IFS FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IFS FAMILY FOUNDATION INC (EIN 06-1552716)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-07
- IRS object ID
- 202300979349101000
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-07T14:12:02-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133737887 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREBATCH LICHTENSTEIN AVRUTINE AND CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061552716 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IFS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IFSF | BusinessNameControlTxt |
| Phone | 4804880197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 SOUND BEACH AVENUE | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN SMITH | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9179699645 | PhoneNum |
| Signature | 2023-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PERRY TREBATCH | PreparerPersonNm |
| PTIN | P01072583 | PTIN |
| Phone | 2128265050 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $9,015,678 | 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 | $537 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $537 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $903,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,108,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $903,786 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,044,143 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,042,676 | 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 | $5,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,790 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,790 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $388,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $388,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $492,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $388,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $551,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $937,961 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,289,479 | CashBOYAmt |
| Cash EOY | $448,380 | CashEOYAmt |
| Cash EOYFMV | $448,380 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,627,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,002,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,561,067 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $6,145 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,231 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,231 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,923,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,457,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,015,678 | 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 | $7,923,311 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,457,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,923,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,457,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,923,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,457,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,923,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $551,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,648 | OtherIncreasesAmt |
| Subtotal | $8,479,387 | SubtotalAmt |
| Other Decreases | $21,783 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,457,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THROUGH PERSHING | P | $332,078 | $453,499 | -$121,421 | -$121,421 |
| THROUGH PERSHING | P | $3,776,151 | $2,750,980 | $1,025,171 | $1,025,171 |
| CAPITAL GAINS DIVIDENDS | P | $36 | $36 | $36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $903,786 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,600 | 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 | $13,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $562 | OverpaymentAmt |
| Applied To ES Tax | $562 | 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 | Yes (1) | 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 | STEPHEN SMITH | IndividualWithBooksNm |
| Phone | 9179699645 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 SOUND BEACH AVENUE | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | 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 |
|---|---|---|---|---|---|---|---|---|
| IRWIN F SMITH | ||||||||
| 122 PALMERS HILL ROAD | STAMFORD | CT | 06902 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| LINDA S SMITH | ||||||||
| 122 PALMERS HILL ROAD | STAMFORD | CT | 06902 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| SUSAN N SMITH | ||||||||
| 104 FIFTH STREET NE | WASHINGTON | DC | 20003 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEPHEN D SMITH | ||||||||
| 407 SOUND BEACH AVENUE | OLD GREENWICH | CT | 06870 | VICE PRESIDENT | 0.00 | $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 |
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 | $8,835,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,368,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,188 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,210,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,210,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,057,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $502,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $502,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,038 | TotalTaxAmt |
| Distributable Before Adj | $489,828 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $489,828 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $489,828 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $388,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $388,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $489,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $140,825 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,238 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $118,768 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,775 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $406,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $388,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $388,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $101,828 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $101,828 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $304,778 | 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 | $38,997 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $265,781 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,238 | ExcessFromYear4Amt |
| Excess From Year3 | $118,768 | ExcessFromYear3Amt |
| Excess From Year2 | $19,775 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IRWIN F SMITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 SOUND BEACH AVENUE | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9179699645 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS, TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT AND BALANCE SHEET, AND WHETHER THE ORGANIZATION IS A 501(C)(3) ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 |
| BREAST CANCER ALLLIANCE | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 |
| LITTLE STAR FOUNDATION | |||||||
| 174 WATERCOLOR WAY | SANTA ROSA BEACH | FL | 32459 | NONE | PUBLIC CHARITY | MEDICAL | $300,000 |
| NYU HERMATOLOGY RESEARCH FUND | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 |
| RIVER HOUSE ADULT CENTER | |||||||
| 125 RIVER ROAD EXT COS COB CT 06807 | COS COB | CT | 06807 | NONE | PUBLIC CHARITY | HIGHEST QUALITY CARE TO AGING ADULTS WHILE OFFERING GUIDANCE AND SUPPORT TO THEIR CAREGIVERS | $3,000 |
| RONALD MACDONALD HOUSE | |||||||
| 803 W NORTH ST 54449 | MARSHFIELD | WI | 54449 | NONE | PUBLIC CHARITY | PROVIDES A TEMPORARY "HOME AWAY FROM HOME" FOR SERIOUSLY ILL OR INJURED CHILDREN AND THEIR FAMILIES. | $25,000 |
| UNIVERSITY OF WASHINGTON LIBRARIES | |||||||
| 4518 UNIVERSITY WAY NE | SEATLE | WA | 98105 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $388,000 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $537 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $139,820 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $903,786 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,044,143 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,044,143 | 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 | CategoryTxt |
| Amt | $5,350 | Amt |
| Net Investment Income | $5,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COSTCO | $132,574 | $333,245 |
| JP MORGAN CHASE | $244,597 | $429,120 |
| UNITED HEALTH GROUP | $310,327 | $583,198 |
| MEDTRONIC PLC | $136,262 | $106,321 |
| MICROSOFT | $543,248 | $551,586 |
| ALPHABET INC | $278,293 | $198,518 |
| VERIZON COMMUNICATION | $27,208 | $19,700 |
| AMAZON | $259,783 | $155,400 |
| GARMIN LTD | $150,817 | $119,977 |
| HOME DEPOT | $225,010 | $442,204 |
| MARRIOTT INTERNATIONAL | $104,358 | $89,334 |
| STARBUCKS | $28,027 | $24,800 |
| TARGET | $112,621 | $74,520 |
| PEPISCO | $198,482 | $216,792 |
| CHEVRON | $133,781 | $170,516 |
| BLACKSTONE GROUP | $136,241 | $92,738 |
| ARTHUR GALLAGHER | $170,055 | $188,540 |
| DANAHER CORP | $285,074 | $272,055 |
| HUMANA INC | $245,336 | $261,216 |
| MERCK & CO | $196,010 | $275,156 |
| HONEYWELL INTERNATIONAL | $112,537 | $128,580 |
| UNION PACIFIC CORP | $138,102 | $124,242 |
| WASTE MGMT INC | $150,003 | $149,036 |
| ACCENTURE PLC | $148,273 | $133,420 |
| ADOBE | $28,841 | $16,827 |
| APPLE INC | $378,781 | $363,804 |
| VISA | $113,174 | $103,880 |
| ISHARES TIPS BOND ETF | $100,614 | $85,684 |
| US TREASURY BILLS | $1,730,233 | $1,732,888 |
| FRANCISCO CALF NEW COM | $130,715 | $91,418 |
| PNC FINANCIAL SERVICES GROUP | $93,586 | $78,970 |
| ZOETIS INC | $95,392 | $73,275 |
| UNITED RENTALS INC | $161,851 | $202,589 |
| CF INDUSTRIES | $124,207 | $106,500 |
| PROLOGIS INC COM | $148,715 | $112,730 |
| REGENCY CONTROL CORP | $79,572 | $78,125 |
| NEXTERA ENERGY INC | $60,631 | $62,700 |
| ISHARES TR CORE S&P MID CAP ETF | $99,624 | $89,015 |
| KIA-TENOR CORP | $190,038 | $222,448 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $6,145 | BOYBookValueAmt |
| EOY Book Value | $6,231 | EOYBookValueAmt |
| EOYFMV | $6,231 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $21,783 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $96,575 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $96,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $4,648 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRWIN AND LINDA SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 PALMERS HILL ROAD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
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