EVE & SIMON COLIN FAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EVE & SIMON COLIN FAM FOUNDATION (EIN 35-7290634)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-09-16
- IRS object ID
- 202442609349100239
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-16T16:32:15-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357290634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVE & SIMON COLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVE& | BusinessNameControlTxt |
| Phone | 5168696700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MIDWOOD 430 PARK AVE - 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA COLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168696700 | PhoneNum |
| Signature | 2024-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAKEEL HUSSAIN | PreparerPersonNm |
| PTIN | P01352370 | PTIN |
| Phone | 9149492990 | PhoneNum |
| Preparation | 2024-09-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $10,083,023 | 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 | $35,485 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,858 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,858 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $152,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,617,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,371 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,825 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,332 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $373,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $336,528 | 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 |
| Accounting Fees Rev And Expnss | $4,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $446,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $446,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $507,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $451,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$133,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,937 | CashBOYAmt |
| Cash EOY | $7,579 | CashEOYAmt |
| Cash EOYFMV | $7,579 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $929,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $767,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $767,456 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $466,426 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,357,908 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,848,428 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,491,031 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $643,192 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $678,648 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,816,957 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,435,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,302,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,083,023 | 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 | $5,718,969 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,718,969 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$283,239 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$416,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,435,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,302,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,435,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,302,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,435,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$133,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,302,111 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,302,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,587,915 | $1,443,903 | $144,012 | $144,012 | |
| ALTERNATIVE INV-CAPITAL GAIN DISTRIBUTIONS | $29,359 | $29,359 | $29,359 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,371 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,242 | 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 | $6,242 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,304 | OverpaymentAmt |
| Applied To ES Tax | $2,304 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168696700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MIDWOOD 430 PARK AVE - 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA COLIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 PARK AVE - 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,496,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $867,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,832,484 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,196,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,196,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,043,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $502,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $502,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,938 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $20 | IncomeTaxAmt |
| Total Tax | $3,958 | TotalTaxAmt |
| Distributable Before Adj | $498,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $498,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $498,209 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $451,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $451,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $498,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $444,421 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $451,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $444,421 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,459 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $490,750 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL MEDICAL CENTER | ||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $20,000 |
| ARCH STREET TEEN CENTER | ||||||
| PO BOX 1339 | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $20,000 |
| CHILDREN OF FALLEN PATRIOTS | ||||||
| 1818 LIBRARY STREET SUITE 500 | RESTON | VA | 20190 | PC | GENERAL SUPPORT | $10,000 |
| CLARK UNIVERSITY | ||||||
| 950 MAIN STREET | WORCESTER | MA | 016101477 | PC | GENERAL SUPPORT | $50,000 |
| COMBINED ORGANIZATION OF POLICE | ||||||
| PO BOX 1161 | GREENWICH | CT | 06836 | PC | GENERAL SUPPORT | $10,000 |
| GREENWICH COUNTRY DAY SCHOOL | ||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $51,500 |
| GREENWICH HOSPITAL | ||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | PC | GENERAL SUPPORT | $68,000 |
| GREENWICH INTERNATIONAL FILM FESTIVAL | ||||||
| 0 HORSENECK LANE | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $25,000 |
| GREENWICH TOWN PARTY INC | ||||||
| PO BOX 59 | GREENWICH | CT | 06870 | PC | GENERAL SUPPORT | $30,000 |
| HUMANE SOCIETY OF WESTCHESTER | ||||||
| 70 PORTMAN ROAD | NEW ROCHELLE | NY | 10801 | PC | GENERAL SUPPORT | $1,000 |
| IMPACT FAIRFIELD COUNTY | ||||||
| PO BOX 7666 | GREENWICH | CT | 06836 | PC | GENERAL SUPPORT | $1,100 |
| JEWISH FAMILY SERVICES OF GREENWICH | ||||||
| 67 HOLLY HILL LANE | GREENWICH | CT | 06830 | PC | GENERAL SUPPORT | $11,000 |
| JEWISH NATION UNDERGRAD AT UM INC | ||||||
| 1249 HARDEE RD | CORAL GABLES | FL | 33146 | PC | GENERAL SUPPORT | $1,800 |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $50,000 |
| NORTH SHORE ANIMAL LEAGUE | ||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | PC | GENERAL SUPPORT | $5,000 |
| PINK AID | ||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | PC | GENERAL SUPPORT | $20,000 |
| ROBINHOOD FOUNDATION | ||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $10,000 |
| SINGULA INSTITUTE | ||||||
| 353 LEXINGTON AVE | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $5,000 |
| STAMFORD HOSPITAL FOUNDATION | ||||||
| 1351 WASHINGTON BLVD SUITE 202 | STAMFORD | CT | 06902 | PC | GENERAL SUPPORT | $20,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 300 ROBBINS LANE | SYOSSET | NY | 11791 | PC | GENERAL SUPPORT | $5,000 |
| THE SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE | ||||||
| 100 CAMBRIDGE ST 2100 | BOSTON | MA | 02114 | PC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 025388 | MIAMI | FL | 33102 | PC | GENERAL SUPPORT | $25,000 |
| WILD BIRD FUND | ||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $446,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,858 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,967 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,493 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,332 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,371 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,493 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $336,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,021 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON AND EVE COLIN FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BOULEVARD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,485 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MEMBERSHIP INTEREST IN WEXFORD PARTNERS 10 LP | NoncashPropertyDesc |
| Fair Market Value | $35,485 | FairMarketValueAmt |
| Received | 2023-07-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $4,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,980 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FMC - ALPHABET, INC | $223,027 | $322,021 |
| FMC - AMERICAN WTR WKS CO | $129,525 | $283,649 |
| FMC - APPLE INC | $17,995 | $105,885 |
| FMC - AUTOZONE INC | $53,660 | $262,576 |
| FMC - BERKSHIRE HATHAWAY CLASS B | $127,181 | $299,688 |
| FMC - DANAHER CORP | $58,439 | $153,616 |
| FMC - KKR & CO, INC | $133,313 | $136,284 |
| FMC - LOWES CO | $128,404 | $125,776 |
| FMC - MCDONALD'S CORP | $141,405 | $173,819 |
| FMC - MICROSOFT CORP | $29,305 | $317,147 |
| FMC - NIKE INC | $124,728 | $109,450 |
| FMC - ORACLE CORP | $162,591 | $313,819 |
| FMC - S&P GLOBAL INC | $48,043 | $148,457 |
| JPM - ABBOT LABORATORIES | $19,391 | $16,263 |
| JPM - ABBVIE | $22,376 | $43,766 |
| JPM - AIR PRODUCTS | $9,209 | $19,206 |
| JPM - ANALOG DEVICES, INC | $11,863 | $24,386 |
| JPM - APPLE INC | $29,190 | $313,534 |
| JPM - AUTOMATIC DATA PROCESSING | $11,103 | $17,458 |
| JPM - BANK OF AMERICA | $16,030 | $13,828 |
| JPM - BLACKROCK INC | $15,888 | $25,716 |
| JPM - BRISTOL MYERS SQUIBB | $27,248 | $22,776 |
| JPM - BROADCOM INC | $27,074 | $76,565 |
| JPM - CATERPILLAR INC | $13,715 | $18,536 |
| JPM - CHEVRON CORP | $20,748 | $31,332 |
| JPM - CISCO SYSTEMS INC | $15,606 | $42,121 |
| JPM - CME GROUP INC | $9,305 | $23,267 |
| JPM - CMS ENERGY CORP | $14,639 | $17,226 |
| JPM - COCA COLA CO | $206,730 | $237,032 |
| JPM - COMCAST CORP | $25,116 | $31,835 |
| JPM - CUMMINS INC | $20,049 | $18,169 |
| JPM - EXXON MOBIL CORP | $301,306 | $771,541 |
| JPM - HOME DEPOT INC | $9,182 | $31,601 |
| JPM - HONEYWELL INTL | $15,691 | $23,091 |
| JPM - JPMORGAN CHASE & CO | $33,119 | $63,133 |
| JPM - LOCKHEED MARTIN CORP | $22,909 | $33,189 |
| JPM - MCDONALDS CORP | $20,784 | $32,247 |
| JPM - MERCK & CO | $37,733 | $57,717 |
| JPM - MICROSOFT CORP | $149,970 | $820,255 |
| JPM - MONDELEZ INTL | $23,274 | $36,747 |
| JPM - NORTHROP GRUMMAN | $89,556 | $292,758 |
| JPM - PEPSICO INC | $23,290 | $35,758 |
| JPM - PHILIPS 66 | $23,996 | $30,114 |
| JPM - PROCTOR & GAMBLE | $18,525 | $32,256 |
| JPM - RTX CORP (FKA RAYTHEON TECHNOLOGIES) | $16,866 | $24,254 |
| JPM - SEMPRA ENERGY | $14,808 | $20,869 |
| JPM - TARGET CORP | $20,771 | $18,391 |
| JPM - UNION PACIFIC CORP | $18,374 | $17,439 |
| JPM - UNITEDHEALTH GROUP INC | $10,875 | $51,414 |
| JPM - VISA INC | $72,796 | $224,756 |
| JPM - WALMART INC | $36,028 | $81,378 |
| JPM - MEDTRONIC PLC | $20,755 | $17,711 |
| JPM - SHELL PLC | $59,705 | $110,087 |
| JPM - CROWN CASTLE INC | $14,063 | $15,528 |
| FMC - VANGUARD S&P 500 ETF | $462,601 | $472,529 |
| FMC - QIAGEN NV | $97,654 | $96,508 |
| FMC - BROOKFIELD CORP | $128,851 | $127,623 |
| FMC - NESTLE | $204,356 | $188,580 |
| FMC - VERALTO CORP | $7,694 | $18,354 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FMC - FIRST BIOMED LTD | AT COST | $625,000 | $1,709,129 |
| JPM - KKR ASIAN FUND II | AT COST | $17,860 | $26,719 |
| JPM - BREP ASIA PRIVATE INVESTORS | AT COST | $0 | $33,297 |
| JPM - HPS MEZZANINE PRIVATE INVESTORS | AT COST | $0 | $1,958 |
| JPM - STARWOOD SOF IX | AT COST | $0 | $10,066 |
| WEXFORD PARTNERS 10 LP | AT COST | $35,788 | $35,788 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $2,825 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,332 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,825 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $51,125 | Amt |
| Net Investment Income | $51,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $2,000 | $0 | $0 |
| FOREIGN TAX | $2,120 | $2,120 | $0 |
Comments