BRUISED CAMEL CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRUISED CAMEL CHARITABLE FOUNDATION (EIN 46-1270945)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202521279349100927
- Schema version
- 2024v5.1
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T11:06:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-07 | 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 | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $813,668 | 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 | $248,074 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,771 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,771 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $360,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,241 | 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 | $2,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,379 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,835 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,835 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,155 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $154,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,169 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,016 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,484 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $470,491 | CorporateStockBOYAmt |
| Corporate Stock EOY | $617,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $617,039 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $87,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $147,145 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $147,145 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $590,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $813,668 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $590,780 | CapitalStockBOYAmt |
| Capital Stock EOY | $813,668 | 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 | $590,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $813,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $590,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $590,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $154,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $68,032 | OtherIncreasesAmt |
| Subtotal | $813,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $813,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 866.927 SH.GOLDMAN SACHS GQG PARTNERS INTL OPP FD | P | 2024-08-14 | 2024-12-26 | $17,087 | $20,000 | -$2,913 | -$2,913 |
| 350 SH.ISHARES MSCI EMERGING MARKETS EX CHINA ETF | P | 2023-12-05 | 2024-08-14 | $20,746 | $18,477 | $2,269 | $2,269 |
| 58 SH. VANGUARD VALUE ETF | P | 2024-08-23 | 2024-12-26 | $9,960 | $9,863 | $97 | $97 |
| 10 SH. VANGUARD SMALL CAP VALUE ETF | P | 2024-08-23 | 2024-12-26 | $2,011 | $1,963 | $48 | $48 |
| 5,982 SH. DFA U.S. CORE EQUITY 1 PORTFOLIO | D | 2017-05-17 | 2024-08-23 | $251,707 | $124,677 | $127,030 | $127,030 |
| 56 SH. VANGUARD GROWTH ETF | P | 2020-10-29 | 2024-06-04 | $19,836 | $12,708 | $7,128 | $7,128 |
| 42 SH. VANGUARD GROWTH ETF | P | 2021-07-08 | 2024-12-26 | $17,895 | $12,225 | $5,670 | $5,670 |
| 63 SH. VANGUARD VALUE ETF | P | 2020-10-29 | 2024-06-04 | $10,072 | $6,473 | $3,599 | $3,599 |
| 22 SH. VANGUARD SMALL CAP VALUE ETF | P | 2021-07-08 | 2024-06-04 | $4,056 | $3,718 | $338 | $338 |
| 13 SH. VANGUARD SMALL-CAP GROWTH INDEX FUND | P | 2021-07-08 | 2024-06-04 | $3,200 | $3,712 | -$512 | -$512 |
| 11 SH. VANGUARD SMALL-CAP GROWTH INDEX FUND | P | 2021-07-08 | 2024-12-26 | $3,163 | $3,141 | $22 | $22 |
| CAPITAL GAINS DIVIDENDS | P | $754 | $754 | $754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,381 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,381 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $2,200 | OverpaymentAmt |
| Applied To ES Tax | $2,200 | 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 | 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 | 100160820 | 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 | $674,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $712,402 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $712,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $701,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,171 | TotalTaxAmt |
| Distributable Before Adj | $32,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,212 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,944 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,974 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,427 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $231,246 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,075 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $324,321 | 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 | $40,212 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $284,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,944 | ExcessFromYear4Amt |
| Excess From Year3 | $17,974 | ExcessFromYear3Amt |
| Excess From Year2 | $51,427 | ExcessFromYear2Amt |
| Excess From Year1 | $74,689 | ExcessFromYear1Amt |
| Excess From Current Year | $93,075 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| PO BOX 843004 | BOSTON | MA | 02284 | N/A | PUBLIC | GENERAL USE | $3,000 |
| BROOKWOOD DEER RUN CAMPS | |||||||
| CAMP BROOKWOODS ROAD | ALTON | NH | 03809 | N/A | PUBLIC | GENERAL USE | $1,000 |
| CHOCORUA ISLAND ASSOCIATION | |||||||
| 534 US-3 | HOLDERNESS | NH | 03245 | N/A | PUBLIC | GENERAL USE | $250 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | PUBLIC | GENERAL USE | $3,000 |
| FOSTER LOVE | |||||||
| 560 WEST LAMBERT ROAD | BREA | CA | 92821 | N/A | PUBLIC | GENERAL USE | $1,000 |
| GREENWICH TREE CONSERVANCY | |||||||
| 130 BIBLE STREET | COS COB | CT | 06807 | N/A | PUBLIC | GENERAL USE | $250 |
| HOMES FOR THE BRAVE | |||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06605 | N/A | PUBLIC | GENERAL USE | $500 |
| HOPE INTERNATIONAL | |||||||
| 884 2ND AVENUE | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL USE | $2,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| 1235 SOUTH CLARK STREET SUITE 1400 | ARLINGTON | VA | 22202 | N/A | PUBLIC | GENERAL USE | $3,000 |
| KIDS ACROSS AMERICA | |||||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | N/A | PUBLIC | GENERAL USE | $7,500 |
| LOST TREE CHAPEL | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $12,500 |
| LOST TREE FOUNDATION | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $2,500 |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | |||||||
| 18 BACON ROAD | HOLDERNESS | NH | 03245 | N/A | PUBLIC | GENERAL USE | $500 |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 701 BOUTWELL ROAD SUITE A-2 | LAKE WORTH BEACH | FL | 33461 | N/A | PUBLIC | GENERAL USE | $250 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PUBLIC | GENERAL USE | $500 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 17 STATE STREET 2500 | NEW YORK | NY | 10004 | N/A | PUBLIC | GENERAL USE | $3,000 |
| SHEPHERDS MENTORS | |||||||
| 1172 POST ROAD | FAIRFIELD | CT | 06820 | N/A | PUBLIC | GENERAL USE | $500 |
| STANWICH CHURCH | |||||||
| 202 TACONIC ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $7,500 |
| TELEMACHUS FOUNDATION | |||||||
| 155 FIELD POINT ROAD 3S | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $17,000 |
| THE BRIGID ALLIANCE | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PUBLIC | GENERAL USE | $2,000 |
| TRINITY CHURCH | |||||||
| 15 SHERWOOD PLACE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $7,500 |
| VOICES FOR A SAFER TENNESSEE | |||||||
| 4117 HILLSBORO PIKE SUITE 103-320 | NASHVILLE | TN | 37215 | N/A | PUBLIC | GENERAL USE | $1,000 |
| WIRED HUMAN | |||||||
| 5033 HILLSBORO PIKE | NASHVILLE | TN | 37215 | N/A | PUBLIC | GENERAL USE | $1,000 |
| CITY GARDENS CLUB OF NYC INC | |||||||
| 755 PARK AVENUE | NEW YORK | NY | 10021 | N/A | PUBLIC | GENERAL USE | $845 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | N/A | PUBLIC | GENERAL USE | $500 |
| ROUNDHILL SCHOLARSHIP FOUNDATION INC | |||||||
| 33 ROUND HILL CLUB ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $750 |
| CHRIST THE KING LUTHERAN CHURCH | |||||||
| 406 WEST CENTRAL | BENTONVILLE | AR | 72712 | N/A | PUBLIC | GENERAL USE | $150 |
| DARTMOUTH COLLEGE | |||||||
| 6071 BLUNT SUITE 202 | HANOVER | NH | 037553526 | N/A | PUBLIC | GENERAL USE | $11,000 |
| DONOR FUND CHRISTIAN MINISTRY ALLIANCE | |||||||
| PO BOX 7735 | GOODYEAR | AZ | 85338 | N/A | PUBLIC | GENERAL USE | $10,000 |
| BE THE BRIDGE | |||||||
| 3535 PEACHTREE ROAD NE SUITE 320 | ATLANTA | GA | 30326 | N/A | PUBLIC | GENERAL USE | $1,500 |
| GREENWICH LAND TRUST | |||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $160 |
| AMERICAN RED CROSS | |||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL USE | $1,500 |
| AVAIL | |||||||
| 115 WEST 45TH STREET 4TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL USE | $500 |
| JERICHO MINISTRIES | |||||||
| 200 SOUTH EXECUTIVE DRIVE | BROOKFIELD | WI | 53005 | N/A | PUBLIC | GENERAL USE | $2,000 |
| WONDER FUND | |||||||
| 77 ROWE STREET | NEWTON | MA | 02466 | N/A | PUBLIC | GENERAL USE | $1,000 |
| GREENWICH RIDING TRAILS ASSOCIATION | |||||||
| PO BOX 1403 | GREENWICH | CT | 06836 | N/A | PUBLIC | GENERAL USE | $1,000 |
| GREENWICH CENTER FOR HOPE & RENEWAL | |||||||
| 237 TACONIC ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $500 |
| ADOPT A FAMILY OF THE PALM BEACHES INC | |||||||
| 1712 2ND AVENUE NORTH | LAKE WORTH | FL | 33460 | N/A | PUBLIC | GENERAL USE | $500 |
| AVON THEATRE | |||||||
| 272 BEDFORD STREET | STAMFORD | CT | 06901 | N/A | PUBLIC | GENERAL USE | $500 |
| THE RASSIAS CENTER DARTMOUTH COLLEGE | |||||||
| 6071 BLUNT SUITE 202 | HANOVER | NH | 037553526 | N/A | PUBLIC | GENERAL USE | $500 |
| CLIMATE FOUNDATION | |||||||
| 9450 SW GEMINI DRIVE PMB 48631 | BEAVERTON | OR | 970087105 | N/A | PUBLIC | GENERAL USE | $2,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL USE | $2,000 |
| SIERRA CLUB | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | N/A | PUBLIC | GENERAL USE | $2,000 |
| OTTER CREEK CHURCH | |||||||
| 409 FRANKLIN ROAD | BRENTWOOD | TN | 37027 | N/A | PUBLIC | GENERAL USE | $1,000 |
| TENNESSEE KIDS BELONG | |||||||
| 1229 LAKEVIEW DRIVE SUITE A | FRANKLIN | TN | 37067 | N/A | PUBLIC | GENERAL USE | $1,000 |
| GLOBAL UNITES | |||||||
| 14 ROBINSON PARK | WINCHESTER | MA | 01890 | N/A | PUBLIC | GENERAL USE | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL USE | $2,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PUBLIC | GENERAL USE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,155 | 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 | $1,771 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,940 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,133 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,844 | 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 |
|---|---|---|
| 5,107.472 SH. DOUBLELINE LOW DURATION BOND FUND | $48,930 | $48,930 |
| 4,656.919 SH. PIMCO INCOME FUND | $48,991 | $48,991 |
| 5,391.507 SH. WESTERN ASSET ULTRA SHORT-TERM INCOME FUND | $49,224 | $49,224 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,311.998 SH. BLACKROCK STRATEGIC INCOME OPPORTUNITIES FUND | $50,305 | $50,305 |
| 672 SH. VANGUARD GROWTH INDEX FUND ETF | $275,816 | $275,816 |
| 58 SH. VANGUARD SMALL-CAP GROWTH INDEX FUND ETF | $16,243 | $16,243 |
| 82 SH. VANGUARD SMALL-CAP VALUE INDEX FUND ETF | $16,251 | $16,251 |
| 1,155 SH. VANGUARD VALUE INDEX FUND ETF | $195,541 | $195,541 |
| 1,315 SH. VANGUARD DEVELOPED MARKETS INDEX FUND | $62,883 | $62,883 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN UNREALIZED APPRECIATION | Desc |
| Amt | $68,032 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $2,379 | Amt |
| Net Investment Income | $2,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOCELYN S WOOLWORTH | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD ON DIVIDENDS | CategoryTxt |
| Amt | $193 | Amt |
| Net Investment Income | $193 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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