORP | P | 2023-01-18 | 2023-03-20 | $1,083 | $945 | $138 | $138 |
| MICROSOFT CORP | P | 2020-04-09 | 2023-05-30 | $4,329 | $2,153 | $2,176 | $2,176 |
| MICROSOFT CORP | P | 2019-11-15 | 2023-11-15 | $1,111 | $449 | $662 | $662 |
| MICROSOFT CORP | P | 2020-04-09 | 2023-03-31 | $851 | $497 | $354 | $354 |
| MICROSOFT CORP | P | 2020-04-09 | 2023-04-28 | $2,444 | $1,325 | $1,119 | $1,119 |
| MICROSOFT CORP | P | 2019-11-15 | 2023-11-22 | $2,267 | $898 | $1,369 | $1,369 |
| MICROSOFT CORP | P | 2019-11-15 | 2023-10-25 | $1,705 | $764 | $941 | $941 |
| MICROSOFT CORP | P | 2023-01-18 | 2023-03-20 | $541 | $473 | $68 | $68 |
| MICROSOFT CORP | P | 2023-01-18 | 2023-03-31 | $1,135 | $945 | $190 | $190 |
| MOODYS CORP | P | 2022-03-08 | 2023-11-22 | $735 | $643 | $92 | $92 |
| MOODYS CORP | P | 2022-03-08 | 2023-02-22 | $587 | $643 | -$56 | -$56 |
| NIKE INCORPORATED CLASS B | P | 2022-11-04 | 2023-02-22 | $844 | $669 | $175 | $175 |
| NIKE INCORPORATED CLASS B | P | 2022-11-04 | 2023-11-22 | $643 | $573 | $70 | $70 |
| OREILLY AUTOMOTIVE INC | P | 2020-03-27 | 2023-11-22 | $987 | $310 | $677 | $677 |
| OREILLY AUTOMOTIVE INC | P | 2020-06-17 | 2023-05-08 | $1,888 | $860 | $1,028 | $1,028 |
| OREILLY AUTOMOTIVE INC | P | 2020-03-27 | 2023-11-15 | $5,846 | $1,938 | $3,908 | $3,908 |
| OREILLY AUTOMOTIVE INC | P | 2020-06-17 | 2023-02-22 | $1,681 | $860 | $821 | $821 |
| OREILLY AUTOMOTIVE INC | P | 2020-03-27 | 2023-06-02 | $2,699 | $1,148 | $1,551 | $1,551 |
| PAYPAL HOLDINGS INC | P | 2022-05-02 | 2023-02-22 | $676 | $816 | -$140 | -$140 |
| PAYPAL HOLDINGS INC | P | 2022-05-02 | 2023-11-22 | $507 | $816 | -$309 | -$309 |
| S & P 500 DEPOSITARY RECEIPT COMMON | P | 2022-01-01 | 2023-07-20 | $14,911 | $11,923 | $2,988 | $2,988 |
| S&P GLOBAL INC | P | 2023-08-01 | 2023-11-22 | $1,667 | $1,593 | $74 | $74 |
| SCHWAB CHARLES CORP NEW | P | 2019-11-15 | 2023-11-22 | $392 | $309 | $83 | $83 |
| SCHWAB CHARLES CORP NEW | P | 2019-11-15 | 2023-02-22 | $638 | $354 | $284 | $284 |
| SPR GOLD TRUST | P | 2008-05-02 | 2023-12-31 | $844 | $392 | $452 | $452 |
| STARBUCKS CORPORATIONS COMMON | P | 2019-11-15 | 2023-11-22 | $730 | $586 | $144 | $144 |
| STARBUCKS CORPORATIONS COMMON | P | 2019-11-15 | 2023-02-22 | $840 | $669 | $171 | $171 |
| TE CONNECTIVITY LTD | P | 2023-06-02 | 2023-11-22 | $527 | $504 | $23 | $23 |
| TE CONNECTIVITY LTD | P | 2019-11-15 | 2023-02-27 | $1,912 | $1,399 | $513 | $513 |
| TE CONNECTIVITY LTD | P | 2019-11-15 | 2023-02-22 | $509 | $373 | $136 | $136 |
| TEXAS INSTRUMENTS INC COM STK | P | 2019-11-15 | 2023-02-22 | $509 | $355 | $154 | $154 |
| TEXAS INSTRUMENTS INC COM STK | P | 2019-11-15 | 2023-11-22 | $464 | $355 | $109 | $109 |
| THERMO ELECTRON COMMON | P | 2023-08-30 | 2023-11-22 | $2,440 | $2,779 | -$339 | -$339 |
| THERMO ELECTRON COMMON | P | 2021-04-30 | 2023-02-22 | $2,197 | $1,867 | $330 | $330 |
| TJX COMPANIES | P | 2021-09-27 | 2023-01-18 | $2,238 | $2,020 | $218 | $218 |
| TJX COMPANIES | P | 2021-03-08 | 2023-02-22 | $1,792 | $1,603 | $189 | $189 |
| TJX COMPANIES | P | 2021-03-08 | 2023-11-22 | $1,709 | $1,222 | $487 | $487 |
| TJX COMPANIES | P | 2021-03-08 | 2023-09-19 | $4,090 | $2,931 | $1,159 | $1,159 |
| VERALTO CORPORATION | P | 2023-04-14 | 2023-11-22 | $412 | $482 | -$70 | -$70 |
| VERALTO CORPORATION | P | 2022-05-17 | 2023-11-22 | $49 | $58 | -$9 | -$9 |
| VERALTO CORPORATION | P | 2023-05-14 | 2023-11-22 | $49 | $60 | -$11 | -$11 |
| VERALTO CORPORATION | P | 2023-04-14 | 2023-10-16 | $48 | $59 | -$11 | -$11 |
| VERISIGN INC | P | 2023-06-28 | 2023-11-22 | $858 | $891 | -$33 | -$33 |
| VERISK ANALYTICS INC CL A | P | 2021-01-21 | 2023-06-02 | $3,981 | $3,403 | $578 | $578 |
| VERISK ANALYTICS INC CL A | P | 2021-01-21 | 2023-02-22 | $1,753 | $1,954 | -$201 | -$201 |
| VERISK ANALYTICS INC CL A | P | 2021-01-21 | 2023-11-22 | $1,699 | $1,159 | $540 | $540 |
| VERISK ANALYTICS INC CL A | P | 2021-02-25 | 2023-06-28 | $4,453 | $3,335 | $1,118 | $1,118 |
| VISA INC | P | 2021-11-05 | 2023-11-22 | $2,285 | $1,685 | $600 | $600 |
| VISA INC | P | 2021-11-05 | 2023-02-22 | $2,202 | $2,169 | $33 | $33 |
| VISA INC | P | 2021-11-05 | 2023-02-06 | $2,064 | $1,952 | $112 | $112 |
| XYLEM INC | P | 2023-09-19 | 2023-11-22 | $408 | $380 | $28 | $28 |
| XYLEM INC | P | 2022-02-09 | 2023-11-22 | $714 | $666 | $48 | $48 |
| XYLEM INC | P | 2022-02-09 | 2023-02-22 | $1,031 | $951 | $80 | $80 |
| ZOETIS INC | P | 2023-06-02 | 2023-11-22 | $1,624 | $1,534 | $90 | $90 |
| ZOETIS INC | P | 2020-04-09 | 2023-02-22 | $1,500 | $1,160 | $340 | $340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,033 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,033 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,626 | OverpaymentAmt |
| Applied To ES Tax | $3,626 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH M WYMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036616616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ECI LLC 15 E PUTNAM AVE 3100 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RALPH M WYMAN | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KENNETH RUSSELL | ||||||||
| 4500 NE 40TH STREET | SEATTLE | WA | 98105 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| VIRGINIA W MEYER | ||||||||
| 518 WEST LYON FARM DRIVE | GREENWICH | CT | 06831 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CARLA BENKA | ||||||||
| 26 CIRCUIT ROAD | CHESTNUT HILL | MA | 02467 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| PEGGY R ROSENBLUM | ||||||||
| 143 HOBART ROAD | NEWTON CENTRE | MA | 02459 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LESLIE A W COOPER | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | TREASURER/SECRETARY | 10.00 | $0 | $0 | $0 |
| ALEXANDRA NP DORF | ||||||||
| 44 HARRISON STREET APT 2 | BROOKLINE | MA | 02446 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CRISTINA WYMAN | ||||||||
| 207 EAST 74TH STREET APT2L | NEW YORK | NY | 10021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,231,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $614,181 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,944,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,944,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,870,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,407 | TotalTaxAmt |
| Distributable Before Adj | $241,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,801 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $242,801 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,890 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $50,005 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,035 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $145,930 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $147,610 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $61,890 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $50,005 | ExcessFromYear3Amt |
| Excess From Year2 | $34,035 | ExcessFromYear2Amt |
| Excess From Current Year | $1,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| 601 E STREET | WASHINGTON | DC | 20049 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| ABILIS | ||||||||
| 1150 SUMMER STREET | STAMFORD | CT | 06905 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| ADOPT A DOG | ||||||||
| 23 COX AVE | ARMONK | NY | 10504 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 | |
| ADOPT-A-NATIVE ELDER PROGRAM | ||||||||
| 328 W GREGSON AVE | SALT LAKE CITY | UT | 84115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 | |
| ALBERT SCHWEITZER FELLOWSHIP | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| ALS ASSOCIATION | ||||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 3550 S CLARK STREET SUITE 203 | ARLINGTON | VA | 22202 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| AMERICAN INDIAN SERVICES | ||||||||
| 170 S INTERSTATE PLAZA DR | LEHI | UT | 84043 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,500 | |
| ARBUTUS FOUNDATION | ||||||||
| 501 SILVERSIDE RD | WILMINGTON | DE | 19809 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $120 | |
| ASPCA | ||||||||
| 860 MARIETTA BLVD | ATLANTA | GA | 30318 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| AT HOME IN GREENWICH | ||||||||
| 139 E PUTNAM AVE SUITE 220 | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| BERGEN FAMILY CENTER | ||||||||
| 44 ARMORY STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $32,500 | |
| BREAST CANCER ALLIANCE | ||||||||
| 48 MAPLE AVE | GREENWICH | CT | 06860 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| CALL-A-RIDE GREENWICH | ||||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 | |
| CARCINOID CANCER FOUNDATION | ||||||||
| 333 MAMARONECK AVENUE 492 | WHITE PLAINS | NY | 10605 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 | |
| CARVER FOUNDATION (NORWALK) | ||||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| CASTING FOR RECOVERY | ||||||||
| 109 EAST OAK ST SUITE 1G | BOZEMAN | MT | 59715 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| CHANGE THE REF | ||||||||
| 5944 CORAL RIDGE DR STE 223 | CORAL SPRINGS | FL | 33076 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| CHARLES RIVER CONSERVANCY INC | ||||||||
| 43 THORNDIKE STREET S3-3 | CAMBRIDGE | MA | 02141 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,200 | |
| CHRISTIAN CENTER OF PARK CITY UT | ||||||||
| 1283 DEER VALLEY DR | PARK CITY | UT | 84060 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 | |
| CJD FOUNDATION | ||||||||
| 3634 W MARKET ST UNIT 110 | AKRON | OH | 44333 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 | |
| COMPASSION AND CHOICES | ||||||||
| PO BOX 485 | ETNA | NH | 03750 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 | |
| CONNECTICUT PUBLIC RADIO & TELEVESION | ||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| CONNECTICUT SPECIAL OLYMPICS | ||||||||
| 2666 STATE ST 1 | HAMDEN | CT | 06517 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| COUNCIL FOR THE ARTS AT MIT | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | DONEE | COLLEGE | CHARITABLE DONATION | $5,250 | |
| CROSSROADS URBAN CENTER | ||||||||
| 347 S 400 E | SLC | UT | 84111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| DICKINSON COLLEGE | ||||||||
| 28 N COLLEGE ST | CARLISLE | PA | 17013 | DONEE | COLLEGE | CHARITABLE DONATION | $500 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 | |
| DORSET THEATER FESTIVAL | ||||||||
| 104 CHENEY RD | DORSET | VT | 05251 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 | |
| DUWAMISH TRIBAL SERVICES | ||||||||
| 4705 W MARGINAL WAY SW | SEATTLE | WA | 98106 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| FAMILY CENTERS INC | ||||||||
| PO BOX 7550 GREENWICH | GREENWICH | CT | 06836 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| FAMILY RE-ENTRY | ||||||||
| 9 MOTT AVE 110 | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 | |
| FARESTART | ||||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| FIRST PRESBYTERIAN CHURCH OF GREENWICH | ||||||||
| 1 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | CHURCH | CHARITABLE DONATION | $2,500 | |
| FLAT ROCK BROOK NATURE ASSOCIATION | ||||||||
| 443 VAN NOSTRAND AVE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 | |
| FOUNDATION MASS EYE & EAR INC | ||||||||
| 243 CHARLES ST | BOSTON | MA | 02114 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 | |
| FOURTH STREET CLINIC (SLC UT) | ||||||||
| 409 W 400 S | SALT LAKE CITY | UT | 84101 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| GEMS | ||||||||
| 27001 AGOURA RD SUITE 350A | CALABASAS | CA | 91301 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 | |
| GOT LUNCH LACONIA | ||||||||
| 18 VETERANS SQUARE | LACONIA | NH | 03246 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| GRACE COTTAGE FOUNDATION | ||||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $15,200 | |
| GREENWICH ARTS COUNCIL | ||||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| GREENWICH CHAPLAINCY | ||||||||
| 70 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | CHURCH | CHARITABLE DONATION | $100 | |
| GREENWICH HOSPITAL | ||||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | DONEE | HOSPITAL | CHARITABLE DONATION | $500 | |
| GREENWICH HOSPITAL FOUNDATION | ||||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | DONEE | HOSPITAL | CHARITABLE DONATION | $500 | |
| GREENWICH LAND TRUST | ||||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| GREENWICH LIBRARY | ||||||||
| 101 WEST PUTNAM | GREENWICH | CT | 06830 | DONEE | LIBRARY | CHARITABLE DONATION | $100 | |
| GUIDE DOGS FOR THE BLIND | ||||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| PO BOX 97007 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| HABITAT FOR HUMANITY | ||||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| HMS 1974 MEMORIAL SCHOLARSHIP FUND | ||||||||
| 1430 MASSACHUSETTS AVENUE 6TH FLOOR | CAMBRIDGE | MA | 02138 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,500 | |
| HUMANE SOCIETY OF UTAH | ||||||||
| 4242 S 300 W | MURRAY | UT | 84107 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| KEXP (SEATTLE PUBLIC RADIO) | ||||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | DONEE | SCHOOL | CHARITABLE DONATION | $300 | |
| KIDS IN CRISIS | ||||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $17,000 | |
| KUOW (NATIONAL PUBLIC RADIO) | ||||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,160 | |
| LAKES REGION CONSERVATION TRUST | ||||||||
| 156 DANE RD | CENTER HARBOR | NH | 03226 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| LEARNING ALLY | ||||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| LIBERATION PROGRAMS | ||||||||
| 129 GLOVER AVENUE | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| LIGHTHOUSE INTERNATIONAL | ||||||||
| 15 WEST 65TH STREET | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| LOOMIS CHAFFEE SCHOOL | ||||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | DONEE | SCHOOL | CHARITABLE DONATION | $500 | |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| MARK TWAIN LIBRARY | ||||||||
| PO BOX 1009 | REDDING | CT | 06875 | DONEE | LIBRARY | CHARITABLE DONATION | $300 | |
| MARY'S PLACE | ||||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| MCCA | ||||||||
| 38 OLD RIDGEBURY RD | DANBURY | CT | 06810 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 | |
| MEALS ON WHEELS - GREENWICH | ||||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| MEALS-ON-WHEELS | ||||||||
| 1200 WASHINGTON AVENUE | MINNEAPOLIS | MN | 55415 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| MGH FUND | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 | |
| MIDDLEBURY COLLEGE | ||||||||
| OLD CHAPEL MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | DONEE | COLLEGE | CHARITABLE DONATION | $1,000 | |
| MIT ANNUAL FUND | ||||||||
| 600 MEMORIAL DRIVE W98-200 | CAMBRIDGE | MA | 02139 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 | |
| MOUNT HOLYOKE COLLEGE | ||||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | DONEE | COLLEGE | CHARITABLE DONATION | $1,000 | |
| MOUNT SINAI HEALTH SYSTEM | ||||||||
| 50 EAST 42ND STREET SECOND FLOOR | NEW YORK | NY | 10017 | DONEE | HOSPITAL | CHARITABLE DONATION | $5,000 | |
| MOUNTAIN VALLEY MEDICAL CLINIC | ||||||||
| 38 VT ROUTE 11 | LONDONBERRY | VT | 05148 | DONEE | HOSPITAL | CHARITABLE DONATION | $100 | |
| MSPCA-ANGELL | ||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 | |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | ||||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| NAACP LEGAL DEFENSE FUND | ||||||||
| 40 RECTOR ST 5 | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 | |
| NATIONAL VETERANS FOUNDATION | ||||||||
| 5777 WEST CENTURY BOULEVARD SUITE | LOS ANGELES | CA | 90045 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | 350 |
| NATIVE FISH SOCIETY | ||||||||
| 813 7TH ST | OREGON CITY | OR | 97045 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 | |
| NEIGHBOR TO NEIGHBOR | ||||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,750 | |
| NEW HAMPSHIRE WOMEN'S FOUNDATION | ||||||||
| 18 LOW AVE SUITE 205 | CONCORD | NH | 03301 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| NORTHWEST HARVEST | ||||||||
| 1725 I ST NW 900 | WASHINGTON | DC | 20006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||||
| 615 2ND AVE 400 | SEATTLE | WA | 98122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| NORWALK COMMUNITY COLLEGE FOUNDATION | ||||||||
| 5777 WEST CENTURY BOULEVARD SUITE | LOS ANGELES | CA | 90045 | DONEE | COLLEGE | CHARITABLE DONATION | $100 | 350 |
| OFFICE OF CONCERN FOOD PANTRY | ||||||||
| 55 WEST DEMAREST AVE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 | |
| ONE EQUAL HEART FOUNDATION | ||||||||
| 1620 BROADWAY AVENUE SUITE 205 | SEATTLE | WA | 98122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,700 | |
| OPEN DOOR SHELTER (NORWALK) | ||||||||
| 4 MERRITT ST | NORWALK | CT | 06854 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| OPPORTUNITY INTERNATIONAL | ||||||||
| 2122 YORK ROAD SUITE 150 OAK | BROOK | IL | 60523 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| PACIFIC HOUSE | ||||||||
| 597 PACIFIC ST 5814 | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| PARKINSON'S FOUNDATION | ||||||||
| PO BOX 6003 | ALBERT LEA | MN | 56007 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| PARSONAGE COTTAGE | ||||||||
| 88 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $450 | |
| PERU CONGREGATIONAL CHURCH | ||||||||
| 1109 PULASKI STREET | PERU | IL | 61354 | DONEE | CHURCH | CHARITABLE DONATION | $100 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 | |
| PLANNED PARENTHOOD | ||||||||
| 23 HYATT STREET | STATEN ISLAND | NY | 10301 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| PLANNED PARENTHOOD OF SOUTH NEW ENGLAND | ||||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 | |
| PNA | ||||||||
| 4000 CRUMS MILL RD | HARRISBURG | PA | 17112 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| PRINCETON THEOLOGICAL SEMINARY | ||||||||
| 64 MERCER STREET | PRINCETON | NJ | 08542 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| PROJECT DRAWDOWN | ||||||||
| 428 MINNESOTA STREET SUITE 500 | ST PAUL | MN | 55101 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| PROJECT HEALING WATERS FLY FISHING INC | ||||||||
| PO BOX 695 | LAPLATA | MD | 20646 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| PUGET SOUNDKEEPER | ||||||||
| 130 NICKERSON ST 107 | SEATTLE | WA | 98109 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 | |
| RESURGE INTERNATIONAL | ||||||||
| 145 N WOLFE ROAD | SUNNYVALE | CA | 94086 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 | |
| RIVER HOUSE ADULT DAY CARE INC | ||||||||
| 125 RIVER RD EX | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 | |
| RIVERDALE COUNTRY SCHOOL | ||||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | DONEE | SCHOOL | CHARITABLE DONATION | $500 | |
| ROBIN HOOD | ||||||||
| 85 WILLOW ROAD | MENLOPARK | CA | 94025 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 | |
| ROCKINGHAM ARTS & MUSEUM PROJECT | ||||||||
| 7 CANAL STREET | BELLOWS | VT | 05101 | DONEE | MUSEUM | CHARITABLE DONATION | $100 | |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| SEATTLE PUBLIC LIBRARY FOUNDATION | ||||||||
| 1000 FOURTH AVE | SEATTLE | WA | 98104 | DONEE | LIBRARY | CHARITABLE DONATION | $300 | |
| SILENT IMAGES | ||||||||
| PO BOX 667 | MATTHEWS | NC | 28106 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 | |
| SILVER HILL HOSPITAL | ||||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | DONEE | HOSPITAL | CHARITABLE DONATION | $500 | |
| SMITH COLLEGE | ||||||||
| 10 ELM STREET | NORTHAMPTON | MA | 01063 | DONEE | COLLEGE | CHARITABLE DONATION | $100 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,100 | |
| SPCA OF WESTCHESTER | ||||||||
| 590 NORTH STATE ROAD | BRIARCLIFF MANOR | NY | 10510 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,150 | |
| SPECIAL EDUCATION LEGAL FUND INC | ||||||||
| PO BOX 7855 | GREENWICH | CT | 06836 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| STRATTON FOUNDATION | ||||||||
| VILLAGE SQUARE STE 2D | STRATTON MOUNTAIN | VT | 05155 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $19,250 | |
| STUDIO IN A SCHOOL | ||||||||
| 75 WEST END AVE SUITE 3 | NEW YORK | NY | 10023 | DONEE | SCHOOL | CHARITABLE DONATION | $100 | |
| SUNDAY BREAKFAST MISSION | ||||||||
| 302 N 13TH STREET | PHILADELPHIA | PA | 19107 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 | |
| THE AMHERST FUND | ||||||||
| 401 E STADIUM BLVD | ANN ARBOR | MI | 48104 | DONEE | COLLEGE | CHARITABLE DONATION | $1,821 | |
| THE COMMUNITY CHEST OF ENGLEWOOD | ||||||||
| 122 S VAN BRUNT ST 2ND FLOOR | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| THE DIAPER BANK OF CONNECTICUT | ||||||||
| 370 STATE STREET SUITE B | NORTH HAVEN | CT | 06473 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| THE DOE FUND INC | ||||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 | |
| THE ELISABETH MORROW SCHOOL | ||||||||
| 435 LYDECKER ST | ENGLEWOOD | NJ | 07631 | DONEE | SCHOOL | CHARITABLE DONATION | $3,500 | |
| THE FISTULA FOUNDATION | ||||||||
| 1922 THE ALAMEDA SUITE 302 | SAN JOSE | CA | 95126 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| THE FOOD BANK OF LOWER FAIRFIELD COUNTY | ||||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 | |
| THE GREENWICH ALLIANCE FOR EDUCATION | ||||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| THE HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | SCHOOL | CHARITABLE DONATION | $1,000 | |
| THE MARCUS J BORG FOUNDATION | ||||||||
| PO BOX 935 | BEND | OR | 97709 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| THE ROAD HOME | ||||||||
| 210 S RIO GRANDE STREET | SLC | UT | 84101 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 | |
| THE SMILE TRAIN | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,250 | |
| THE SPENCE SCHOOL ANNUAL FUND | ||||||||
| 22 E 91ST STREET | NEW YORK | NY | 10128 | DONEE | SCHOOL | CHARITABLE DONATION | $1,000 | |
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WESTHOLLYWOOD | CA | 90069 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 | |
| THIRTEENWNET NEW YORK | ||||||||
| 450 WEST 33RD ST | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| TROUT UNLIMITED | ||||||||
| 1777 N KENT ST STE 100 | ARLINGTON | VA | 22209 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| TUNNEL TO TOWERS | ||||||||
| 2361 HYLAN AVE | HAMLET | NC | 28345 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| UTAH FOOD BANK | ||||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 | |
| VNA & HOSPICE FOUNDATION | ||||||||
| 445 24TH STREET SUITE 300 | VERO BEACH | FL | 32960 | DONEE | HOSPITAL | CHARITABLE DONATION | $250 | |
| WASHINGTON TRAILS ASSOCIATION | ||||||||
| 705 2ND AVE 300 | SEATTLE | WA | 98104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 | |
| WESTAR INSTITUTE | ||||||||
| PO BOX 346 | FARMINGTON | MN | 55024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| WESTPORT COUNTRY PLAYHOUSE | ||||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| WGBH (BOSTON PUBLIC TELEVISION-PBS) | ||||||||
| 1 GUEST ST | BOSTON | MA | 02135 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 | |
| WHITE MOUNTAIN SCHOOL | ||||||||
| 371 WEST FARM RD | BETHLEHEM | NH | 03574 | DONEE | SCHOOL | CHARITABLE DONATION | $5,000 | |
| WILD SALMON CENTER | ||||||||
| 721 NW NINTH AVE SUITE 300 | PORTLAND | OR | 97209 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| WILD STEELHEAD COALITION | ||||||||
| 742 42ND AVE SW 462 | SEATTLE | WA | 98116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| WNYC RADIOWQXR | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| 2000 M ST NW | WASHINGTON | DC | 20001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 370 7TH AVE SUITE 1802 | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $950 | |
| YWCA GREENWICH | ||||||||
| 259 E PUTNAM AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,850 | |
| YWCA UTAH | ||||||||
| PO BOX 639 | WORTH | IL | 60482 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 | |
| CENTER FOR FOOD ACTION | ||||||||
| 192 W DEMAREST AVE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 | |
| CENTER OF THEOLOGICAL INQUIRY | ||||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 | |
| CORNELL LAB OF ORNITHOLOGY | ||||||||
| 59 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 263 WEST 38TH STREET | NEW YORK | NY | 10018 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,000 | |
| PORT CHESTER CARVER CENTER INC | ||||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 | |
| WIKIMEDIA FOUNDATION | ||||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $242,801 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,367 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $235,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,757 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ERIC COOPER | ||||||
| 1 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $20,000 | Yes (X) |
| MARK COOPER | ||||||
| 2 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $12,500 | Yes (X) |
| JOHN COOPER | ||||||
| 3 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $12,500 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-US EQUITIES | AT COST | $1,507,779 | $3,087,889 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | $291,075 | $400,191 |
| MUTUAL FUNDS-BONDS | AT COST | $928,699 | $889,537 |
| SPDR GOLD TRUST SHS | AT COST | $99,699 | $225,389 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | -$328,049 | -$2,807 | $4,310 |
| BLACKSTONE ALTERNATIVE MULTI-STRATEGY | $101,686 | $105,214 | $104,780 |
| BLACKROCK EVENT DRIVEN EQ-IS | $272,316 | $279,701 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NBV INVESTMENT AND ACCRUED INCOME ADJUSTMENT | Desc |
| Amt | $314,036 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $62,592 | Amt |
| Net Investment Income | $62,592 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $601 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments