BRIDGEWOOD FIELDWATER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BRIDGEWOOD FIELDWATER FOUNDATION (EIN 06-6419997)
Tax period
2020-11-01 to 2021-10-31
Filed
2022-01-12
IRS object ID
202210129349100916
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-12T15:13:33-06:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113698801PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KM URSO & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 GREAT QUARTER ROADAddressLine1Txt
CitySANDY HOOKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06482ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066419997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIDGEWOOD FIELDWATER FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O NED W BANDLERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBRIDBusinessNameControlTxt
Phone8603504921PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1280 NORTHROP STREETAddressLine1Txt
CityBRIDGEWATERCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06752ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNED W BANDLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8603504921PhoneNum
Signature2022-01-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNEDPersonFirstNm
Person LastBANDLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY M URSOPreparerPersonNm
PTINP00367997PTIN
Phone2033641667PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,827,007FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$56,063DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,063DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$226,787NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$276,849GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$226,787CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$282,850TotalRevAndExpnssAmt
Total Net Invst Incm$282,850TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42,019OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,317TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$447OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$173,775ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$173,775ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$219,758TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$173,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,092ExcessRevenueOverExpensesAmt
Net Investment Income$282,850NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,707CashBOYAmt
Cash EOY$53,441CashEOYAmt
Cash EOYFMV$53,441CashEOYFMVAmt
Corporate Stock BOY$1,209,104CorporateStockBOYAmt
Corporate Stock EOY$1,264,462CorporateStockEOYAmt
Corporate Stock EOYFMV$4,773,566CorporateStockEOYFMVAmt
Total Assets BOY$1,254,811TotalAssetsBOYAmt
Total Assets EOY$1,317,903TotalAssetsEOYAmt
Total Assets EOYFMV$4,827,007TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,254,811RetainedEarningBOYAmt
Retained Earning EOY$1,317,903RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,254,811TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,317,903TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,254,811TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,317,903TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,254,811TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,092ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,317,903SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,317,903TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE INC-COMMON 780SHP2011-06-152020-12-01$95,593$9,129$86,464$86,464
APPLE INC-COMMON 340SHP2011-06-152021-02-05$46,418$3,980$42,438$42,438
GILEAD SCIENCES INC-COMMON 900SHP2011-01-102021-05-12$60,698$16,629$44,069$44,069
GILEAD SCIENCES INC-COMMON 1100SHP2011-01-102021-06-08$74,140$20,324$53,816$53,816
FieldValueIRS element (for citing)
Capital Gain Net Income$226,787CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,932InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,932SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,932TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,772TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
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
Individual With BooksNED W BANDLERIndividualWithBooksNm
Phone8603504921PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1280 NORTHROP STREETAddressLine1Txt
CityBRIDGEWATERCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06752ZIPCd
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
NED W BANDLER
280 NORTHROP STREETBRIDGEWATERCT06752TRUSTEE0.00$0$0$0
JEAN T D BANDLER
280 NORTHROP STREETBRIDGEWATERCT06752TRUSTEE0.00$0$0$0
JOHN BANDLER
350 ALBANY STREET APT 7DNEW YORKNY10013TRUSTEE0.00$0$0$0
GAIL E BANDLER
350 ALBANY STREET APT 7DNEW YORKNY10013TRUSTEE0.00$0$0$0
REBECCA W HOLCOMBE
159 TILDEN HILL ROADNORWICHVT05055TRUSTEE0.00$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$4,259,940AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,198AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,336,138TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,336,138AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,042CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,271,096NetVlNoncharitableAssetsAmt
Minimum Investment Return$213,555MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$213,555MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,932TaxBasedOnInvestmentIncomeAmt
Total Tax$3,932TotalTaxAmt
Distributable Before Adj$209,623DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$209,623DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$209,623DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$173,775ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$173,775QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$173,775AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$209,623DistributableAsAdjustedAmt
Undistributed Income PY$164,921UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$173,775QualifyingDistributionsAmt
Applied To Year1$164,921AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,854AppliedToCurrentYearAmt
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$200,769UndistributedIncomeCYAmt
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 ManagerNED W BANDLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL 911 MEMORIAL & MUSEUM
200 LIBERTY STNEW YORKNY10281NONEMUSEUMEDUCATIONAL$250
ABRAHAM LINCOLN PRESIDENTIAL LIBARY & MUSEUM
112 NO SIXTH STSPRINGFIELDIL62701NONEFOUNDATIONGENERAL$100
ACHILLES TRACK CLUB
42 WEST 38TH STNEW YORKNY10018NONEFOUNDATIONEDUCATIONAL$250
ADLAI STEVENSON CENTER OF DEMOCRACY
2117 NO FREMONTCHICAGOIL60614NONEFOUNDATIONGENERAL$200
AMERICAN CIVIL LIBERTIES FOUNDATION
125 BROAD STREETNEW YORKNY10005NONEFOUNDATIONGENERAL$1,000
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY STPHILADELPHIAPA19102NONEFOUNDATIONGENERAL$5,000
AMERICAN MUSEUM OF NATURAL HISTORY
79TH STNEW YORKNY10024NONEMUSEUMEDUCATIONAL$1,500
AMREF HEALTH AFRICA
4 W 43RD STNEW YORKNY10036NONEFOUNDATIONGENERAL$100
BBB WISE GIVING ALLIANCE
3033 WILSON BLVDARLINGTONVA22201NONEFOUNDATIONGENERAL$100
BILLION OYSTER PROJECT
10 SOUTH STNEW YORKNY10004NONEFOUNDATIONGENERAL$200
BRENNAN CENTER FOR JUSTICE AT NYU
120 BROADWAYNEW YORKNY10166NONEFOUNDATIONGENERAL$5,000
BRIDGEWATER EMERGENCY MEDICAL SERVICES
MAIN STREET SOUTHBRIDGEWATERCT06752NONEFOUNDATIONGENERAL$1,000
BRIDGEWATER FIRE DEPARTMENT
100 MAIN ST SOBRIDGEWATERCT06752NONEFOUNDATIONGENERAL$500
BRIDGEWATER HISTORICAL SOCIETY
48 MAIN ST SOBRIDGEWATERCT06752NONEFOUNDATIONGENERAL$100
BRIDGEWATER SENIOR CENTER FRIENDS OF
132 HUT HILL RDBRIDGEWATERCT06752NONEFOUNDATIONGENERAL$50
BROOKLYN BOTANIC GARDEN
1000 WASHINGTON AVEBROOKLYNNY11225NONEMUSEUMGENERAL$250
BROWN UNIVERSITY
POB 1893PROVIDENCERI02912NONEEDUCATIONEDUCATIONAL$500
BURNHAM LIBRARY FRIENDS OF
MAIN STBRIDGEWATERCT06752NONEFOUNDATIONGENERAL$200
CATO INSTITUTE
1000 MASS AVEWASHINGTONDC20001NONEFOUNDATIONEDUCATIONAL$100
CENTER FOR AN AGRICULTURAL ECONOMY
140 JUNCTION RDHARDWICKVT05843NONEFOUNDATIONGENERAL$1,000
CENTER FOR CARTOON STUDIES
94 SO MAIN STWHITE RIVER JUNCTIONVT05001NONEFOUNDATIONGENERAL$2,000
CENTER FOR CYBER SAFETY AND EDUCATION (ISC2 FOUNDATION)
311 PARK PL BLVDCLEARWATERFL33759NONEFOUNDATIONGENERAL$200
CAMPUS ELECTION ENGAGEMENT PROJECT
16192 COASTAL HWYLEWESDE19958NONEFOUNDATIONGENERAL$200
CENTRAL PARK CONSERVANCY
14 E 60TH STNEW YORKNY10022NONEFOUNDATIONGENERAL$125
CONNECTICUT SCIENCE CENTER
250 COLUMBUS BLVDHARTFORDCT06103NONEFOUNDATIONGENERAL$200
CHILDREN'S MUSEUM OF THE ARTS
103 CHARLTON STNEW YORKNY10014NONEFOUNDATIONGENERAL$250
CHRIS BORTON MEMORIAL SCHOLARSHIP FUND
190 THOMPSON SQMOUNTAIN VIEWCA94043NONEFOUNDATIONEDUCATIONAL$1,000
CHURCH STREET SCHOOL FOR MUSIC AND ART
41 WHITE STNEW YORKNY10013NONEFOUNDATIONGENERAL$500
CHURCH WORLD SERVICE
POB 968ELKHARTIN46515NONEFOUNDATIONGENERAL$5,000
CIRKUS SMIRKUS
1 CIRCUS RDGREENSBOROVT05841NONEFOUNDATIONGENERAL$2,000
CITY HARVEST (NYC)
6 E 32ND STNEW YORKNY10016NONEFOUNDATIONGENERAL$250
CITY MEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY10017NONEFOUNDATIONGENERAL$500
CITY PARKS FOUNDATION
830 5TH AVENEW YORKNY10021NONEFOUNDATIONGENERAL$200
COLUMBIA UNIVERSITY SCHOOL OF SOCIAL WORK
1255 AMSTERDAM AVENEW YORKNY10027NONEEDUCATIONEDUCATIONAL$800
COMMITTEE TO PROTECT JOURNALISTS
330 7TH AVENEW YORKNY10001NONEFOUNDATIONGENERAL$1,000
CONNECTICUT ZOOLOGICAL SOCIETY INC
1875 NOBLE AVEBRIDGEPORTCT06610NONEFOUNDATIONGENERAL$5,000
COMMUNITY CARING IN BRIDGEWATER INC
POB 338BRIDGEWATERCT06752NONEFOUNDATIONGENERAL$50
COMMUNITY SERVICE SOCIETY (CSS) OF NY
633 THIRD AVENEW YORKNY10017NONEFOUNDATIONGENERAL$500
COMPASSION & CHOICES
POB 101810DENVERCO80250NONEFOUNDATIONGENERAL$2,000
CONCERNS OF POLICE SURVIVORS (COPS)
POB 3199CAMDENTONMO65020NONEFOUNDATIONGENERAL$500
CONNECTICUT AUDUBON SOCIETY
2325 BURR STFAIRFIELDCT06824NONEFOUNDATIONGENERAL$250
CONNECTICUT COMMUNITY FOUNDATION
43 FIELD STWATERBURYCT06702NONEFOUNDATIONGENERAL$100
CONNECTICUT FOOD BANK
POB 8686NEW HAVENCT06531NONEFOUNDATIONGENERAL$5,000
CONNECTICUT MASTER GARDNENER ASSOCIATION
93 RIVER RDEAST HADDAMCT06423NONEFOUNDATIONGENERAL$100
CORNELL UNIV-CALS CHARITABLE TRUST
POB 876ITHACANY14851NONEEDUCATIONEDUCATIONAL$50
CORNELL UNIVERSITY
1 PLANTATIONS RDITHACANY14850NONEFOUNDATIONGENERAL$100
CPTV CT PUBLIC TV
1049 ASYLUM AVEHARTFORDCT06105NONEFOUNDATIONGENERAL$400
CRAFTBURY OUTDOOR CENTER
535 LOST NATION RDCRAFTSBURY COMMONVT05827NONEFOUNDATIONGENERAL$1,000
DANBURY HOSPITAL DEVELOPMENT FUND
24 HOSPITAL RDDANBURYCT06810NONEHOSPITALMEDICAL$500
DANBURY RAILWAY MUSEUM
POB 90DANBURYCT06813NONEFOUNDATIONGENERAL$100
DOCTORS WITHOUT BORDERS
POB 1856MERRIFIELDVA22116NONEFOUNDATIONMEDICAL$1,000
ENERGY ACTION NETWORK
17 STATE STMONTPELIERVT05602NONEFOUNDATIONGENERAL$2,000
EQUAL JUSTICE INITIATIVE
122 COMMERCEST MONTGOMERYAL36104NONEFOUNDATIONGENERAL$2,000
FAMILY PLACE
319 US RT 5 SONORWICHVT05055NONEFOUNDATIONGENERAL$4,000
FARE
7925 JONES BRANCH DRMCLEANVA22102NONEFOUNDATIONGENERAL$100
FAIR FIGHT INITIATIVE INC
410 E BAY STSAVANNAHGA31401NONEFOUNDATIONGENERAL$1,000
FISHER HOUSE FOUNDATION INC
111 ROCKVILLE PIKEROCKVILLEMD20850NONEFOUNDATIONGENERAL$200
FLORIDA PUBLIC LIBRARY
4 COHEN CIRCLEFLORIDANY10921NONEFOUNDATIONGENERAL$400
FORD SAYRE SKI COUNCIL FOUNDATION
POB 471HANOVERNH03755NONEFOUNDATIONGENERAL$1,000
FRIENDS OF THE MORRILL HOMESTEAD
POB 98STAFFORDVT05072NONEFOUNDATIONGENERAL$100
FUNERAL CONSUMER ALLIANCE OF CT (FCA OF CT)
POB 34BRIDGEWATERCT06752NONEFOUNDATIONGENERAL$800
FUNERAL CONSUMER ALLIANCE INC (FCA OF VT)
33 PATCHEN RDSO BURLINGTONVT05403NONEFOUNDATIONGENERAL$2,500
GRASSROOT SOCCER
POB 712NORWICHVT05055NONEFOUNDATIONGENERAL$250
GROW NYC COUNCIL ON THE ENVIRONMENT
100 GOLD STNEW YORKNY10038NONEFOUNDATIONGENERAL$500
HANDY DANDY HANDYMAN MINISTRY
26 SHAMROCK DRBROOKFIELDCT06804NONEFOUNDATIONGENERAL$50
HORTICULTURAL SOCIETY OF NY
148 W 37TH STNEW YORKNY10018NONEFOUNDATIONGENERAL$200
HOSPICARE AND PALLIATIVE CARE SERVICES OF TOMPKINS CTY
172 E KING RDITHACANY14850NONEFOUNDATIONGENERAL$500
HUDSON VALLEY POLONAISE SOCIETY
POB 162GOSHENNY10924NONEFOUNDATIONGENERAL$2,000
INNOCENCE PROJECT
40 WORTH STNEW YORKNY10013NONEFOUNDATIONGENERAL$2,500
INSTITUTE FOR AMERICAN INDIAN STUDIES
38 CURTIS RDWASHINGTONCT06793NONEFOUNDATIONGENERAL$100
INTREPID MUSEUM
W 46TH STNEW YORKNY10036NONEFOUNDATIONGENERAL$700
JAG PRODUCTIONS
POB 354WHITE RIVER JUNCTIONVT05001NONEFOUNDATIONGENERAL$2,000
KEEP SMILING 4 ABBIE
12 TERESA RDHOPKINTONMA01748NONEFOUNDATIONGENERAL$300
KIDS WITH FOOD ALLERGIES
POB 554FOUNTAINVILLEPA18923NONEFOUNDATIONGENERAL$200
LIBERTY SCIENCE CENTER
222 JERSEY CITY BLVDJERSEY CITYNJ07305NONEFOUNDATIONGENERAL$2,500
LITERACY VOLUNTEERS ON THE GREEN
7 WHITTLESEY AVENEW MILFORDCT06776NONEFOUNDATIONGENERAL$100
LOAVES AND FISHES HOSPITALITY HOUSE
POB 2065NEW MILFORDCT06776NONEFOUNDATIONGENERAL$100
MAKE A WISH FOUNDATION OF METRO NY
200 PARK AVENEW YORKNY10166NONEFOUNDATIONGENERAL$200
MARITIME AQUARIUM
10 NORTH WATER STNORWALKCT06854NONEFOUNDATIONGENERAL$250
MARKKULA CENTER FOR APPLIED ETHICS
500 EL CAMINO REALSANTA CLARACA95053NONEFOUNDATIONGENERAL$200
METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028NONEMUSEUMEDUCATIONAL$1,500
MORGAN LIBRARY & MUSEUM
225 MADISON AVENEW YORKNY10016NONEEDUCATIONEDUCATIONAL$300
MT SINAI MEDICAL CENTER JAFFEE FOOD ALLERGY INST
POB 1049NEW YORKNY10029NONEFOUNDATIONGENERAL$200
MUSEUM OF JEWISH HERITAGE
36 BATTERY PARK PLNEW YORKNY10280NONEMUSEUMEDUCATIONAL$1,000
MUSEUM OF THE CITY OF NEW YORK
1220 5TH AVENEW YORKNY10029NONEMUSEUMEDUCATIONAL$250
NATIONAL ACADEMY OF SOCIAL INSURANCE
1776 MASS AVE NWWASHINGTONDC20036NONEFOUNDATIONGENERAL$700
NATIONAL ARBOR DAY FOUNDATION
100 ARBOR AVENEBRASKA CITYNE68410NONEFOUNDATIONGENERAL$100
NATIONAL AUDUBON SOCIETY
225 VARICK STNEW YORKNY10014NONEFOUNDATION50GENERAL$250
GREEN BURIAL COUNCIL INTL
2720 COLD SPRINGS RDPLACERVILLECA95667NONEFOUNDATIONGENERAL$250
NATIONAL JOBS FOR ALL COALITION
POB 96011LYNBROOKNY11563NONEFOUNDATIONGENERAL$50
NATURAL AREAS CONSERVANCY
1234 5TH AVENEW YORKNY10029NONEFOUNDATIONGENERAL$1,000
NEW MILFORD FOOD BANK
10 MAIN STNEW MILFORDCT06776NONEFOUNDATIONGENERAL$350
NEW YORK BOTANICAL GARDENS
200TH STBRONXNY10458NONEMUSEUMEDUCATIONAL$4,000
NEW YORK CITY POLICE FOUNDATION INC
555 5TH AVENEW YORKNY10017NONEFOUNDATIONEDUCATIONAL$100
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WNEW YORKNY10024NONEMUSEUMEDUCATIONAL$750
NEW YORK PUBLIC LIBRARY FRIENDS OF
445 5TH AVENEW YORKNY10016NONEFOUNDATIONGENERAL$250
NEW YORK RESTORATION PROJECT
254 W 31ST STNEW YORKNY10001NONEFOUNDATIONGENERAL$500
NEW YORK UNIVERSITY SCHOOL OF SOCIAL WORK
1 WASHINGTON SQ NONEW YORKNY10023NONEEDUCATIONEDUCATIONAL$300
NORWICH PUBLIC LIBRARY
POB 290NORWICHVT05055NONEFOUNDATIONGENERAL$500
NYC TENEMENT MUSEUM
103 ORCHARD STNEW YORKNY10002NONEFOUNDATIONGENERAL$250
NYS TROOPER FOUNDATION
3 AIRPORT PARK BLVDLATHAMNY12110NONEFOUNDATIONGENERAL$200
NYSCI NY HALL OF SCIENCE
47-01 111TH STCORONANY11368NONEFOUNDATIONGENERAL$250
ONE WEST 54ST FOUNDATION
1 W 54TH STNEW YORKNY10019NONEFOUNDATIONGENERAL$100
PACE UNIVERSITY SCHOOL OF LAW SCHOLARSHIP FUND
1 PACE PLAZANEW YORKNY10038NONEEDUCATIONEDUCATIONAL$1,000
PAUL H DOUGLAS CENTER FOR ENVIROMENT EDUCATION
1100 NO MINERAL SPRINGS RDPORTERIN46304NONEFOUNDATIONGENERAL$1,000
PETEY GREENE PRISONER ASSISTANCE PROGRAM
9 MERCER STPRINCETONNJ08540NONEFOUNDATIONGENERAL$1,000
PHI BETA KAPPA SOCIETY
1606 NEW HAMPSHIRE AVE NWWASHINGTONDC20009NONEFOUNDATIONGENERAL$200
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 W 33RD STNEW YORKNY10001NONEFOUNDATIONGENERAL$5,000
PLANNED PARENTHOOD OF CT
345 WHITNEY AVENEW HAVENCT06511NONEFOUNDATIONGENERAL$2,000
PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES REGION
314 W STATE STITHACANY14850NONEFOUNDATIONGENERAL$500
POLICE ATHLETIC LEAGUE
34 1/2 E 12TH STNEW YORKNY10003NONEFOUNDATIONGENERAL$1,000
POPULATION CONNECTION (DC)
2120 L ST NWWASHINGTONDC20037NONEFOUNDATIONGENERAL$200
POPULATION COUNCIL (NY)
ONE DAG HAMMARSKJOLD PLNEW YORKNY10017NONEFOUNDATIONGENERAL$2,000
PROJECT PREVENTION (CRACK)
4382 WINTERWOOD LNHARRISBURGNC28075NONEFOUNDATIONGENERAL$500
PS 234 PTA
292 GREENWICH STNEW YORKNY10007NONEFOUNDATIONGENERAL$10,000
REGIONAL HOSPICE AND HOME CARE OF WESTERN CT
POB 2387DANBURYCT06813NONEFOUNDATIONGENERAL$3,000
RESOURCE
266 PINE STBURLINGTONVT05401NONEFOUNDATIONGENERAL$2,000
ROXBURY LAND TRUST CT
POB 51ROXBURYCT06783NONEFOUNDATIONGENERAL$400
SHARE OUR STRENGTH
1730 M ST NWWASHINGTONDC20036NONEFOUNDATIONGENERAL$1,500
SMITHSONIAN INSTITUTE
1000 JEFFERSON DR SWWASHINGTONDC20001NONEFOUNDATIONGENERAL$250
SWARTHMORE ALUMNI FUND
500 COLLEGE AVESWARTHMOREPA19081NONEEDUCATIONEDUCATIONAL$800
THIRD WAY
1025 CONNECTICUT AVE NWWASHINGTONDC20036NONEFOUNDATIONGENERAL$2,000
THIRTEEN (CHANNEL 13)
825 8TH AVENEW YORKNY10019NONEFOUNDATIONGENERAL$200
THOMAS S FOLEY INSTITUTE
401 JOHNSON TOWERPULLMANWA99164NONEFOUNDATIONGENERAL$500
TREES NY
100 GOLD STNEW YORKNY10038NONEFOUNDATIONGENERAL$10,000
TWIN PINES HOUSING
226 HOLIDAY DRWHITE RIVER JUNCTIONVT05001NONEFOUNDATIONGENERAL$2,000
UCONN FOUNDATION (COOP EXT CENTER)
2390 ALUMNI DRSTORRSCT06269NONEEDUCATIONEDUCATIONAL$250
UNITED WAY WESTERN CT
83 W STDANBURYCT06810NONEFOUNDATIONGENERAL$500
UNIVERSITY OF CHICAGO LABORATORY SCHOOL
1362 E 59TH STCHICAGOIL60637NONEEDUCATIONEDUCATIONAL$700
UPPER VALLEY AQUATIC CENTER
POB 1198WHITE RIVER JUNCTIONVT05001NONEFOUNDATIONGENERAL$1,500
UPPER VALLEY HAVEN
713 HARTFORD AVEWHITE RIVER JUNCTIONVT05001NONEFOUNDATIONGENERAL$5,000
UPPER VALLEY LAND TRUST
19 BUCK RDHANOVERNH03755NONEFOUNDATIONGENERAL$750
UPPER VALLEY TRAILS ALLIANCE
POB 1215NORWICHVT05055NONEFOUNDATIONGENERAL$1,000
VERMONT FOOD BANK
33 PARKER RDBARREVT05641NONEFOUNDATIONGENERAL$5,000
VERMONT PUBLIC RADIO
365 TROY AVECOLCHESTERVT05446NONEFOUNDATIONGENERAL$1,000
RVNA HEALTH
68 PARK LANE RDNEW MILFORDCT06776NONEFOUNDATIONGENERAL$1,000
NORTHWEST CT LAND CONSERVANCY
POB 821KENTCT06757NONEFOUNDATIONGENERAL$100
WHITNEY MUSEUM OF AMERICA ART
99 GANSEVOORT STNEW YORKNY10014NONEMUSEUMEDUCATIONAL$300
WILDLIFE CONSERVATION SOCIETY (NYC ZOOS)
2300 SOUTHERN BLVDBRONXNY10460NONEFOUNDATIONGENERAL$1,500
WINDHAM COUNTY NAACP
POB 6164BRATTLEBOROVT05032NONEFOUNDATIONGENERAL$500
WMNR FINE ARTS RADIO
POB 920MONROECT06468NONEFOUNDATIONGENERAL$100
YALE NEW HAVEN HOSPITAL
20 YORK STNEW HAVENCT06510NONEFOUNDATIONGENERAL$500
WSHU PUBLIC RADIO AT SACRED HEART UNIVERISITY
5151 PARK AVEFAIRFIELDCT06825NONEFOUNDATIONGENERAL$200
YALE PEABODY MUSEUM OF NATURAL HISTORY
170 WHITNEY AVENEW HAVENCT06511NONEFOUNDATIONGENERAL$200
HARRY S TRUMAN LIBRARY INSTITUTE
5151 TROOST AVEKANSAS CITYMO64110NONEFOUNDATIONGENERAL$200
HVRHS ARBORETUM & LANDSCAPE COMMITTEE
246 WARREN TURNPIKE RDFALLS VILLAGECT06031NONEFOUNDATIONGENERAL$3,000
INTERNATIONAL CRANE FOUNDATION
E11376 SHADY LANE RDBARABOOWI53913NONEFOUNDATIONGENERAL$100
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STNEW YORKNY10168NONEFOUNDATIONGENERAL$2,000
KU ENDOWMENT
1891 CONSTANT AVELAWRENCEKS66047NONEFOUNDATIONGENERAL$1,000
LUTHERAN IMMIGRATION & REFUGEE SERVICE
700 LIGHT STBALTIMOREMD21230NONEFOUNDATIONGENERAL$5,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONEFOUNDATIONGENERAL$500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
220 E 42ND STNEW YORKNY10017NONEFOUNDATIONGENERAL$100
UNC PLAYMAKERS REPERTORY GROUP
120 COUNTRY CLUB RDCHAPEL HILLNC27514NONEFOUNDATIONGENERAL$300
UNITED STATES INSTITUTE OF PEACE
2301 CONSTITUTION AVE NWWASHINGTONDC20037NONEFOUNDATIONGENERAL$1,000
USA FOR UNHCR UN REFUGEE AGENCY
1310 L ST NWWASHINGTONDC20005NONEFOUNDATIONGENERAL$5,000
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STHARTFORDCT06103NONEFOUNDATIONGENERAL$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$173,775TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,063ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$226,787ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$282,850ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$282,850TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Category2019 TE TAX RETURNCategoryTxt
Amt$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$1,264,462EOYBookValueAmt
EOYFMV$4,773,566EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PO RENTAL BOX/POSTAGE$402$0$0
BANK WIRE FEES$45$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FIRST MANHATTAN INVESTMENT MANAGEMENT FEES$9,380$0$0
FIRST MANHATTAN INVESTMENT MANAGEMENT FEES$9,805$0$0
FIRST MANHATTAN INVESTMENT MANAGEMENT FEES$11,047$0$0
FIRST MANHATTAN INVESTMENT MANAGEMENT FEES$11,787$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2019-2020 TAX DUE WITH RETURN$1,157$0$0
2020-2021 TAX ESTIMATES$1,160$0$0

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