BRUISED CAMEL CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRUISED CAMEL CHARITABLE FOUNDATION (EIN 46-1270945)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-10-07
- IRS object ID
- 202212809349100401
- Schema version
- 2020v4.2
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-07T07:23:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2034707400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 DEMPSEY LANE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068303416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD WOOLWORTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2034707400 | PhoneNum |
| Signature | 2022-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | WOOLWORTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY ODINTZ CPA | PreparerPersonNm |
| PTIN | P00495459 | PTIN |
| Phone | 2126890288 | PhoneNum |
| Preparation | 2022-10-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $309,808 | 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 | $64 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,706 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,821 | 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 | $1,370 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,245 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,245 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,412 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,984 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $337,358 | CorporateStockBOYAmt |
| Corporate Stock EOY | $253,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $253,824 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $338,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $309,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $309,808 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $338,655 | CapitalStockBOYAmt |
| Capital Stock EOY | $309,808 | 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 | $338,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $309,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $338,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $309,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $338,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $316,844 | SubtotalAmt |
| Other Decreases | $7,036 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $309,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 55.077 SH. WELLS FARGO ABSOLUTE RETURN FUND | P | 2019-12-30 | 2020-01-09 | $625 | $613 | $12 | $12 |
| 2,118.995 SH. WELLS FARGO ABSOLUTE RETURN FUND | P | 2012-03-23 | 2020-01-09 | $24,051 | $23,584 | $467 | $467 |
| 140.727 SH. BLACKROCK GLOBAL ALLOCATION FUND | P | 2019-12-19 | 2020-07-29 | $2,806 | $2,778 | $28 | $28 |
| 1,989.672 SH. BLACKROCK GLOBAL ALLOCATION FUND | P | 2012-03-23 | 2020-07-29 | $39,680 | $39,276 | $404 | $404 |
| 3,278.689 SH. AMERICAN BALANCED FUND | P | 2019-10-01 | 2020-10-29 | $93,395 | $90,015 | $3,380 | $3,380 |
| 116.822 SH. DIMENSIONAL GLOBAL 60/40 PORTFOLIO | P | 2019-12-17 | 2020-10-29 | $2,202 | $1,902 | $300 | $300 |
| 4,490.212 SH. DIMENSIONAL GLOBAL 60/40 PORTFOLIO | P | 2015-02-25 | 2020-10-29 | $84,626 | $73,091 | $11,535 | $11,535 |
| 57.913 SH. VANGUARD WELLINGTON ADMIRAL FUND | P | 2019-12-27 | 2020-10-29 | $4,311 | $3,751 | $560 | $560 |
| 1,206.694 SH. VANGUARD WELLINGTON ADMIRAL FUND | P | 2012-08-16 | 2020-10-29 | $89,836 | $78,170 | $11,666 | $11,666 |
| 60 SH. VANGUARD GROWTH INDEX FUND ETF | P | 2020-10-29 | 2020-12-22 | $15,107 | $13,616 | $1,491 | $1,491 |
| 130 SH. VANGUARD VALUE INDEX FUND ETF | P | 2020-10-29 | 2020-12-22 | $15,190 | $13,356 | $1,834 | $1,834 |
| 55 SH. VANGUARD SMALL-CAP VALUE INDEX FUND ETF | P | 2020-10-29 | 2020-12-22 | $7,746 | $6,301 | $1,445 | $1,445 |
| 130 SH. VANGUARD DEVELOPED MARKETS INDEX FUND ETF | P | 2020-10-29 | 2020-12-22 | $5,996 | $5,157 | $839 | $839 |
| CAPITAL GAINS DIVIDENDS | P | $1,745 | $1,745 | $1,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,706 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $562 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $562 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $562 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $564 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR FRIEDMAN CPA | IndividualWithBooksNm |
| Phone | 2126890288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 MADISON AVENUE SUITE 1007 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100160801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD G WOOLWORTH JR | ||||||||
| 21 DEMPSEY LANE | GREENWICH | CT | 06830 | PRESIDENT, TREASURER & DIR | 1.00 | $0 | $0 | $0 |
| JOCELYN WOOLWORTH | ||||||||
| 21 DEMPSEY LANE | GREENWICH | CT | 06830 | V.P., SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOCELYN W MASON | ||||||||
| 47 BUCKMAN DRIVE | LEXINGTON | MA | 02421 | 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 | $270,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,251 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $320,051 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $320,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $315,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $562 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $562 | TotalTaxAmt |
| Distributable Before Adj | $15,201 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,201 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,201 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,145 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,145 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,145 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,201 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,964 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,296 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,207 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,389 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,212 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $214,068 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,145 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $261,012 | 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 | $38,964 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $222,048 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,296 | ExcessFromYear4Amt |
| Excess From Year3 | $48,207 | ExcessFromYear3Amt |
| Excess From Year2 | $38,389 | ExcessFromYear2Amt |
| Excess From Year1 | $40,212 | ExcessFromYear1Amt |
| Excess From Current Year | $46,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD G WOOLWORTH JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVAIL PREGNANCY CARE CENTER INC | |||||||
| 115 WEST 45TH STREET 4TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL USE | $300 |
| AVON THEATRE | |||||||
| 8 SOUND SHORE DRIVE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $200 |
| CHICAGO HOPE ACADEMY | |||||||
| 2189 WEST BOWLER STREET | CHICAGO | IL | 60612 | N/A | PUBLIC | GENERAL USE | $250 |
| DARTMOUTH COLLEGE FRIENDS OF SQUASH | |||||||
| 7 LEBANON STREET | HANOVER | NH | 03755 | N/A | PUBLIC | GENERAL USE | $200 |
| DARTMOUTH COLLEGE FRIENDS OF TENNIS | |||||||
| 7 LEBANON STREET | HANOVER | NH | 03755 | N/A | PUBLIC | GENERAL USE | $200 |
| ELEVATE NEW YORK | |||||||
| 1065 SIXTH AVENUE 17TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC | GENERAL USE | $10,000 |
| GREENWICH LAND TRUST | |||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $500 |
| GROTON SCHOOL | |||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | N/A | PUBLIC | GENERAL USE | $1,000 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL USE | $2,000 |
| LOST TREE CHAPEL | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $2,500 |
| LOST TREE FOUNDATION | |||||||
| 11520 LOST TREE WAY | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $2,000 |
| MILL RIVER WETLANDS COMMITTEE INC | |||||||
| 476 OLD MILL ROAD | FAIRFIELD | CT | 06824 | N/A | PUBLIC | GENERAL USE | $250 |
| NORWALK COMMUNITY COLLEGE FOUNDATION | |||||||
| 188 RICHARDS AVENUE | NEW HAVEN | CT | 06854 | N/A | PUBLIC | GENERAL USE | $200 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PUBLIC | GENERAL USE | $500 |
| RIVENDELL INSTITUTE | |||||||
| 291 EDWARDS STREET | NEW HAVEN | CT | 06511 | N/A | PUBLIC | GENERAL USE | $250 |
| STANFORD GRADUATE SCHOOL OF BUSINESS | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | PUBLIC | GENERAL USE | $1,000 |
| TEACH FOR AMERICA | |||||||
| 370 JAMES STREET | NEW HAVEN | CT | 06513 | N/A | PUBLIC | GENERAL USE | $300 |
| TELEMACHUS FOUNDATION INC | |||||||
| 21 DEMPSEY LANE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $2,000 |
| TRINITY CHURCH | |||||||
| 15 SHERWOOD PLACE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $20,000 |
| TRINITY FORUM ACADEMY | |||||||
| 2011 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL USE | $500 |
| USSGA MEMORIAL SCHOLARSHIP FUND | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | N/A | PUBLIC | GENERAL USE | $100 |
| BEAUMONT HEALTH FOUNDATION | |||||||
| 18101 OAKWOOD BLVD | DEARBORN | MI | 48124 | N/A | PUBLIC | GENERAL USE | $250 |
| EDGE MENTORING | |||||||
| 1075 BROAD RIPPLE AVENUE | INDIANAPOLIS | IN | 46220 | N/A | PUBLIC | GENERAL USE | $3,000 |
| SCHOLARS OF FINANCE | |||||||
| 3639 HAVEN AVENUE | MENLO PARK | CA | 94025 | N/A | PUBLIC | GENERAL USE | $2,000 |
| MISSION HIGH FOUNDATION | |||||||
| 3750 18TH STREET | SAN FRANCISCO | CA | 94114 | N/A | PUBLIC | GENERAL USE | $750 |
| COLLEGE GOLF FELLOWSHIP | |||||||
| 5098 FOOTHILLS BLVD | ROSEVILLE | CA | 95747 | N/A | PUBLIC | GENERAL USE | $550 |
| CHRISTIAN CAMPS AND CONFERENCES | |||||||
| 34 CAMP BROOKWOODS ROAD | ALTON | NH | 03809 | N/A | PUBLIC | GENERAL USE | $3,000 |
| NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION | |||||||
| 11780 US HIGHWAY 1 NORTH | NORTH PALM BEACH | FL | 33408 | N/A | PUBLIC | GENERAL USE | $200 |
| ACTIONNATE FOUNDATION INC | |||||||
| 135 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $500 |
| GREENWICH TREE CONSERVANCY | |||||||
| PO BOX 4215 | GREENWICH | CT | 06831 | N/A | PUBLIC | GENERAL USE | $200 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | N/A | PUBLIC | GENERAL USE | $250 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL USE | $100 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | PUBLIC | GENERAL USE | $100 |
| HOPE INTERNATIONAL | |||||||
| 884 2ND AVENUE | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL USE | $500 |
| THE VERITAS FORUM | |||||||
| PO BOX 380807 | CAMBRIDGE | MA | 02238 | N/A | PUBLIC | GENERAL USE | $250 |
| CENTRAL PRESBYTERIAN CHURCH | |||||||
| 593 PARK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC | GENERAL USE | $250 |
| CITY SQUASH | |||||||
| 602 EAST 187TH STREET | BRONX | NY | 10458 | N/A | PUBLIC | GENERAL USE | $250 |
| PROJECT ALIVE | |||||||
| PO BOX 23182 | KNOXVILLE | TN | 37933 | N/A | PUBLIC | GENERAL USE | $500 |
| CAMFED USA | |||||||
| 466 GEARY STREET | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC | GENERAL USE | $500 |
| SQUARE EDGE ALLIANCE | |||||||
| 1560 BROADWAY | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL USE | $300 |
| ENVIRONMENTAL DEFENSE ACTION FUND | |||||||
| 1875 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL USE | $1,000 |
| MERCY CORPS | |||||||
| PO BOX 80020 | PRESCOTT | AZ | 86304 | N/A | PUBLIC | GENERAL USE | $500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL USE | $500 |
| THE LEGION FUND | |||||||
| PO BOX 737 | BOWLING GREEN | KY | 42102 | N/A | PUBLIC | GENERAL USE | $1,000 |
| INTEGRARE DARTMOUTH COLLEGE | |||||||
| 7 LEBANON STREET | HANOVER | NH | 03755 | N/A | PUBLIC | GENERAL USE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,900 | 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 | $64 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,706 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,821 | 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 (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,388.060 SH. BLACKROCK STRATEGIC INCOME OPPORTUNITIES FUND | $24,764 | $24,764 |
| 2,140.946 SH. DOUBLELINE CORE FIXED INCOME FUND | $24,236 | $24,236 |
| 2,205.882 SH. PIMCO TOTAL RETURN FUND | $23,382 | $23,382 |
| 1,762.115 SH. WESTERN ASSET CORE BOND FUND | $24,053 | $24,053 |
| 270 SH. VANGUARD GROWTH INDEX FUND ETF | $68,402 | $68,402 |
| 250 SH. VANGUARD EMERGING MARKETS STOCK INDEX FUND ETF | $12,527 | $12,527 |
| 55 SH. VANGUARD SMALL-CAP GROWTH INDEX FUND ETF | $14,721 | $14,721 |
| 50 SH. VANGUARD SMALL-CAP VALUE INDEX FUND ETF | $7,111 | $7,111 |
| 250 SH. VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $11,802 | $11,802 |
| 360 SH. VANGUARD VALUE INDEX FUND ETF | $42,826 | $42,826 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN UNREALIZED APPRECIATION | Desc |
| Amt | $7,036 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $1,370 | Amt |
| Net Investment Income | $1,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $39 | $39 | $0 |
| FEDERAL EXCISE TAX | $78 | $0 | $0 |
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