BETA

SIMON AND EVE COLIN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SIMON AND EVE COLIN FOUNDATION (EIN 11-2676434)
Tax period
2021-11-01 to 2022-10-31
Filed
2023-09-12
IRS object ID
202312559349101116
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-12T16:17:06-05:00ReturnTs
Tax Period End2022-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1709 WESTCHESTER AVENUEAddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112676434EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMON AND EVE COLIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMOBusinessNameControlTxt
Phone5168696700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BOULEVARDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110303006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRED COLINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5168696700PhoneNum
Signature2023-09-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFREDPersonFirstNm
Person LastCOLINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOWARD P KLEINPreparerPersonNm
PTINP01354169PTIN
Phone9149492990PhoneNum
Preparation2023-09-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,457,461FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$259,072ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,167InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,167InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$233,702DividendsRevAndExpnssAmt
Dividends Net Invst Incm$233,702DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$167,524NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,246,868GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$239,060OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$239,060OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$568,477TotalRevAndExpnssAmt
Total Net Invst Incm$476,929TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$48,606LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$48,606LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$64,914OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$64,914OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$30,487TaxesRevAndExpnssAmt
Taxes Net Invst Incm$487TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$880OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$880OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$157,187TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,401TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$61,786TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,003,466ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,003,466ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,160,653TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,401TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,065,252TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$592,176ExcessRevenueOverExpensesAmt
Net Investment Income$411,528NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$153,248CashBOYAmt
Cash EOY$243,996CashEOYAmt
Cash EOYFMV$243,996CashEOYFMVAmt
Sav And Temp Cash Invst BOY$650,956SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$187,701SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$187,701SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$597,875USGovernmentObligationsBOYAmt
US Government Obligations EOY$491,721USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$494,707USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,123,530CorporateStockBOYAmt
Corporate Stock EOY$3,951,633CorporateStockEOYAmt
Corporate Stock EOYFMV$8,172,066CorporateStockEOYFMVAmt
Other Investments BOY$5,666,184OtherInvestmentsBOYAmt
Other Investments EOY$753,802OtherInvestmentsEOYAmt
Other Investments EOYFMV$358,991OtherInvestmentsEOYFMVAmt
Total Assets BOY$22,191,793TotalAssetsBOYAmt
Total Assets EOY$5,628,853TotalAssetsEOYAmt
Total Assets EOYFMV$9,457,461TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$11,006,261CapitalStockBOYAmt
Capital Stock EOY$3,085,387CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,185,532RetainedEarningBOYAmt
Retained Earning EOY$2,543,466RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,191,793TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,628,853TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,191,793TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,628,853TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,191,793TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$592,176ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$21,599,617SubtotalAmt
Other Decreases$15,970,764OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,628,853TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
META PLATFORMS INC$337,543$169,800$167,743$167,743
APPLE INC$80$80$80
CISCO SYSTEMS INC$8$8$8
COCA COLA COMPANY$9$9$9
EXXONMOBIL$17$17$17
MICROSOFT CORP$272$272$272
NORTHROP GRUMMAN CORP$209$209$209
ROYAL DUTCH SHELL PLC$20$20$20
VISA INC$23$23$23
APPROACH RESOURCES INC$123,601-$123,601-$123,601
APPROACH RESOURCES INC$98,881-$98,881-$98,881
APPROACH RESOURCES INC$112,365-$112,365-$112,365
VANGUARD INDEX FUNDS$701,133$693,153$7,980$7,980
META PLATFORMS INC$57,737$52,865$4,872$4,872
US TREASURY BILL DUE 12/22/22$280,565$279,658$907$907
CITI MANAGED FUND$2,791,375$2,520,594$270,781$270,781
FM FIRST CHINA FUND LLC$1,077,877$1,363,475-$285,598-$285,598
FieldValueIRS element (for citing)
Capital Gain Net Income-$167,524CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,720InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,720SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,720TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,454EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$13,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,454TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$17,734OverpaymentAmt
Applied To ES Tax$17,734AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TAXPAYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5168696700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BLVDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110303006ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED COLIN
1520 NORTHERN BOULEVARDMANHASSETNY11030DIRECTOR0.00$0$0$0
BARBARA F COLIN
1520 NORTHERN BOULEVARDMANHASSETNY11030DIRECTOR0.00$0$0$0
EVA USDAN
775 PARK AVENUENEW YORKNY10021DIRECTOR0.00$0$0$0
SAMUEL F COLIN
50 LAKE ROADRYENY10580DIRECTOR0.00$0$0$0
REBECCA COLIN
723 LAKE AVENUEGREENWICHCT06830DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,870,358AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,239,385AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,109,743TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,109,743AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$346,646CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,763,097NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,138,155MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,138,155MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,720TaxBasedOnInvestmentIncomeAmt
Total Tax$5,720TotalTaxAmt
Distributable Before Adj$1,132,435DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,132,435DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,132,435DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,065,252ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,065,252QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,132,435DistributableAsAdjustedAmt
Undistributed Income PY$997,892UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,065,252QualifyingDistributionsAmt
Applied To Year1$997,892AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,360AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,065,075UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRED COLINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRED COLINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11520 NORTHERN BLVDAddressLine1Txt
CityMANHASSETCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11030ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5168696700RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
75 DAVIDS DRIVEHAUPPAUGENY11788PCGENERAL CHARITABLE$3,000
AMERICAN HEART ASSOCIATION
PO BOX 78851PHOENIXAZ850628851PCGENERAL CHARITABLE$300
ARCH STREET TEEN CENTER
PO BOX 1339GREENWICHCT06830PCGENERAL CHARITABLE$21,000
ASPCA
424 EAST 92ND STREETNEW YORKNY101286804PCGENERAL CHARITABLE$250
BALLET THEATRE FOUNDATION
890 BROADWAYNEW YORKNY10003PCGENERAL CHARITABLE$12,500
BEDFORD PLAYHOUSE
PO BOX 777BEDFORDNY10506PCGENERAL CHARITABLE$5,000
BENNETT CANCER CENTER (STAMFORD HOSPITAL FOUNDATION)
1351 WASHINGTON BLVDSTAMFORDCT06902PCGENERAL CHARITABLE$25,000
BRUCE AND MARSHA MOSKOWITZ FOUNDATION INC
223 SUNSET AVENUE SUITE 200PALM BEACHFL33480PCGENERAL CHARITABLE$55,000
CARE
PO BOX 1870MERRIFIELDVA221169646PCGENERAL CHARITABLE$250
CHILDREN OF FALLEN PATRIOTS
1818 LIBRARY STREET SUITE 500RESTONVA20190PCGENERAL CHARITABLE$4,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD217415030PCGENERAL CHARITABLE$1,500
DOROT
171 WEST 85TH STREETNEW YORKNY10024PCGENERAL CHARITABLE$1,000
FERGUSON LIBRARY
ONE PUBLIC LIBRARY PLAZASTAMFORDCT06904PCGENERAL CHARITABLE$2,000
FRIENDS OF THE HIGH LINE
820 WASHINGTON STNEW YORKNY10014PCGENERAL CHARITABLE$150
GLEN OAKS CLUB - PHILANTHROPIC FUND
PO BOX 249OLD WESTBURYNY11568PCGENERAL CHARITABLE$750
GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH ROADGREENWICHCT06830PCGENERAL CHARITABLE$170,000
GREENWICH HIGH SCHOOL
10 HILLSIDE ROADGREENWICHCT06830PCGENERAL CHARITABLE$500
GREENWICH HOSPITAL
35 RIVER ROADCOS COBCT06807PCGENERAL CHARITABLE$106,000
GREENWICH INTERNATIONAL FILM FESTIVAL
0 HORSENECK LANEGREENWICHCT06830PCGENERAL CHARITABLE$15,000
GREENWICH TOWN PARTY INC
PO BOX 59GREENWICHCT06870PCGENERAL CHARITABLE$30,000
HUMANE SOCIETY OF WESTCHESTER
70 PORTMAN ROADNEW ROCHELLENY10801PCGENERAL CHARITABLE$3,000
IMPACT FAIRFIELD COUNTY
PO BOX 7666GREENWICHCT06836PCGENERAL CHARITABLE$1,000
ISLAND HARVEST
199 SECOND STREETMINEOLANY11501PCGENERAL CHARITABLE$2,676
LINCOLN CENTER FOR THE PERFORMING ARTS
70 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL CHARITABLE$3,000
LONG ISLAND CARES
10 DAVIDS DRIVEHAPPAUGENY11788PCGENERAL CHARITABLE$100
MEMORIAL SLOAN KETTERING CANCER CENTER
885 2ND AVENUE 8TH FLOORNEW YORKNY10017PCGENERAL CHARITABLE$75,000
METROPOLITAN MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019PCGENERAL CHARITABLE$1,102
MICHAEL J FOX FOUNDATION
498 SEVENTH AVENUE 18TH FLOORNEW YORKNY10065PCGENERAL CHARITABLE$25,000
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY100195498PCGENERAL CHARITABLE$425
NEUE GALERIE NEW YORK
1048 FIFTH AVENUENEW YORKNY10028PCGENERAL CHARITABLE$430
NEW YORK CITY BALLET
20 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL CHARITABLE$12,500
NORTH SHORE ANIMAL LEAGUE
25 DAVIS AVENUEPORT WASHINGTONNY11050PCGENERAL CHARITABLE$250
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENEW HYDE PARKNY11042PCGENERAL CHARITABLE$155,000
NYU STERN BUSINESS SCHOOL
40 WEST FOURTH STREETNEW YORKNY10012PCGENERAL CHARITABLE$1,000
PINK PURSE
PO BOX 5157WESTPORTCT06881PCGENERAL CHARITABLE$10,000
PREP FOR PREP
328 WEST 71ST STREETNEW YORKNY10023PCGENERAL CHARITABLE$2,000
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401PCGENERAL CHARITABLE$1,500
RECONSTRUCTIONIST SYNAGOGUE OF THE NORTH SHORE
1001 PLANDOME ROADPLANDOMENY110301334PCGENERAL CHARITABLE$3,388
ROBINHOOD FOUNDATION
826 BROADWAYNEW YORKNY10003PCGENERAL CHARITABLE$1,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENUE BOX 164NEW YORKNY10065PCGENERAL CHARITABLE$2,000
SAVE THE CHILDREN UKRAINE CRISIS RELIEF FUND
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCGENERAL CHARITABLE$5,000
SOLOMON R GUGGENHEIM MUSEUM AND FOUNDATION
1071 FIFTH AVENUENEW YORKNY10128PCGENERAL CHARITABLE$140
ST JOSEPHS INDIAN SCHOOL
PO BOX 300CHAMBERLAINSD57325PCGENERAL CHARITABLE$100
ST FRANCIS HOSPITAL FOUNDATION
100 PORT WASHINGTON BLVDROSLYNNY11576PCGENERAL CHARITABLE$125,000
STAMFORD HOSPITAL FOUNDATION
1351 WASHINGTON BLVD SUITE 202STAMFORDCT06902PCGENERAL CHARITABLE$20,000
SUSAN D FLYNN ONCOLOGY NURSING DEVELOPMENT PROGRAM
123 HARBOR DRIVE UNIT 302STAMFORDCT06902PCGENERAL CHARITABLE$1,000
TEACHERS AND WRITERS COLLABORATIVE
520 EIGHT AVENUENEW YORKNY10018PCGENERAL CHARITABLE$10,000
THE FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY100214907PCGENERAL CHARITABLE$130
THE JEWISH MUSEUM
1109 5TH AVENUENEW YORKNY10128PCGENERAL CHARITABLE$175
THE LEUKEMIA & LYMPHOMA SOCIETY
300 ROBBINS LANESYOSSETNY11791PCGENERAL CHARITABLE$2,500
THE METROPOLITAN OPERA
1 LINCOLN CENTERNEW YORKNY10023PCGENERAL CHARITABLE$40,000
THE VISCARDI CENTER
201 I U WILLETS RDALBERTSONNY11507PCGENERAL CHARITABLE$10,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
PO BOX 1566MERRIFIELDVA221169583PCGENERAL CHARITABLE$500
USDAN SUMMER CAMP FOR THE ARTS
185 COLONIAL SPRINGS ROADWHEATLEY HEIGHTSNY11798PCGENERAL CHARITABLE$20,000
WEILL CORNELL MEDICINE
1300 YORK AVENUE BOX 314NEW YORKNY10065PCGENERAL CHARITABLE$15,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014PCGENERAL CHARITABLE$300
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20077PCGENERAL CHARITABLE$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,003,466TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,167ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$233,702ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$239,060ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$167,524ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$309,405ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$309,405TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
FRED COLIN
11520 NORTHERN BLVDMANHASSETNY11030$256,216Yes (X)
SAMUEL F COLIN
250 LAKE ROADRYENY10580$2,856Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOT LABORATORIES$19,405$17,018
ABBVIE INC$22,376$45,238
AIR PRODUCTS & CHEMICALS INC.$9,209$16,777
ALPHABET INC$114,092$140,097
AMAZON.COM INC.$190,869$122,928
AMERICAN WATER WORKS CO., INC.$17,995$130,806
ANALOG DEVICES INC.$11,862$21,963
APPLE INC.$56,084$422,299
AUTOMATIC DATA PROCESSING$11,103$19,094
AUTOZONE INC$58,722$293,814
BANK OF AMERICA CORP.$16,030$18,921
BERKSHIRE HATHAWAY-CLASS B$126,927$258,794
BLACKROCK INC.$15,888$25,836
BRISTOL MYERS SQUIBB CO$27,248$34,087
BROADCOM INC.$27,075$42,781
CATERPILLAR INC.$13,716$17,317
CHEVRON CORP$20,748$39,074
CISCO SYSTEMS INC$15,607$36,753
CME GROUP INC.$9,305$18,543
CMS ENERGY CORP.$14,639$18,142
COCA COLA COMPANY$23,928$26,992
COCA COLA COMPANY$182,802$224,198
COMCAST CORP.$25,117$24,503
CROWN CASTLE INT'L CORP.$14,063$21,988
CUMMINS INC.$20,049$20,783
DANAHER CORP$66,153$201,336
EXXONMOBIL CORP.$301,305$807,584
FIRST BIOMED LIMITED$625,000$1,708,628
HOME DEPOT INC.$9,183$33,167
HONEYWELL INTERNATIONAL INC.$15,692$25,503
JPMORGAN CHASE & CO$36,119$57,024
KKR & CO INC.$133,313$119,630
LOCKHEED MARTIN CORP.$22,909$35,528
LOWES COS$91,844$92,601
MCDONALD'S CORP$140,978$180,228
MCDONALDS CORP.$20,785$33,810
MEDTRONIC PLC$20,755$21,922
MERCK & CO$37,733$56,874
MICROSOFT CORP$172,836$774,153
MONDELEZ INTERNATIONAL INC.$23,274$34,060
NIKE INC., CLASS B$124,728$98,704
NORTHROP GRUMMAN CORP$89,556$341,484
ORACLE CORP$87,517$167,851
PEPSICO INC.$23,289$39,403
PHILLIPS 66$23,996$27,428
PROCTOR & GAMBLE CO.$18,526$28,954
RAYTHEON TECHNOLOGIES CORP.$16,866$28,162
ROYAL DUTCH SHELL$59,705$93,959
S&P GLOBAL INC$48,043$136,531
SEMPRA ENERGY$14,807$22,641
STRYKER CORP$105,353$122,643
TARGET CORP.$20,772$27,430
THERMO FISHER SCIENTIFIC INC$122,153$135,174
UNION PACIFIC CORP.$18,373$16,363
UNITEDHEALTH GROUP$137,025$225,946
UNITEDHEALTH GROUP$10,875$53,850
VANGUARD S&P INDEX 500 ETF$171,405$160,792
VISA INC$72,795$197,837
WALMART STORES INC.$3,111$6,120

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$441,721USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$444,707USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$50,000StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$50,000StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BEP PRIVATE INVESTORS LPAT COST$538,862$158,363
DEUTSCHEBANK M/FAT COST$54,640$54,640
FIRST CHINA FUND LLCAT COST$44,097$0
FMC MM FUND # 1AT COST$4,173$4,173
KKR ASIAN FUND II PRIVATE INVESTORS OFFSHORE, LPAT COST$18,592$32,711
WEXFORD PARTNERS 10, L.P.AT COST$93,438$44,647
HIGHBRIDGE MEZZANINEAT COST$0$3,420
BREP ASIA PRIVATEAT COST$0$47,662
STARWOOD SOF IXAT COST$0$13,375

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$48,606LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$48,606DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (6 entries)

DescDescAmtAmt
TRANSFERS TO EVE & SIMON COLIN FOUNDATION$2,550,390
TRANSFERS TO EVE & SIMON COLIN FOUNDATION$2,591,930
TRANSFERS TO EVE & SIMON COLIN FAMILY FOUNDATION$2,836,384
TRANSFERS TO EVE & SIMON COLIN FAMILY FOUNDATION$2,882,584
TRANSFERS TO SIMON & EVE COLIN FAMILY FOUNDATION$2,534,100
TRANSFERS TO SIMON & EVE COLIN FAMILY FOUNDATION$2,575,376

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS FILING FEE$750$0$750
BANK CHARGES$95$0$95
MISCELLANEOUS$35$0$35

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME/LOSS FROM PARTNERSHIPSDesc
Revenue And Expenses Per Books$239,060RevenueAndExpensesPerBooksAmt
Net Investment Income$239,060NetInvestmentIncomeAmt
Adjusted Net Income$239,060AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$64,914Amt
Net Investment Income$64,914NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON INVESTMENT INCOME$30,000$0$0
FOREIGN INCOME TAX WITHHELD$487$487$0

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