EVE & SIMON COLIN FAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EVE & SIMON COLIN FAM FOUNDATION (EIN 35-7290634)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-09-14
- IRS object ID
- 202332579349100733
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-14T15:54:54-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357290634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVE & SIMON COLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVE& | BusinessNameControlTxt |
| Phone | 5168696700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BOULEVARD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED COLIN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5168696700 | PhoneNum |
| Signature | 2023-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRED | PersonFirstNm |
| Person Last | COLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD P KLEIN | PreparerPersonNm |
| PTIN | P01354169 | PTIN |
| Phone | 9149492990 | PhoneNum |
| Preparation | 2023-09-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,775,870 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,742 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,742 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,427 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $338,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,762 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $64,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,931 | 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 | $12,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,531 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $206 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,531 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,433 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,433 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $348,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,531 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$283,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,400 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $38,937 | CashEOYAmt |
| Cash EOYFMV | $38,937 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $929,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $929,267 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $466,426 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $469,580 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,982,908 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,240,918 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,168 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,435,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,775,870 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,718,969 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$283,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,435,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,435,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$283,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,718,969 | OtherIncreasesAmt |
| Subtotal | $5,435,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,435,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| META PLATFORMS | 2020-04-09 | 2022-06-02 | $57,545 | $52,690 | $4,855 | $4,855 |
| USTY BILL | 2022-07-20 | 2022-09-09 | $280,565 | $279,658 | $907 | $907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,762 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Overpayment | $1,242 | OverpaymentAmt |
| Applied To ES Tax | $1,242 | 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 | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168696700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 NORTHERN BOULEVARD | AddressLine1Txt |
| City | MANHASSET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11030 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA COLIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 723 LAKE AVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,913,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,038,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,038,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,902,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $728 | TotalTaxAmt |
| Distributable Before Adj | $444,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $444,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $444,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,639 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $335,639 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $444,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $335,639 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,639 | QualifyingDistributionsAmt |
| Applied To Year1 | $335,639 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $444,421 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UJA-JCC GREENWICH | ||||||
| 1 HOLLY HILL LANE | GREENWICH | CT | 06830 | PC | GENERAL CHARITABLE | $500 |
| JEWISH FAMILY SERVICES OF GREENWICH | ||||||
| 67 HOLLY HILL LANE | GREENWICH | CT | 06830 | PC | GENERAL CHARITABLE | $5,000 |
| PINK AID | ||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | PC | GENERAL CHARITABLE | $10,000 |
| STAMFORD HOSPITAL FOUNDATION | ||||||
| 1351 WASHINGTON BLVD SUITE 202 | STAMFORD | CT | 06902 | PC | GENERAL CHARITABLE | $55,000 |
| GREENWICH TOWN PARTY INC | ||||||
| PO BOX 59 | GREENWICH | CT | 06870 | PC | GENERAL CHARITABLE | $4,340 |
| GREENWICH INTERNATIONAL FILM FESTIVAL | ||||||
| 0 HORSENECK LANE | GREENWICH | CT | 06830 | PC | GENERAL CHARITABLE | $9,000 |
| GREENWICH HOSPITAL | ||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | PC | GENERAL CHARITABLE | $5,000 |
| GREENWICH COUNTRY DAY SCHOOL | ||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | PC | GENERAL CHARITABLE | $60,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | PC | GENERAL CHARITABLE | $60,000 |
| THE LEFFELL SCHOOL | ||||||
| 555 W HARTSDALE AVE | HARTSDALE | NY | 10530 | PC | GENERAL CHARITABLE | $20,000 |
| CLARK UNIVERSITY | ||||||
| 950 MAIN STREET | WORCESTER | MA | 016101477 | PC | GENERAL CHARITABLE | $50,000 |
| TEMPLE SHOLOM | ||||||
| 300 E PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL CHARITABLE | $5,593 |
| JDRF | ||||||
| 200 VESEY ST | NEW YORK | NY | 10281 | PC | GENERAL CHARITABLE | $1,000 |
| ADOPT A DOG INC | ||||||
| 23 COX AVE | ARMONK | NY | 10504 | PC | GENERAL CHARITABLE | $5,000 |
| UNIVERSITY OF MIAMI | ||||||
| PO BOX 025388 | MIAMI | FL | 33102 | PC | GENERAL CHARITABLE | $25,000 |
| BOYS & GIRLS CLUB NORTHERN WESTCHESTER | ||||||
| 351 MAIN ST | MT KISCO | NY | 10549 | PC | GENERAL CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,433 | 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 | $1,742 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,427 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $64,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,931 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FMC - ALPHABET, INC | $118,779 | $141,990 |
| FMC - AMAZON.COM | $190,835 | $122,928 |
| FMC - AMERICAN WTR WKS CO | $17,995 | $130,806 |
| FMC - APPLE INC | $23,363 | $141,226 |
| FMC - AUTOZONE INC | $58,216 | $291,281 |
| FMC - BERKSHIRE HATHAWAY CLASS B | $127,181 | $259,089 |
| FMC - DANAHER CORP | $66,152 | $201,336 |
| FMC - KKR & CO, INC | $133,313 | $119,630 |
| FMC - LOWES CO | $91,844 | $92,601 |
| FMC - MCDONALD'S CORP | $141,405 | $180,774 |
| FMC - MICROSOFT CORP | $22,428 | $211,935 |
| FMC - NIKE INC | $124,728 | $98,704 |
| FMC - ORACLE CORP | $87,517 | $167,851 |
| FMC - S&P GLOBAL INC | $48,043 | $136,531 |
| FMC - STRYKER CORP | $105,353 | $122,643 |
| FMC - THERMO FISHER SCIENTIFIC INC | $122,618 | $135,688 |
| FMC - UNITEDHEALTH GROUP INC | $136,689 | $225,391 |
| JPM - ABBOT LABORATORIES | $19,391 | $17,018 |
| JPM - ABBVIE | $22,376 | $45,384 |
| JPM - AIR PRODUCTS | $9,209 | $17,027 |
| JPM - ANALOG DEVICES, INC | $11,863 | $22,106 |
| JPM - APPLE INC | $29,190 | $281,532 |
| JPM - AUTOMATIC DATA PROCESSING | $11,103 | $19,336 |
| JPM - BANK OF AMERICA | $16,030 | $18,921 |
| JPM - BLACKROCK INC | $15,888 | $27,128 |
| JPM - BRISTOL MYERS SQUIBB | $27,248 | $34,242 |
| JPM - BROADCOM INC | $27,074 | $42,781 |
| JPM - CATERPILLAR INC | $13,715 | $17,750 |
| JPM - CHEVRON CORP | $20,748 | $38,894 |
| JPM - CISCO SYSTEMS INC | $15,606 | $36,707 |
| JPM - CME GROUP INC | $9,305 | $18,890 |
| JPM - CMS ENERGY CORP | $14,639 | $18,085 |
| JPM - COCA COLA CO | $206,730 | $251,131 |
| JPM - COMCAST CORP | $25,116 | $24,472 |
| JPM - CUMMINS INC | $20,049 | $20,539 |
| JPM - EXXON MOBIL CORP | $301,306 | $807,694 |
| JPM - HOME DEPOT INC | $9,182 | $32,870 |
| JPM - HONEYWELL INTL | $15,691 | $25,706 |
| JPM - JPMORGAN CHASE & CO | $33,119 | $57,149 |
| JPM - LOCKHEED MARTIN CORP | $22,909 | $35,528 |
| JPM - MCDONALDS CORP | $20,784 | $33,537 |
| JPM - MERCK & CO | $37,733 | $56,874 |
| JPM - MICROSOFT CORP | $149,970 | $563,147 |
| JPM - MONDELEZ INTL | $23,274 | $34,121 |
| JPM - NORTHROP GRUMMAN | $89,556 | $340,935 |
| JPM - PEPSICO INC | $23,290 | $39,766 |
| JPM - PHILIPS 66 | $23,996 | $27,533 |
| JPM - PROCTOR & GAMBLE | $18,525 | $28,954 |
| JPM - RAYTHEON TECHNOLOGIES | $16,866 | $28,256 |
| JPM - SEMPRA ENERGY | $14,808 | $22,490 |
| JPM - TARGET CORP | $20,771 | $27,266 |
| JPM - UNION PACIFIC CORP | $18,374 | $16,560 |
| JPM - UNITEDHEALTH GROUP INC | $10,875 | $53,294 |
| JPM - VISA INC | $72,796 | $198,045 |
| JPM - WALMART INC | $36,028 | $70,880 |
| JPM - MEDTRONIC PLC | $20,755 | $21,922 |
| JPM - SHELL PLC | $59,705 | $94,015 |
| JPM - CROWN CASTLE INC | $14,063 | $22,254 |
| FMC - VANGUARD S&P 500 ETF | $171,793 | $161,147 |
| FMC - FIRST BIOMED LTD | $625,000 | $1,708,628 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $466,426 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $469,580 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM - BREP ASIA PRIVATE INVESTORS | AT COST | $0 | $47,662 |
| JPM - HPS MEZZANINE PRIVATE INVESTORS | AT COST | $0 | $3,420 |
| JPM - KKR ASIAN FUND II | AT COST | $18,192 | $32,711 |
| JPM - STARWOOD SOF IX | AT COST | $0 | $13,375 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $206 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $206 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFERS FROM SIMON AND EVE COLIN FOUNDATION | Desc |
| Amt | $5,718,969 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,531 | Amt |
| Net Investment Income | $12,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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