BRUISED CAMEL CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRUISED CAMEL CHARITABLE FOUNDATION (EIN 46-1270945)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-12
- IRS object ID
- 202331639349100303
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-12T08:52:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 21 DEMPSEY LANE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068303416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOCELYN WOOLWORTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126890288 | PhoneNum |
| Signature | 2023-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOCELYN | PersonFirstNm |
| Person Last | WOOLWORTH | 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 | JAY ODINTZ CPA | PreparerPersonNm |
| PTIN | P00495459 | PTIN |
| Phone | 2126890288 | PhoneNum |
| Preparation | 2023-06-12 | PreparationDt |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $599,179 | 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 | $97,890 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,092 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $359,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,606 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,717 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $146 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $536 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $536 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $536 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,177 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,177 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,434 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,800 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $603,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $389,268 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $389,268 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,785 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $85,111 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $85,111 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $691,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $599,179 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $691,033 | CapitalStockBOYAmt |
| Capital Stock EOY | $599,179 | 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 | $691,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $599,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $691,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $691,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $701,653 | SubtotalAmt |
| Other Decreases | $102,474 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $599,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,340.483 SH. DOUBLELINE CORE FIXED INCOME FUND | P | 2021-07-08 | 2022-06-13 | $12,889 | $15,028 | -$2,139 | -$2,139 |
| 267.380 SH. PIMCO INCOME FUND | P | 2022-02-16 | 2022-03-10 | $2,985 | $3,126 | -$141 | -$141 |
| 2,803.887 SH. PIMCO INCOME FUND | P | 2022-02-16 | 2022-05-06 | $30,547 | $32,777 | -$2,230 | -$2,230 |
| 3,251.316 SH. PIMCO LOW DURATION FUND | P | 2022-05-06 | 2022-12-02 | $29,637 | $30,562 | -$925 | -$925 |
| 1,435.407 SH. PIMCO TOTAL RETURN FUND | P | 2021-07-08 | 2022-02-16 | $14,147 | $15,386 | -$1,239 | -$1,239 |
| 3,271.538 SH. VANGUARD INTERM-TERM INV-GRADE FUND | P | 2022-03-29 | 2022-05-10 | $28,480 | $30,015 | -$1,535 | -$1,535 |
| 44 SH. VANGUARD SMALL-CAP VALUE ETF | P | 2021-07-08 | 2022-03-10 | $7,499 | $7,437 | $62 | $62 |
| 1,124.438 SH. WESTERN ASSET CORE BOND FUND | P | 2021-07-08 | 2022-03-29 | $13,460 | $15,192 | -$1,732 | -$1,732 |
| 2,853.966 SH. WESTERN ASSET INTERMEDIATE BOND FD | P | 2022-05-10 | 2022-06-13 | $27,626 | $28,397 | -$771 | -$771 |
| 611.621 SH. BLACKROCK STRATEGIC INCOME OPP FUND | P | 2020-10-29 | 2022-03-10 | $6,000 | $6,218 | -$218 | -$218 |
| 3,275 SH. DFA U.S. CORE EQUITY 1 PORTFOLIO | D | 2015-12-08 | 2022-11-09 | $97,875 | $67,470 | $30,405 | $30,405 |
| 478.011 SH. DOUBLELINE CORE FIXED INCOME FUND | P | 2020-10-29 | 2022-03-10 | $4,985 | $5,359 | -$374 | -$374 |
| 1,662.935 SH. DOUBLELINE CORE FIXED INCOME FUND | P | 2020-10-29 | 2022-06-13 | $15,989 | $18,643 | -$2,654 | -$2,654 |
| 2,205.882 SH. PIMCO TOTAL RETURN FUND | P | 2020-10-29 | 2022-02-16 | $21,741 | $23,644 | -$1,903 | -$1,903 |
| 32 SH. VANGUARD VALUE INDEX FUND ETF | P | 2020-10-29 | 2022-03-10 | $4,556 | $3,287 | $1,269 | $1,269 |
| 45 SH. VANGUARD EMERGING MKTS STOCK INDEX FD ETF | P | 2020-10-29 | 2022-03-10 | $2,014 | $1,994 | $20 | $20 |
| 50 SH. VANGUARD SMALL-CAP VALUE INDEX FUND ETF | P | 2020-10-29 | 2022-03-10 | $8,521 | $5,728 | $2,793 | $2,793 |
| 38 SH. VANGUARD SMALL-CAP GROWTH INDEX FUND ETF | P | 2020-10-29 | 2022-03-10 | $8,950 | $8,386 | $564 | $564 |
| 328.407 SH. WESTERN ASSET CORE BOND FUND | P | 2020-10-29 | 2022-03-10 | $4,000 | $4,437 | -$437 | -$437 |
| 1,433.708 SH. WESTERN ASSET CORE BOND FUND | P | 2020-10-29 | 2022-03-29 | $17,162 | $19,371 | -$2,209 | -$2,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,606 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $367 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $367 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,300 | 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 | $3,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,933 | OverpaymentAmt |
| Applied To ES Tax | $2,933 | 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 | ||||||||
| 21 DEMPSEY LANE | 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 | $511,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $581,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $581,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $573,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $367 | TotalTaxAmt |
| Distributable Before Adj | $28,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,713 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,207 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,212 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,944 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,726 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,713 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,427 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $243,153 | 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 | $48,207 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $194,946 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,389 | ExcessFromYear4Amt |
| Excess From Year3 | $40,212 | ExcessFromYear3Amt |
| Excess From Year2 | $46,944 | ExcessFromYear2Amt |
| Excess From Year1 | $17,974 | ExcessFromYear1Amt |
| Excess From Current Year | $51,427 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVON THEATRE FILM CENTER | |||||||
| 8 SOUND SHORE DRIVE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $500 |
| DANA'S ANGELS RESEARCH TRUST | |||||||
| 15 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $500 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PUBLIC | GENERAL USE | $500 |
| TRINITY CHURCH | |||||||
| 15 SHERWOOD PLACE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $15,000 |
| CITY SQUASH | |||||||
| 602 EAST 187TH STREET 204 | BRONX | NY | 10458 | N/A | PUBLIC | GENERAL USE | $200 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 317093543 | N/A | PUBLIC | GENERAL USE | $1,000 |
| FRIENDS OF THE FORUM | |||||||
| PO BOX 365 | HARTSDALE | NY | 105300365 | N/A | PUBLIC | GENERAL USE | $500 |
| DARTMOUTH COLLEGE | |||||||
| 7 LEBANON STREET | HANOVER | NH | 03755 | N/A | PUBLIC | GENERAL USE | $577 |
| LOST TREE FOUNDATION | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $2,500 |
| CHRISTIAN CULTURAL CENTER | |||||||
| 12020 FLATLANDS AVENUE | BROOKLYN | NY | 11207 | N/A | PUBLIC | GENERAL USE | $500 |
| NATIONAL COLLEGIATE ACADEMIES | |||||||
| 2625 THALIA STREET | NEW ORLEANS | LA | 70113 | N/A | PUBLIC | GENERAL USE | $15,000 |
| LOST TREE CHAPEL | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $7,450 |
| PACIFIC POINT CHURCH | |||||||
| 2968 RANDOLPH AVENUE | COSTA MESA | CA | 92626 | N/A | PUBLIC | GENERAL USE | $10,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PUBLIC | GENERAL USE | $700 |
| KIDS ACROSS AMERICA | |||||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | N/A | PUBLIC | GENERAL USE | $2,000 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $500 |
| JERICHO MINISTRIES | |||||||
| 200 SOUTH EXECUTIVE DRIVE | BROOKFIELD | WI | 53005 | N/A | PUBLIC | GENERAL USE | $2,000 |
| KAMPS ACROSS AMERICA | |||||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | N/A | PUBLIC | GENERAL USE | $6,380 |
| THE WILDERNESS SOCIETY | |||||||
| 1801 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL USE | $100 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC | GENERAL USE | $100 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PUBLIC | GENERAL USE | $500 |
| MEDDYBRAMPS LAKE LAND TRUST | |||||||
| PO BOX 298 | CALAIS | ME | 04619 | N/A | PUBLIC | GENERAL USE | $500 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20090 | N/A | PUBLIC | GENERAL USE | $100 |
| CONNECTICUT FOODSHARE | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | N/A | PUBLIC | GENERAL USE | $350 |
| AMERICAN FEDERATION FOR CHILDREN GROWTH FUND | |||||||
| 10440 LITTLE PATUXENT PARKWAY | COLUMBIA | MD | 21044 | N/A | PUBLIC | GENERAL USE | $500 |
| ADOPT-A-FAMILY OF THE PALM BEACHES | |||||||
| 1712 2ND AVENUE NORTH | LAKE WORTH | FL | 33460 | N/A | PUBLIC | GENERAL USE | $120 |
| REFORMED UNIVERSITY FELLOWSHIP | |||||||
| PO BOX 890004 | CHARLOTTE | NC | 282890004 | N/A | PUBLIC | GENERAL USE | $200 |
| GREENWICH CENTER FOR HOPE & RENEWAL | |||||||
| 237 TACONIC ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $500 |
| GREENWICH LAND TRUST | |||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $150 |
| TELEMACHUS FOUNDATION | |||||||
| 21 DEMPSEY LANE | GREENWICH | CT | 068303416 | N/A | PUBLIC | GENERAL USE | $10,000 |
| SQUAM ENVIRONMENTAL PRESERVATION FUND | |||||||
| 18 BACON ROAD | HOLDERNESS | NH | 03245 | N/A | PUBLIC | GENERAL USE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,177 | 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 | $1,112 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,092 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,610 | 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 Person | JOCELYN S WOOLWORTH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 DEMPSEY LANE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $97,890 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,275 SHARES DFA U.S. CORE EQUITY 1 PORTFOLIO | NoncashPropertyDesc |
| Fair Market Value | $97,890 | FairMarketValueAmt |
| Received | 2022-11-09 | ReceivedDt |
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 | $28,528 | $28,528 |
| 2,794.722 SH. PIMCO INCOME FUND | $28,925 | $28,925 |
| 3,186.435 SH. WESTERN ASSET ULTRA SHORT-TERM INCOME FUND | $27,658 | $27,658 |
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 | $29,664 | $29,664 |
| 607 SH. VANGUARD GROWTH INDEX FUND ETF | $129,358 | $129,358 |
| 590 SH. VANGUARD EMERGING MARKETS STOCK INDEX FUND ETF | $22,998 | $22,998 |
| 87 SH. VANGUARD SMALL-CAP GROWTH INDEX FUND ETF | $17,447 | $17,447 |
| 121 SH. VANGUARD SMALL-CAP VALUE INDEX FUND ETF | $19,215 | $19,215 |
| 740 SH. VANGUARD TAX-MANAGED FTSE DEVELOPED MARKETS ETF | $31,058 | $31,058 |
| 994 SH. VANGUARD VALUE INDEX FUND ETF | $139,528 | $139,528 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN UNREALIZED APPRECIATION | Desc |
| Amt | $102,474 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $2,230 | Amt |
| Net Investment Income | $2,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $146 | $146 | $0 |
| FEDERAL EXCISE TAX | $3,571 | $0 | $0 |
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