HEARTFELT WINGS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEARTFELT WINGS FOUNDATION INC (EIN 47-4805154)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202311319349103381
- 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
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T13:04:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 474805154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTFELT WINGS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARIANNE DOLAN WEBER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD BACCARI | InCareOfNm |
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 9148045478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE DOLAN WEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9148045478 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIANNE | PersonFirstNm |
| Person Last | DOLAN WEBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN MAZZENGA | PreparerPersonNm |
| PTIN | P00132133 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,646,650 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $565,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $560,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$100,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,877,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $465,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $560,433 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,941 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,367 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $66,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,991 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $909 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,607,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,607,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,708,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,607,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,243,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $517,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $348,785 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $513,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $513,059 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,300 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,064 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,064 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,088,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,833,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,833,450 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,669,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,945,034 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,945,034 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $272,356 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $331,147 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $331,147 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,638 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,742 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,805 | LandBOYAmt |
| Land EOY | $6,896 | LandEOYAmt |
| Land EOYFMV | $6,896 | LandEOYFMVAmt |
| Total Assets BOY | $24,395,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,646,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,646,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,395,441 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,646,650 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,395,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,646,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,395,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,646,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,395,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,243,746 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,151,695 | SubtotalAmt |
| Other Decreases | $2,505,045 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,646,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM: COVERED | P | $2,722,484 | $2,689,677 | $32,807 | $32,807 |
| PUBLICLY TRADED SECURITIES - LONG TERM: NON COVERED | P | $500,898 | $506,470 | -$5,572 | -$5,572 |
| PUBLICLY TRADED SECURITIES - SHORT TERM: COVERED | P | $5,602,554 | $5,737,800 | -$135,246 | -$135,246 |
| PUUBLICLY TRADED SECURITIES - LONG TERM - COVERED | P | $50,140 | $43,965 | $6,175 | $6,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$100,705 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,197 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,197 | SubtotalAmt |
| Tax Based On Investment Income | $7,197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,064 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $17,064 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,867 | OverpaymentAmt |
| Applied To ES Tax | $9,867 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BACCARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148045478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARIANNE DOLAN WEBER | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| MARIANNE ROSE WEBER | ||||||||
| 33 SOUTHARD AVE | ROCKVILLE CENTRE | NY | 11570 | SECRETARY | 1.0 | $0 | $0 | $0 |
| CHARLES F DOLAN | ||||||||
| 34 ACORN LANE | YORKTOWN HEIGHTS | NY | 10598 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| RICHARD BACCARI | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | TREASURER | 1.0 | $0 | $0 | $0 |
| KATHLEEN M DOLAN | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,337,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $363,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $322,293 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,022,381 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,022,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $330,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,692,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,084,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,084,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,197 | TotalTaxAmt |
| Distributable Before Adj | $1,077,405 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,077,405 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,077,405 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,607,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,607,563 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,077,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $850,469 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $350,663 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $518,934 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $491,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,211,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,607,563 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,077,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $530,158 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,741,512 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,741,512 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $850,469 | ExcessFromYear4Amt |
| Excess From Year3 | $350,663 | ExcessFromYear3Amt |
| Excess From Year2 | $518,934 | ExcessFromYear2Amt |
| Excess From Year1 | $491,288 | ExcessFromYear1Amt |
| Excess From Current Year | $530,158 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARIANNE DOLAN WEBER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | SUMMER INTERN GRANT PROGRAM | $12,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | GENERAL FUND | $1,500,000 |
| AMERICAN GROUP PSYCHOTHERAPY ASSOCIATION | |||||||
| PO BOX 95876 | SEATTLE | WA | 98145 | none | PC | Camp Galaxy | $10,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | THEFAIRFIELD FUND | $50,000 |
| PURPLE CRAYON PRODUCTIONS INC | |||||||
| PO BOX 1014 | YOKRTOWN HEIGHTS | NY | 10598 | NONE | PC | GENERAL OPERATING EXPENSES | $25,000 |
| MISSION POSSIBLE - DOMINICAN REPUBLIC | |||||||
| 929 PEARL ROAD | BRUNSWICK | OH | 44212 | NONE | PC | Grant for relief services to the DR in the aftermath of the recent hurricane | $10,000 |
| STORYBOOK TREASURES | |||||||
| 42437 HOLLY KNOLL CT | ASHBURN | VA | 20148 | NONE | PC | Pioneer Park Elementary School in Belle Glade, Florida | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,607,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $565,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$100,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $465,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $465,226 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2015-09-03 | AcquiredCompletedOrExpendedDt |
| Amortized | $13,638 | AmortizedAmt |
| Deduction For Prior Years | $6,742 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0 | AmortizationPeriodRt |
| Current Year Amortization | $909 | CurrentYearAmortizationAmt |
| Total Amortization | $7,651 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME BOND | $19,042 | $19,042 |
| FIXED INCOME- STATEMENT A | $6,925,992 | $6,925,992 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITY | $5,964,275 | $5,964,275 |
| EQUITIES- STATEMENT B | $4,544,651 | $4,544,651 |
| EQUITIES- STATEMENT C | $106,604 | $106,604 |
| PUBLICLY TRADED SECURITIES | $2,217,920 | $2,217,920 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND | FMV | $23,987 | $23,987 |
| WALTON STREET REAL EST FUND | FMV | $307,160 | $307,160 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORGANIZATION COSTS | CategoryOrItemTxt |
| Cost Or Other Basis | $13,638 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,651 | AccumulatedDepreciationAmt |
| Book Value | $5,987 | BookValueAmt |
| EOYFMV | $6,896 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON PORTFOLIO | Desc |
| Amt | $2,505,045 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASS THRU DEDUCTIONS- K-1 | $2,332 | $2,332 | |
| MISCELLANEOUS EXPENSES | $63 | $63 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $31,941 | Amt |
| Net Investment Income | $31,367 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHOLDING | $8,991 | $8,991 |
| FEDERAL EXCISE TAXES | $57,236 |
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