PANWY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PANWY FOUNDATION INC (EIN 13-6130759)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-04
IRS object ID
202243089349100509
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)
Return2022-11-04T08:28:34-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136130759EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PANWY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O EAGLE CAP INT'L LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPANWBusinessNameControlTxt
Phone2036616616PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 E PUTNAM AVE 3100AddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRALPH M WYMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2036616616PhoneNum
Signature2022-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRALPHPersonFirstNm
Person LastWYMANPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTESS FANNINGPreparerPersonNm
PTINP02033722PTIN
Phone2672567000PhoneNum

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 TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,572,609FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$69,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$90,621DividendsRevAndExpnssAmt
Dividends Net Invst Incm$90,621DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$335,823NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$827,060GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$335,823CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$495,444TotalRevAndExpnssAmt
Total Net Invst Incm$426,444TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$70,492OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70,492OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$707TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$490OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$71,689TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70,492TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$291,746ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$291,746ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$363,435TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70,492TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$291,746TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$132,009ExcessRevenueOverExpensesAmt
Net Investment Income$355,952NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$125,654SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$110,815SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$110,815SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,191,819OtherInvestmentsBOYAmt
Other Investments EOY$3,200,205OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,351,050OtherInvestmentsEOYFMVAmt
Other Assets BOY-$328,049OtherAssetsBOYAmt
Other Assets EOY-$226,364OtherAssetsEOYAmt
Other Assets EOYFMV$110,744OtherAssetsEOYFMVAmt
Total Assets BOY$2,989,424TotalAssetsBOYAmt
Total Assets EOY$3,084,656TotalAssetsEOYAmt
Total Assets EOYFMV$5,572,609TotalAssetsEOYFMVAmt
Accounts Payable BOY$36,903AccountsPayableBOYAmt
Total Liabilities BOY$36,903TotalLiabilitiesBOYAmt
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$2,952,521RetainedEarningBOYAmt
Retained Earning EOY$3,084,656RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,952,521TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,084,656TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,989,424TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,084,656TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,952,521TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$132,009ExcessRevenueOverExpensesAmt
Other Increases$126OtherIncreasesAmt
Subtotal$3,084,656SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,084,656TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ARTISAN INTL VALUE FUND-INSP2020-11-172021-02-17$2,010$1,766$244$244
CALVERT INTL EQUITY FUND-IP2020-12-232021-02-17$1,657$1,573$84$84
DFA US LARGE COMPANY PORTP2020-01-012021-04-13$56,566$48,991$7,575$7,575
DFA US LARGE COMPANY PORTP2020-01-012021-10-21$8,997$8,548$449$449
DFA US LARGE COMPANY PORTP2021-12-132021-12-16$75,301$75,301$0$0
T ROWE PRICE LARGE/CAP GRW-IP2020-12-152021-07-20$141$117$24$24
VANGUARD TOTAL BD MKT INDEX-INSTP2020-01-012021-10-22$3,469$3,583-$114-$114
ACCENTURE PLC IRELAND SHSP2019-12-072021-02-25$1,527$1,324$203$203
ALPHABET INC CL CP2019-11-152021-01-27$5,543$3,986$1,557$1,557
ALPHABET INC CL CP2019-11-152021-02-18$4,233$2,657$1,576$1,576
ALPHABET INC CL CP2019-11-152021-04-30$2,407$1,329$1,078$1,078
ALPHABET INC CL CP2020-05-082021-07-28$2,760$1,391$1,369$1,369
ARTISAN INTL VALUE FUND-INSP2021-10-122021-02-17$7,990$5,467$2,523$2,523
CALVERT INTL EQUITY FUND-IP2019-09-272021-02-17$43,343$32,574$10,769$10,769
CALVERT INTL EQUITY FUND-IP2019-09-272021-06-25$30,000$21,278$8,722$8,722
CALVERT INTL EQUITY FUND-IP2019-09-272021-07-07$10,000$7,158$2,842$2,842
CHECKPOINT SOFTWARE TECHNOLOGY COMMONP2019-11-152021-01-21$3,423$3,148$275$275
CULLEN HIGH DIVIDEND EQ-IP2020-01-012021-07-20$7,899$8,019-$120-$120
CULLEN HIGH DIVIDEND EQ-IP2020-01-012021-07-20$101$101$0$0
DANAHER CORP COMMONP2020-04-092021-08-18$3,159$1,464$1,695$1,695
DFA US LARGE COMPANY PORTP2020-01-012021-04-13$93,434$42,128$51,306$51,306
DFA US LARGE COMPANY PORTP2013-10-112021-10-21$91,003$35,836$55,167$55,167
DFA US LARGE COMPANY PORTP2013-10-112021-11-23$25,000$9,535$15,465$15,465
DFA US LARGE COMPANY PORTP2020-01-012021-12-16$49,699$20,091$29,608$29,608
GARTNER INC CL AP2020-01-012021-09-28$3,665$1,460$2,205$2,205
IDEX CORPP2019-11-152021-03-22$2,575$2,108$467$467
IHS MARKIT LTDP2020-01-012021-08-18$4,868$3,029$1,839$1,839
INTUIT INCP2019-11-152021-02-24$4,764$3,177$1,587$1,587
INTUIT INCP2020-05-082021-08-18$3,220$1,679$1,541$1,541
INTUIT INCP2020-01-012021-12-03$5,754$2,413$3,341$3,341
INTUIT INCP2019-11-152021-12-21$3,102$1,324$1,778$1,778
LABORATORY CORP OF AMERICAN HOLDINGSP2019-11-152021-02-08$5,923$4,443$1,480$1,480
LABORATORY CORP OF AMERICAN HOLDINGSP2019-11-152021-03-11$3,048$2,222$826$826
LOWES COMPANIES INCORPORATEDP2020-01-012021-03-22$4,544$2,118$2,426$2,426
MICROSOFT CORPP2019-11-292021-10-28$1,619$834$785$785
MICROSOFT CORPP2020-04-092021-11-30$671$331$340$340
T ROWE PRICE LARGE/CAP GRW-IP2020-01-012021-07-20$5,859$3,616$2,243$2,243
TE CONNECTIVITY LTDP2019-11-152021-02-25$2,781$2,051$730$730
THERMO ELECTRON COMMONP2020-01-012021-06-29$3,051$1,849$1,202$1,202
THERMO ELECTRON COMMONP2019-11-152021-09-27$5,865$3,056$2,809$2,809
THERMO ELECTRON COMMONP2019-11-152021-11-30$1,924$917$1,007$1,007
VANGUARD INTER TERM CORP BOND ETFP2019-05-242021-07-20$25,036$22,775$2,261$2,261
VANGUARD INTL EQUITY IDX EMR MKT ETFP2020-01-012021-12-31$5,089$4,091$998$998
VANGUARD INTL EQUITY IDX EMR MKT ETFP2020-01-012021-12-31$679$582$97$97
VANGUARD INTL EQUITY IDX EMR MKT ETFP2020-01-012021-12-31$39,975$32,768$7,207$7,207
VANGUARD TOTAL BD MKT INDEX-INSTP2020-01-012021-12-31$45,449$46,449-$1,000-$1,000
VANGUARD TOTAL BD MKTP2020-01-012021-12-31$1,082$1,082$0$0
XYLEM INCP2020-01-012021-12-31$3,286$2,185$1,101$1,101
SPDR GOLD TRUSTP2020-01-012021-12-31$9,966$5,315$4,651$4,651
SPDR GOLD TRUSTP2020-01-012021-12-31$3,010$1,580$1,430$1,430
SPDR GOLD TRUSTP2020-01-012021-12-31$806$404$402$402
SPDR GOLD TRUSTP2020-01-012021-12-31$27$14$13$13
CAPITAL GAINS DIVIDENDP2020-01-012021-12-31$99,760$99,760$99,760
FieldValueIRS element (for citing)
Capital Gain Net Income$335,823CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,948SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,898EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,400ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,298TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,350OverpaymentAmt
Applied To ES Tax$2,350AppliedToESTaxAmt
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 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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RALPH M WYMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2036616616PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O ECI LLC 15 E PUTNAM AVE 3100AddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RALPH M WYMAN
26 THE RIDGEWAYGREENWICHCT06831PRESIDENT2.00$0$0$0
KENNETH RUSSELL
4500 NE 40TH STREETSEATTLEWA98105VICE PRESIDENT2.00$0$0$0
VIRGINIA W MEYER
518 WEST LYON FARM DRIVEGREENWICHCT06831TRUSTEE10.00$0$0$0
CARLA BENKA
26 CIRCUIT ROADCHESTNUT HILLMA02467VICE PRESIDENT2.00$0$0$0
PEGGY R ROSENBLUM
143 HOBART ROADNEWTON CENTREMA02459TRUSTEE2.00$0$0$0
LESLIE A W COOPER
26 THE RIDGEWAYGREENWICHCT06831TREASURER/SECRETARY10.00$0$0$0
ALEXANDRA NP DORF
44 HARRISON STREET APT 2BROOKLINEMA02446TRUSTEE2.00$0$0$0
CRISTINA WYMAN
207 EAST 74TH STREET APT2LNEW YORKNY10021TRUSTEE2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,986,634AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,474AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$283,068FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,333,176TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,333,176AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,998CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,253,178NetVlNoncharitableAssetsAmt
Minimum Investment Return$262,659MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$262,659MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,948TaxBasedOnInvestmentIncomeAmt
Total Tax$4,948TotalTaxAmt
Distributable Before Adj$257,711DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$257,711DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$257,711DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$291,746ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$291,746QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$257,711DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,016ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$119,171ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$50,005ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$170,192TotalExcessDistributionCyovAmt
Qualifying Distributions$291,746QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$257,711AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,035RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$204,227TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,016ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$203,211ExcessDistriCyovToNextYrAmt
Excess From Year3$119,171ExcessFromYear3Amt
Excess From Year1$50,005ExcessFromYear1Amt
Excess From Current Year$34,035ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (168 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE SMILE TRAIN
PO BOX 96231WASHINGTONDC20090DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
350ORG
PO BOX 843004BOSTONMA02284DONEENON PROFIT ORGANIZATCHARITABLE DONATION$550
AARP FOUNDATION
601 E STREETWASHINGTONDC20049DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ADOPT A DOG
23 COX AVEARMONKNY10504DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ADOPT-A-NATIVE ELDER PROGRAM
2370 DOC HOLIDAY DRPARK CITYUT84060DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
AFGHAN HEALTH INITIATIVE
30607 134TH AVE SEAUBURNWA98092DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
ALBERT SCHWEITZER FELLOWSHIP
330 BROOKLINE AVENUEBOSTONMA22150DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ALS ASSOCIATION
1275 K STREET NWWASHINGTONDC20005DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
AMERICAN INDIAN SERVICES
3115 EAST LION LANESALT LAKE CITYUT84121DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,000
AMNESTY INTERNATIONAL
311 W 43RD ST 7TH FLOORNEW YORKNY10036DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
ASIA SOCIETY
725 PARK AVENEW YORKNY10021DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,096
ASPCA
860 MARIETTA BLVDATLANTAGA30318DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
AT HOME IN GREENWICH
139 E PUTNAM AVE SUITE 220GREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
BERGEN FAMILY CENTER
44 ARMORY STREETENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$7,500
BORDER YOUTH TENNIS EXCHANGE
1711 W TARGET RANGE RDNOGALESAZ85621DONEENON PROFIT ORGANIZATCHARITABLE DONATION$30,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVEBOSTONMA02115DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
CALL-A-RIDE GREENWICH
37 LAFAYETTE PLACEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
CASTING FOR RECOVERY
109 EAST OAK ST SUITE 1GBOZEMANMO59715DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
CENTER FOR FOOD ACTION
192 W DEMAREST AVEENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
CENTER OF THEOLOGICAL INQUIRY
50 STOCKTON STREETPRINCETONNJ08540DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
CHARLES RIVER CONSERVANCY INC
43 THORNDIKE STREET S3-3CAMBRIDGEMA02141DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
CHRISTIAN CENTER OF PARK CITY UT
1283 DEER VALLEY DRPARK CITYUT84060DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
CITY HARVEST INC
6 E 32ND STNEW YORKNY10016DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
CJD FOUNDATION
3610 W MARKET STREET SUITE 110AKRONOH44333DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
CONNECTICUT FOOD BANK
56 EAGLE STREETWATERBURYCT06708DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
CONNECTICUT PUBLIC RADIO & TELEVESION
1049 ASYLUM AVENUEHARTFORDCT06105DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
CONNECTICUT SPECIAL OLYMPICS
2666 STATE ST 1HAMDENCT06517DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
COUNCIL FOR THE ARTS AT MIT
77 MASSACHUSETTS AVECAMBRIDGEMA02139DONEECOLLEGECHARITABLE DONATION$250
CROSSROADS URBAN CENTER
347 S 400 ESALT LAKE CITYUT84111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
CT AGAINST GUN VIOLENCE
PO BOX 123RIDGEFIELDCT06877DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
DICKINSON COLLEGE
28 N COLLEGE STCARLISLEPA17013DONEECOLLEGECHARITABLE DONATION$550
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREET 16TH FLOORNEW YORKNY10006DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,000
DUWAMISH TRIBAL SERVICES
4705 W MARGINAL WAY SWSEATTLEWA98106DONEENON PROFIT ORGANIZATCHARITABLE DONATION$550
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NWWASHINGTONDC20009DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
FAMILY CENTERS INC
PO BOX 7550 GREENWICHGREENWICHCT06836DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
FAMILY RE-ENTRY
9 MOTT AVE 110NORWALKCT06850DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
FARESTART
700 VIRGINIA STSEATTLEWA98101DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,300
FIRST PRESBYTERIAN CHURCH OF GREENWICH
1 WEST PUTNAM AVENUEGREENWICHCT06830DONEECHURCHCHARITABLE DONATION$2,500
FLAT ROCK BROOK NATURE ASSOCIATION
FLAT ROCK BROOKE NATURE ASSOCIATIONENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
FOUNDATION MASS EYE & EAR INC
243 CHARLES STBOSTONMA02114DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
FOURTH STREET CLINIC (SLCUT)
409 W 400 SSALT LAKE CITYUT84101DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
FRIENDS OF GREENWICH POINT
PO BOX 711OLD GREENWICHCT06870DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
FRIENDS OF THE SMITHSONIAN
1100 JEFFERSON DR SWWASHINGTONDC20013DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,200
GEMS
27001 AGOURA RD SUITE 350ACALABASASCA91301DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
GOOD SHEPHERD LUTHERAN CHURCH
2238 PARADE ROADLACONIANH03246DONEECHURCHCHARITABLE DONATION$10,000
GOT LUNCH LACONIA
18 VETERANS SQUARELACONIANH03246DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
GRACE COTTAGE FOUNDATION
185 GRAFTON ROADTOWNSHENDVT05353DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
GREATER BOSTON FOOD BANK
70 S BAY AVEBOSTONMA02118DONEENON PROFIT ORGANIZATCHARITABLE DONATION$25,000
GREENWICH ARTS COUNCIL
299 GREENWICH AVENUEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
GREENWICH CHAPLAINCY
70 PARSONAGE ROADGREENWICHCT06830DONEECHURCHCHARITABLE DONATION$500
GREENWICH DEPARTMENT OF HUMAN SERVICES FUND
101 FIELD POINT RDGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
GREENWICH HOSPITAL
35 RIVER ROADCOS COBCT06807DONEEHOSPITALCHARITABLE DONATION$250
GREENWICH HOSPITAL FOUNDATION
5 PERRYRIDGE ROADGREENWICHCT06830DONEEHOSPITALCHARITABLE DONATION$250
GREENWICH LAND TRUST
370 ROUND HILL RDGREENWICHCT06831DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
GREENWICH LIBRARY
101 WEST PUTNAMGREENWICHCT06830DONEELIBRARYCHARITABLE DONATION$100
GREENWICH SYMPHONY ORCHESTRA
299 GREENWICH AVEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$200
GREENWICH UNITED WAY
1 LAFAYETTE COURTGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$40,000
GUIDE DOGS FOR THE BLIND
PO BOX 3950SAN RAFAELCA94912DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
GUIDING EYES FOR THE BLIND
PO BOX 97007WASHINGTONDC20090DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
HABITAT FOR HUMANITY
1542 BARNUM AVENUEBRIDGEPORTCT06610DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
HAITIAN HEALTH FOUNDATION
97 SHERMAN STREETNORWICHCT06360DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
HANDEL AND HAYDN SOCIETY
9 HARCOURT STBOSTONMA02116DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
HMS 1974 MEMORIAL SCHOLARSHIP FUND
1430 MASSACHUSETTS AVENUE 6TH FLOORCAMBRIDGEMA02138DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,000
HUMANE SOCIETY INTERNATIONAL
1255 23RD STREETWASHINGTONDC20037DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
HUMANE SOCIETY OF UTAH
242 W 30TH STNEW YORKNY10001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
INNOCENCE PROJECT
40 WORTH STREET SUITE 701NEW YORKNY10013DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
INTERNATIONAL RESCUE COMMITTEE
263 WEST 38TH STREETNEW YORKNY10018DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,250
JAMAICA FIRE AND AMBULANCE
159-10 GOETHALS AVEJAMAICANY11432DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
JONAS PHILANTHROPIES
560 WEST 168TH STREETNEW YORKNY10032DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
KEXP (SEATTLE PUBLIC RADIO)
472 1ST AVE NSEATTLEWA98109DONEESCHOOLCHARITABLE DONATION$550
KIDS IN CRISIS
ONE SALEM STREETCOS COBCT06807DONEENON PROFIT ORGANIZATCHARITABLE DONATION$6,300
KUOW (NATIONAL PUBLIC RADIO)
4518 UNIVERSITY WAY NE 310SEATTLEWA98105DONEENON PROFIT ORGANIZATCHARITABLE DONATION$550
LAKES REGION CONSERVATION TRUST
156 DANE RDCENTER HARBORNH03226DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
LEAGUE OF WOMEN VOTERS
1730 M STREET NW SUITE 1000WASHINGTONDC20036DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
LEARNING ALLY
20 ROSZEL ROADPRINCETONNJ08540DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
LIBERATION PROGRAMS
129 GLOVER AVENUENORWALKCT06850DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
LIGHTHOUSE INTERNATIONAL
15 WEST 65TH STREETNEW YORKNY10023DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
LOOMIS CHAFFEE SCHOOL
4 BATCHELDER ROADWINDSORCT06095DONEESCHOOLCHARITABLE DONATION$500
MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
MARY'S PLACE
PO BOX 1711SEATTLEWA98111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$550
MEALS ON WHEELS - GREENWICH
89 MAPLE AVEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
MEALS-ON-WHEELS
1200 WASHINGTON AVENUEMINNEAPOLISME55415DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
MET OPERA ASSOCIATION - NEW ENGLAND AUDITIONS
30 LINCOLN CENTERNEW YORKNY10023DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,000
METROPOLITAN OPERA ASSOCIATION
70 LINCOLN CENTER PLAZANEW YORKNY10023DONEENON PROFIT ORGANIZATCHARITABLE DONATION$25,000
MGH FUND
125 NASHUA STREET SUITE 540BOSTONMA02114DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,750
MIDDLEBURY COLLEGE
OLD CHAPEL MIDDLEBURY COLLEGEMIDDLEBURYVT05753DONEECOLLEGECHARITABLE DONATION$500
MIT ANNUAL FUND
600 MEMORIAL DRIVE W98-200CAMBRIDGEMA02139DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,000
MOUNT HOLYOKE COLLEGE
50 COLLEGE STREETSOUTH HADLEYMA01075DONEECOLLEGECHARITABLE DONATION$500
MOUNTAIN VALLEY MEDICAL CLINIC
38 VT ROUTE 11LONDONBERRYVT95148DONEEHOSPITALCHARITABLE DONATION$250
MSPCA-ANGELL
350 SOUTH HUNTINGTON AVEBOSTONMA02130DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,000
MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
375 KINGS HIGHWAY NORTHCHERRY HILLNJ08034DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NAACP LEGAL DEFENSE FUND
40 RECTOR STREET 5TH FLOORNEW YORKNY10006DONEENON PROFIT ORGANIZATCHARITABLE DONATION$800
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700WASHINGTONDC20001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NATIONAL VETERANS FOUNDATION
5777 WEST CENTURY BOULEVARD SUITELOS ANGELESCA90045DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500350
NATIONAL RESOURCES DEFENSE COUNCIL
733 THIRD AVENUENEW YORKNY10017DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NEIGHBOR TO NEIGHBOR
1550 BLUE SPRUCE DRIVEFORT COLLINSCO80524DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,750
NORTHFIELD MOUNT HERMON
1 LAMPLIGHTER WAYMOUNT HERMONMA01354DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NORTHWEST HARVEST
1725 I ST NW 900WASHINGTONDC20006DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,300
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE 400SEATTLEWA98122DONEENON PROFIT ORGANIZATCHARITABLE DONATION$550
ONE EQUAL HEART FOUNDATION
1620 BROADWAY AVENUE SUITE 205SEATTLEWA98122DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,550
OPPORTUNITY INTERNATIONAL
2122 YORK ROAD SUITE 150 OAKBROOKIL60523DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
PACIFIC HOUSE
597 PACIFIC ST 5814STAMFORDCT06902DONEENON PROFIT ORGANIZATCHARITABLE DONATION$200
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHCA90266DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
PARKINSON'S FOUNDATION
PO BOX 6003ALBERT LEAME56007DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
PARSONAGE COTTAGE
88 PARSONAGE ROADGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
PERU CONGREGATIONAL CHURCH
2 W MAIN RDPERUMA01235DONEECHURCHCHARITABLE DONATION$200
PINE STREET INN
444 HARRISON AVEBOSTONMA02118DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
PLANNED PARENTHOOD
23 HYATT STREETSTATEN ISLANDNY10301DONEENON PROFIT ORGANIZATCHARITABLE DONATION$550
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
1055 COMMONWEALTH AVEBOSTONMA02215DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
PLANNED PARENTHOOD OF SOUTH NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
PORT CHESTER CARVER CENTER INC
400 WESTCHESTER AVENUEPORT CHESTERNY10573DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
PRINCETON THEOLOGICAL SEMINARY
64 MERCER STREETPRINCETONNJ08542DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
PROJECT HEALING WATERS FLY FISHING INC
PO BOX 695LAPLATAMD20646DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
PUGET SOUNDKEEPER
130 NICKERSON ST 107SEATTLEWA98109DONEENON PROFIT ORGANIZATCHARITABLE DONATION$550
REACH OUT AND READ
89 SOUTH STREET SUITE 201BOSTONMA02111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
RESURGE INTERNATIONAL
145 N WOLFE ROADSUNNYVALECA94086DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
RIVER HOUSE ADULT DAY CARE INC
125 RIVER RD EXCOS COBCT06807DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,750
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON ROADBRONXNY10471DONEESCHOOLCHARITABLE DONATION$500
ROCKINGHAM ARTS & MUSEUM PROJECT
7 CANAL STREETBELLOWSVT05101DONEEMUSEUMCHARITABLE DONATION$100
SILENT IMAGES
PO BOX 667MATTHEWSNC28106DONEENON PROFIT ORGANIZATCHARITABLE DONATION$300
SMITH COLLEGE
10 ELM STREETNORTHAMPTONMA01063DONEECOLLEGECHARITABLE DONATION$100
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$900
SPCA OF WESTCHESTER
590 NORTH STATE ROADBRIARCLIFF MANORNY10510DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
SPECIAL EDUCATION LEGAL FUND INC
PO BOX 7855GREENWICHCT06836DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
STAMFORD HOSPITAL FOUNDATION
1351 WASHINGTON BLVD STE 202STAMFORDCT06902DONEEHOSPITALCHARITABLE DONATION$250
STAMFORD POLICE FOUNDATION
805 BEDFORD STSTAMFORDCT06901DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
STRATTON FOUNDATION
VILLAGE SQUARE STE 2DSTRATTON MOUNTAINVT05155DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,000
STUDIO IN A SCHOOL
75 WEST END AVE SUITE 3NEW YORKNY10023DONEESCHOOLCHARITABLE DONATION$250
SUNDAY BREAKFAST MISSION
110 N POPLAR STREETWILMINGTONDE19801DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
SYRIAN AMERICAN MEDICAL SOCIETY
1012 14TH ST NW 1500WASHINGTONDC20005DONEEHOSPITALCHARITABLE DONATION$550
TEAM RUBICON
270 PARK AVENUENEW YORKNY10017DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STDALLASTX75219DONEEHOSPITALCHARITABLE DONATION$2,000
THE AMHERST FUND
401 E STADIUM BLVDANN ARBORMS48104DONEECOLLEGECHARITABLE DONATION$1,821
CARCINOID CANCER FOUNDATION
333 MAMARONECK AVENUE 492WHITE PLAINSNY10605DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
CARVER FOUNDATION (NORWALK)
7 ACADEMY STREETNORWALKCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
THE COMMUNITY CHEST OF ENGLEWOOD
122 S VAN BRUNT ST 2ND FLOORENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$9,000
THE DOE FUND INC
345 E 102ND ST 305NEW YORKNY10028DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,000
THE ELISABETH MORROW SCHOOL
435 LYDECKER STENGLEWOODNJ07631DONEESCHOOLCHARITABLE DONATION$3,500
THE FISTULA FOUNDATION
1922 THE ALAMEDA SUITE 302SAN JOSECA95126DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE FOOD BANK OF LOWER FAIRFIELD COUNTY
461 GLENBROOK RDSTAMFORDCT06906DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE GREENWICH ALLIANCE FOR EDUCATION
48 MAPLE AVEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE HOTCHKISS SCHOOL
11 INTERLAKEN ROADLAKEVILLECT06039DONEESCHOOLCHARITABLE DONATION$1,000
THE MARCUS J BORG FOUNDATION
PO BOX 935BENDOR97709DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
THE OPEN DOOR SHELTER (NORWALK CT)
4 MERRITT STNORWALKCT06854DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
THE ROAD HOME
1415 S MAIN STREETSALT LAKE CITYUT84115DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,250
THE SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
THE SEATTLE PUBLIC LIBRARY FOUNDATION
1000 FOURTH AVESEATTLEWA98104DONEELIBRARYCHARITABLE DONATION$550
THE SPENCE SCHOOL ANNUAL FUND
22 E 91ST STREETNEW YORKNY10128DONEESCHOOLCHARITABLE DONATION$1,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
THIRTEENWNET NEW YORK
450 WEST 33RD STNEW YORKNY10001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
TRINITY CHURCH LIME ROCK
484 LIME ROCK RDLAKEVILLECT06039DONEECHURCHCHARITABLE DONATION$1,000
UTAH FOOD BANK
3150 S 900 WSOUTH SALT LAKEUT84119DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
WASHINGTON TRAILS ASSOCIATION
705 2ND AVE 300SEATTLEWA98104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$550
WESTAR INSTITUTE
PO BOX 346FARMINGTONME55024DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
WGBH (BOSTON PUBLIC TELEVISION-PBS)
1 GUEST STBOSTONMA02135DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREET SUITE 1600SAN FRANCISCOCA94104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
WINHALL POLICE AND RESCUE
113 VT-30WINHALLVT05340DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
WNYC RADIOWQXR
160 VARICK STREETNEW YORKNY10013DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
WOMEN FOR WOMEN INTERNATIONAL
2000 M ST NWWASHINGTONDC20036DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
WOUNDED WARRIOR PROJECT
370 7TH AVE SUITE 1802NEW YORKNY10001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
YWCA GREENWICH
259 E PUTNAM AVEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,250
YMCA UTAH
675 E 2100 S SUITE 200SALT LAKE CITYUT84106DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
ZAKAT INTERNATIONAL
PO BOX 639WORTHIL60482DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
CAPITAL DISTRIBUTIONOUTSTANDING CHECKS
123 VARIOUS STVARIOUSPA19103DONEENON PROFIT ORGANIZATCHARITABLE DONATION$6,979
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$291,746TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,621ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$335,823ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$426,444ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$426,444TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
RALPH WYMAN
1C/O ECI LLC 15 E PUTNAM AVE3100GREENWICHCT06830$50,000Yes (X)
LESLIE COOPER
2C/O ECI LLC 15 E PUTNAM AVE3100GREENWICHCT06830$4,000Yes (X)
ERIC JULIE COOPER
3C/O ECI LLC 15 E PUTNAM AVE3100GREENWICHCT06830$15,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS-US EQUITIESAT COST$2,107,398$4,042,977
MUTUAL FUNDS-GLOBAL EQUITIESAT COST$182,187$273,321
MUTUAL FUNDS-BONDSAT COST$810,921$833,190
SPDR GOLD TRUST SHSAT COST$99,699$201,562

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMA MULTISTRATEGY OFFSHORE FD-$328,049-$328,049$8,951
BLACKSTONE ALTERNATIVE MULTI-STRATEGY$101,686$101,794
CASH - NET-$1-$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE ANNUAL FEESDesc
Revenue And Expenses Per Books$490RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescACCRUED INCOME/ADJUSTMENTSDesc
Amt$126Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEECategoryTxt
Amt$70,492Amt
Net Investment Income$70,492NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$607$0$0
FEDERAL TAXES$100$0$0

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