BRUISED CAMEL CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRUISED CAMEL CHARITABLE FOUNDATION (EIN 46-1270945)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349102009
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:04:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 136617656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR FRIEDMAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MADISON AVENUE - 1007 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100160801 | 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 | 461270945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUISED CAMEL CHARITABLE FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUI | BusinessNameControlTxt |
| Phone | 2126890288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 FIELD POINT ROAD 3S | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOCELYN WOOLWORTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126890288 | PhoneNum |
| Signature | 2024-11-14 | 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 | JAY ODINTZ CPA | PreparerPersonNm |
| PTIN | P00495459 | PTIN |
| Phone | 2126890288 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $590,780 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,240 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,774 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,774 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,014 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,291 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,291 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,809 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,809 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,917 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,206 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,917 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,016 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,016 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $389,268 | CorporateStockBOYAmt |
| Corporate Stock EOY | $470,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $470,491 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $85,111 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $87,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $87,273 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $599,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $590,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $590,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $599,179 | CapitalStockBOYAmt |
| Capital Stock EOY | $590,780 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $599,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $590,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $599,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $590,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $599,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $89,339 | OtherIncreasesAmt |
| Subtotal | $590,780 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $590,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 123 SH. VANGUARD EMERG MKTS STOCK INDEX FUND ETF | P | 2020-10-29 | 2023-07-10 | $4,991 | $5,450 | -$459 | -$459 |
| 82 SH. VANGUARD EMERG MKTS STOCK INDEX FUND ETF | P | 2020-10-29 | 2023-12-05 | $3,305 | $3,634 | -$329 | -$329 |
| 385 SH. VANGUARD EMERG MKTS STOCK INDEX FUND ETF | P | 2021-07-08 | 2023-12-05 | $15,518 | $20,066 | -$4,548 | -$4,548 |
| 30 SH. VANGUARD SMALL CAP VALUE ETF | P | 2021-07-08 | 2023-07-10 | $4,984 | $5,070 | -$86 | -$86 |
| 17 SH. VANGUARD SMALL CAP GROWTH INDEX FUND ETF | P | 2020-10-29 | 2023-07-10 | $3,906 | $3,751 | $155 | $155 |
| 5 SH. VANGUARD SMALL CAP GROWTH INDEX FUND ETF | P | 2021-07-08 | 2023-07-10 | $1,149 | $1,428 | -$279 | -$279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,546 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,933 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,933 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,765 | OverpaymentAmt |
| Applied To ES Tax | $2,765 | 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 |
| Individual With Books | ARTHUR FRIEDMAN CPA | IndividualWithBooksNm |
| Phone | 2126890288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MADISON AVENUE SUITE 1007 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100160801 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOCELYN S WOOLWORTH | ||||||||
| 155 FIELD POINT ROAD 3S | GREENWICH | CT | 06830 | PRESIDENT, TREASURER & DIR | 1.00 | $0 | $0 | $0 |
| JOCELYN W MASON | ||||||||
| 47 BUCKMAN DRIVE | LEXINGTON | MA | 02421 | V.P., SECRETARY & DIRECTOR | 0.25 | $0 | $0 | $0 |
| HELEN S BROWN | ||||||||
| 3614 GENERAL BATE DRIVE | NASHVILLE | TN | 37204 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| VIRGINIA B WOOLSENS | ||||||||
| 11613 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | DIRECTOR | 0.25 | $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 | NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM-RELATED INVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $517,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $604,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $604,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $595,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $168 | TotalTaxAmt |
| Distributable Before Adj | $29,600 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,600 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,600 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,389 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,427 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $194,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,689 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $269,635 | 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 | $38,389 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $231,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,212 | ExcessFromYear4Amt |
| Excess From Year3 | $46,944 | ExcessFromYear3Amt |
| Excess From Year2 | $17,974 | ExcessFromYear2Amt |
| Excess From Year1 | $51,427 | ExcessFromYear1Amt |
| Excess From Current Year | $74,689 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOCELYN S WOOLWORTH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PUBLIC | GENERAL USE | $500 |
| GREENWICH CENTER FOR HOPE & RENEWAL | |||||||
| 237 TACONIC ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $500 |
| KIDS ACROSS AMERICA | |||||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | N/A | PUBLIC | GENERAL USE | $5,880 |
| LOST TREE CHAPEL | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $200 |
| LOST TREE FOUNDATION | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $4,000 |
| PACIFIC POINT CHURCH | |||||||
| 2968 RANDOLPH AVENUE | COSTA MESA | CA | 92626 | N/A | PUBLIC | GENERAL USE | $10,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PUBLIC | GENERAL USE | $700 |
| NEW HAMPSHIRE CHARITABLE FOUNDATION - SQUAM ENVIRONMENTAL PRESERVATION FUND | |||||||
| 18 BACON ROAD | HOLDERNESS | NH | 03245 | N/A | PUBLIC | GENERAL USE | $400 |
| TELEMACHUS FOUNDATION | |||||||
| 21 DEMPSEY LANE | GREENWICH | CT | 068303416 | N/A | PUBLIC | GENERAL USE | $12,000 |
| TRINITY CHURCH | |||||||
| 15 SHERWOOD PLACE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $10,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20090 | N/A | PUBLIC | GENERAL USE | $200 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| 1235 SOUTH CLARK STREET SUITE 1400 | ARLINGTON | VA | 22202 | N/A | PUBLIC | GENERAL USE | $11,000 |
| BROOKWOOD DEER RUN CAMPS | |||||||
| CAMP BROOKWOODS ROAD | ALTON | NH | 03809 | N/A | PUBLIC | GENERAL USE | $5,500 |
| THE BRIGID ALLIANCE | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PUBLIC | GENERAL USE | $4,500 |
| CLEAN AIR TASK FORCE | |||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | N/A | PUBLIC | GENERAL USE | $4,500 |
| HER JUSTICE | |||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | N/A | PUBLIC | GENERAL USE | $1,000 |
| TOGETHER WE RISE | |||||||
| 560 WEST LAMBERT ROAD | BREA | CA | 92821 | N/A | PUBLIC | GENERAL USE | $1,000 |
| HOPE INTERNATIONAL | |||||||
| 884 2ND AVENUE | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL USE | $4,000 |
| PLAY FOR PINK | |||||||
| 28 WEST 44TH STREET 609 | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL USE | $700 |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 701 BOUTWELL ROAD SUITE A-2 | LAKE WORTH BEACH | FL | 33461 | N/A | PUBLIC | GENERAL USE | $200 |
| GREENWICH TREE CONSERVANCY | |||||||
| 130 BIBLE STREET | COS COB | CT | 06807 | N/A | PUBLIC | GENERAL USE | $250 |
| DAYSTAR COUNSELING MINISTRIES | |||||||
| 2801 AZALEA PLACE | NASHVILLE | TN | 37204 | N/A | PUBLIC | GENERAL USE | $2,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL USE | $100 |
| HEIFER INTERNATIONAL | |||||||
| 1424 K STREET NW SUITE 600 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL USE | $100 |
| WORLD VISION | |||||||
| 919 2ND AVENUE | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL USE | $100 |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | N/A | PUBLIC | GENERAL USE | $1,000 |
| STANWICH CHURCH | |||||||
| 202 TACONIC ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $5,000 |
| THE LEGION FUND | |||||||
| PO BOX 737 | BOWLING GREEN | KY | 42102 | N/A | PUBLIC | GENERAL USE | $1,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 17 STATE STREET 2500 | NEW YORK | NY | 10004 | N/A | PUBLIC | GENERAL USE | $1,500 |
| SHEPHERDS MENTORS | |||||||
| 299 WASHINGTON AVENUE | BRIDGEPORT | CT | 06604 | N/A | PUBLIC | GENERAL USE | $1,000 |
| VOICES FOR A SAFER TENNESSEE | |||||||
| 4117 HILLSBORO PIKE SUITE 103-320 | NASHVILLE | TN | 37215 | N/A | PUBLIC | GENERAL USE | $1,500 |
| GREENWICH UNITED WAY | |||||||
| 2 DEARFIELD DRIVE 300 | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $550 |
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | N/A | PUBLIC | GENERAL USE | $2,500 |
| HOMES FOR THE BRAVE | |||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06605 | N/A | PUBLIC | GENERAL USE | $200 |
| TRINITY ARCH PREPARATORY SCHOOL FOR BOYS | |||||||
| 4633 EAST SHEA BOULEVARD | PHOENIX | AZ | 85028 | N/A | PUBLIC | GENERAL USE | $5,000 |
| FOSTER LOVE | |||||||
| 560 WEST LAMBERT ROAD | BREA | CA | 92821 | N/A | PUBLIC | GENERAL USE | $2,000 |
| INTEGRARE DARTMOUTH COLLEGE | |||||||
| 7 LEBANON STREET | HANOVER | NH | 03755 | N/A | PUBLIC | GENERAL USE | $200 |
| CHOCORUA ISLAND CHAPEL ASSOCIATION | |||||||
| 534 US-3 | HOLDERNESS | NH | 03245 | N/A | PUBLIC | GENERAL USE | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL USE | $100 |
| INTERNATIONAL CONSERVATION CAUCUS FOUNDATION | |||||||
| 1200 POTOMAC STREET NW | WASHINGTON | DC | 20007 | N/A | PUBLIC | GENERAL USE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,480 | 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 | $4,240 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,774 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,468 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,468 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,041.356 SH. DOUBLELINE LOW DURATION BOND FUND | $29,106 | $29,106 |
| 2,794.722 SH. PIMCO INCOME FUND | $29,680 | $29,680 |
| 3,186.435 SH. WESTERN ASSET ULTRA SHORT-TERM INCOME FUND | $28,487 | $28,487 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,224.315 SH. BLACKROCK STRATEGIC INCOME OPPORTUNITIES FUND | $30,405 | $30,405 |
| 607 SH. VANGUARD GROWTH INDEX FUND ETF | $188,704 | $188,704 |
| 65 SH. VANGUARD SMALL-CAP GROWTH INDEX FUND ETF | $15,715 | $15,715 |
| 91 SH. VANGUARD SMALL-CAP VALUE INDEX FUND ETF | $16,377 | $16,377 |
| 740 SH. VANGUARD TAX-MANAGED FTSE DEVELOPED MARKETS ETF | $35,446 | $35,446 |
| 1,100 SH. VANGUARD VALUE INDEX FUND ETF | $164,450 | $164,450 |
| 350 SH. ISHARES MSCI EMERGING MARKETS EX-CHINA ETF | $19,394 | $19,394 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN UNREALIZED APPRECIATION | Desc |
| Amt | $89,339 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $2,291 | Amt |
| Net Investment Income | $2,291 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD ON DIVIDENDS | CategoryTxt |
| Amt | $126 | Amt |
| Net Investment Income | $126 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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